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Workday Adaptive Planning Knowledge Center

Create an OfficeConnect that Contains Planning for Excel Sheets

Question

How can I create an OfficeConnect workbook that includes sheets from Excel Interface for Planning?

Answer

  1. Apply elements to the sheet from the OfficeConnect builder

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  2. Once you create your OfficeConnect report, click on a new sheet in the Excel file.

  3. Select “Switch to Planning”.

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  4. Select your sheet, version, and level from Planning to create your Adaptive Planning for Excel tab.

  5. Save the workbook.

 

 

 

 

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