Office Connect is a software that uses data from your Workday Adaptive Planning environment. With the software, you can report in Microsoft Excel, Word, and PowerPoint. Office Connect also allows you to do robust board reporting and ad hoc analysis all in one place. With drag and drop functionality, users can quickly create standard reports that can be published out to a larger audience. Repeating reports in Office Connect is an underused function you should know.
Have you ever had the need to create multiple views of the same report? The need for robust reporting that allows user to quickly create multiple reports that they can view by different dimensionality is a struggle many professionals face. Office Connect repeating reports solve this issue. Here are the steps to create a repeating report in office connect.
Steps to Repeating Reports in Office Connect
Open Microsoft Excel and on the top tool bar select the office connect tab. Log in with the same credentials you use to log in to Workday Adaptive Planning on the web.
Click on the report or the tab of a report that you would like to repeat. Once you have the tab selected, click on the filters option on the top toolbar. This is located to the right of the explore section. The dropdown menu will contain two options: worksheet filters and repeating reports. Select the repeating reports option, which will then pop up a menu for repeating reports.
On the repeating reports menu, you will select the element type and values from the element of your choosing. The element type is where you will choose from things like levels, dimensions, attributes, among others. Common use cases include levels (entities or subsidiaries in most cases) and dimensions (dimensions, locations, customers, etc.). Once you have selected the element type that you want to repeat the report for, you then will select from the menu in the selected elements section. The report will be repeated on a separate for each of the selections you make.
The last two options on the menu involve the naming of the repeating tabs that will be created. The delimiter is the character that will separate the name of the tab. The choices are hyphen, comma, underscore, and space. The sheet name format determines the sequence of the name and element in the naming of the tab. Once you have selected these options click create.
The tabs are then created with the same report filtered to the elements you selected throughout the process. You now have multiple reports filtered to your needs in a few clicks.