Concept: Excel Interface for Planning
combines the functionality and power of with Excel.
Once you install , you can open any Excel spreadsheet and click the
Planning
tab to connect to , so you can view, enter and update the data stored within .
Capabilities
With you can:
- Connect to to access sheets in Excel as they appear online with all the data, formulas and formatting loaded.
- Refresh the sheet to load instant updates to cells updated by other users.
- Enter data and formulas, even if you're offline, just as you would for any Excel sheet.
- Submit your updates to so other users can review it.
- Connect to to simultaneously create reports in Word and PowerPoint from your Excel workbooks.
Key Concepts for
These basic concepts help you understand how planning works.
Instance and Model
Versions
Assumptions
Levels
Sheets
Enable for Your Instance
After installing , open a support case in the Workday Customer Center to enable the add-in for your instance. After that you can log in and start using the add-in. If is already enabled for your instance, you can log in and access it from the
Planning
tab on the Excel ribbon.