What is OfficeConnect?
An overview of OfficeConnect — what it does, who it’s for, and how it works with Workday Adaptive Planning.
Wiki
Install OfficeConnect and connect to Workday Adaptive Planning from Excel, Word, or PowerPoint.
OfficeConnect is a Microsoft Office add-in that pulls live data from Workday Adaptive Planning directly into Excel, Word, and PowerPoint. This section covers everything you need to get up and running, build reports, and manage the platform.
Installation & setup
- What is OfficeConnect? — An overview of OfficeConnect — what it does, who it’s for, and how it works with Workday Adaptive Planning
- First 30 Minutes — Install, sign in, build your first report, and refresh it — a complete onboarding path in half an hour
- System Requirements — Hardware and software prerequisites before installing OfficeConnect
- Install (End User) — Install OfficeConnect on your own machine without requiring IT involvement
- Install (IT Admin) — Deploy OfficeConnect to multiple users using per-machine installation and group policy or scripts
- Check Your Version — How to check which version of OfficeConnect you have and update to the latest release
Sub-sections
- Build Reports — Add elements, apply filters, and build live Excel reports from your Workday data
- Word & PowerPoint — Link OfficeConnect data into board books, narratives, and presentation decks
- Data Entry & Write-Back — Submit budget and forecast data from Excel back to Workday Adaptive Planning
- System Admins — Deploy, configure SSO, govern, and upgrade OfficeConnect across the organization
- Performance — Optimize refresh times, benchmark workbook size, and tune large reports
- Migration Guide — Compare OfficeConnect to alternatives and migrate from legacy tools
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.
System Requirements
Hardware and software prerequisites before installing OfficeConnect.
Install as an End User
Install OfficeConnect on your own machine without requiring IT involvement.
Set Up Your Reporting Model
Use the Run Set Up Reporting Model task in Workday to configure how OfficeConnect Financials reports are structured.
Install as an IT Admin
Deploy OfficeConnect to multiple users using per-machine installation and group policy or scripts.
Check & Update Your Version.
How to check which version of OfficeConnect you have and update to the latest release.
Build Reports
Add elements, apply filters, and build live Excel reports from your Workday Adaptive Planning data.
Word & PowerPoint
Link Workday OfficeConnect data into Word documents and PowerPoint slides for board books, narrative reports, and presentation-ready decks.
Data Entry & Write-Back
Enter budget and forecast data, and write back to Workday Adaptive Planning directly from Excel using OfficeConnect (2025R1+).
System Admins
Deploy, configure, govern, and optimize Workday OfficeConnect — for IT administrators and the system-savvy FP&A power users who own the platform.
Performance & Optimization
Make Workday OfficeConnect reports fast — refresh-time benchmarks, 32-bit vs 64-bit Excel, element-count tradeoffs, and large-workbook patterns.
Migration & Comparison
Decision frameworks comparing Workday OfficeConnect to alternatives, plus migration guides from Hyperion SmartView, OneStream, Vena, Anaplan, and macro-heavy Excel workbooks.