참조: OfficeConnect 기술 요구사항
Installation Prerequisites
If you haven't already installed the prerequisites, administrative permissions are requested during the
Excel Interface for Planning
and OfficeConnect
installation. Alternatively, IT can install these prerequisites in advance to enable users to install without administrative permissions.Microsoft .NET Framework 4.8 | If you prefer, install .NET 4.8 beforehand. |
Microsoft Visual Studio 2010 Tools for Office Runtime | Required: Install Visual Studio Tools for Office Runtime beforehand. |
Workday Event Log Components | The add-in installation automatically installs the components. The components display in the Windows Control Panel, Programs and Features list as a separate item. They enableOfficeConnect andExcel Interface for Planning to log errors and other data to the Windows Event Log. To download the Workday Event Log Components separately, use this URL |
Hardware and Software Requirements
To install
Excel Interface for Planning
or OfficeConnect
the first time, you must have Windows administrative permissions. See:
Operating System | Microsoft Windows 11 or later Server/desktop virtualization environments (such as Remote Desktop Services) We don't support the Mac operating system. |
Web Browsers | |
FireFox | Latest version, latest ESR |
Chrome | Latest version |
Microsoft Office | OfficeConnect requires Microsoft Office (64 bit recommended) with the Semi-Annual Channel install.
Microsoft Office 2021 Microsoft Office 2024 Microsoft Office 365 Pro Plus (32-bit or 64-bit) |
Memory (RAM) | 8 GB minimum Learn how to check your computer RAM (instructions at the bottom of this page). |
Language, localization | English |
Regional Settings | English |
Update Requirements
Promptly install updates for Excel Interface for Planning and OfficeConnect.
- Per-User Updates
- When Workday releases a new update, it prompts each user to install the update when logging in to Excel Interface for Planning or OfficeConnect. Each user can update without administrative permissions, or, if preferred, IT can silently install updates for multiple users.Promptly install the update before the deadline noted in the prompts.
- Per-Machine Updates
- WhenWorkdayreleases a new update, it prompts members of the local administrators group to install the update by a certain date. In general, you have 60 days to install the update from the time of the release.For the first 45 days, we notify only users with administrative permissions. After 45 days, users also start seeing daily notifications of an available update. OfficeConnect and Excel Interface for Planning require users and admins to install the update by the date listed in the notification.
Check RAM
To check the memory (RAM) installed on the computer:
- Click the Windows Start button.
- In the search box, typemsinfo32, and press Enter.
- In the right pane of the System Information dialog box, the number listed for Installed Physical Memory is the RAM installed in your computer.
- Make sure it is at least 4 GB. For optimum performance,Workdayrecommends 8 GB.
Support
Need help installing or using
Excel Interface for Planning
and OfficeConnect
? Contact us.정의 OfficeConnect?
OfficeConnect
?OfficeConnect
은 재무 리포트 작성 및 서식 기능을 확장하는 Microsoft Office용 추가 기능입니다. Adaptive Planning
Microsoft Excel, Word 및 PowerPoint의 데이터온라인 인스턴스에서 Microsoft Excel로 데이터를 끌어서 놓아 Excel의 서식 기능을 사용하여 프레젠테이션 수준의 리포트를 생성할 수 있습니다.
효과적인 경영진 프레젠테이션을 위해
OfficeConnect
Excel에서 리포트를 의 보드 장부 및 기타 문서에 매핑 OfficeConnect
Word의 경우, 의 표 및 그래프에 OfficeConnect
- PowerPoint용 . 복사/붙여넣기 또는 서식을 다시 지정할 필요 없이 클릭 한 번으로 이러한 문서와 프레젠테이션을 자동으로 업데이트할 수 있습니다.데이터시트 및 동영상을 포함한 기타 제품 정보를 보려면 Reporting 웹 페이지를방문하십시오.
리포트 유형 OfficeConnect생성가능
OfficeConnect
생성가능리포트 유형 | 설명 |
|---|---|
리포트 형식 | 매트릭스 및 프레젠테이션 품질 |
재무 리포트 | 손익계산서, 재무상태표, 현금흐름표 |
실적 및 예산 리포트 | 실제값, 예산, 예측 및 기타 |
보드북 | 텍스트(설명)와 매트릭스 리포트(재무 및 메트릭 결과)를 결합한 Word 문서 |
경영진 프레젠테이션 | 이사회, 외부 및 사내 또는 경영진을 위한 슬라이드 프레젠테이션 |
에서 지원되는 기능 OfficeConnect
OfficeConnect
기능 | 설명 |
|---|---|
Excel |
|
Word |
|
PowerPoint |
|