Interface Tour: The Reporting Pane
A quick tour of the OfficeConnect interface in Excel — the ribbon tab and the Reporting pane.
Tag: Adaptive-Planning
What is OfficeConnect?
An overview of OfficeConnect — what it does, who it’s for, and how it works with Workday Adaptive Planning.
Add Elements to Rows, Columns & Cells
How to drag accounts, time periods, versions, and levels into your Excel report.
Your First 30 Minutes with Workday OfficeConnect
Install, sign in, build your first report, and refresh it — a complete onboarding path from zero to a live Workday OfficeConnect report in half an hour.
Work with Time & Contexts
Add time periods to your report and use contexts like YTD, QTD, and Beginning Balance.
Filter Your Data
Apply worksheet and workbook filters to limit which data appears in your report.
Cut, Copy & Move Elements
How to move OfficeConnect elements within and between rows, columns, and cells.
Review & Verify Applied Elements
Use the Review tab to see exactly which elements are affecting any cell, row, or column.
Workbook & Worksheet Properties
Configure rounding, data clearing, filters, and display options for your reports.
Create Repeating Reports
Automatically generate one copy of a report per department, region, or any other level.
Create Fixed Date Columns
How to prevent date columns from rolling forward when using relative time elements.
What's New in Workday OfficeConnect 2026R1
Workday OfficeConnect 2026R1 (released March 14, 2026) introduces View By in the ribbon, personal what-if scenarios for end users, and the latest forced-upgrade prompt at sign-in.
Cell Explorer & Drill-Down
Explore the data behind any cell to understand what’s driving the numbers.
Enter Budget Data in Excel with OfficeConnect
Use Workday OfficeConnect’s data entry mode to write budget figures directly from Excel into Adaptive Planning — no need to log in to the Adaptive Planning web interface.
Financials vs. Adaptive Planning Data Sources
Key differences in Workday OfficeConnect behavior depending on whether you’re using the Adaptive Planning or Financials data source.
Optimize Performance for Large Models in OfficeConnect
Speed up Workday OfficeConnect reports that are slow to refresh — reduce formula count, use efficient time contexts, and configure workbook settings for large Adaptive Planning models.
Create a Trailing 12-Month Report
How to build a report that always shows the most recent 12 months of data.
Build Your First OfficeConnect Report
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
Create a Rolling 12-Month Report
Build a report whose time columns automatically advance each month without manual updates.
Publish a Report to PowerPoint
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
Build a Budget vs. Actuals Variance Report
Build an OfficeConnect report that shows budget, actuals, and variance side by side — the most common FP&A report in Adaptive Planning.
Fix OfficeConnect Not Refreshing
OfficeConnect shows stale data or the Refresh button does nothing — causes and step-by-step fixes.
OfficeConnect vs Adaptive Web Reports: A Decision Framework
When to use Workday OfficeConnect vs Workday Adaptive Planning’s built-in web reports — a scoring framework with concrete recommendations.
Write-Back to Adaptive from Excel: A Complete Guide
The 2025R1 write-back feature in Workday OfficeConnect — what it does, who can use it, how to set up a write-back workbook, and how to recover when it fails.
Build a Department P&L Report in OfficeConnect
Build a profit and loss report broken down by department or cost center using OfficeConnect’s Level dimension.
Fix Slow Performance in Large Reports
OfficeConnect refresh takes a long time in large workbooks — diagnose the cause and reduce refresh time.
Build a Year-over-Year Trend Report
Compare this year’s actuals against the prior year month by month using fixed time elements in OfficeConnect.
Compare Two Planning Versions Side by Side
Add a second version column to any OfficeConnect report to compare Budget vs. Forecast, two plan iterations, or any two Adaptive Planning versions.
Add Headcount Data to a Financial Report
Mix workforce planning metrics (headcount, FTEs, salary cost) with financial accounts in a single OfficeConnect report.
Lock and Protect Reports for Distribution
Protect an OfficeConnect workbook for distribution so recipients can’t accidentally break formulas — while keeping Refresh working.
Set Up Scenario Comparison in OfficeConnect
Compare planning scenarios side by side in OfficeConnect — useful for showing upside, base case, and downside in the same report.
Report in Constant Currency in OfficeConnect
Use a constant currency version in Adaptive Planning to remove FX impact from OfficeConnect reports — useful for multinational teams comparing performance across periods.
Build a Formatted Executive Report for Distribution
Build a polished, print-ready executive summary report in OfficeConnect with custom formatting, logos, and page layout — ready to share as PDF or Excel.
Use OfficeConnect on Mac
Install and use Workday OfficeConnect on a Mac with Excel for Mac — what works, what’s different from Windows, and how to handle common Mac-specific issues.
Personal What-If Scenarios (2026R1)
Workday OfficeConnect 2026R1 lets end users create personal what-if scenarios without involving an Adaptive Planning admin — scoped to the individual, branched from a parent version, and invisible to others.
Work with Custom Dimensions and Attributes in OfficeConnect
Report on custom dimensions and attributes defined in your Adaptive Planning model — filter by product line, region, project, or any other custom segment your team uses.
Build a Quarterly Board Pack
Build a multi-sheet OfficeConnect workbook — P&L summary, KPI page, variance commentary, cash snapshot — designed to feed directly into a PowerPoint board deck.
Build a KPI Dashboard
Build a single-sheet executive dashboard with six to eight KPI tiles, each pulled live from Adaptive Planning and shown with a prior-period comparison.
Build an Operating Expense Waterfall
Build a month-over-month OpEx walk showing prior period, adds, reductions, and current period — visualized as an Excel waterfall chart driven by OfficeConnect data.
Build a Forecast Accuracy Report
Build a report that compares a prior forecast version to actuals and calculates absolute error and MAPE by account and period.
Build a Workforce Plan with Attrition
Build a headcount forecast that layers attrition, hiring plan, and fully-loaded cost per FTE — broken out by organizational level with repeating rows.
Build a Sales Pipeline-to-Revenue Forecast
Build a probability-weighted revenue forecast from pipeline data — stages, probabilities, and expected close dates — using a Pipeline custom dimension in Adaptive Planning.
Build a Multi-Entity Consolidations Report
Build a consolidated P&L across legal entities with intercompany eliminations called out as a separate column.
Build a Cohort Revenue Retention Report
Build a SaaS cohort retention report — revenue by signup cohort, retained revenue by month, and net revenue retention percentage — using repeating rows.
Build a Capital Expenditure Tracker
Build a project-level CapEx tracker with planned spend, actual spend, forecast remaining, and budget variance — driven by a Project Code custom dimension.
Build a 13-Week Cash Forecast
Build a rolling 13-week cash forecast — weekly receipts, disbursements, and ending balance — in the treasury-standard format used for liquidity planning.
Refresh Reports Automatically with Power Automate
Use Power Automate Desktop to schedule Workday OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention.