Financials vs. Adaptive Planning Data Sources

Key differences in OfficeConnect behavior depending on whether you’re using the Adaptive Planning or Financials data source.

OfficeConnect supports two data sources. Most organizations use Adaptive Planning (budget and forecast data). Organizations using Workday Financial Management also have access to the Financials data source (general ledger actuals).

The data source is set when you configure your tenant. Some OfficeConnect features behave differently depending on which source is active.

Feature comparison

Feature	Adaptive Planning	Financials
Elements hierarchy	Accounts, Level, Custom Dimensions	Ledger Accounts, Company, Dimensions
Minimum valid intersection	Version + Level + Time + Account	Version + Company + Time + Ledger Account
Default rounding	Thousands	No Rounding
Make new time elements relative	On by default	Off by default
Always clear data upon save	On by default	Off by default
Element groups	Available	Not available
Cell Details	Explore Cell (drill into cell data)	Show Details (contributing journal lines; drill through to Workday)
Default version	Depends on your model	Actuals
Exclude elimination on expand	Not available	Available (in user settings and Expand dialog)

Which data source am I using?

Check your tenant configuration: in the OfficeConnect sign-in drop-down, each tenant shows its data source type.

Effective dates (Financials only)

When using the Financials data source, you can select an effective date for your report. This reflects your organization’s structure as of that date — useful for reporting after reorganizations.

Note: Effective date support requires configuration in Workday’s financial reporting data model. Contact your Workday Security Administrator to verify it’s enabled.

Alternate hierarchies (Financials only)

If your administrator configures alternate hierarchies for dimensions in the financial reporting data model, you can select different hierarchy views in your OfficeConnect report — useful for viewing company, ledger account, or cost center dimensions from multiple perspectives.