Analytical cookies are used to understand how visitors interact with the website. Workday Adaptive Planning has an overall rating of 4.8/5 based on 84 reviews as of March 2023. . Home. Revelwood Inc. All rights reserved. Components and Context time elements are additional options to the individual periods, available to satisfy different reporting requirements. Adaptive Planning Archives - University of Central Florida All rights reserved. Workday applications for financial management, human resources, planning, spend management, and analytics are built with artificial intelligence and machine learning at the core to help organizations around the world embrace the future of work. Adaptive OfficeConnect makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Note: At this time, MacOS does not support OfficeConnect. It is a breeze to create and update management reports with real-time actuals, plans, and forecast. and our This week's Workday Adaptive Planning and Reporting Tip & Trick pertains a new feature in OfficeConnect introduced into the application in Workday Adaptive Release 2020R2 (September 2020.) BlackLine Brisbane Future of Finance Event. Select the desired year in relation to your report date and overlay the time periods you previously added. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose. Privacy Policy | Copyright 2023 QueBIT. As of May 1, 2023, Workday Adaptive Planning customer reviews . ; About the CFO & Finance Executive Conference 2023 Gartner experts will provide additional insights on how CFOs can address slowing growth, persistent high inflation . But opting out of some of these cookies may affect your browsing experience. Workday is Recognized as a 2023 Gartner Peer Insights Customers For more information, visit qmetrix.com.au Gartner Peer InsightsTM content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. If you have any questions about the Adaptive Planning eLearning program, Budget entry in a student-created Operating Expense sheet, Basic Report-creation using the Matrix report writing tool from within Adaptive Planning, Basic formulas and utilization of the formula wizard, Introduction of the import functionality from within Adaptive Planning, Reporting options within Adaptive Planning, Using the matrix report builder including basic and advance calculation/formula options, Use conditional formatting and display options, Understand the benefits of the upload file report, OfficeConnect terminology and navigation within the application, Creation of an OfficeConnect report dynamically linked to an Adaptive Planning instance, Working with relative and static time-elements enabling the creation of rolling period reports, Parameters and labels which enable the creation of either tabular excel reports or one report with selection options (mainly used with the Level element from the Adaptive Planning instance), Linking selected elements from a previously created Excel report to the matching Adaptive Planning data, enabling the use of all the creative presentation already existing in the report, A demonstration of the connectivity between OfficeConnect Excel and its associated Word and PowerPoint applications. Youll reduce your financial reporting process from days to minutes. A simple test is to update the format and press refresh. With a simple reporting date change, we instantly see all of our report updates upon refresh to reflect todays numbers. Under the appropriate stratum component, select either January through December or Q1 through Q4 and drag them to the desired locations on the report. The following article demonstrates some of the new and enhanced features in OfficeConnect. If I set the install as user it will bring up the popup box for admin credentials to continue.Using the per-machine I can wrap it and deploy just fine. Sharing reports and uploading reports to Adaptive Insights has never been easier. Adaptive OfficeConnect (also known as Workday Adaptive Planning OfficeConnect) is a Microsoft Office add-in for simplifying the creation of reports in Microsoft Office. Workday Adaptive Planning is a unified, cloud-based planning platform that enables organizations to gain clear visibility into real-time analytics, streamline complex reporting, and automate core processes with embedded artificial intelligence (AI) and machine learning (ML). Workday is Recognized as a 2023 Gartner Peer Insights Customers Reddit and its partners use cookies and similar technologies to provide you with a better experience. Its never been easier to create or update financial reports infused with up-to-date actuals, plans, and forecasts. 2 1.4K views 2 years ago Workday Adaptive Planning (Adaptive Insights) Grouping elements in OfficeConnect allows elements to dynamically reflect changes made to the model in the report. This means after initial creation, no manual manipulation is required to refer to the quarter-over-quarter period. Workday Adaptive Planning Tips & Tricks: Expand/Collapse - Revelwood Workday Adaptive Planning (Adaptive Insights) OfficeConnect Smart labels automatically update time periods, page headers, and more. Keep in mind, these functions need to overlay an existing, valid time element in the report to properly connect to an instance. For further information, please do not hesitate to contact me on the details below. OfficeConnect | QMetrix Watch the video, or continue reading below. Workday Adaptive Planning across Microsoft Excel, Word, and PowerPoint with OfficeConnect Analyze actuals and plan data to better understand profit by product or region, and expenses by project or department, plus similar analyses Provide self-service reporting to department users 1. If you change an account name or dimension value in your instance and want to ensure the names reflect properly on your reports, utilize Labels to stay dynamic. Are you looking for information about COM add-ins for Excel? 2. Transform all of your existing Excel reports, ERP and CRM reports and connect them to Adaptive, combining the distinctive power of Adaptive and Excel. Our seasoned, certified instructors ensure you get the technical skills you need to succeed on the job. Login This service is unavailable from now until May 26, 2023 23:00 PDT, due to maintenance. OfficeConnect makes this effortless with just a few clicks. Ever find yourself needing to create a report multiple times to account for one filter difference? Right-click an element andSelect all Descendants, 4. Select Refresh (from Office Connect Ribbon. As these features have only recently been included in the latest release of OfficeConnect, users will need to make sure that they are using the latest version before following along. The expand and collapse feature is a useful way to analyse data for adhoc reports. Creation of an OfficeConnect report dynamically linked to an Adaptive Planning instance; Working with relative and static time-elements . Building manual reports can be a tedious, error-prone process of copying and pasting data. Learn about some of the new features in Workday Adaptive Planning (formerly known as Adaptive Insights) OfficeConnect.Learn More: https://qmetrix.com.au/reporting-with-workday-adaptive-planning-officeconnect/OfficeConnect is a unique feature within the Workday Adaptive Planning platform used to prepare powerful and fast reporting within Microsoft Word, Excel, and PowerPoint, leveraging data contained within your Workday Adaptive Planning forecasts. Operational & Technical Accounting Advisory, Talking Tech: Everything You Need to Know About Adaptive Insights OfficeConnect, Audit Readiness & Financial Statement Preparation, Controller Support & Process Optimization, Finance Process Automation & ERP Execution, Business Intelligence & Big Data Analytics, Budgeting & Forecasting Solution Implementation, Close & Consolidation Solution Implementation, Corporate Development/M&A Execution Support, https://8976893.fs1.hubspotusercontent-na1.net/hubfs/8976893/OfficeConnect-Training-ABACI.mp4. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. This cookie is set by GDPR Cookie Consent plugin. Dennis Yen December 15, 2022. The output below is in Millions, demonstrating that the User Settings have been overridden by the Workbook Properties. Both are great reporting tools - but how can you determine which is the right tool for you? I seemingly randomly receive one of the following error messages and Excel crashes: CRITICALWITHMSG library\ui\win\safesubclassimpl.cpp (409): APIERR 1400 Invalid window handle. However, it is advisable to use the Excel group/ungroup features (Data > Group) as there is data refresh lag. "We believe this recognition is a testament to our innovation and dedication to our customers' success," said Dennis Yen, general manager, Planning, Workday. Adaptive OfficeConnect integrates your Adaptive Insights data directly with Excel, Word, and PowerPoint. This cookie is set by GDPR Cookie Consent plugin. These cookies ensure basic functionalities and security features of the website, anonymously. Adaptive OfficeConnect automatically weaves refreshed data into existing Excel calculations and formatting. 24-Hour Customer-Centric Support | Workday Director of Finance in the Software industry [, "Workday Adaptive Planning has changed how we run our business. With OfficeConnect, reports can be refreshed with a single click. Director, Business Systems Process and Strategy in the Energy and Utilities industry [, "Workday has changed our lives with a significant reduction of manual input and the flexibility to provide a platform for further growth. We work together with clients to achieve the right outcome for their unique business, providing end-to-end solutions from analysis to design and delivery. The software was previously known as Adaptive Insights OfficeConnect. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. After creating your Adaptive OfficeConnect report, save your report and navigate to Adaptive Insights to the Reports menu. Privacy Policy | Copyright 2023 QueBIT. Insights as intelligent as your business. Grouping elements allows your report to dynamically reflect changes made in the model. Using OfficeConnect has helped reduce the amount of time to create and refresh executive reports that would previously take days to update." -- Finance Manager in the Transportation industry [read full review] "Workday Adaptive Planning was easy to implement, very customizable to our needs, and allows us to continue to evolve our models. Tridant awarded #1 APAC Solution Provider Partner with BlackLine Asia Pacific in 2022. Theres no more need to reapply formatting when you refresh reports. View Demo (2:10) Our Technology KEY DIFFERENTIATORS Easy to use Built-in analytics Flexible for faster decisions Scales with your business To see Adaptive OfficeConnect in action, please check out the following webinars:http://www.adaptiveinsights.com/anz/products/adaptive-officeconnect. Gartner Disclaimer:Gartner and Peer Insights are trademarks of Gartner, Inc. and/or its affiliates. Adaptive Insights Reviews: Pricing & Software Features 2023 19 Share 9.9K views 3 years ago This is the fourth and final video in our Adaptive Insights Demo Series. . Our customers choose Workday Adaptive Planning because we uniquely offer scale and performance, an intuitive user experience and AI and ML driven insights for game-changing strategic decisions. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. There is no need to manually make copies of the report and adjust the data to reflect each department. Easily create presentation-quality reports based on the latest data in Adaptive Insights, Quickly convert existing Excel reports into OfficeConnect reports, Seamlessly weave any data in Adaptive Insights through Excel, Word, and PowerPoint, Simplify report, board book, and presentation creation, Automate monthly reports and executive packages, Gain complete control of report layout without any added maintenance, Save time updating reports with a simple one-click refresh, Share information in any format (XLSX, DOCX, PPTX, PDF, etc. We serve clients across Australia and South East Asia. Adaptive OfficeConnect - YouTube ). In order to participate in these courses, your company must have access to Adaptive Planning eLearning program. Introducing Adaptive. Review the following knowledge base articles (NID login required to access): How to install the Workday Adaptive Insights OfficeConnect Plug-in Select Manage from the OfficeConnect ribbon. 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. It is a breeze to create and update management reports with real-time actuals, plans, and forecast. This functionality can be turned on and off throughout the creation of the report. PLEASANTON, Calif., May 31, 2023 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and human resources, today announced that it was named a Customers' Choice in the 2023 Gartner Peer Insights 'Voice of the Customer': Financial Planning Software. All rights reserved. No need to phone IT to refresh your reports. Working in tandem with the refresh feature, Relative Time elements allow reports to dynamically update sheets based on the current report date. Workday Adaptive Planning is a unified, cloud-based planning platform that enables organizations to gain clear visibility into real-time analytics, streamline complex reporting, and automate core . Workday Adaptive Planning OfficeConnect makes it easy to create reports in Microsoft Office. Whats more, youll have complete transparency into the source of the data. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. Applicants must reside within driving distance of Boston . You can now filter on a specific level in the task pane. It does not store any personal data. BlackLine's coming to Brisbane in-person this September! These cookies will be stored in your browser only with your consent. think-cell and Adaptive Insights (now Workday Adaptive Planning) OfficeConnect are enabled concurrently in Excel. For more information, visit qmetrix.com.audelivery. For more information, please see our Adaptive OfficeConnect - Adaptive Insights Officeconnect Installation - Tridant, #1 APAC Solution Provider Partner with BlackLine Asia Pacific in 2022. Adaptive Planning - University of Central Florida Below are a handful of advanced features worth pointing out. Finance Manager in the Software industry [, "Adaptive Planning has been an amazing upgrade from our previous budgeting, planning, and reporting tool. Accordions Talking Tech series explores how different CFO Technology solutions can empower finance functions to support organizational strategic initiatives by implementing business process recommendations, optimizing operations, and capitalizing on value creation opportunities. Get creative and store labels in hidden rows and columns and reference them via Excel formulas to drive tailored headers. As shown within the illustration below, we selected each of the structural elements within Product Sales and easily dragged and dropped our multiple selections within the highlighted rows at right. Within the Reporting pane, users can access structural elements to build the foundation of dynamic OfficeConnect reports all without formulas, backlinks, or code. Risks include, but are not limited to, risks described in our filings with the Securities and Exchange Commission ("SEC"), including our Form 10-K for the fiscal year ended January 31, 2023, and other reports that we have filed and will file with the SEC from time to time, which could cause actual results to vary from expectations. Powerful modeling, forecasting, and scenario analysis help customers of all sizes, across industries, to continuously monitor, analyze, and recalibrate plans amid today's changing business landscape. OfficeConnect Per User Install https://adaptiveplanning.doc.workday.com/r/0BUDwnxyZl6BbmOU9di~AA/root Has anyone pushed the per-user install of this adaptive software called "OfficeConnect" After wrapping it as a win32 app setting it with system context the per user app does not install fully. By leveraging forecast data in this way, reports are always based on the latest actuals, plans and forecast data.Presented by Jessica Meldrum, Consultant at QMetrix.---------At QMetrix we provide professional advisory services that empower our clients to operate with the agility needed in todays business environment.Our corporate Budgeting and Planning, Master Data Management, and Business Intelligence and Analytics solutions help to drive better business performance.We work together with clients to achieve the right outcome for their unique business, providing end-to-end solutions from analysis to design and delivery. These cookies track visitors across websites and collect information to provide customized ads. The following article demonstrates some of the new and enhanced features in OfficeConnect. Using OfficeConnect has helped reduce the amount of time to create and refresh executive reports that would previously take days to update." The Reviews Speak for ThemselvesGartner Peer Insights documents customer experience through verified ratings and peer reviews. Multiple tabs in your workbook will auto-generate based off the starting template and each worksheet will include data filtered by one department. Cookie Notice You can connect your existing Excel reports to Adaptive Insights, or create new reports from a blank slate. Use the Cell Explorer to drill-down and analyze the source data and formulas used to calculate any metric in your reports. Adding Office Connect to excel - Microsoft Community Hub Weve taken one-click refresh to the next level. Adaptive OfficeConnect integrates your Adaptive Planning and Adaptive Consolidation data directly with Excel, Word, and PowerPoint. By clicking Accept you consent to the use of all cookies. How to maintain and update OfficeConnect reports - Qmetrix Workday Adaptive Planning Xero Connector, http://www.adaptiveinsights.com/anz/products/adaptive-officeconnect.
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