Add Headcount Data to a Financial Report

Mix workforce planning metrics (headcount, FTEs, salary cost) with financial accounts in a single OfficeConnect report.
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OfficeConnect doesn’t separate financial and workforce accounts — they’re all elements in your Adaptive Planning model. You can add headcount rows to any financial report by dragging the right accounts from the Reporting pane.

Steps

  1. Open your financial report in Excel and click the OfficeConnect tab.

  2. Click an empty row below your financial accounts — for example, A10 if your P&L ends at row 9.

  3. In the Reporting pane, expand Accounts and look for your workforce accounts. Common names include:

    • Headcount (total employee count)
    • FTEs (full-time equivalents)
    • Salaries & Benefits (may already appear in your P&L)
    • Open Positions

  4. Drag the headcount account into A10. OfficeConnect inserts a formula using the version and time context already set up in your report.

  5. Copy the data formula from the row above (e.g., B9) into B10 and across the row. Headcount resolves using the same version and time elements.

  6. Click Refresh. The headcount row populates alongside your financial data.

Tip: Headcount is often stored in a different account group than financial accounts (e.g., under a “Workforce” or “HR” section in the Accounts tree). If you don’t see it, expand all groups in the Reporting pane or search by name.

Keeping units clear

Headcount values are typically whole numbers while financial values are in thousands (or your model’s default rounding). To avoid confusion:

  • Format the headcount row with no decimal places and no currency symbol (Format Cells → Number → 0)
  • Add a label in column A noting the unit: “Headcount (FTEs)”
  • Use a thin border or shading to visually separate the headcount section from the financials above it