Get Started

Install OfficeConnect and connect to Workday Adaptive Planning from Excel, Word, or PowerPoint.

OfficeConnect is a Microsoft Office add-in that pulls live data from Workday Adaptive Planning directly into Excel, Word, and PowerPoint. This section covers everything you need to get up and running — from checking system requirements to installing the add-in and verifying your version.


What is OfficeConnect?

An overview of OfficeConnect — what it does, who it’s for, and how it works with Workday Adaptive Planning.

System Requirements

Hardware and software prerequisites before installing OfficeConnect.

Install as an End User

Install OfficeConnect on your own machine without requiring IT involvement.

Install as an IT Admin

Deploy OfficeConnect to multiple users using per-machine installation and group policy or scripts.

Check & Update Your Version

How to check which version of OfficeConnect you have and update to the latest release.