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.
Tag: Reporting
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.
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.
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.
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.
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.
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.
Build Your First OfficeConnect Report
A complete walkthrough for creating a live Adaptive Planning report in Excel from scratch.
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.
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.
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 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.
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.
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.
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.
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.