Interface Tour: The Reporting Pane
OfficeConnect adds two things to Excel: a ribbon tab and a Reporting pane that docks to the side of your worksheet.
The OfficeConnect ribbon tab
The OfficeConnect tab appears between your standard Excel tabs. Key buttons include:
| Button | What it does |
|---|---|
| Log In / Log Out | Connect to or disconnect from your Workday tenant |
| Refresh | Pull the latest data from Adaptive Planning into all connected cells |
| Show Reporting Pane | Toggle the Reporting pane open or closed |
| Workbook Properties | Set rounding, data clearing, and filter defaults for the workbook |
| User Settings | Set your personal defaults (rounding, default instance, etc.) |
| Find / Replace | Find and replace elements across sheets |
| Labels | Add dynamic text labels (report date, level name, etc.) |
| Help | Access version info, documentation, and the troubleshooting tool |
The OfficeConnect ribbon tab with Refresh, Show Reporting Pane, and other key buttons.
The Reporting pane
The Reporting pane docks to the right side of your worksheet by default. It has three tabs:
Elements tab
Displays the full hierarchy of your Adaptive Planning instance:
- Accounts — GL accounts, custom accounts, metric accounts, modeled accounts
- Time — calendar years, quarters, months; also components and contexts
- Level — your organization’s hierarchy (company, division, cost center, etc.)
- Versions — actuals and planning versions
- Currencies — if multi-currency is enabled
- Custom Dimensions — any additional dimensions in your model
Browse by expanding nodes in the tree. Drag elements into your worksheet, or right-click and select Apply to Selection.
The Elements tab with Accounts, Time, Level, and Versions nodes expanded.
Filters tab
Apply worksheet-level or workbook-level filters. Use the Enable Filters toggle to activate or deactivate them without losing your selections.
The Filters tab showing active worksheet-level filters with the Enable Filters toggle.
Review tab
Select a cell, row, or column and the Review tab shows exactly which elements are affecting that data point — broken down by Net, Row, Column, Worksheet filters, Workbook filters, and User Defaults.
The Review tab with a cell selected, showing the breakdown of Row, Column, and Filter elements that determine its value.
Undocking the Reporting pane
Click the icon in the upper-right corner of the Reporting pane and select Move to undock it. Drag it anywhere, or hover at an edge of the worksheet to re-dock it.
If you lose a floating pane, click Show Reporting Pane in the OfficeConnect ribbon — it will reappear.
Next steps
→ Add Elements to Rows, Columns & Cells to start building your first report