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: Tutorial
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.
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.
Publish a Report to PowerPoint
Link a live OfficeConnect Excel report into a PowerPoint deck so slides update with one refresh.
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.
Enter Budget Data in Excel with OfficeConnect
Use OfficeConnect’s data entry mode to write budget figures directly from Excel into Adaptive Planning — no need to log in to the Adaptive Planning web interface.
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.