Interface Tour: The Reporting Pane
OfficeConnect adds two things to Excel: a ribbon tab and a Reporting pane that docks to the side of your worksheet.
The OfficeConnect ribbon tab
The OfficeConnect tab appears between your standard Excel tabs. Key buttons include:
| Button | What it does |
|---|---|
| Log In / Log Out | Connect to or disconnect from your Workday tenant |
| Refresh | Pull the latest data from Adaptive Planning into all connected cells |
| Show Reporting Pane | Toggle the Reporting pane open or closed |
| Workbook Properties | Set rounding, data clearing, and filter defaults for the workbook |
| User Settings | Set your personal defaults (rounding, default instance, etc.) |
| Find / Replace | Find and replace elements across sheets |
| Labels | Add dynamic text labels (report date, level name, etc.) |
| Help | Access version info, documentation, and the troubleshooting tool |
The Reporting pane
The Reporting pane docks to the right side of your worksheet by default. It has three tabs:
Elements tab
Displays the full hierarchy of your Adaptive Planning instance:
- Accounts — GL accounts, custom accounts, metric accounts, modeled accounts
- Time — calendar years, quarters, months; also components and contexts
- Level — your organization’s hierarchy (company, division, cost center, etc.)
- Versions — actuals and planning versions
- Currencies — if multi-currency is enabled
- Custom Dimensions — any additional dimensions in your model
Browse by expanding nodes in the tree. Drag elements into your worksheet, or right-click and select Apply to Selection.
Filters tab
Apply worksheet-level or workbook-level filters. Use the Enable Filters toggle to activate or deactivate them without losing your selections.
Review tab
Select a cell, row, or column and the Review tab shows exactly which elements are affecting that data point — broken down by Net, Row, Column, Worksheet filters, Workbook filters, and User Defaults.
Undocking the Reporting pane
Click the icon in the upper-right corner of the Reporting pane and select Move to undock it. Drag it anywhere, or hover at an edge of the worksheet to re-dock it.
If you lose a floating pane, click Show Reporting Pane in the OfficeConnect ribbon — it will reappear.
Next steps
→ Add Elements to Rows, Columns & Cells to start building your first report