OfficeConnect for PowerPoint
Link live data from your Workday OfficeConnect Excel workbook into PowerPoint slides.
Tag: Sharing
OfficeConnect for Word
Link live financial data from Workday OfficeConnect Excel into Word reports and board narratives.
PowerPoint board books
Build PowerPoint board books and presentation decks that refresh from your Workday OfficeConnect Excel workbook.
Share Reports via Teams, SharePoint & OneDrive
Save and share Workday OfficeConnect workbooks through Microsoft Teams, SharePoint, or OneDrive.
Publish a Report to PowerPoint
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
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.
Word reports & narratives
Build Word documents — board narratives, MD&A drafts, investor letters — with named ranges from your Workday OfficeConnect workbook.
Lock and Protect Reports for Distribution
Protect an OfficeConnect workbook for distribution so recipients can’t accidentally break formulas — while keeping Refresh working.
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.
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.
Refreshing All Slides Safely in a Workday OfficeConnect PowerPoint Deck
The disciplined refresh workflow that keeps Workday OfficeConnect PowerPoint decks consistent — never a deck with mixed-period numbers.
Sharing your work
Share Workday OfficeConnect workbooks and linked decks via Microsoft Teams, SharePoint, and OneDrive — including co-authoring caveats and recipient permissions.
Word & PowerPoint
Link Workday OfficeConnect data into Word documents and PowerPoint slides for board books, narrative reports, and presentation-ready decks.
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.
Recovering Broken Links in a Workday OfficeConnect PowerPoint Deck
When a Workday OfficeConnect PowerPoint link breaks — file moved, named range renamed, workbook deleted — here are the fix paths in order of cost.
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.