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Workday Adaptive Planning Knowledge Center

Start OfficeConnect for PowerPoint

As soon as you install OfficeConnect, the OfficeConnect for PowerPoint add-in becomes available to you.

Link tables and charts you create with Adaptive Planning data in OfficeConnect for Excel to Microsoft PowerPoint slides.  Present it to the board of directors or executive management. By refreshing the data in OfficeConnect for Excel, you can easily update the linked tables and charts in your presentation with new data.

Example: Change the dates in an OfficeConnect report and quickly update the links in the presentation. This saves time when preparing periodic reports.

In this section, you’ll start up OfficeConnect for PowerPoint, link tables and charts from OfficeConnect for Excel in PowerPoint slides, update the existing presentation with new data, and update a presentation for the next period based on the previous links.

To start up OfficeConnect for PowerPoint: 

  1. Start MS PowerPoint. From the OfficeConnect tab, select Log In.

  2. Enter your Adaptive Planning user ID and password. If you already logged in to OfficeConnect for Excel, select Log In in PowerPoint to automatically log in. 
    Each time you log in, OfficeConnect checks for the most recent version and updates the application as necessary.
    When the installation has completed successfully, OfficeConnect starts up in PowerPoint, which includes the OfficeConnect tab on the PowerPoint ribbon.

The OfficeConnect tab in PowerPoint includes just a few commands, but these provide what you need to link tables and charts into your presentations. All PowerPoint functionality is the same throughout all its tabs. When finished with OfficeConnect for PowerPoint, select Log Out from the OfficeConnect tab. 

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