OfficeConnect

OfficeConnect is a solution that enables users to easily create presentation-quality financial reports in Microsoft 365 by integrating the latest data from Workday Adaptive Planning.

You can either connect your existing Microsoft Excel reports to Workday Adaptive Planning, or create new reports from a blank slate. Refresh these reports with the latest data with a single click.

The benefits of OfficeConnect:

• Easily create presentation-quality reports based on the latest data.
• Quickly convert existing Microsoft Excel reports into OfficeConnect reports.
• Drive a consistent look and feel with integrated reports, board books, and presentations with dynamic linking.
• Save time updating reports with a simple one-click refresh.

Use data to impact performance

Reporting is critical for a successful business. OfficeConnect empowers teams across your organization to better understand your business performance with powerful, self-service reports. You gain access to ad hoc and formatted reporting on scenarios, actuals, metrics, and other data with a user-friendly interface that never requires script writing. This enables you to easily create, maintain, and share operational and financial KPIs and insights.

Migrate existing reports

It’s easy to make your existing financial reports live and dynamic. Mark up the data that you want automatically refreshed, and our board and external reporting capability does the rest.

Understand the history of any metric

Use the Cell Explorer feature to drill down and analyze the source data and formulas used to calculate any metric in your reports. Cell explorer also provides a full audit trail that shows the changes that have been made, by whom and when.

Refresh data in one click

Change the time period in a report and update every sheet automatically with just one click. Intelligent labels update time periods, page headers, and more. You can even create rolling reports throughout your report pack, update the current period, and watch prior rolling time periods update automatically across every document.

Save time and minimize human error

Building manual reports can be a tedious, error-prone process of copying and pasting data. You spend a lot of time making sure your reports are accurate and up-to-date. With OfficeConnect, you can save time and improve data accuracy.

You need to have an active Workday account in order to use the app, this is an enterprise app and needs to be configured by your IT administrator.