Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2026-03-13
Concept: Differences in OfficeConnect Between Financials and Planning Data Sources

Concept: Differences in OfficeConnect Between Financials and Planning Data Sources

This table describes the differences in OfficeConnect between using the Financials data source and the Adaptive Planning data source.
Functionality
Financials Data Source
Adaptive Planning Data Source
Elements hierarchy
  • Ledger Accounts
  • Company
  • Dimensions
A valid intersection includes these elements at a minimum:
  • Version
  • Company
  • Time
  • Ledger account
  • Accounts
  • Level
  • Custom Dimensions
A valid intersection includes these elements at a minimum:
  • Version
  • Level
  • Time
  • Account or account attribute
Workbook properties:
  • Round to
  • Report date
  • Clear Data
By default, we:
  • Select
    No Rounding
    .
  • Don't select
    Make new time elements relative to the report date
    .
  • Don't select
    Always clear data upon save
    .
By default, we:
  • Select
    Thousands
    .
  • Select
    Make new time elements relative to the report date
  • Select
    Always clear data upon save
    .
Groups
Not available
Available
Cell Details
Use
Show Details
 to display contributing journal line and plan line details for a cell.
Use
Explore Cell
 to explore cell data.
Versions
The default version is Actuals. You can select a plan element from any plan structure that your administrator configures in Workday.
The default version depends on your model. You can override the default version by applying a version element to a report cell, row, or column.
Exclude elimination elements when expanding
Available in user settings and Expand dialog
Not available
Time contexts and components
Based on the time configuration in the data model.
Based on the instance calendar.
Currency
  • Currency settings in Workbook Properties includes these options:
    • Primary ledger currency
    • Model default currency
  • Ledger Currency Mapping is available as a dimension if alternate ledger currency is enabled in Workday.
  • Currency settings in Workbook Properties includes these options:
    • Level currency
    • Corporate currency
  • Alternate ledger currency is not available
Amount Type dimension
Includes Beginning Balance, Ending Balance, and Average Daily Balance.
Not available. Time Context includes Beginning Balance.
Labels
  • Model label type is available.
  • Account Contra Indicator label type value isn't available.
  • Levels and dimensions include these display type values:
    • Dimension short name
    • Dimension display name
  • Label Suppression
     option isn't available.
  • Model label type isn't available.
  • Account Contra Indicator label type value is available.
  • Levels and dimensions include these display type values:
    • Dimension code
    • Dimension display name
    • Dimension name
    • Dimension short name
  • Label Suppression
     option is available.
Effective Date for reporting on dimension hierarchies
Available
Not Available
Multiple hierarchies per dimension
Available
Only available for Time dimension