Workday Adaptive Planning is an enterprise planning software that allows companies to unleash their managing and forecasting potential quickly and easily by providing a single source of truth for your company data. In this way, Workday Adaptive Planning is able to replace Excel as it provides the same computing functionality while eliminating the headache of data consolidation. With that said, Excel is universally understood, and teaching employees new software, while not difficult, can take time. This is where Workday Adaptive Planning’s Add-ins shine. Office Connect and Planning allow for communication between Excel and Workday Adaptive Planning .
Office Connect is an add-in for Excel, Word and Powerpoint. You can pull data from Adaptive and create reports.
Planning is an Excel add-in that retrieves sheets (Cube, Modeled, Standard) from Adaptive into your Excel. You can then push data into Adaptive directly from Excel.
Below we will explain how to get or restore Office Connect and Planning Excel add-ins.
Note: sometimes after IT releases a patch/update for Windows, the add-ins disappear from Excel, Word, Powerpoint etc.
Download the installers and Install
Download the installers from Adaptive’s website:
From within your Adaptive instance navigate to Menu > Support > Product Documentation > “Quick Links” / “Product Downloads” → Found Here
- Download the installers you need from the link provided.
- Launch them:
- Follow the install instructions. You may need Admin rights on your machine: in that case, reach out to your IT Support.
Workday Adaptive Planning’s Add-ins were installed previously but are now gone from your Excel ribbon
If your Workday Adaptive Planning Add-ins are gone from your Excel ribbon, you can try to retrieve them by following these steps. Usually, the add-ins disappear after IT releases a patch or fix on the systems.
If you still don’t have the plugins back with the steps below, you may have to download the installer again and uninstall / re-install it. → reach out to IT if you need Admin rights.
Example below is with Excel but it’s the same logic for Word and Powerpoint.
- First, close all of your MS Office apps (Outlook, Word, Excel etc.)
- Then just launch Excel and follow these steps:
- Go to Excel
- Click on Menu: File
- Click on Options
- Add-ins
- Select COM Add-ins and then GO
- Tick to select OfficeConnect for Excel and Planning for Excel and then click on OK
- You should have both Add-ins back in the Ribbon.
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