Connect on OfficeConnectPro

Sign In & Create Your First Tenant

Mon, 01 Jan 0001 00:00:00 +0000

A tenant in OfficeConnect is a saved connection to a Workday instance. You create it once, and OfficeConnect remembers it for future sessions.

What you’ll need

Before you start, gather these details from your Workday administrator:

Detail	Where to find it
Client ID	Workday OfficeConnect API client
API Endpoint URL	Workday OfficeConnect API client
Authorization Endpoint URL	Workday OfficeConnect API client

Steps

Open Excel and click the OfficeConnect tab After installation, the OfficeConnect tab appears in the Excel ribbon.

Click Log In The Workday Adaptive Planning sign-in page opens in a browser panel.

Click 'Log in with Workday' This takes you to the tenant configuration screen.

Enter your tenant details

Fill in the tenant form:

Work with Multiple Instances

Mon, 01 Jan 0001 00:00:00 +0000

If your user ID has access to more than one Workday instance — a sandbox, a linked multi-instance hierarchy, or simply multiple tenants — OfficeConnect handles them through an Instance drop-down in the Reporting pane.

Types of multiple instances

Type	Description
Sandbox	A clone of your production instance. Use it for testing reports and what-if scenarios without affecting live data.
Multi-instances	Linked instances in a hierarchical relationship that share data through account and dimension mapping.

Switching instances

When your user ID has access to multiple instances, an Instance drop-down appears in the Reporting pane.

Set Up Workday SSO

Mon, 01 Jan 0001 00:00:00 +0000

🔧 IT Admin This page requires Workday Security Administrator access. End users don’t need to do anything — SSO is configured at the tenant level by admins.

What Workday SSO does for OfficeConnect

With SSO enabled, users sign in to OfficeConnect using their existing Workday credentials through your identity provider. They don’t need a separate Adaptive Planning username and password.

Prerequisites

Workday Security Administrator role

Steps

Enable OfficeConnect in Workday In Workday, run the Enable Features After User Sync task and enable the OfficeConnect feature for your tenant.

Generate the OfficeConnect API client

In Workday, create an API client specifically for OfficeConnect. This produces:

Deploy Tenants via Registry

Mon, 01 Jan 0001 00:00:00 +0000

🔧 IT Admin This is an IT Admin task. It requires access to Windows group policy, deployment scripts, or software distribution tools (e.g., SCCM, Intune).

Instead of having each user manually enter tenant details, you can deploy tenant configuration directly to the Windows registry. This is the recommended approach for organizations with many users.

Registry locations

Choose one:

Location	Scope
`HKEY_LOCAL_MACHINE\Software\Adaptive Insights`	All users on the machine (preferred)
`HKEY_CURRENT_USER\Software\Adaptive Insights`	The current user only

Configuration file format

Create an XML configuration file with your tenant details:

Secure OfficeConnect Workbooks

Mon, 01 Jan 0001 00:00:00 +0000

Automatic timeout

OfficeConnect uses a session timeout to keep your reports secure. If you haven’t refreshed your report in 60 minutes (or your configured timeout period), OfficeConnect prompts you to re-authenticate the next time you try to refresh.

The timeout duration is set by your Adaptive Planning administrator.

Data clearing on save

By default, OfficeConnect clears all data when you save a workbook. Connected cells display a placeholder (default: n/a) until the next refresh. This means: