参考信息：OfficeConnect 技术要求
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.什么是 OfficeConnect?
OfficeConnect
?OfficeConnect
是 Microsoft Office 的一个加载项，可扩展您的财务报告构建和格式设置功能， Adaptive Planning
Microsoft Excel、Word 和 PowerPoint 中的数据您可以将数据从在线实例拖放到 Microsoft Excel 中，以便使用 Excel 的格式设置功能创建演示文稿质量的报告。
要获得引人入胜的高管演示文稿，您可以
OfficeConnect
将 Excel 中的报告映射到董事会账簿和其他文档 OfficeConnect
对于 Word，以及中的表格和图表 OfficeConnect
用于 PowerPoint。只需单击一下，即可自动更新这些文档和演示文稿，无需复制/粘贴或重新设置格式。有关其他产品信息（包括数据表和视频），请访问 “报告”网页。
报告类型 OfficeConnect 可创建
OfficeConnect
可创建报告类型 | 描述 |
|---|---|
报告格式 | 矩阵和演示文稿质量 |
财务报告 | 损益表、资产负债表、现金流量表 |
实际报告和预算报告 | 实际值、预算、预测及其他 |
董事会账簿 | 将文本（叙述性内容）与矩阵报告（财务和指标结果）相结合的 Word 文档。 |
主管演示 | 面向董事会、外部和内部或执行管理层的幻灯片演示文稿。 |
功能支持的版本 OfficeConnect
OfficeConnect
功能 | 描述 |
|---|---|
Excel |
|
Word |
|
PowerPoint |
|