OfficeConnect Documentation

Step-by-step guides for Workday Adaptive Planning's OfficeConnect add-in — for finance teams and IT admins.

Install OfficeConnect and connect to your Workday instance in minutes.

Configure tenants, Workday SSO, and multi-instance setups.

Add elements, apply filters, and create live Excel reports from Adaptive Planning data.

Share reports via Teams, SharePoint, PowerPoint, and Word.

Fix common errors and get answers to the most frequent questions.

End-to-end walkthroughs for building real-world OfficeConnect reports.