Interface Tour: The Reporting Pane
A quick tour of the OfficeConnect interface in Excel — the ribbon tab and the Reporting pane.
Tag: Reporting
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.
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.
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.
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.
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.
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.
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.
Create a Trailing 12-Month Report
How to build a report that always shows the most recent 12 months of data.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.