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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

Switching Between Planning and Reporting

Explains how to switch between planning and reporting in OfficeConnect for Excel

You can work with an Adaptive planning sheet and the OfficeConnect Reporting from the same Excel workbook.

If Adaptive Planning data exists on the sheet, the link to switch between both panes is not visible. Click the Excel sheet tab to open a new sheet. The links to switch between Reporting and Planning are displayed again.

Example of the Reporting pane with Switch To Report Link

From the Planning-Reporting pane, you can switch between the two by clicking the link below pane heading:

  • If you can see the Reporting pane, click the Switch to planning link to work with Adaptive plans.
  • If you can see the Planning pane, click the Switch to reporting link to view reports and work with OfficeConnect Reporting.
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