Filter Reports by Company in OfficeConnect (Financials)

Scope an OfficeConnect Financials report to a specific legal entity, or build a multi-company view showing each entity in its own column.
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In the Financials data source, Company is the top-level org dimension — the equivalent of a legal entity or subsidiary in Workday Financial Management. Every Financials report must include at least one Company element to pull data. Here’s how to use it effectively.

Single-company report

  1. Open your OfficeConnect workbook and click the OfficeConnect tab.

  2. Click your column header cell (e.g., B1).

  3. In the Reporting pane, expand Company and drag your target company into B1.

  4. Add your version, time, and ledger account rows as usual.

  5. Click Refresh. All data in column B is scoped to that company.

Multi-company report (entities side by side)

To compare two or more companies:

  1. Drag Company A into B1 and Company B into C1.

  2. Add version and time elements in B2:C2 (same values for both columns).

  3. Add account rows in column A and copy data formulas across both columns.

  4. Click Refresh. Each column shows actuals for its company, sharing the same accounts and time period.

Consolidated view

To show a consolidated total across all companies:

  1. In the Reporting pane, expand Company and look for a parent-level or consolidation company (often named All Companies, Group, or your parent entity name).

  2. Drag the parent company into a column header. OfficeConnect returns consolidated data with intercompany eliminations applied if your Workday model is configured for consolidation.

Note: Consolidated reporting requires that intercompany elimination rules are configured in Workday Financial Management. If the parent company value doesn’t match your expected consolidated total, contact your Workday administrator.