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Workday Adaptive Planning Knowledge Center

OfficeConnect for Word Overview

Link data from OfficeConnect for Excel into a Microsoft Word document. If you link a table in Word, it can look exactly as it does in Excel without you reformatting it. The data is fully linked. This saves you time when creating periodic reports to the board of directors, stockholders, or executive management.

Besides numeric data, you can automatically update linked qualitative words in a narrative, such as “increased” or “favorable.” Because of the linking from OfficeConnect for Excel, you can quickly update the linked data in a document and re-use in succeeding periodic reports.

Create named ranges for the Excel data you want to link, and link information from OfficeConnect for Excel into the Word document. Review, refresh, and manage your links.  Update an existing linked document with new data for the next reporting period.

Start OfficeConnect for Word

OfficeConnect for Word becomes available as soon as you install OfficeConnect.

To start up OfficeConnect for Word:

  1. Start MS Word. From the OfficeConnect tab, select Log In.

  2. Enter your Adaptive Insights user ID and password. If you already logged in to OfficeConnect for Excel, select Log In in Word to automatically log in. 
    Each time you log in, OfficeConnect checks for the most recent version and updates the application as necessary.
    OfficeConnect for Word starts up, and shows the OfficeConnect links pane on the left and the OfficeConnect tab on the Word ribbon.

Navigating the User Interface

The following provides an overview of the OfficeConnect for Word interface:

OfficeConnect for Word ribbon tab

clipboard_e69c1d8d5bef7d1292d5fc965ce82e631.png The OfficeConnect links pane includes the Link Detail , Show Results, and Workbook Links tabs you use to create and work with linked data in OfficeConnect for Excel. Like OfficeConnect for Excel, you can show or hide the OfficeConnect links pane. To do this, on the OfficeConnect tab, select or clear the Show links pane check box. You can also move the OfficeConnect links pane elsewhere on your screen by dragging its title bar.

clipboard_efb187aca477844febc141871882cf3c3.pngThe OfficeConnect tab on the Word ribbon includes commands for establishing the connection to your OfficeConnect for Excel workbook and for refreshing and managing the links in your Word document. All Word functionality is the same throughout all its tabs.

When you finish working with OfficeConnect for Word, select Log Out from the OfficeConnect tab. 

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