What is OfficeConnect?

OfficeConnect encompasses a range of tools and services designed to enhance collaboration, data management, and reporting within different work environments. As a SharePoint and Microsoft 365 collaboration tool, it allows users to efficiently integrate content from Microsoft Office, Outlook, and Windows File Explorer into SharePoint and Microsoft 365 platforms.

Specifically, the software facilitates the seamless addition of content, including emails and attachments, while also working to reduce Exchange storage costs and data sprawl of personal archives. OfficeConnect promotes cost-effective communication by encouraging the use of links over attachments and ensures compliance through automated classification of key content.

In the realm of financial management and planning, Workday OfficeConnect serves as a solution that integrates data from Workday into Excel, aiding organizations in generating accurate financial reports and improving data consolidation. This service is tailored to meet the needs of any industry and comes with preconfigured data analytics and reporting models.

When it comes to data, OfficeConnect, a tool from Adaptive Insights, is instrumental in creating high-quality reports from Word, Excel, and PowerPoint. It provides the capability to connect existing Excel reports to Adaptive Insights or craft new reports from scratch, with the added convenience of automatic updates and the ability to save reports in multiple formats.

Moreover, OfficeConnect is accessible for those wishing to trial the software, offering a centralized management panel for onboarding users and streamlining workflows. This comprehensive tool breaks down data silos and provides a singular platform for locating, organizing, and accessing content, enhancing the overall efficiency of an organization's operations.

OfficeConnect Plugins for Excel

Pulling Data with OfficeConnect

OfficeConnect is an add-in for Excel that enables users to pull data from Workday Adaptive Planning and generate reports. This tool facilitates the creation of dynamic and comprehensive reports by importing data directly into Excel.

Retrieving and Pushing Data with Planning Add-in

The Planning add-in, specifically designed for Excel, allows users to retrieve various sheets such as Cube, Modeled, and Standard from Adaptive into Excel. Moreover, this add-in provides the capability to push data back into Adaptive directly from Excel, streamlining the data update and management process.

Restoring OfficeConnect and Planning Add-ins

Occasionally, the OfficeConnect and Planning add-ins may disappear from Excel when IT deploys a patch or update. Should this occur, users might need to restore the add-ins. Depending on the situation, this could involve reinstalling the add-ins, which may require admin rights, or re-enabling them within Excel through the COM Add-ins option found under Menu > File > Options > Add-ins.

Reinstallation of Add-ins

If re-enabling the add-ins does not resolve the issue, users may need to download the installers again to reinstall OfficeConnect and Planning add-ins. This can be done from the Adaptive's website, ensuring that the tools are properly set up to maintain workflow efficiency.

Common Use Cases

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  Use case 1: Creating tailored financial reports within Excel that dynamically update based on relative or absolute time elements
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  Use case 2: Applying filters to specific accounts, levels, or dimensions for targeted data analysis in Excel reports
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  Use case 3: Generating multiple versions of a report for different departments or time periods using the Repeating Reports feature
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  Use case 4: Utilizing system variable labels in conjunction with Excel formulas to create customized report headers
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  Use case 5: Enhancing Excel reports with custom formatting, calculations, and macros by attaching Report Templates in Adaptive Planning

Frequently Asked Questions

How does the Report Date in Workbook Properties affect my reports?

The Report Date in Workbook Properties is a key feature that drives periods in the report when set to relative. This means that your report will change dynamically according to the date you set, ensuring that the data is relevant for the specific time period you are analyzing.

Can I modify pre-built reports to align with the report date?

Yes, it's possible to modify pre-built reports to ensure consistency with the report date. This allows you to maintain accuracy in your reporting without having to start from scratch each time you need to update the date settings.

What issues can occur when expanding and collapsing rows and columns in my report?

Expanding and collapsing rows and columns can cause issues with cell calculations. It's important to be cautious when adjusting your report layout to avoid disrupting the integrity of your data.

How do I change elements in my OfficeConnect reports?

You can use the Find and Replace feature to change elements in the report. There are also different methods available to apply elements depending on your reporting needs, and while there is no single best way, options include using filters and labels for dynamic adjustments.

What are the advantages of using filters in OfficeConnect?

Filters in OfficeConnect can apply to various elements such as accounts, time, levels, versions, currencies, attributes, and custom dimensions. They can be set for the entire workbook or individual worksheets, offering flexibility and precision in tailoring reports to specific requirements.