{"id":3504,"date":"2023-04-12T15:37:04","date_gmt":"2023-04-12T15:37:04","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-build-officeconnect-reports-from-existing-excel-files\/"},"modified":"2026-01-22T17:55:34","modified_gmt":"2026-01-22T17:55:34","slug":"workday-adaptive-planning-build-officeconnect-reports-from-existing-excel-files","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-build-officeconnect-reports-from-existing-excel-files\/","title":{"rendered":"How do I build OfficeConnect Reports from Existing Excel Files in Workday Adaptive Planning?"},"content":{"rendered":"<p>\u201cWork smarter, not harder.\u201d This is a popular, useful saying in our world, and frankly it\u2019s one worth living by. Apply this thought process when building OfficeConnect reports. Take advantage of what you already have and utilize your existing Excel reports rather than starting from scratch. Save time, preserve your existing formatting, and maintain Excel functions worth keeping.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-689 size-medium\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/07\/one-min-2-300x263.jpg\" alt=\"\" width=\"300\" height=\"263\" \/><\/p>\n<p>Open OfficeConnect and sign in to your desired instance. Navigate to File &gt; Open &gt; and select your existing report that you wish to convert in OfficeConnect.<\/p>\n<p>Using the Elements tab in the Reporting pane, drag and drop the relevant elements onto the report in order to create a valid intersection where data lives in Adaptive.<\/p>\n<p>For instance, in the screen shot below one could select the appropriate revenue accounts and drop them on rows 8-12. Then you could drop your Actuals version to column B and your Budget version to column C. Finally, you\u2019d drag the period, Dec-2019, to columns B &amp; C. Unless specified, your Level will assume the Top Level \u2013 thus creating a valid intersection where data can now be pulled from Adaptive into your report to cells B8:C12 upon clicking Refresh.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-688 aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/07\/two-min-2-1024x479.jpg\" alt=\"\" width=\"605\" height=\"283\" \/><\/p>\n<p>Continue adding elements to the appropriate rows, columns, and cells on your report, and don\u2019t forget to take advantage of adding Labels. Be sure to utilize the Adaptive Cells feature to highlight the valid cells connected to Adaptive.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-687 size-medium aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/07\/three-min-1-300x149.jpg\" alt=\"\" width=\"300\" height=\"149\" \/><\/p>\n<p><a href=\"https:\/\/nam02.safelinks.protection.outlook.com\/?url=https%3A%2F%2Fwww.reportworq.com%2F&amp;data=02%7C01%7Cjfield%40quebit.com%7C07a77b084564472170a908d73084c28c%7C4a2f2592a7cd47c5b1e198a380b378a0%7C1%7C0%7C637031219070638114&amp;sdata=HoqUwCEEVPXBlhwjZRbADXdnUIloFdZvWPUF4NsOugc%3D&amp;reserved=0\">Click here<\/a> to check out QueBIT&#8217;s ReportWORQ for AI which makes the job of generating and distributing dynamic reports from Adaptive OfficeConnect EASY!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cWork smarter, not harder.\u201d This is a popular, useful saying in our world, and frankly it\u2019s one worth living by. Apply this thought process when building OfficeConnect reports. Take advantage of what you already have and utilize your existing Excel reports rather than starting from scratch. Save time, preserve your existing formatting, and maintain Excel&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[37,69,59],"class_list":["post-3504","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-reporting","tag-workday-adaptive-planning","tag-workday-adaptive-planning-reporting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do I build OfficeConnect Reports from Existing Excel Files in Workday Adaptive Planning? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-build-officeconnect-reports-from-existing-excel-files\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I build OfficeConnect Reports from Existing Excel Files in Workday Adaptive Planning? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"\u201cWork smarter, not harder.\u201d This is a popular, useful saying in our world, and frankly it\u2019s one worth living by. Apply this thought process when building OfficeConnect reports. Take advantage of what you already have and utilize your existing Excel reports rather than starting from scratch. 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