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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

Report Settings and Properties

Differentiate and understand OfficeConnect user settings, workbook properties, and selection properties.

 User Settings 

What you need to know:
  • They're connected to your username. 
  • They're the default for any new reports you create.
  • They remain set for any OfficeConnect workbook that you open.
  • Workbook properties, if different, override user settings. 

When you share your report with others, their own user settings apply to the workbook, not yours. If you want others to see what you see, set the report's workbook properties.

With user settings, you can: 

Learn more about each of the OfficeConnect User Settings

 Workbook Properties

What you need to know:
  • They're connected to the active OfficeConnect workbook.
  • They override any viewer's user settings, including yours. To adjust the way a report displays, always edit the workbook properties.
  • Changes you make to them remain active to other viewers as well.
  • Anyone with access to the workbook can change the properties.

Use them for each report that you create, unless you want each viewer's user settings to control the display of the report.  

With workbook properties, you can:

Learn more about each of the OfficeConnect Workbook Properties

 Selection Properties

What you need to know:
  • They're are connected to a row, column or cell.
  • They override workbook properties for the selection. 
  • Selection properties for a cell overrides the row and column selection properties.
  • Selection properties for a row overrides column selection properties.
With selection properties, you can:

Learn more about each of the OfficeConnect Selection Properties

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