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Adaptive Planning
Add OfficeConnect Tenants (Workday)

Add OfficeConnect Tenants (Workday)

  • Download the latest version of OfficeConnect. See Product Downloads.
  • Work with your Workday security administrator to obtain these details for each tenant (Adaptive Planning, Financials, or both):
    • Client ID
    • Workday REST API Endpoint
    • Authorization Endpoint URL
  • For Adaptive Planning tenants configured with Workday SSO:
    • Work with your Workday security administrator to enable OfficeConnect and then generate the API client. See Enable Features After User Sync.
    • Security:
      Access OfficeConnect
       permission.
  • For Workday Financial Management, verify you have the required access to sign in to Workday from OfficeConnect. See Concept: Enforcing Security in OfficeConnect.
You can create tenants in OfficeConnect. After you save the tenant information, the connection persists. The next time you access OfficeConnect, the sign-in page displays for the tenant that you last connected to.
Your organization can use a mix of Workday Adaptive Planning and Workday Financial Management tenants.
  1. Start Excel and select
    OfficeConnect
     in the ribbon.
  2. Click
    Log In
    .
    The Workday Adaptive Planning sign-in page displays.
  3. Click
    Log in with Workday
    .
  4. Specify and save the tenant details.
    As you complete the task consider:
    Opción Descripción
    Name
    The name of the Workday tenant. Example: Production, Sandbox
    Data Source
    The tenant data source. Example: Adaptive Planning or Financials
    To use Workday Financial Management, you must select the
    Financials
     data source.
    Client ID
    The client ID for the tenant.
    API endpoint URL
    The API endpoint URL for the tenant.
    Authorization Endpoint URL
    The authorization endpoint URL for the tenant.
    After you successfully connect to a tenant, the Workday sign-in page displays. The saved tenant name displays in a drop-down list in the Log In window.
  5. (Optional) Use the
    Manage Tenants
     option from the drop-down list to add other tenants. You can edit or delete existing tenants from the list.
  6. (Optional) Select another tenant name from the drop-down list to access a different Workday tenant.
  7. (Optional) Change the
    Connection
     user setting in OfficeConnect to enable users to select a tenant when they sign. This is useful when:
    • You've configured multiple tenants for Workday Single Sign-On.
    • Your identity provider automatically signs you in.
    • You use OfficeConnect with both Financials and Adaptive Planning data sources.