How to maintain and update OfficeConnect reports in Workday Adaptive Planning скачать в хорошем качестве

How to maintain and update OfficeConnect reports in Workday Adaptive Planning

Workday Adaptive Planning’s OfficeConnect is widely used for reporting. 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. You can also read the step-by-step instructions here: https://qmetrix.com.au/how-to-maintai... 00:00 Introduction and agenda 01:50 Report dates in workbook properties 08:14 Correcting a mistake in a report 11:20 How to avoid rebuilding a report 20:03 Adding accounts to your reports 28:30 Adding notes to your reports For more tips and insights, follow us at linkedin.com/company/qmetrix-consulting ------- Update on 6/2/25 There are new best practices and updates, relating to the point referred to in this video at 26:59 - 27:40. If you choose to expand the accounts from the parent accounts, new testing accounts will appear automatically based on the following criteria: 1. Once the Update Elements is triggered (manually trigger or on new login) 2. New test account has data or when expanding accounts do not exclude accounts without data 3. When the Refresh is triggered (manually trigger or when collapse/expand) Collapsing and Expanding will not bring in the new account if 1 and 2 did not occur. By default, when expand is used, accounts without data are excluded. You can change the settings by selecting the row/column that has the parent account element, on the Excel Ribbons at the top: Go to OfficeConnect Explore Expand Click the dropdown below Expand Modify Expansion Uncheck the Exclude Rows with no data option. ------- ABOUT WORKDAY ADAPTIVE PLANNING Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions. ABOUT QMETRIX QMetrix is a Certified Platinum Solution Provider and Preferred Accredited Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery. To discover how we can help, visit qmetrix.com.au/technology/workday-adaptive-planning