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Workday Adaptive Planning OfficeConnect

Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template

February 17, 2021 by Summer Jeter Leave a Comment

Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template.

What is the difference between OfficeConnect and a Report Template?

Templates are Excel files which can be added to regular reports, including repeating reports. Instead of running an HTML report, you can have a custom Excel report. Below are some nice features, as once you use it, it will become a favorite for reporting.

Report Templates allow:

  • Custom formatting data from Adaptive such as background color, font color, and font type.
  • Calculations on the data, along with including graphs and notes.
  • Use with repeating reports.
  • A saved Excel file attached to a report.
  • Macros can be added to templates.

Here is a quick tutorial on how to create an Excel report using a report template.

  1. Locate the Adaptive Planning HTML report which has the data you want for your Excel report.

    a. Here is an HTML Report.

    Workday Adaptive Planning: Excel Reporting

    b. Locate the report in the Reports screen.

    Workday Adaptive Planning: Using a template for Excel reporting
  2. Right click on the report and choose Run as Excel, and the file will download. Learn about Excel reporting using a template in Workday Adaptive Planning
  3. Open the downloaded Excel file. You will see the Excel data on the first sheet.

    a. The report is the same as the report in Step 1 but in Excel.

    How to do Excel reporting with a template in Workday Adaptive Planning
  4. On this sheet, you can change fonts, and add conditional formatting, calculations, etc. If you want to add other sheets for more reporting, you can use formulas to reference data on the first sheet.

    a. In this example, we have changed fonts style and added conditional formatting for the % Var column.

    How to do Excel reporting with a template in Workday Adaptive Planning

    b. In this example, we added another sheet and created a graph and ratios using formulas to reference the first sheet (report data). You can add multiple sheets to create a customized report or a report book. You can also hide sheets. For example, the Report Info tab Adaptive includes in all excel reports or the first sheet with the data.

    Excel reports using templates in Workday Adaptive Planning
  5. Return to the report in Adaptive Planning.

    a. Right click on the same HTML report and select Attach Template.

    Excel reporting using templates in Workday Adaptive Planning

    b. Click Choose File button and select the excel file you just created which has your updated report with formatting, formulas, graphs, etc. Click OK. Once the file is selected click Open.

    Excel reporting using templates in Workday Adaptive PlanningExcel reporting using templates in Workday Adaptive Planning

    c. The file icon will change colors from blue to green, so you know the report has been properly attached.

    Excel reporting using templates in Workday Adaptive Planning
  6. Run the report and it will automatically download as an Excel file. Your existing report has been generated and has applied all applicable prompts. For example, the month of data will change per the prompt option selected.

You now have an Excel report! And can run it anytime!

The team at Revelwood has been recognized by Adaptive for its thought leadership in the space, commitment to its Adaptive Insights practice, and its rapid achievements of milestones. Visit Revelwood’s Knowledge Center for our Adaptive Insights Tips & Tricks or sign up here to get our Adaptive Insights Tips & Tricks delivered directly to your inbox. Not sure where to start with Adaptive Insights? Our team here at Revelwood can help! Contact us info@revelwood.com for more information.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Expand/Collapse in OfficeConnect

Workday Adaptive Planning Tips & Tricks: Templates

Workday Adaptive Planning Tips & Tricks: Making Your Matrix Report Presentable and Meaningful

Home » Workday Adaptive Planning OfficeConnect

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Insights, adaptive insights tips & tricks, adaptive planning report template, enterprise performance management, Financial Performance Management, FP&A, OfficeConnect, Workday Adaptive Planning, Workday Adaptive Planning OfficeConnect, Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Expand/Collapse Feature in OfficeConnect

February 3, 2021 by Gary Leiffer Leave a Comment

This week’s Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) Previous to this release, clients disliked the fact that to “drilldown” to detail accounts, or to have the option to, required extra lines of detail to be added to a report, and hidden until requested. The step was frowned upon as an unusual design flaw — with a valid, yet clumsy work-around. Well, lo-and-behold, Workday Adaptive listened! Release 2020R2 not only addressed the issue, but “expanded” (pun intended!) upon it.

In the following screen capture, Expenses are retrieved in row 8, and Actual March 2019 data is displayed in column E. Prior to release 2020R2, users would be required to add any further “drilldown” detail Expense categories into the report and hide them until requested to be displayed. There is one value displayed in cell E8 below.

Expand collapse feature in Workday Adaptive Planning OfficeConnect

The new feature is available when there are expandable/collapsible lines (or columns) on the report and the options become available in the OfficeConnect ribbon (highlighted with the red arrow in the following screen capture.):

Learn the new expand collapse feature in Workday Adaptive Planning OfficeConnect

Clicking the Expand (+) option while Row 8 Expenses is highlighted results in the Expense Row 8 self-expanding and displaying the Expense categories with their amounts, instantly. OfficeConnect refreshes upon selection as follows:

Understand the expand collapse feature in Workday Adaptive Planning OfficeConnect

What makes the new feature even more exciting is that the expansion can continue as follows – in the example below I further expand the Office and Property line now displayed on line 9 (at the start of the example only line 8 displayed the Expense amount in column E.

Workday Adaptive Planning Tips - Expand Collapse Feature in OfficeConnect

The Collapse option does exactly as titled- collapses the expanded selection.

What makes the new feature even more beneficial is that not only the rows can be expanded. In the following screen capture, I replaced the March 2019 time element with Q1-FY19.

Workday Adaptive Planning Tips and Tricks_expand collapse feature in OfficeConnect

Expanding the Column E results in the 3 months of Q! 2019 to be displayed in their own columns, to the left of the still-displayed Q1 Quarter total.

Workday Adaptive Planning Tricks_ Expand Collapse Feature in OfficeConnect

In summary, after many years of having to employ a clumsy work-around to “drill-down” and display detail on the main OfficeConnect sheet, Workday Adaptive listened and developed the “perfect” solution, in my humble opinion!

The team at Revelwood has been recognized by Workday Adaptive Planning for our thought leadership in the space, commitment to our Workday Adaptive Planning practice, and our rapid achievements of milestones. Visit Revelwood’s Knowledge Center for our Workday Adaptive Planning Tips & Tricks or sign up here to get our Workday Adaptive Planning Tips & Tricks delivered directly to your inbox. Not sure where to start with Workday Adaptive Planning? Our team here at Revelwood can help! Contact us info@revelwood.com for more information.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Templates

Workday Adaptive Planning Tips & Tricks: The Formula Assistant

Workday Adaptive Planning tips & Tricks: Virtual Versions and Neutral Exchange Rate

Home » Workday Adaptive Planning OfficeConnect

Filed Under: Workday Adaptive Planning Tips & Tricks Tagged With: Adaptive Insights, adaptive insights tips & tricks, enterprise performance management, Financial Performance Management, Gary Leiffer, OfficeConnect, Workday Adaptive Planning, Workday Adaptive Planning OfficeConnect, Workday Adaptive Planning Tips & Tricks

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