Word reports & narratives on OfficeConnectPro

OfficeConnect for Word

Mon, 01 Jan 0001 00:00:00 +0000

Workday OfficeConnect for Word lets you embed live tables and single-cell values from your OfficeConnect Excel workbook into Word documents. Board reports, investor letters, and executive narratives can update automatically when the underlying data changes.

What you can link

Tables — complete tables from named ranges in Excel, formatted exactly as they appear in Excel
Single cells — individual values (e.g., a total revenue figure or a percentage)
Qualitative text — words like “increased” or “decreased” that update based on cell values

Start OfficeConnect for Word

Open Word After Workday OfficeConnect is installed (see Install for End Users), an OfficeConnect tab appears in Word’s ribbon. An OfficeConnect links pane docks to the left side.

Click Log In Enter your Adaptive Planning credentials, or click Log in with Workday. If you’re already signed in to OfficeConnect for Excel, Word logs you in automatically. See Sign In & Create a Tenant for first-time setup.

Connect to an Excel workbook

In the OfficeConnect tab, click Link to Workbook Browse to and open your Workday OfficeConnect Excel workbook. The workbook’s named ranges appear in the OfficeConnect links pane under Table Links (multi-cell ranges) and Single Links (single cells).

Link a table into Word

Place your cursor in the document Click where you want the table to appear.

In the links pane, find the table link Right-click the named range under Table Links and select Apply to Selection.

The table appears formatted exactly as it looks in Excel. No reformatting required (unless the table is wider than the Word document margins, in which case OfficeConnect proportionally scales it down).

Automated MD&A Draft with Workday OfficeConnect for Word

Mon, 01 Jan 0001 00:00:00 +0000

The Management Discussion & Analysis (MD&A) narrative is the financial story that accompanies the numbers. Done well, it explains the period’s results in plain language. Done manually, every quarter someone types numbers from a closed P&L into Word and prays they get every comma right.

This article walks through building an MD&A Word template where every quantitative phrase pulls live from the Workday OfficeConnect Excel workbook. The CFO still writes the narrative; OfficeConnect handles the numbers.

Build an Investor Letter Template with Workday OfficeConnect for Word

Mon, 01 Jan 0001 00:00:00 +0000

The CEO’s quarterly investor letter is part narrative, part numbers. The narrative changes; the numbers are the same fields every quarter — revenue, growth, margin, cash, headcount, segment results. Templating it once means subsequent quarters take an hour instead of a day, and the numbers can’t go out wrong.

This guide walks through building a reusable investor-letter Word template with Workday OfficeConnect-linked cells. It builds on the same pattern as MD&A Automated Draft; the difference is voice and structure.