By leveraging forecast data in this way, reports are always based on the latest actuals, plans and forecast data.Presented by Jessica Meldrum, Consultant at QMetrix.---------At QMetrix we provide professional advisory services that empower our clients to operate with the agility needed in todays business environment.Our corporate Budgeting and Planning, Master Data Management, and Business Intelligence and Analytics solutions help to drive better business performance.We work together with clients to achieve the right outcome for their unique business, providing end-to-end solutions from analysis to design and delivery. OfficeConnect in Adaptive Insights | Adaptive Insights Demo by Revelwood Revelwood 9.9K views 3 years ago 29:23 How to maintain and update OfficeConnect reports QMetrix 101 views 1. Adaptive OfficeConnect integrates your Adaptive Planning and Adaptive Consolidation data directly with Excel, Word, and PowerPoint. As an add-on for Excel, it allows users to build a report utilising OfficeConnect properties and features, as well as make use of familiar Excel functionality. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. System Variable Label types are very handy as well, especially Report Date and Repeating Report Element. Select Manage from the OfficeConnect ribbon. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Workday Adaptive Planning has an overall rating of . The alliance between Deloitte and Adaptive Insights combines the strengths of both organizations to help global enterprises address their businessplanning and- management-reporting challenges. To better understand the components that make up a cell, you can use the review section of the task pane. Make your changes to a group and select, Navigate to attributes and select the attribute you want to group on, Navigate to Accounts and drag a selected account on-top of the current selection. The cookie is used to store the user consent for the cookies in the category "Other. Workday Adaptive Planning has the unique ability to combine easy-to-use functionality with a system that can handle very large data volumes and meet complex modeling requirements.". View Demo (2:10) Our Technology KEY DIFFERENTIATORS Easy to use Built-in analytics Flexible for faster decisions Scales with your business Back in Workbook Properties, re-enable the dynamic time option as this will keep the year of the data relative. Any suggestions? Get creative and store labels in hidden rows and columns and reference them via Excel formulas to drive tailored headers. Workday assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release. Create a new group using a consolidation. All rights reserved. As of May 1, 2023, Workday Adaptive Planning customer reviews include the following: About the CFO & Finance Executive Conference 2023Gartner experts will provide additional insights on how CFOs can address slowing growth, persistent high inflation, scarce expensive talent and global supply constraints during the Gartner CFO & Finance Executive Conferences 2023, taking place May 31 June 1, in National Harbor, MD., and September 18-19 in London. 1. Adaptive Planning Cloud Enterprise EPM Software | Workday UK How to install the Workday Adaptive Insights OfficeConnect Plug-in; How to install the Workday Adaptive Insights OfficeConnect Plug-in (Manual Method) This information is also provided in the ADP100 webcourse, which is a required course for all Adaptive Planning users. Within the Reporting pane, users can access structural elements to build the foundation of dynamic OfficeConnect reports all without formulas, backlinks, or code. Make your changes to a group and select OK. 4. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. You can connect your existing Excel reports to Adaptive Insights, or create new reports from a blank slate. The report will update to the format specified in Workbook Properties as opposed to the properties specified in User Settings. Office add-ins can help you personalize your documents or speed up the way you access information on the web. Grouping elements allows your report to dynamically reflect changes made in the model. With Adaptive OfficeConnect, its incredibly easy to make your existing financial reports live and dynamic. Furthermore, you can easily create high-quality reports, board books, and presentations within Microsoft Office (Excel, Word, and PowerPoint). This cookie is set by GDPR Cookie Consent plugin. Workday is Recognized as a 2023 Gartner Peer Insights Customers Advanced Features in OfficeConnect Workday Adaptive Planning. Applicants must reside within driving distance of Boston . Making the move to better reporting has never been simpler. It gave us a step-change in how we plan and enabled us to significantly reduce the time and effort spent to prepare and consolidate various plans. Adaptive OfficeConnect automatically weaves refreshed data into existing Excel calculations and formatting. We serve clients across Australia and South East Asia. Revelwood Inc. All rights reserved. Keep in mind, these functions need to overlay an existing, valid time element in the report to properly connect to an instance. Revelwood offers a variety of Workday Adaptive Planning (formerly Adaptive Insights) training courses. Connect your existing Excel reports to Workday Adaptive Planning, or create new presentation-quality reports from a blank slate. Our seasoned, certified instructors ensure you get the technical skills you need to succeed on the job. Adaptive Planning: EPM Software | Workday BlackLine Brisbane Future of Finance Event. About WorkdayWorkdayis a leading provider ofenterprise cloud applications for financeand human resources, helping customers adapt and thrive in a changing world. It provides us the ability to analyze data and provide insights we could not previously access." Adaptive OfficeConnect - Adaptive Insights Officeconnect - Tridant Workday Adaptive Planning (Adaptive Insights) OfficeConnect - YouTube This feature works great when working with an existing report as well. After creating your Adaptive OfficeConnect report, save your report and navigate to Adaptive Insights to the Reports menu. Dennis Yen December 15, 2022. These forward-looking statements are based only on currently available information and our current beliefs, expectations, and assumptions. Completely Connected. As long as the element is incorporated on your report, you can apply a label for it. Our customers choose Workday Adaptive Planning because we uniquely offer scale and performance, an intuitive user experience and AI and ML driven insights for game-changing strategic decisions. Everything There Is To Know About Adaptive Insights OfficeConnect Forward-Looking StatementsThis press release contains forward-looking statements including, among other things, statements regarding Workday's plans, beliefs, and expectations. OfficeConnect Per User Install https://adaptiveplanning.doc.workday.com/r/0BUDwnxyZl6BbmOU9di~AA/root Has anyone pushed the per-user install of this adaptive software called "OfficeConnect" After wrapping it as a win32 app setting it with system context the per user app does not install fully. Under the appropriate stratum component, select either January through December or Q1 through Q4 and drag them to the desired locations on the report. Now your report will always display January through December or Q1 though Q4 for the desired year relative to your chosen report date. If you change an account name or dimension value in your instance and want to ensure the names reflect properly on your reports, utilize Labels to stay dynamic. Simply navigate within the Reporting Pane, drag the element to the report and drop the element to the row, column, or cell. Filtering data is a necessity and OfficeConnect provides the ability to filter on accounts, time, levels, versions, currencies, attributes, and custom dimensions. No need to phone IT to refresh your reports. Adaptive OfficeConnect (also known as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in for simplifying the creation of reports in Microsoft Office. OfficeConnect is a game-changer in that it is a time-saver, allows for instant access to data for operations, and drives the greater . Under Workbook Properties in the ribbon, there is a checkbox to make any new time elements added to the report relative to the selected report date. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. For more information, please see our . This created issues with version control. 2023-05-31 | NDAQ:WDAY | Press Release | Workday Inc. - Stockhouse Note: At this time, MacOS does not support OfficeConnect. "Our experience with Workday support has been top-notch. 2. Workbook filters exist on the Filters tab of the Workbook Properties and worksheet filters exist . This concept of drag and drop can be applied to all elements displayed within the Reporting pane for rows, columns, and individual cells. Workday Adaptive Planning's OfficeConnect is widely used for reporting. Learn about some of the new features in Workday Adaptive Planning (formerly known as Adaptive Insights) OfficeConnect.Learn More: https://qmetrix.com.au/reporting-with-workday-adaptive-planning-officeconnect/OfficeConnect is a unique feature within the Workday Adaptive Planning platform used to prepare powerful and fast reporting within Microsoft Word, Excel, and PowerPoint, leveraging data contained within your Workday Adaptive Planning forecasts. 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.) 03/15/2023 13 contributors Feedback In this article Prerequisites Scenario description Add Adaptive Insights from the gallery Configure and test Azure AD SSO for Adaptive Insights Next steps In this tutorial, you'll learn how to integrate Adaptive Insights with Azure Active Directory (Azure AD). Still not convinced? PLEASANTON, Calif., May 31, 2023 /PRNewswire/ -- Workday, Inc.(NASDAQ: WDAY), a leader in enterprise cloud applications for financeand human resources, today announced that it was named a Customers' Choice in the 2023 Gartner Peer Insights 'Voice of the Customer': Financial Planning Software. It is a breeze to create and update management reports with real-time actuals, plans, and forecast. Our customers choose Workday Adaptive Planning because we uniquely offer scale and performance, an intuitive user experience, and AI and ML driven insights for game-changing strategic decisions. Get the latest insights and news from QMetrix, 2023 QMetrix Pty Ltd All rights reserved. Adaptive Suite is a business budgeting software to support enterprises in financial planning and forecasting with data-driven insights. Sounds like you need to radically change your current reporting practices! But would like to use the per-user install for the auto-updating without needing admin. Reporting with Adaptive Insights / Workday Adaptive Planning OfficeConnect - best practice tips Deciding whether to use Web Reports or OfficeConnect to build your reports in Workday Adaptive Planning / Adaptive Insights can be tricky. Easily create presentation-quality reports based on the latest data in Adaptive Insights, Quickly convert existing Excel reports into OfficeConnect reports, Seamlessly weave any data in Adaptive Insights through Excel, Word, and PowerPoint, Simplify report, board book, and presentation creation, Automate monthly reports and executive packages, Gain complete control of report layout without any added maintenance, Save time updating reports with a simple one-click refresh, Share information in any format (XLSX, DOCX, PPTX, PDF, etc. If you have any questions about the Adaptive Planning eLearning program, Budget entry in a student-created Operating Expense sheet, Basic Report-creation using the Matrix report writing tool from within Adaptive Planning, Basic formulas and utilization of the formula wizard, Introduction of the import functionality from within Adaptive Planning, Reporting options within Adaptive Planning, Using the matrix report builder including basic and advance calculation/formula options, Use conditional formatting and display options, Understand the benefits of the upload file report, OfficeConnect terminology and navigation within the application, Creation of an OfficeConnect report dynamically linked to an Adaptive Planning instance, Working with relative and static time-elements enabling the creation of rolling period reports, Parameters and labels which enable the creation of either tabular excel reports or one report with selection options (mainly used with the Level element from the Adaptive Planning instance), Linking selected elements from a previously created Excel report to the matching Adaptive Planning data, enabling the use of all the creative presentation already existing in the report, A demonstration of the connectivity between OfficeConnect Excel and its associated Word and PowerPoint applications. PDF Deloitte and Adaptive Insights Read More. There must be at least two people registered for these courses to occur. Right-click an element andSelect all Descendants, 4. By leveraging forecast data in this way, reports are always based on the latest actuals, plans and forecast data.Here we run through some of the latest enhancements from the 2021R1 release.Presented by Joanne Thien, Consultant at QMetrix-------At QMetrix we provide professional advisory services that empower our clients to operate with the agility needed in todays business environment. Jul 11 2022 04:44 PM. Smartlink technology makes it simple to integrate live tables or even refresh fields in Word or PowerPoint documents. Adding Office Connect to excel - Microsoft Community Hub Weve taken one-click refresh to the next level. With full connectivity across Microsoft Word, Excel, and PowerPoint, your data flows from financial reports to board books to management presentations. Filtering data is a necessity and OfficeConnect provides the ability to filter on accounts, time, levels, versions, currencies, attributes, and custom dimensions. Intelligent labels update time periods, page headers, and more. You can alter the time period in a report, and update every sheet automatically with just a single click. OfficeConnect | QMetrix PDF Workday Adaptive Planning OfficeConnect | Workday