OfficeConnect for Word
Link live financial data from Workday OfficeConnect Excel into Word reports and board narratives.
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
1
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.
2
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
1
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
1
Place your cursor in the document
Click where you want the table to appear.
2
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).
Refresh the document for a new period
When source data changes (e.g., for a new month’s report):
1
Update the linked Excel workbook
In Excel, update time elements or refresh from Adaptive Planning.
2
In Word, click Refresh in the OfficeConnect tab
All linked data updates from the Excel workbook.
Change the source file for a new period
If you save your Excel workbook under a new filename for each period (e.g., Board_Report_Q3_2025.xlsx):
1
Click Manage Links in the OfficeConnect tab
In Word, open the OfficeConnect tab and click Manage Links.
2
Check the links you want to update
Select the checkboxes next to the links that need to point to the new file.
3
Click Change Source and browse to the new file
Click Change Source, navigate to the new workbook, and open it.
4
Click Close
Click Close to apply the change. Because the new file is a copy of the old one, the named ranges are identical and the links transfer cleanly.
Disconnect a link
1
Click Manage Links in the OfficeConnect tab
In Word, open the OfficeConnect tab and click Manage Links.
2
Check the links to disconnect
Select the checkboxes next to the link or links you want to break.
3
Click Break Link
Click Break Link. The data remains in the document as static text or table, but no longer updates from Excel.
Result
Your Word documents refresh from the OfficeConnect workbook each period. Numbers, percentages, and even qualitative phrases stay in sync automatically.
Next steps