Comparison on OfficeConnectPro

Financials vs. Adaptive Planning Data Sources

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

Workday OfficeConnect supports two data sources. Most organizations use Adaptive Planning (budget and forecast data). Organizations using Workday Financial Management also have access to the Financials data source (general ledger actuals).

The data source is set when you configure your tenant — see Sign In & Create a Tenant. Some OfficeConnect features behave differently depending on which source is active.

Feature comparison

Feature	Adaptive Planning	Financials
Elements hierarchy	Accounts, Level, Custom Dimensions	Ledger Accounts, Company, Dimensions
Minimum valid intersection	Version + Level + Time + Account	Version + Company + Time + Ledger Account
Default rounding	Thousands	No Rounding
Make new time elements relative	On by default	Off by default
Always clear data upon save	On by default	Off by default
Element groups	Available	Not available
Cell Details	Explore Cell (drill into cell data)	Show Details (contributing journal lines; drill through to Workday)
Default version	Depends on your model	Actuals
Exclude elimination on expand	Not available	Available (in user settings and Expand dialog)

Which data source am I using?

Check your tenant configuration: in the OfficeConnect sign-in drop-down, each tenant shows its data source type.

OfficeConnect vs Adaptive Web Reports: A Decision Framework

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

Both Workday OfficeConnect and the native Workday Adaptive Planning web reports can answer most questions a finance team asks. They’re optimized for different things, and most teams should use both. This article gives you a scoring framework so you don’t have to relitigate the decision every time.

TL;DR

Use	When
OfficeConnect	Output goes to Excel, Word, or PowerPoint; users will manipulate or annotate; recipients live in Excel; the report has rich formatting; you need write-back
Web reports	Output is read-only; recipients live in a browser; you want shareable URLs; report needs to be refreshed automatically without a machine running; mobile access matters

If you’re truly torn — pick OfficeConnect. The audience for finance reporting overwhelmingly works in Excel, and OfficeConnect’s refresh model means you keep the live data connection without sacrificing the format.

Migration & Comparison

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

Whether you’re picking OfficeConnect over the Workday Adaptive Planning web reports, or moving from Hyperion SmartView, OneStream, Vena, or Anaplan — this section helps you choose with eyes open and migrate without rework.

Articles in this section

Financials vs Adaptive Planning — Key differences in Workday OfficeConnect behavior depending on whether you’re using the Adaptive Planning or Financials data source
OC vs Web Reports — When to use Workday OfficeConnect vs Workday Adaptive Planning’s built-in web reports — a scoring framework with concrete recommendations