We have expanded our Workday Adaptive Planning Open Enrollment training courses. We now offer a new class, Introduction to OfficeConnect.

The course is designed for report developers with minimal experience with Workday Adaptive Planning’s OfficeConnect. Participants will learn:

• OfficeConnect terminology and navigation.
• How to create an OfficeConnect report dynamically linked to a Workday Adaptive Planning instance.
• How to work with relative and static time-elements enabling you to create rolling report periods.
• How to use parameters and labels to enable creating either a tabular Excel report or one report with selection options. A report with selection options is mainly used with the Level element from Workday Adaptive Planning.
• How to link selected elements from a previously created Excel report to the matching Workday Adaptive Planning data. This enables you to use all of the creative presentation already existing in the report.

Additionally, participants will see a demonstration of the connectivity between OfficeConnect and its associated Word and PowerPoint applications.

Learning from Revelwood’s Workday Adaptive Planning Certified Experts

Revelwood’s Open Enrollment training courses for Workday Adaptive Planning are conducted online by our seasoned, Workday-certified instructors. Their goal is to give you the technical skills needed to understand, use and master Adaptive Planning.

These instructor-led courses allow you to ask questions and get instant answers from your instructor. They also provide you an environment where you can learn from your classmates – unlike many online classes. Participants will come away from the courses with best practices and new tips and tricks. 

Workday Adaptive Planning OfficeConnect

Workday Adaptive Planning OfficeConnect enables users to easily create presentation-quality financial reports in Microsoft Office. With OfficeConnect, you can integrate your latest data from Workday into Microsoft Office. For example, you can connect your existing Microsoft Excel reports to Workday Adaptive Planning. You can also create new reports. Refreshing those reports is as simple as a single click – no more need to manually transfer data.

OfficeConnect gives you full connectivity between Adaptive Planning and Microsoft Excel, Word and PowerPoint. You latest data in Adaptive Planning easily flows from financial reports to board books to management presentations.The OfficeConnect training courses are virtual (online) and occur on a regular basis. View our class schedule.