What You Get

Workday Adaptive Planning - Office Connect

Deliver High-Quality, Instantly Updated Management Reports Within the Microsoft Office Suite

Easily create high-quality reports, board books, and presentations within Microsoft Office (Excel, Word, and PowerPoint). Office Connect gives you total control over formatting and the power to refresh your data with one click. You’ll reduce your financial reporting process from days to minutes.

Financial Reporting Unified With Microsoft Office, 100% Cloud Connected. Office Connect integrates your Workday Adaptive Planning and Consolidation data directly with Excel, Word, and PowerPoint. It’s never been easier to create or update financial reports infused with up-to-date actuals, plans, and forecasts. Select dimensions, accounts, and time periods, and then build always-formatted balance sheets, P&Ls, income statements, narrative reports, board packs, and presentations.
Complete Formatting Control—No Re-Formatting, No Errors. There’s no more need to reapply formatting when you refresh reports. Office Connect automatically weaves refreshed data into existing Excel calculations and formatting. Smartlink technology makes it simple to integrate live tables or even refresh fields in Word or PowerPoint documents. What’s more, you’ll have complete transparency into the source of the data.

Migrate Your Existing Reports, No Rebuilding Required. With Office Connect, it’s incredibly easy to make your existing financial reports live and dynamic. Mark up what you want to refresh automatically, and Office Connect does the rest. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. Making the move to better reporting has never been simpler.
Incredibly Powerful One-Click Refresh. We’ve taken one-click refresh to the next level. 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. Even create rolling reports throughout your report pack: Update the current period, and watch prior rolling time periods update automatically across every document.

Understand the History of Any Metric. Use the Cell Explorer to drill-down and analyze the source data and formulas used to calculate any metric in your reports. Quickly see notes, source data, formulas, and accounts that comprise any number in a report. Cell Explorer also provides a full audit trail that shows what changes have been made, by whom, and when they occurred.
Reduce Reporting Errors and Save Time. Building manual reports can be a tedious, error-prone process of copying and pasting data. You spend a lot of time making sure that your reports are accurate and up to date. Take back your time and improve data accuracy by moving to cloud-connected reporting with Office Connect.

Budgeting and Forecasting

Free yourself from manual budgeting processes and increase your productivity by more than 70%. Financial planning and analysis software takes the pain out of budgeting and forecasting.


Faster Financial Reporting

Slice and dice your management and financial data with corporate finance software, or drill down into details with self-service reporting on the web and in Microsoft Office.


Dashboards and Analysis

Track and share KPIs with self-service, interactive dashboards. Financial analytics software gives you the ability to understand and tell a complete story with financial and operational data.