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Adaptive Planning
Reference: OfficeConnect Technical Requirements

Reference: OfficeConnect Technical Requirements

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
When
Workday
 releases 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:
  1. Click the Windows Start button.
  2. In the search box, type
    msinfo32
    , and press Enter.
  3. In the right pane of the System Information dialog box, the number listed for Installed Physical Memory is the RAM installed in your computer.
  4. Make sure it is at least 4 GB. For optimum performance,
    Workday
     recommends 8 GB.

Support

Need help installing or using
Excel Interface for Planning
 and
OfficeConnect
? Contact us.

What Is
OfficeConnect
?

OfficeConnect
 is a an add-in for Microsoft Office that extends your financial report building and formatting capabilities with your
Adaptive Planning
 data in Microsoft Excel, Word, and PowerPoint.
You can drag and drop data from your online instance into Microsoft Excel to create presentation-quality reports using Excel's formatting capabilities.
For compelling executive presentations, you can link data from your
OfficeConnect
 report in Excel to board books and other documents in
OfficeConnect
 for Word, and to tables and graphs in
OfficeConnect
 for PowerPoint. You can automatically update these documents and presentations with a single click no copy/paste or reformatting required.
For additional product information, including the datasheet and video, visit the Reporting web page.

Types of Reports
OfficeConnect
 Can Create

Report Type
Description
Report formats
Matrix and presentation-quality
Financial reports
P&L, balance sheet, statement of cash flow
Actual and budget reports
Actuals, budget, forecast, and others
Board books
Word documents combining text (narrative) plus matrix reports (financial and metric results).
Executive presentations
Slide presentations for boards of directors, external and internal or executive management.

Features Supported in
OfficeConnect

Features
Description
Excel
  • Connect to data in
    Adaptive Planning
  • Drag and drop
    Adaptive Planning
     data to existing formatted Excel reports
  • Access accounts, versions, dimensions, and calendars in your
    Adaptive Planning
     instance
  • Report data at the summary level (drilling to detail is an upcoming feature)
  • Suppress zeros in rows and columns
  • Apply dynamic level parameters and
    Adaptive Planning
     labels to your report
  • Report on the default instance in multi-instance environments
Word
  • Produce board books and other documents that can be instantly updated
  • Link named ranges in
    OfficeConnect
     for Excel to Word tables and narrative text
  • Instantly update financial data from
    Adaptive Planning
     to
    OfficeConnect
     in your documents
PowerPoint
  • Produce executive board presentations that can be instantly updated
  • Link named ranges in
    OfficeConnect
     for Excel to tables and graphs in slides
  • Instantly update data from
    Adaptive Planning
     to
    OfficeConnect
     in your slides