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Workday Adaptive Planning Knowledge Center

OfficeConnect, Sheets, and Excel Interface for Planning

2018.2 Release Notes for Sheets, OfficeConnect, and Excel Interface for Planning: New buttons in the OfficeConnect ribbon toolbar, easier ways to select dimensions in Excel Interface for Planning,  and multi-instance support for OfficeConnect and Excel Interface for Planning.

Access Multiple Instances in OfficeConnect and Excel Interface for Planning

All the instances you can access are now listed in a drop-down menu in the Planning and Reporting panes. You can open and update other workbooks with different instances at the same time.

 Multi-instance for OfficeConnect and Excel Interface for Planning.png

  • Use one instance per OfficeConnect workbook: After you add elements to the workbook, the instance selection drop-down locks. Open another workbook to access a different instance.
  • Use one instance per Excel Interface for Planning worksheet: After you add a sheet (and its content) to the grid, the Instances drop-down locks for that sheet. Add a new sheet to access a different instance.

See Connect to Different Adaptive Instances for OfficeConnect and Connect to Adaptive Server or Work Offline for Excel Interface for Planning.

Watch the video (1m 19s):

Multi Instance Access

New Ribbon in OfficeConnect: New Buttons, Less Errors, Faster Production

We've added new buttons and rearranged others for ease of use. 

 OfficeConnect Ribbon with New Buttons

  • New Update Elements EIPRefreshtask.png: Click to refresh the Reporting pane elements.
  • New Apply to Selection ApplyElements.png: Click to add elements to selected columns and rows.
  • Refresh Refresh.png and Clear Data ClearData.png: We separated these two different actions to reduce errors.

See OfficeConnect Tab in the Excel Ribbon.

Clutter-Free OfficeConnect Reporting Pane 

Your Reporting pane is clutter-free—and don't worry—all those functions that were in the Reporting pane are still at your fingertips.

Old and new Reporting Pane

Here's where you can find the same functions that used to be on the Reporting pane:

Old Apply button Apply to selected cells

Find it on your OfficeConnect ribbon toolbar, and it's still there in your right-click menu too.

New apply button

Old Expand and Collapse Expand and collapse

Just right-click on any element in the Reporting pane to find all your expand and collapse options for easy management of your element tree. See OfficeConnect Right-click Actions.

Right-click Expand and Collapse

Old Refresh  Update elements

Find it in your OfficeConnect ribbon toolbar:

Update Element Button RN

Find and Select Dimensions Faster in Excel Interface for Planning Sheets

For modeled and standard sheets with dimensions, you don't have to scroll through cell-sized drop-downs to find and select your dimensions. Click a cell with dimensions and open the new list of dimension values. The new list is:

  • Easy to browse: Expand and collapse the hierarchical list using arrows or quick right-click commands. 
  • Searchable: Start typing and the list narrows to match your keywords. 

New Dimension List in Excel Interface for Planning

To open the list, you have two choices:

  • Click the new button in the ribbon:

 New Excel Interface for Planning with Select Dimension button

  • Right-click, select Adaptive > Select Dimension Value

Select Dimensions in the Right-Click menu

See Use Dimensions and Attributes in Excel Interface for Planning.

Modeled Sheet Filters Include Split Rows

Whether you're filtering a modeled sheet in the cloud or with Excel Interface for Planning, your filter results now include split rows. 

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