Share & Publish on OfficeConnectPro

Share Reports via Teams, SharePoint & OneDrive

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You can save OfficeConnect reports to shared locations in Microsoft Teams, SharePoint, or OneDrive so multiple colleagues can access them.

Limitation: OfficeConnect does not support multiple users editing the same file simultaneously. There’s always a risk of data loss if two people work on the same file at the same time.

Finish building and refreshing your report Make sure the report is complete and you’ve clicked Refresh to load the latest data.

Save to a shared location Use Excel’s standard File → Save As to save the workbook to a Teams channel folder, SharePoint document library, or OneDrive shared folder.

Share the link Use the Teams or SharePoint sharing feature to send a link to colleagues. They can open the workbook and refresh it themselves if they have OfficeConnect installed and appropriate Adaptive Planning permissions.

What recipients need

For a colleague to open and refresh a shared OfficeConnect report, they need:

OfficeConnect for PowerPoint

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OfficeConnect for PowerPoint lets you link tables and charts from your Excel workbook directly into PowerPoint slides. When the underlying Excel data refreshes, you can update the presentation with one click — no copy-pasting.

How it works

You define named ranges in your OfficeConnect Excel workbook (a named range is a labeled group of cells)
In PowerPoint, you link those named ranges into slides as tables or charts
When you’re ready to update the presentation (e.g., for a new reporting period), refresh the links

Start OfficeConnect for PowerPoint

Open PowerPoint After OfficeConnect is installed, an OfficeConnect tab appears in PowerPoint’s ribbon.

Click Log In Enter your Adaptive Planning credentials, or click Log in with Workday. If you’re already signed in to OfficeConnect for Excel, PowerPoint logs you in automatically.

Create a named range in Excel

Before linking to PowerPoint, you need to name the range in Excel:

OfficeConnect for Word

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

OfficeConnect for Word lets you embed live tables and single-cell values from your OfficeConnect Excel workbook into Word documents. Board reports, investor letters, and executive narratives can update automatically when the underlying data changes.

What you can link

Tables — complete tables from named ranges in Excel, formatted exactly as they appear in Excel
Single cells — individual values (e.g., a total revenue figure or a percentage)
Qualitative text — words like “increased” or “decreased” that update based on cell values

Start OfficeConnect for Word

Open Word After OfficeConnect is installed, an OfficeConnect tab appears in Word’s ribbon. An OfficeConnect links pane docks to the left side.

Click Log In Enter your Adaptive Planning credentials, or click Log in with Workday. If you’re already signed in to OfficeConnect for Excel, Word logs you in automatically.

Connect to an Excel workbook

In the OfficeConnect tab, click Link to Workbook Browse to and open your OfficeConnect Excel workbook. The workbook’s named ranges appear in the OfficeConnect links pane under Table Links (multi-cell ranges) and Single Links (single cells).

Link a table into Word

Place your cursor in the document Click where you want the table to appear.

In the links pane, find the table link Right-click the named range under Table Links and select Apply to Selection.

The table appears formatted exactly as it looks in Excel. No reformatting required (unless the table is wider than the Word document margins, in which case OfficeConnect proportionally scales it down).

Share & Publish on OfficeConnectPro

Share Reports via Teams, SharePoint & OneDrive

How to share a report

What recipients need

OfficeConnect for PowerPoint

How it works

Start OfficeConnect for PowerPoint

Create a named range in Excel

OfficeConnect for Word

What you can link

Start OfficeConnect for Word

Connect to an Excel workbook

Link a table into Word