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.
Tag: How-To
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.
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.
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.
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.
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.
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.
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.
Fix OfficeConnect Not Refreshing
OfficeConnect shows stale data or the Refresh button does nothing — causes and step-by-step fixes.
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.
Fix Slow Performance in Large Reports
OfficeConnect refresh takes a long time in large workbooks — diagnose the cause and reduce refresh time.
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.
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.
Refresh Reports Automatically with Power Automate
Use Power Automate Desktop to schedule OfficeConnect report refreshes automatically — keep distributed Excel reports up to date without manual intervention.
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.
Optimize Performance for Large Models in OfficeConnect
Speed up OfficeConnect reports that are slow to refresh — reduce formula count, use efficient time contexts, and configure workbook settings for large Adaptive Planning models.
Use OfficeConnect on Mac
Install and use OfficeConnect on a Mac with Excel for Mac — what works, what’s different from Windows, and how to handle common Mac-specific issues.