What is OfficeConnect?
OfficeConnect is a Workday Adaptive Planning add-on that plugs right into Excel, Word, and PowerPoint. It connects your Microsoft apps directly to your live cloud data, letting you build reports from a single source of truth with more confidence and less effort.
OfficeConnect tutorials and articles
Dive into comprehensive Workday Adaptive Planning OfficeConnect tutorials and articles, created by our team of experts and consultants.
How to integrate Workday Adaptive Planning OfficeConnect with Word and PowerPoint
Learn how to enhance reporting workflows by integrating OfficeConnect with Microsoft Word and PowerPoint – especially useful for recurring reports like monthly executive summaries or board presentations.
Workday OfficeConnect Customised Reporting
OfficeConnect is an add-on for Excel. With it, you can build reports using OfficeConnect features, while making use of familiar Excel functionality. Learn how here.
OfficeConnect enhancements for Workday Adaptive Planning
Here are some of the commonly used shortcuts, tips and tricks to help simplify and enhance your experience using Workday Adaptive Planning.
How to maintain and update OfficeConnect reports
Learn key elements of building reports in OfficeConnect including workbook properties, applying elements, copy and paste, and find and replace.
Workday Adaptive Planning technical tips
Watch OfficeConnect tips:
Two Minute Tuesday videos
Two Minute Tuesdays are a video series that deliver quick, bite-sized Workday Adaptive Planning technical tips in two minutes. Created by the QMetrix team, these practical tutorials help users optimise and troubleshoot their planning and reporting workflows, and are watched by thousands worldwide. Watch the tips and tricks here to enhance OfficeConnect and level up your skills.
How to copy paste and move a report in OfficeConnect
A common issue users run into when trying to copy and paste elements in an OfficeConnect report is that all the OfficeConnect elements become disabled. Watch this video to learn the difference between Excel copy and paste and OfficeConnect copy and paste.
How to incorporate multi-select filtering
Can you select multiple dimension values in filter? Yes. In this video we explore how to incorporate multi-select filtering across OfficeConnect, Web Reports and Dashboards in Workday Adaptive Planning.
How to use the multi-select feature in reports and dashboards
In this video we look at how to enable and use the multi-select feature, level parameters, and how to slice and dice data in a specific way.
How to use the writeback feature in OfficeConnect
The writeback function enables you to directly submit data edits from your OfficeConnect reports straight into Workday Adaptive Planning – without even leaving Excel.
How to troubleshoot common errors when installing OfficeConnect
Having issues adding OfficeConnect to your Adaptive Planning instance? Here are some tips on how to troubleshoot common OfficeConnect set up errors.
How to use labels in OfficeConnect
Labels can be used in OfficeConnect reports to help the end user get a better understanding of what the report is trying to do, what filters have been applied and what time period is being displayed. This video demonstrates how to add and remove labels to an OfficeConnect report.
How to override and append elements in OfficeConnect
This video compares the different override options in OfficeConnect. When trying to apply an element to a row, column or cell that already has an element applied, a pop-up menu appears asking whether you want to replace, append or cancel. In this video you’ll see the difference between these options and when they should be used.
How to set up absolute dates in OfficeConnect
Absolute dates are often required for reporting, particularly when viewing a 12 month forecast. In situations like this you don’t want the periods to change each time the report date is changed. This video steps you through how to set your report up for absolute dates.
How to set up relative dates in OfficeConnect
Relative dates allow users to update monthly reports dynamically. This video explains relative dates in detail and describes the best ways to set up an OfficeConnect report to support relative dates.
How to expand and collapse elements in OfficeConnect
The explore property in OfficeConnect has undergone some changes and updates. This video includes a walk through of how to expand, collapse, Keep and Remove, and explore values in OfficeConnect.
How to find and replace elements in OfficeConnect
We often get asked “I have spent hours building a report in OfficeConnect, but I’m afraid the requirements have changed. Do I need to start again? How can I change the report to reference a different version?” This video addresses these queries by demonstrating how to find and replace elements in OfficeConnect.
How to repeat reports in OfficeConnect
We often find that users maintain multiple versions of the same report, with the intention that each report has a different audience, whether that is a different area of the business, location or project. This can become a challenge when updates are required as multiple versions need to be managed.
How to clear data in OfficeConnect
Updating OfficeConnect reports can be troublesome if the elements have not been cleared correctly. This video demonstrates the different ways to erase data, as well as the default “clear data upon save” behaviour.
How to use filters in OfficeConnect
The use of filters in OfficeConnect provide end users with control of how they want to specifically view the report by having a set of elements available to select from the reporting pane. This video demonstrates how to set up filters in OfficeConnect.
How to group elements in OfficeConnect
Grouping elements in OfficeConnect allows elements to dynamically reflect changes made to the model in the report. When the grouping feature has been applied, any changes to the account such as new additions, removals or even a re-order of accounts will be reflected in the report.
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