Refresh Reports Automatically with Power Automate

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

Workday OfficeConnect doesn’t have a built-in scheduler, but you can automate report refresh using Power Automate Desktop — Microsoft’s desktop automation tool included with Windows 10/11 and Microsoft 365. This how-to sets up a scheduled desktop flow that opens your report workbook, refreshes OfficeConnect data, saves, and closes — on any schedule you set.

What you’ll need:

Windows 10 or 11 with Power Automate Desktop installed (download from Microsoft)
Microsoft 365 subscription (Power Automate Desktop is included)
Your Workday OfficeConnect report workbook saved to a local path or a network/SharePoint location accessible from the machine

For admins & power users The machine running the flow must be on and signed in for the scheduled flow to run. This approach works best on a server or shared workstation that stays online. For cloud-only approaches, consider saving the refreshed file to SharePoint so downstream users always see the latest version.

1. Create the desktop flow

Open Power Automate Desktop from the Start menu.
Click + New flow, give it a name like Refresh OfficeConnect Monthly Report, and click Create.
The flow designer opens. You will build the flow by adding actions from the left panel.

2. Add actions to open, refresh, save, and close the workbook

In the Actions panel, search for Launch Excel and drag it into the flow. Set:

Integration on OfficeConnectPro

Refresh Reports Automatically with Power Automate

1. Create the desktop flow

2. Add actions to open, refresh, save, and close the workbook