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Administrator Guide
Last Updated: 2023-06-23
Concept: Differences in OfficeConnect Between Financials and Planning Data Sources

Concept: Differences in OfficeConnect Between Financials and Planning Data Sources

This table describes the differences in OfficeConnect between using the Financials data source and the Adaptive Planning data source.
Functionality
Financials Data Source
Adaptive Planning Data Source
Elements hierarchy
  • Ledger Accounts
  • Company
  • Dimensions
  • Accounts
  • Level
  • Custom Dimensions
Workbook Properties:
  • Round to
  • Report date
  • Clear Data
By default, we:
  • Select
    No Rounding
    .
  • Don't select
    Make new time elements relative to the report date
    .
  • Don't select
    Always clear data upon save
    .
By default, we:
  • Select
    Thousands
    .
  • Select
    Make new time elements relative to the report date
  • Select
    Always clear data upon save
    .
Groups
Not available
Available
View cell details
Use
Show Details
.
Use
Explore Cell
.
Update Elements
Doesn't update the element structure in the Reporting pane. OfficeConnect updates the data model elements only when you sign in to Workday.
Updates the element structure in the Reporting pane to reflect the latest changes to the data model.
Versions
The default version is Actuals. You can select a plan element from any plan structure that your administrator configures in Workday.
The default version depends on your model. You can override the default version by applying a version element to a report cell, row, or column.
Exclude elimination elements when expanding
Available in user settings and Expand dialog
Not Available
Time contexts and components
Not available
Available
Labels
  • Model label type is available.
  • Account Contra Indicator label type value isn't available.
  • Levels and dimensions include these display type values:
    • Dimension short name
    • Dimension display name
  • Label Suppression
    option isn't available.
  • Model label type isn't available.
  • Account Contra Indicator label type value is available.
  • Levels and dimensions include these display type values:
    • Dimension code
    • Dimension display name
    • Dimension name
    • Dimension short name
  • Label Suppression
    option is available.
Effective Date for reporting on dimension hierarchies
Available
Not Available
Multiple hierarchies per dimension
Available
Only available for Time dimension