View By — Open Cell Data in a New Sheet (2026R1)

The 2026R1 View By ribbon command opens the data behind any Workday OfficeConnect cell in a separate worksheet so you can slice and filter without breaking your main report.
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New in 2026R1 View By is new in Workday OfficeConnect 2026R1 (released March 14, 2026). It opens the data underlying any cell in a separate worksheet — so you can ad-hoc slice and filter without touching your formatted main report.

Before 2026R1, the typical way to dig into a number was Cell Explorer / Drill Down, which is great for understanding which elements contribute to a cell, but doesn’t give you a sandbox to manipulate the underlying intersection.

View By complements drill-down: it materializes the data behind a cell as a fresh sheet, where you can pivot, sort, or apply additional Excel transformations without ever touching the original report.

What you’ll need:

  • Workday OfficeConnect 2026R1 or later
  • A refreshed report with at least one OfficeConnect cell
  • Standard Excel familiarity (sheets, filters, sort)
1
Open your refreshed OfficeConnect report The cell you select can be any data cell — a single intersection, a rollup, or even an n/a cell. View By works on the cell’s element references, not on the resulting value.
2
Click the cell once to select it Don’t enter edit mode; a single click is enough.
3
In the OfficeConnect ribbon, click View By The View By dialog opens. It lists every dimension referenced by the cell: typically Version, Time, Account, Level, plus any Custom Dimensions or Attributes in play.
4
Choose the dimension you want to break out

For a Total Expenses cell, common choices are:

  • Account — see the contributing leaf accounts
  • Level — see the contribution from each cost center
  • Time — break out a quarterly cell into its months
  • Custom Dimension — break out by Project or Customer

Pick one and click OK.

5
A new sheet appears in the workbook

The new sheet is named after the dimension you chose (for example, View By Account — Total Expenses) and contains the contribution of each member of that dimension to the original cell.

The new sheet is a standalone OfficeConnect worksheet — it has its own OfficeConnect formulas, refreshes independently, and won’t affect your main report.

6
Manipulate freely You can apply standard Excel sort, filter, and conditional formatting to the new sheet without any risk to the main report. Treat it like a scratch pad.
7
Delete the View By sheet when you're done

Right-click the sheet tab and click Delete. The main report is untouched.

Or — keep the sheet around. It’s a regular OfficeConnect worksheet and will refresh alongside the main report on the next Refresh.

Tips and gotchas

  • View By doesn’t change the source cell. The originating cell stays exactly as it was. No risk.
  • Pick the dimension that will actually surface what you need. If a cell has 8 dimensions, choosing the wrong one produces an uninteresting breakout.
  • Combine with Cell Explorer. Use Cell Explorer first to see which dimensions are even on the cell, then use View By to break out the one that matters.
  • The new sheet still respects security. If your user can’t see certain Levels or accounts in Adaptive Planning, they won’t appear in the View By sheet either.

Result

You have an ad-hoc breakout of any cell’s underlying data without any risk to the formatted source report. Far faster than rebuilding the same view manually.

Next steps

Last modified May 19, 2026: Rename 'Get Started' section to 'Wiki' site-wide (6ebea16d)