Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-06-23
Write Back from OfficeConnect to Adaptive Planning

Write Back from OfficeConnect to Adaptive Planning

  • The latest version of OfficeConnect.
  • Security:
    Writeback from External Sources
     permission.
From valid leaf-level intersections in OfficeConnect reports, you can submit data edits back to Adaptive Planning. Based on the access rules configured for your instance, you can write back to specific levels, accounts, custom dimensions, and attributes.
The ability to submit edits from OfficeConnect, enables you to:
  • Update your planning data without leaving Excel.
  • Use Excel capabilities such as formulas and copy and paste functions.
In writeback mode, you can only edit and submit changes for these supported elements:
  • Accounts: Cube, Custom, GL, and Assumption.
  • Levels: Leaf levels only.
  • Versions: Actuals, plan, and scenario versions.
  • Calendars: Default calendars only. Time rollups aren't supported for Writeback.
  • Dimensions: For cube accounts, all dimensions present on the sheet must also display on the report.
  • Attributes: Dimension attributes and their corresponding dimensions that are present on the sheet must also display on the report.
Writeback doesn't support accounts with splits. If you're unable to enter Writeback mode, check the underlying sheets to see if they have splits on their accounts.
When you update sheet intersections using the OfficeConnect Writeback options, Audit Trail tracks these changes.
When using OfficeConnect Writeback, we recommend that you don't use Excel Interface for Planning (EIP) at the same time. Currently there are some issues including the need to authenticate to both add-ins separately. We're planning to address these issues in a future release.
  1. Open an existing report or create one.
  2. In the report, select one or more rows or columns with:
    • Only 1 version
    • Cells that supports writeback
  3. From the OfficeConnect ribbon, click
    Writeback
    .
    OfficeConnect refreshes the report refreshes and highlights any editable cells.
  4. Within the editable range, select an intersection that you want to edit.
  5. Make your edits and click
    Submit
    .
    Before you submit, the updated values display in a different color. After you submit, the selected range refreshes and reflects the latest updates. The values no longer display in a different color.
  6. (Optional). From
    User Settings
    Colors
    , change the default writeback colors for:
    • Editable cells
    • Pending edits
    • Errors
  7. (Optional). From
    Workbook Properties
    General
    , change the default setting for
    Highlight cells for writeback
    .