Reporting on OfficeConnectPro

Build a Trial Balance Report with OfficeConnect (Financials)

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

A trial balance lists every ledger account with its debit or credit balance for a given period. With OfficeConnect’s Financials data source, you can build one that refreshes directly from Workday Financial Management — no export, no copy-paste.

What you’ll build: A trial balance report showing all ledger accounts grouped by type (Assets, Liabilities, Equity, Revenue, Expenses) for a selected company and period.

What you’ll need:

OfficeConnect installed and connected to a tenant configured for the Financials data source (not Adaptive Planning)
Access to at least one company with posted journal entries in Workday Financial Management
The Financials vs. Adaptive Planning page explains the difference if you’re unsure which data source you have

Step 1 — Confirm your data source

Check your data source Click the OfficeConnect tab in Excel and sign in. In the Reporting pane, look at the top of the element tree. If you see Ledger Accounts and Company, you’re on the Financials data source. If you see Accounts and Levels, you’re on Adaptive Planning. This tutorial requires the Financials data source.

Step 2 — Add Company and Period context

Add your Company element Click B1. In the Reporting pane, expand Company and drag your company (legal entity) into B1. If you have multiple companies, start with one — you can add more later.

Add your Version Click B2. In the Reporting pane, expand Versions and drag Actuals into B2.

Add your Period Click B3. In the Reporting pane, expand Time and drag the period you want (e.g., December 2025) into B3. For a year-end trial balance, use the last period of your fiscal year.

Step 3 — Add ledger account rows

Add an Assets section header Click A5 and type ASSETS. Bold it. This is a plain Excel label — not an OfficeConnect element.

Add asset ledger accounts Click A6. In the Reporting pane, expand Ledger Accounts → Assets (or the equivalent group in your chart of accounts). Drag your first asset account (e.g., Cash) into A6. Continue adding asset accounts in A7, A8, etc.

Add the data formula for assets Click B6. The OfficeConnect formula references the company in B1, the version in B2, and the period in B3. Copy B6 down for all asset account rows.

Repeat for Liabilities, Equity, Revenue, Expenses Add section headers and ledger account rows for each account type. Copy the data formula from column B into each new row — OfficeConnect picks up the ledger account from column A automatically.

Step 4 — Add subtotals

Add SUM rows for each section Below each account group, add an Excel SUM row. For example, if your asset accounts are in B6:B12, add =SUM(B6:B12) in B13 with the label Total Assets in A13. Repeat for each section.

Add a balance check

At the bottom of the report, add a row labeled Out of Balance with the formula:

Drill Through to Workday Journal Lines from OfficeConnect

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

When a number in your OfficeConnect report doesn’t look right, you don’t need to leave Excel. OfficeConnect’s Show Details feature opens a panel showing every journal line contributing to that cell’s balance. From there, you can drill through directly to the transaction in Workday Financial Management.

What you’ll need:

OfficeConnect connected to a Financials data source tenant
A report with at least one populated cell (actuals data for a ledger account, company, and period)

Step 1 — Build or open a Financials report

Open a report with Financials data Open any OfficeConnect workbook using the Financials data source and click Refresh to ensure cells are populated. If you need to build one from scratch, follow Build a Trial Balance Report first.

Step 2 — Open Show Details

Right-click a populated cell Right-click any cell containing an OfficeConnect Financials value (a cell with a balance, not a header or label cell).

Select Show Details In the context menu, click Show Details. A detail pane opens below or beside your report (depending on your OfficeConnect layout settings). This pane lists every journal line that contributed to the cell’s balance.

Review the journal lines

The Show Details pane shows each journal line with columns including:

Build an Actuals Trend Report in OfficeConnect (Financials)

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

Trending actuals across 12 months in Workday’s native report writer means configuring a matrix report, setting up time period prompts, managing column layouts, and wrestling with formatting. In OfficeConnect, the same report takes about five minutes.

This tutorial shows you how — and explains why the difference matters for accounting teams who need monthly trend data on demand.

What you’ll build: A 12-month actuals trend report showing GL account balances by period for a selected company, fully refreshable from Workday Financial Management.

Report on Actuals by Cost Center

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

OfficeConnect’s Financials data source supports Workday worktags — including Cost Center — as dimension filters. Adding a cost center to your report scopes all data to that organizational unit.

Steps

Open your OfficeConnect workbook and click the OfficeConnect tab.
Set up your report with company, version, time, and ledger account rows as usual. If you need to start from scratch, see Build an Actuals Trend Report.
Click an empty row or column header where you want to add the cost center filter. A common layout puts the cost center in the same header area as the company, stacked in adjacent cells.

Use Effective Date Reporting After a Reorganization

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

When your organization restructures mid-year, historical reports can show cost centers, companies, or hierarchies that no longer exist — or omit ones that didn’t exist yet. OfficeConnect’s Financials data source supports effective date reporting, which lets you select the org structure as it existed on a specific date.

Note: Effective date reporting requires configuration in Workday’s financial reporting data model. If the effective date option isn’t available in your tenant, contact your Workday Security Administrator.

Filter Reports by Company in OfficeConnect (Financials)

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

In the Financials data source, Company is the top-level org dimension — the equivalent of a legal entity or subsidiary in Workday Financial Management. Every Financials report must include at least one Company element to pull data. Here’s how to use it effectively.

Single-company report

Open your OfficeConnect workbook and click the OfficeConnect tab.
Click your column header cell (e.g., B1).
In the Reporting pane, expand Company and drag your target company into B1.

Report on Intercompany Eliminations in OfficeConnect

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

Intercompany eliminations remove transactions between entities in a consolidated group — preventing double-counting of intercompany revenue and expenses. OfficeConnect’s Financials data source surfaces these as data you can include or exclude in your reports.

How eliminations appear in OfficeConnect

When you report against a parent company (consolidated entity) in OfficeConnect, the data you see depends on your Workday Financial Management configuration:

If elimination journals are posted in Workday, they are included in consolidated totals automatically
The Exclude Elimination option (available in Financials data source reports) lets you toggle whether elimination entries are included in your totals

Note: The Exclude Elimination option is a Financials-only feature — it is not available in Adaptive Planning reports. See Adaptive Planning vs. Financials Data Source.

Build a Balance Sheet with OfficeConnect (Financials)

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

A balance sheet in OfficeConnect pulls directly from Workday Financial Management’s general ledger, so your assets, liabilities, and equity balances are always current without manual copy-paste from Workday Report Writer. This tutorial walks through building a structured balance sheet with the three standard sections.

What you’ll build: A balance sheet workbook with Current Assets, Non-Current Assets, Current Liabilities, Non-Current Liabilities, and Equity sections — all refreshable from Workday Financial Management.

Build a Cash Flow Statement with OfficeConnect (Financials)

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

A cash flow statement built in OfficeConnect pulls balance changes and net income directly from Workday Financial Management, eliminating the manual work of reconciling figures from Workday Report Writer into Excel. This tutorial builds an indirect-method statement — the most common format for external financial reporting.

What you’ll build: A cash flow statement with Operating, Investing, and Financing Activities sections, all refreshable from Workday Financial Management.

What you’ll need:

OfficeConnect connected to the Financials data source
Workday Financial Management with a current period closed and journal entries posted
A completed balance sheet workbook is helpful for cross-referencing — see Build a Balance Sheet

Step 1 — Set up the version and period

Open Excel and activate OfficeConnect Open Excel, click OfficeConnect, and sign in. The Reporting pane should show the Financials data source.

Add version and time context Click B1 and drag Actuals from the Reporting pane. Click B2 and drag your reporting period (for example, Q2 2026 or the full fiscal year). Cash flow statements cover a period of activity, so use a range period (a full quarter or year) rather than a point-in-time date.

Step 2 — Operating activities (indirect method)

Add the Net Income starting line In A5, type OPERATING ACTIVITIES. Bold and underline. In A6, drag Net Income from the Reporting pane. This is the starting point for the indirect method — all adjustments are added or subtracted from net income.

Add non-cash adjustments In A7, drag Depreciation and Amortization (a non-cash expense — added back to net income). In A8, type Changes in Working Capital and bold it as a sub-section header.

Add working capital changes

In A9–A12, drag accounts that represent working capital changes:

Build Your First OfficeConnect Report

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

This tutorial walks through building a basic departmental expense report from an empty workbook to a live, refreshable OfficeConnect report. By the end you will have a working report that pulls real data from Adaptive Planning with one click.

What you’ll need:

OfficeConnect installed and connected to your Workday tenant (Get Started)
An Adaptive Planning instance with at least one version of data loaded
A blank Excel workbook

Step 1 — Open the Reporting pane

Open Excel and activate OfficeConnect Open Excel. On the OfficeConnect ribbon tab, click Open Pane. The Reporting pane appears on the right side of the screen.

Sign in if prompted If the pane shows a sign-in prompt, click Sign In and complete the Workday authentication flow. See Sign In and Create a Tenant if you need help.

Step 2 — Add your first element

Click a cell in your workbook Click cell B2 — this is where the first data value will land.

Add an Account element In the Reporting pane, expand Accounts and locate the account you want (for example, Total Expenses). Double-click it or drag it to cell B2. OfficeConnect inserts a formula referencing that account.

Add a Time element Click cell B1 (the header row). In the Reporting pane, expand Time and drag the time period you want (for example, Jan 2025) into B1. Repeat for as many months as you need across columns C1, D1, and so on.

Add a Version element Click cell A2. Expand Versions in the pane and drag your target version (for example, Working Forecast) into A2.

For more detail on each element type, see Add Elements to a Report.

Month-End Close Workflow with OfficeConnect

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

Month-end close in Workday Financial Management involves verifying journal completeness, reconciling account balances, and producing financial statements for management review. OfficeConnect lets your accounting team do all of this in Excel — pulling live data from Workday — without waiting for Report Writer outputs or PDF exports. This tutorial walks through a practical close workflow.

What you’ll build: A close workbook with a trial balance check sheet, a journal completeness check, and a summary P&L — all refreshable as the close progresses.

Create a Rolling 12-Month Report

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

A rolling 12-month report always shows the current month plus the 11 preceding months — no matter when you open it. This tutorial shows how to build one using OfficeConnect’s relative time contexts so the columns update automatically on each refresh.

What you’ll need:

An existing OfficeConnect workbook or a blank one (Build Your First Report)
Your Adaptive Planning instance populated with at least 12 months of actuals or forecast data

How rolling time works in OfficeConnect

OfficeConnect supports relative time contexts — time elements that are defined as offsets from the current period rather than as fixed calendar months. When you use Current Month, Current Month -1, Current Month -2, etc., OfficeConnect resolves each offset at refresh time against the current date.

Variance Analysis by Journal Source in OfficeConnect

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

When a GL account balance moves unexpectedly, the first question is: what kind of journal entry caused it? Workday Financial Management categorizes journal entries by Journal Source (Manual Journal, Accounts Payable, Payroll, etc.). OfficeConnect can filter by journal source, letting you isolate the impact of each source on any account balance.

What you’ll need:

OfficeConnect connected to the Financials data source
A report showing a balance or variance you want to investigate

1. Find journal source elements in the Reporting pane

Open the OfficeConnect Reporting pane. Expand Filters (or Journal Sources, depending on your OfficeConnect version). You should see a list of journal sources configured in your Workday tenant — typically including: Manual Journal, Accounts Payable, Accounts Receivable, Payroll, Fixed Assets, Intercompany, and System.
If you don’t see a journal source filter, confirm with your OfficeConnect admin that the Financials data source is configured to expose journal source dimensions.

2. Build a journal source comparison report

Set up a basic account report:

Report on Worktag Combinations in OfficeConnect

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

Workday Financial Management uses worktags to tag financial transactions — Cost Center, Fund, Program, Project, Grant, and any custom worktags your organization has defined. OfficeConnect exposes worktags as dimension filters, letting you report on specific combinations (for example, all expenses for Cost Center 1001 within Fund ABC).

What you’ll need:

OfficeConnect connected to the Financials data source
Knowledge of which worktags your organization uses (ask your Workday admin if unsure)

1. Find worktag dimensions in the Reporting pane

Open the OfficeConnect Reporting pane and expand Dimensions (or Worktags). You should see your organization’s configured worktags — common ones include: Cost Center, Fund, Program, Project, Grant, Region, and custom worktags.
Each worktag has members — for example, Cost Center might list CC-1001 (Sales), CC-1002 (Marketing), etc.

2. Filter a report by a single worktag

Build a basic account report with an Actuals version and a reporting period.
To filter by a single worktag: drag a Cost Center member (for example, CC-1001) into any empty header cell. This applies a filter to all OfficeConnect formulas in the workbook — all values now reflect only transactions tagged to CC-1001.
Click Refresh. All account balances update to show only CC-1001 activity.

3. Combine multiple worktags

To filter by two worktags simultaneously — for example, CC-1001 AND Fund ABC:

Reconcile OfficeConnect Values to Workday Reports

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

OfficeConnect and Workday Report Writer pull from the same underlying Workday Financial Management data, so their figures should agree. When they don’t, the difference almost always comes down to a filter, period definition, or configuration mismatch — not a data error. This guide walks through the most common causes and how to diagnose them.

What you’ll need:

OfficeConnect connected to the Financials data source
Access to Workday Report Writer or a Workday financial report for comparison

1. Confirm you’re comparing the same period

The most common cause of discrepancies is a period definition mismatch.

Build a Budget vs. Actuals Variance Report

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

A budget vs. actuals variance report puts your plan and your reality in the same view. This tutorial walks through building one in OfficeConnect with a variance column that calculates automatically in Excel.

What you’ll build: A report with monthly actuals and budget columns for each account, plus a variance column showing the difference — all refreshable from Adaptive Planning.

What you’ll need:

OfficeConnect installed and connected to an Adaptive Planning tenant (Get Started)
An Adaptive Planning model with at least one Budget version and actuals loaded for the same period
Basic familiarity with adding elements (Add Elements)

Step 1 — Set up your account rows

Open a workbook and activate OfficeConnect Open Excel and click the OfficeConnect tab in the ribbon. Sign in if prompted. The Reporting pane opens on the right.

Add your first account Click cell A3 — this will hold your first account label. In the Reporting pane, expand Accounts and drag Revenue (or your top-line account) into A3. OfficeConnect inserts a formula that resolves to the account name.

Add remaining account rows Click A4, A5, A6, and so on. Drag in each account you need: Cost of Goods Sold, Gross Profit, Operating Expenses, Net Income. Place each in its own row. For rollup accounts, OfficeConnect automatically aggregates child accounts.

Step 2 — Add Actuals and Budget version columns

Add an Actuals column header Click cell B1. In the Reporting pane, expand Versions and drag your Actuals version into B1. OfficeConnect labels the cell with the version name.

Add a Budget column header Click cell C1. Drag your Budget version into C1.

Add a time context Click cell B2. In the Reporting pane, expand Time and drag the period you want to report on (for example, the current month or a full year) into B2. Copy B2 into C2 — both columns share the same time context.

Step 3 — Build the data cells and variance column

Populate the first data row Click B3. OfficeConnect formulas reference the version in row 1 and the time in row 2, so B3 automatically resolves to Actuals for your chosen period. Copy B3 across to C3 — C3 resolves to Budget for the same period.

Add a variance column header Click D1 and type Variance. Click D2 and type $ (or leave it blank — this cell doesn’t need an OfficeConnect element).

Write the variance formula

Click D3 and enter:

Build a Department P&L Report in OfficeConnect

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

A department P&L shows revenue, expenses, and net income for each business unit in the same workbook. OfficeConnect’s Level dimension makes this straightforward — one row set per department, all pulling live data from the same Adaptive Planning model.

What you’ll build: A P&L report with accounts as rows and departments as column groups, refreshable from Adaptive Planning.

What you’ll need:

OfficeConnect connected to an Adaptive Planning tenant with Levels configured for your org structure
An Adaptive Planning model with P&L accounts (Revenue, COGS, OpEx, Net Income)

Step 1 — Set up your P&L account rows

Open Excel and activate OfficeConnect Open Excel, click the OfficeConnect tab, and sign in. The Reporting pane opens on the right.

Add your P&L account hierarchy Click cell A3. In the Reporting pane, expand Accounts and drag Revenue into A3. Continue in rows A4–A7 with: Cost of Goods Sold, Gross Profit, Operating Expenses, and Net Income. Gross Profit and Net Income are typically rollup accounts — OfficeConnect aggregates their child accounts automatically.

Step 2 — Add department (Level) columns

Add your version and time context Click B1 and drag your version (e.g., Actuals) from the Reporting pane into it. Click B2 and drag your time period (e.g., full year or current month) into it.

Add the first department Level element Click B3. In the Reporting pane, expand Levels and find your first department (e.g., Sales). Drag it into B3. OfficeConnect creates a formula that pulls data for the Actuals version, the time in B2, and the Sales level.

Copy B3 down for all account rows Copy B3 down to B4:B7. Each row picks up its own account from column A while sharing the Level in B3’s formula structure.

Add remaining departments Repeat Step 4–5 for each department, placing each in its own column (C, D, E, etc.). Add column headers in row 1 with the department name — you can type these as labels or drag the Level element into row 1 and OfficeConnect will label it automatically.

Step 3 — Add a company total column

Add a Total column In the rightmost column header row, drag your top-level Level (the parent of all departments) from the Reporting pane. This gives you a company-wide total column that rolls up all departments. Alternatively, use an Excel SUM formula across the department columns.

Step 4 — Refresh and verify

Refresh the report Click Refresh in the OfficeConnect ribbon. All department columns populate from Adaptive Planning.

Spot-check totals Confirm that each department’s Gross Profit = Revenue − COGS, and that Net Income = Gross Profit − Operating Expenses. If rollup accounts are showing unexpected values, check that the account hierarchy in your Adaptive Planning model is configured correctly.

Next steps

Add a budget or prior-year comparison column — see Budget vs. Actuals Variance
Protect the report for distribution — see Lock and Protect Reports
Publish to PowerPoint — see OfficeConnect for PowerPoint

Build a Year-over-Year Trend Report

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

A year-over-year trend report shows how each month compares to the same month last year — useful for spotting seasonal patterns and measuring real growth. OfficeConnect’s time elements let you pin both years in the same report.

What you’ll build: A report with 12 months of current-year actuals alongside 12 months of prior-year actuals, plus a YoY variance row.

What you’ll need:

OfficeConnect connected to an Adaptive Planning tenant with at least two full years of actuals
Familiarity with adding elements (Add Elements) and time contexts (Time and Contexts)

Step 1 — Set up current-year monthly columns

Open Excel and activate OfficeConnect Open Excel and click the OfficeConnect tab. Sign in if prompted.

Add your Actuals version Click B1. In the Reporting pane, expand Versions and drag your Actuals version into B1. This version applies to all columns that share row 1.

Add current-year monthly time elements Click B2. In the Reporting pane, expand Time → Months and find January of the current year (e.g., Jan 2026). Drag it into B2. Continue across row 2 — C2 through M2 — adding Feb 2026 through Dec 2026. You should have 12 monthly time elements across row 2.

Step 2 — Set up prior-year monthly columns

Add prior-year Actuals version Click N1. Drag your Actuals version into N1. (It’s the same version — the time elements in row 2 control which year’s data loads.)

Add prior-year monthly time elements Click N2. Drag Jan 2025 into N2. Continue across — O2 through Y2 — adding Feb 2025 through Dec 2025.

Step 3 — Add account rows

Add your primary account Click A3. In the Reporting pane, expand Accounts and drag your key account (e.g., Revenue) into A3.

Populate the data row Click B3. OfficeConnect formulas reference the version in row 1 and the time in row 2, so B3 returns Jan 2026 Actuals for Revenue. Copy B3 across to Y3 — each cell picks up the correct month and year from its column.

Add remaining account rows Copy row 3 down for each additional account. Add more accounts to column A as needed.

Step 4 — Add YoY variance

Add a variance section header In column Z row 1, type YoY Variance. Leave Z2 empty.

Add monthly variance formulas

In B4 (one row below your last account row, or in a dedicated variance row), enter:

Compare Two Planning Versions Side by Side

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

Any OfficeConnect report can show multiple versions at once. Here’s how to add a second version column alongside your existing data.

Steps

Open your OfficeConnect workbook and click the OfficeConnect tab.
Click an empty column header cell (for example, C1 if your existing data is in column B).
In the Reporting pane, expand Versions and drag the second version (e.g., Forecast) into C1.
Click C2 and drag the same time element you used in B2 into C2. Both columns now share the same time period.

Fix Data Discrepancies Between OfficeConnect and Workday

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

Symptom

One or more of the following:

An account balance in OfficeConnect doesn’t match the same account in a Workday financial report
Figures match at the rollup level but differ at individual account or cost center level
Prior-period figures differ between OfficeConnect and Workday Report Writer after a restatement or adjustment
Totals agree but the breakdown by worktag or dimension differs

Causes

Period definition mismatch — OfficeConnect and Workday Report Writer using different period boundaries (fiscal vs. calendar, month-end vs. period-end)
Account scope mismatch — different account hierarchies or groupings used in each tool
Company or ledger filter mismatch — OfficeConnect showing all companies while Report Writer is scoped to one, or vice versa
Effective date vs. posting date difference — OfficeConnect set to effective-date view while Report Writer uses posting dates
Currency conversion mismatch — different exchange rate types or conversion dates
Journal source exclusions — Workday report configured to exclude certain journal sources that OfficeConnect includes
Retroactive adjustments — a prior period was restated in Workday after OfficeConnect data was last refreshed

Fix 1: Align the period definition

This is the most common cause. Confirm both tools are using the exact same period.

Add Headcount Data to a Financial Report

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

OfficeConnect doesn’t separate financial and workforce accounts — they’re all elements in your Adaptive Planning model. You can add headcount rows to any financial report by dragging the right accounts from the Reporting pane.

Steps

Open your financial report in Excel and click the OfficeConnect tab.
Click an empty row below your financial accounts — for example, A10 if your P&L ends at row 9.
In the Reporting pane, expand Accounts and look for your workforce accounts. Common names include:

Set Up Scenario Comparison in OfficeConnect

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

Scenarios in Adaptive Planning are planning alternatives within a version — for example, a Base Case, Upside, and Downside within your annual Budget version. OfficeConnect can display multiple scenarios in the same report, making it easy to show a range of outcomes.

Before you begin

Scenarios must be configured in your Adaptive Planning model before they appear in OfficeConnect. If you don’t see scenarios in the Reporting pane, ask your Adaptive Planning administrator to confirm they are enabled and that you have read access.

Build a Formatted Executive Report for Distribution

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

A raw OfficeConnect report shows the right numbers, but an executive report needs to look the part. This tutorial walks through building a formatted P&L summary with branding, clean layout, and print-ready page setup — the kind of report you can share as a PDF without touching it in PowerPoint first.

What you’ll build: A one-page executive P&L summary with a header, logo, formatted number columns, and page layout configured for PDF export.

Refresh Reports Automatically with Power Automate

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

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 OfficeConnect report workbook saved to a local path or a network/SharePoint location accessible from the machine

Note: 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.

Work with Custom Dimensions and Attributes in OfficeConnect

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

Adaptive Planning models often include custom dimensions beyond the standard account and level hierarchy — things like Product Line, Region, Project Code, or Customer Segment. OfficeConnect exposes these as Custom Dimensions in the Reporting pane, letting you filter and report on any segment your model defines.

What you’ll need:

OfficeConnect connected to an Adaptive Planning model that includes custom dimensions
Familiarity with building basic reports — see Budget vs. Actuals Variance

1. Find your custom dimensions in the Reporting pane

Open the OfficeConnect Reporting pane. Scroll down past Accounts, Versions, Time, and Levels to find the Custom Dimensions section (it may also appear as Dimensions depending on your OfficeConnect version).
Expand Custom Dimensions to see the dimensions your model administrator has defined. Each dimension has members — for example, a “Region” dimension might have members: North America, EMEA, APAC.

Note: Custom dimensions are model-specific. If you don’t see a Custom Dimensions section, your model may not have any configured. Contact your Adaptive Planning model administrator to confirm.

Optimize Performance for Large Models in OfficeConnect

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

OfficeConnect reports can slow down significantly when workbooks contain hundreds of formulas pulling from large Adaptive Planning models. Refresh times of 30–60 seconds are common in unoptimized workbooks; the techniques below typically cut that to under 10 seconds for the same data.

What you’ll need:

OfficeConnect connected to an Adaptive Planning tenant
A workbook that is currently slow to refresh (more than 15 seconds)

1. Reduce the number of OfficeConnect formulas

The single biggest performance factor is formula count. Each OfficeConnect formula is a separate server call during refresh.