OfficeConnect in Workday Adaptive Planning
OfficeConnect allows Finance teams to quickly and easily create reports in Microsoft Office with the latest data from their Adaptive Planning instance.
Create presentations or reports based on the latest data.
OfficeConnect empowers Workday Adaptive Planning users to turn data into presentation‑ready financial reports directly within Microsoft Office.Â
Make your existing financial reports live and dynamic.
Connect, refresh, and present with ease – so you spend less time formatting and more time driving smarter decisions.
How to use OfficeConnect in Workday Adaptive Planning
As an end user, you can install Workday Adaptive Planning OfficeConnect on your computer if you have administrative permissions.
Watch our example of how to use OfficeConnect in your Adaptive Planning instance.
Explore more Workday Adaptive Planning tips over on the QMetrix YouTube channel.
Dive deeper into
OfficeConnect and Adaptive Planning
How to use Workday Adaptive Planning OfficeConnect in Word and PowerPoint
Learn how to enhance reporting workflows by integrating OfficeConnect with Microsoft Word and PowerPoint – especially useful when recurring reports like monthly executive summaries or board presentations.
How to maintain and update OfficeConnect reports
Learn key elements of building reports in OfficeConnect including workbook properties, applying elements, copy and paste, and find and replace.
SACA use case: Board Reporting with Workday Adaptive Planning OfficeConnect
The South Australian Cricket Association used Adaptive Insights OfficeConnect to create their monthly reporting pack. Walk through their process from scoping to getting buy-in and implementation.
Is Workday Adaptive Planning not working well for you?
Consider a Health Check
QMetrix provides a Health Check service to thoroughly review your instance, re-evaluate your goals and objectives, offer best practice solutions and update the Adaptive Planning solution to fit your business needs.
Kinatico's fresh start began with an Adaptive Planning Health Check
Kinatico had already been using Workday Adaptive Planning for a few years, but something about their instance wasn’t right. They contacted QMetrix for help. We delivered.
Kinatico now has:
- A new instance reconfigured with best practice methodology
- Proper integrations with cleaner data
- Easier processes and confidence in numbers
- More self-serve capabilitiesÂ
- A finance team now properly trained in modern FP&A
Turn your data into financial reports in Microsoft Office
QMetrix helps clients integrate OfficeConnect with their Adaptive Planning instance.