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
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.
Your First 30 Minutes with Workday OfficeConnect
Install, sign in, build your first report, and refresh it — a complete onboarding path from zero to a live Workday OfficeConnect report in half an hour.
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.
Install as an End User
Install OfficeConnect on your own machine without requiring IT involvement.
Install as an IT Admin
Deploy OfficeConnect to multiple users using per-machine installation and group policy or scripts.
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.
Enter Budget Data in Excel with OfficeConnect
Use Workday 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.
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.
Sign In & Create Your First Tenant
Sign in to Workday OfficeConnect for the first time and configure your Workday tenant connection.
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.
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.
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.
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.
Write-Back to Adaptive from Excel: A Complete Guide
The 2025R1 write-back feature in Workday OfficeConnect — what it does, who can use it, how to set up a write-back workbook, and how to recover when it fails.
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 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.
Personal What-If Scenarios (2026R1)
Workday OfficeConnect 2026R1 lets end users create personal what-if scenarios without involving an Adaptive Planning admin — scoped to the individual, branched from a parent version, and invisible to others.
Set Up Workday SSO
Configure Workday OfficeConnect to use Workday Single Sign-On for your organization.
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.