Concept: How OfficeConnect Works
OfficeConnect is an optional software that uses data from your Adaptive Planning data model to create reports in Microsoft Excel, documents in Microsoft Word, and presentations in Microsoft PowerPoint.
It connects your planning data in the cloud to your Microsoft Office products (Word, Excel, PowerPoint) so they always reflect up-to-date information.
As a financial analyst, use OfficeConnect to create financial reports, narrative reports, and board books that you can refresh in minutes. You can spend the time that you save on analysis.
All OfficeConnect reports and documents start with MS Excel. OfficeConnect for Excel lets you create Adaptive Planning reports by dragging and dropping elements, such as time periods and accounts, into rows and columns.
OfficeConnect Data Flow
Adaptive Planning provides you with powerful plugins for Microsoft Excel, Word, and PowerPoint. To connect to Adaptive Planning, always sign in from the OfficeConnect tab in the Excel, Word, or PowerPoint ribbon. OfficeConnect shares the sign-in credentials across Excel, Word, and PowerPoint.
OfficeConnect starts with Adaptive Planning online where you enter or import data. You also store the data in your Adaptive Planning instance.
When you open OfficeConnect for Excel, you connect to your online instance and all its stored data, which you can use to create OfficeConnect reports. You can then use powerful links in OfficeConnect for Word or PowerPoint to pull in the data from Excel.
After setting up your links, you don't have to relink, change formulas, or reformat across succeeding months or other reporting periods. Just change the report date, refresh the file, and your report is ready to present. Refresh the linked Word documents and PowerPoint presentations and they change too.
When you work directly in Adaptive Planning, cloud-based security measures protect your confidential information. Your OfficeConnect documents on your company network or on your local computer might not be as secure. You can hide the data before you close the files to maintain protection. When you reopen the file, click
Refresh
to reload the data into the file. See Securing OfficeConnect Files for more information.Data Access in Reports
OfficeConnect for Financial Management
You can also use OfficeConnect to create financial reports in Excel from the Financials data source. To configure OfficeConnect for financials, you must
- Meet eligibility requirements as described in Enable OfficeConnect for Workday Financial Management.
- Set up your tenant for OfficeConnect for Financial Management. See Steps: Set Up Your Tenant for OfficeConnect for Financial Management.
- Set up the Workday Financial Reporting data model. See Set Up the Financial Reporting Data Model.
After completing the required setup, you can sign in to OfficeConnect from Workday-enabled instances. You can connect to a Workday tenant for either of these data sources:
- Adaptive Planning
- Financials