---
title: "Financials vs. Adaptive Planning Data Sources"
url: "https://officeconnectpro.com/wiki/migration-comparison/financials-vs-adaptive-planning/"
description: "Key differences in Workday OfficeConnect behavior depending on whether you're using the Adaptive Planning or Financials data source.\n"
tags: ["adaptive-planning","financials","accounting","fpna","system-admin","comparison"]
date: "0001-01-01"
lastmod: "2026-05-19"
---


Workday OfficeConnect supports two data sources. Most organizations use **Adaptive Planning** (budget and forecast data). Organizations using Workday Financial Management also have access to the **Financials** data source (general ledger actuals).

The data source is set when you configure your tenant — see [Sign In & Create a Tenant](/wiki/admin/configure/sign-in-create-tenant/). Some OfficeConnect features behave differently depending on which source is active.

## Feature comparison

| Feature | Adaptive Planning | Financials |
|---|---|---|
| **Elements hierarchy** | Accounts, Level, Custom Dimensions | Ledger Accounts, Company, Dimensions |
| **Minimum valid intersection** | Version + Level + Time + Account | Version + Company + Time + Ledger Account |
| **Default rounding** | Thousands | No Rounding |
| **Make new time elements relative** | On by default | Off by default |
| **Always clear data upon save** | On by default | Off by default |
| **Element groups** | Available | Not available |
| **Cell Details** | Explore Cell (drill into cell data) | Show Details (contributing journal lines; drill through to Workday) |
| **Default version** | Depends on your model | Actuals |
| **Exclude elimination on expand** | Not available | Available (in user settings and Expand dialog) |

## Which data source am I using?

Check your tenant configuration: in the OfficeConnect sign-in drop-down, each tenant shows its data source type.

## Effective dates (Financials only)

When using the Financials data source, you can select an **effective date** for your report. This reflects your organization's structure as of that date — useful for reporting after reorganizations. See [Effective-Date Reporting](/wiki/build-reports/financials/effective-date-reporting/).

{{< admin-note >}}
Effective date support requires configuration in Workday's financial reporting data model. Contact your Workday Security Administrator to verify it's enabled.
{{< /admin-note >}}

## Alternate hierarchies (Financials only)

If your administrator configures alternate hierarchies for dimensions in the financial reporting data model, you can select different hierarchy views in your OfficeConnect report — useful for viewing company, ledger account, or cost center dimensions from multiple perspectives.

## Next steps

- [Reconcile to Workday](/wiki/build-reports/financials/reconcile-to-workday/) — verify the Financials data source matches Workday.
- [Drill-through to Journal Lines](/wiki/build-reports/financials/drill-through-journal-lines/) — Financials-only feature deep dive.
- [Multi-Currency Financials](/wiki/build-reports/financials/multi-currency-financials/) — currency handling differences.