Secure OfficeConnect Workbooks

How OfficeConnect handles security, timeouts, and data clearing to protect sensitive financial data.

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:

  • A saved workbook sent to someone who doesn’t have OfficeConnect shows placeholder text, not live financial data
  • The recipient needs OfficeConnect and appropriate Adaptive Planning permissions to see actual numbers

Change the placeholder text

1
Open User Settings From the OfficeConnect ribbon tab, click User Settings.
2
Update the security block text On the General tab, find the Security block result text field. Enter whatever text you want (e.g., [Refresh to load data]).
3
Click OK The new text replaces n/a the next time you clear data or save the workbook.

Disable data clearing for a specific workbook

If you want a workbook to retain data on save (not recommended for sensitive data):

1
Open the workbook Open the workbook you want to modify in Excel.
2
Click Workbook Properties In the OfficeConnect ribbon tab, click Workbook Properties.
3
Disable data clearing On the General tab, set Clear Data to Never clear data upon save.

User-based data access

OfficeConnect respects Adaptive Planning’s security model. Each user sees only the data their Adaptive Planning permission set allows. A user who can only access data from a specific organizational level will only see that level’s data when they refresh — even if the report template was designed with broader access.

Sharing workbooks

See Share Reports via Teams, SharePoint & OneDrive for guidelines on sharing workbooks through Microsoft collaboration tools.