Fix COM Registration Errors
How to resolve COM registration errors when installing or updating OfficeConnect.
Tag: Fpna
Interface Tour: The Reporting Pane
A quick tour of the OfficeConnect interface in Excel — the ribbon tab and the Reporting pane.
Build a Trial Balance Report with OfficeConnect (Financials)
Build a live trial balance in Excel using OfficeConnect’s Financials data source — pulling posted GL actuals directly from Workday Financial Management.
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.
Drill Through to Workday Journal Lines from OfficeConnect
Use OfficeConnect’s Show Details feature to see the individual journal lines behind any GL balance — and drill through to the source transaction in Workday.
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.
Resolve OfficeConnect Update Errors
How to fix errors that occur when updating OfficeConnect to a new version.
Build an Actuals Trend Report in OfficeConnect (Financials)
Build a 12-month GL actuals trend report in minutes — the same report that takes hours to configure in Workday’s native report writer.
Task Pane Not Displaying Correctly
How to fix the OfficeConnect Reporting pane when it’s not showing or displaying incorrectly.
Work with Time & Contexts
Add time periods to your report and use contexts like YTD, QTD, and Beginning Balance.
Report on Actuals by Cost Center
Filter an OfficeConnect Financials report to a specific cost center or worktag to see GL actuals for a single department or team.
Filter Your Data
Apply worksheet and workbook filters to limit which data appears in your report.
Install as an End User
Install OfficeConnect on your own machine without requiring IT involvement.
Numbers Not Shifting After Inserting Rows
Why OfficeConnect elements don’t move when you insert Excel rows, and how to fix it.
Cut, Copy & Move Elements
How to move OfficeConnect elements within and between rows, columns, and cells.
Use Effective Date Reporting After a Reorganization
Use OfficeConnect’s effective date setting to report against your organization’s structure as it existed on a specific date — essential after a reorganization.
Suppress & Hide Zeros and Blanks
How to hide rows with all zeros or blank values in your OfficeConnect workbook.
Filter Reports by Company in OfficeConnect (Financials)
Scope an OfficeConnect Financials report to a specific legal entity, or build a multi-company view showing each entity in its own column.
Remove Elements
How to clear OfficeConnect elements from cells, rows, or columns.
Review & Verify Applied Elements
Use the Review tab to see exactly which elements are affecting any cell, row, or column.
Report on Intercompany Eliminations in OfficeConnect
Use OfficeConnect’s Financials data source to report on intercompany transactions and eliminations — with options to include or exclude eliminations from consolidated views.
Change Rounding Settings
How to change how numbers are rounded in OfficeConnect reports.
Workbook & Worksheet Properties
Configure rounding, data clearing, filters, and display options for your reports.
Multi-Currency Reporting with the Financials Data Source
Report in your chosen currency using Workday Financial Management’s currency conversion — select transaction currency, company currency, or a converted reporting currency in OfficeConnect.
Display Percentage Values Correctly
How to prevent rounding from distorting percentage values in OfficeConnect.
Create Repeating Reports
Automatically generate one copy of a report per department, region, or any other level.
Build a Balance Sheet with OfficeConnect (Financials)
Build a formatted balance sheet in Excel using OfficeConnect’s Financials data source — assets, liabilities, and equity drawn live from Workday Financial Management.
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.
Build a Cash Flow Statement with OfficeConnect (Financials)
Build an indirect-method cash flow statement in Excel using OfficeConnect’s Financials data source — operating, investing, and financing activities from Workday Financial Management.
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.
OfficeConnect for PowerPoint
Link live data from your Workday OfficeConnect Excel workbook into PowerPoint slides.
OfficeConnect for Word
Link live financial data from Workday OfficeConnect Excel into Word reports and board narratives.
Workday OfficeConnect Glossary
Alphabetical reference for every Workday OfficeConnect term — elements, filters, contexts, write-back, tenants, and more.
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.
PowerPoint board books
Build PowerPoint board books and presentation decks that refresh from your Workday OfficeConnect Excel workbook.
Share Reports via Teams, SharePoint & OneDrive
Save and share Workday OfficeConnect workbooks through Microsoft Teams, SharePoint, or OneDrive.
Create a Trailing 12-Month Report
How to build a report that always shows the most recent 12 months of data.
Wiki
Install OfficeConnect and connect to Workday Adaptive Planning from Excel, Word, or PowerPoint.
Build Your First OfficeConnect Report
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
Link to External Excel Files
How to link to a plain Excel file from within an OfficeConnect workbook.
Month-End Close Workflow with OfficeConnect
Use OfficeConnect to run a faster month-end close — verify trial balances, check journal completeness, and produce final financial statements directly from Workday Financial Management.
Create a Rolling 12-Month Report
Build a report whose time columns automatically advance each month without manual updates.
Run the Troubleshooting Tool
How to use the OCSystemChecker tool to generate a diagnostic log for Workday Support.
Variance Analysis by Journal Source in OfficeConnect
Break down account variances by journal source in OfficeConnect — see how much of a balance movement came from manual journals, system-generated entries, or specific subledgers.
Publish a Report to PowerPoint
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
Re-Enabling a Disabled OfficeConnect COM Add-in
If Excel disabled Workday OfficeConnect after a crash or stall, the ribbon tab disappears and reinstalling doesn’t help — re-enable it from Excel’s Disabled Items list.
Report on Worktag Combinations in OfficeConnect
Build reports that slice GL actuals by multiple Workday worktags simultaneously — Cost Center and Fund, or Cost Center and Project — using OfficeConnect’s dimension filters.
Why Your Refresh Shows 'Contact Technical Support'
The vague “Refresh failed — contact technical support” dialog in Workday OfficeConnect almost always has one of five concrete causes. Diagnose and fix.
Reconcile OfficeConnect Values to Workday Reports
Troubleshoot and explain differences between OfficeConnect figures and Workday Report Writer output — common causes of discrepancies and how to resolve them.
Designing a Board Pack Template in Workday OfficeConnect
A reusable PowerPoint board-pack template built on Workday OfficeConnect — slide structure, named-range conventions, refresh discipline, and the design choices that keep it maintainable.
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.
Build Reports
Add elements, apply filters, and build live Excel reports from your Workday Adaptive Planning data.
Financials Data Source
Build OfficeConnect reports against Workday Financial Management (GL actuals) — for accounting teams reporting on posted transactions.
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.
Workday OfficeConnect Refresh Time Benchmarks
Rough benchmarks for what a normal Workday OfficeConnect refresh should take by formula count, what moves the numbers, and how to measure your own workbooks.
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.
Word reports & narratives
Build Word documents — board narratives, MD&A drafts, investor letters — with named ranges from your Workday OfficeConnect workbook.
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.
Fix Authentication and Token Errors in OfficeConnect
OfficeConnect shows authentication errors, token expired messages, or fails to sign in — causes and step-by-step fixes for SSO and token issues.
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.
Fix Data Discrepancies Between OfficeConnect and Workday
OfficeConnect shows different figures than Workday Report Writer or the Workday UI for the same account and period — common causes and how to diagnose them.
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.
Workday OfficeConnect + think-cell: Resolving the Conflict
Workday OfficeConnect and think-cell both use Excel COM subclassing and can interfere with each other — refresh failures, broken charts, Excel crashes. Here’s the documented fix.
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.
32-bit vs 64-bit Excel for Workday OfficeConnect
Why 64-bit Excel matters for large Workday OfficeConnect workbooks, how to check which version you’re running, and how to switch without breaking other add-ins.
Element Types Reference
Every element type you can drag from the Workday OfficeConnect Reporting pane, what it represents, and where it lives in each data source.
Automated MD&A Draft with Workday OfficeConnect for Word
Build a Word document where the numbers in your MD&A narrative — revenue, growth percentages, margin changes — update automatically from the Workday OfficeConnect Excel source.
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.
Refreshing All Slides Safely in a Workday OfficeConnect PowerPoint Deck
The disciplined refresh workflow that keeps Workday OfficeConnect PowerPoint decks consistent — never a deck with mixed-period numbers.
Sharing your work
Share Workday OfficeConnect workbooks and linked decks via Microsoft Teams, SharePoint, and OneDrive — including co-authoring caveats and recipient permissions.
Word & PowerPoint
Link Workday OfficeConnect data into Word documents and PowerPoint slides for board books, narrative reports, and presentation-ready decks.
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.
Workday OfficeConnect on Mac: The VDI Workflow
Mac users can run the full Windows OfficeConnect experience through a VDI like Azure Virtual Desktop, AWS WorkSpaces, or Parallels — here’s the realistic decision guide and setup.
Data Entry & Write-Back
Enter budget and forecast data, and write back to Workday Adaptive Planning directly from Excel using OfficeConnect (2025R1+).
Build an Investor Letter Template with Workday OfficeConnect for Word
A reusable Word investor-letter template where opening numbers, segment results, and forward guidance update from Workday OfficeConnect on each cycle.
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.
Recovering Broken Links in a Workday OfficeConnect PowerPoint Deck
When a Workday OfficeConnect PowerPoint link breaks — file moved, named range renamed, workbook deleted — here are the fix paths in order of cost.
How to Reduce OfficeConnect Element Count for Faster Refresh
Element count is the single biggest performance lever in Workday OfficeConnect — five concrete tactics to cut it without losing the report you need.
Common Workday OfficeConnect Write-Back Errors
Diagnose and fix the most common Workday OfficeConnect write-back errors — symptoms, root causes, fixes, and how to prevent each from recurring.
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.
Workday OfficeConnect Patterns for Large Repeating Reports
Patterns and pitfalls for Workday OfficeConnect reports that use repeating rows to generate hundreds of lines from a single element.
PowerPoint Charts That Update with the Period in Workday OfficeConnect
Build PowerPoint charts whose axes, titles, and data ranges update automatically when the reporting period rolls — no more re-creating the trend chart every month.
Troubleshoot & FAQ
Fix common OfficeConnect errors and get answers to frequently asked questions.
Performance & Optimization
Make Workday OfficeConnect reports fast — refresh-time benchmarks, 32-bit vs 64-bit Excel, element-count tradeoffs, and large-workbook patterns.
Migration & Comparison
Decision frameworks comparing Workday OfficeConnect to alternatives, plus migration guides from Hyperion SmartView, OneStream, Vena, Anaplan, and macro-heavy Excel workbooks.
Reference
Quick-lookup reference for Workday OfficeConnect — glossary, formula syntax, element types, version compatibility, time tokens, keyboard shortcuts, and network endpoints.
What's New
Workday OfficeConnect release notes hub — 2026R1 (View By, personal what-if scenarios), 2025R2, 2025R1 write-back, and the release archive.
Resources
Downloadable templates, PDF cheat sheets, video library, and a sample tenant dataset for practicing with Workday OfficeConnect.