Share Reports via Teams, SharePoint & OneDrive

Save and share OfficeConnect workbooks through Microsoft Teams, SharePoint, or OneDrive.

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.

How to share a report

1
Finish building and refreshing your report Make sure the report is complete and you’ve clicked Refresh to load the latest data.
2
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.
3
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 installed (same version or newer)
  • Access to the same Workday Adaptive Planning tenant
  • Appropriate Adaptive Planning permissions for the data in the report

Concurrent access risks

ScenarioRisk
User A opens and signs in; User B opens read-onlyLow risk — User B sees the file but can’t save changes
Both users sign in and make changesHigh risk — the last save wins; earlier changes can be overwritten

Best practice: Treat shared OfficeConnect files like shared Excel files — coordinate with colleagues to avoid simultaneous editing.

Data clearing on shared files

By default, OfficeConnect clears data on save (replacing it with n/a). When someone without OfficeConnect opens a shared file, they’ll see placeholder text rather than financial data. This is intentional — it prevents sensitive data from being visible to users who haven’t authenticated.

Recipients with OfficeConnect can click Refresh to load their data view.

Next steps

→ OfficeConnect for PowerPoint — embed live charts and tables in presentations