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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create an OfficeConnect that Contains Planning for Excel Sheets


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


  1. Apply elements to the sheet from the OfficeConnect builder

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

  3. Select “Switch to Planning”.

  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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