There is a lot to be excited about with Workday Adaptive Planning’s new release. From changes in the Adaptive Planning interface itself, to updates with Workday’s OfficeConnect Excel plug-in, there is something that will benefit every user. Today we will be focussing on OfficeConnect and the new write-back to Adaptive Planning capability.
Getting Started
To get started with the new write-back feature, it is important to make sure that your OfficeConnect plug-in is updated and the most recent version is installed. If up to date, you will be able to see a write-back section under your OfficeConnect ribbon on Excel. Write-back will not initially be available to every user in the Adaptive Planning instance. It must be enabled. This can be enabled by going to the “Administrative” permission set and selecting the “Write-back from external sources” check box.
Functionality
This new feature allows you to update your planning data without leaving Excel. This makes it super easy for users who are comfortable with Excel and have not fully gotten acclimated to Adaptive Planning. Using OfficeConnect allows the user to use common Excel capabilities such as formulas and copy/paste functions.
Once you are in OfficeConnect and have a report built out, it is important to know which cells can be edited for write-back. You must select a range of columns or rows with a valid leaf level intersection and a time roll-up cannot be included such as a quarter or year.
Once you have your columns and/or rows that you would like to use for write-back, you could go ahead and hit “Write-back” in the OfficeConnect Ribbon. This will now highlight the editable rows yellow. You can now make edits directly on this sheet and it will transfer directly over to Adaptive Planning. Cell contents turn blue to show that an edit has been made. Lastly, all you need to do is hit submit and you have successfully completed a write back.
Once you have made changes, you can go ahead and submit. After submitting you will realize that the values have changed. You can proceed to exit write-back mode by just hitting the write back button again.
Revelwood is an award-winning, Platinum Solution Provider for Workday Adaptive Planning. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. By combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.
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