OfficeConnect Documentation

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

Get Started

Install OfficeConnect and connect to your Workday instance in minutes.

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Connect

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

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Build Reports

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

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Share & Publish

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

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Troubleshoot

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

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Tutorials

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

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