Turn your Excel habit into a Workday Adaptive Planning superpower.

OfficeConnect just grew up. In this webinar, the PlanSimpli team walks you through how to use OfficeConnect write back to send data from Excel directly into Workday Adaptive Planning, without resorting to copy paste gymnastics or risky spreadsheets hiding on shared drives.

What You’ll Learn

In about 30 minutes, you will see:

• How OfficeConnect write back works
  • Where to enable the “Write back from external sources” permission in Adaptive
  • How to configure permission sets so the right people can push data back
• Live demo inside Excel and Adaptive
  • Building and refreshing a board package with a single date change
  • Drilling from annual totals down to quarters and months to reach the level where inputs are allowed
  • Writing values back to Adaptive from selected cells with the Right Back and Submit options
• Practical guardrails and pro tips
  • Why you must input at child account levels instead of aggregates
  • How to stage inputs coming from other teams in Excel, then paste into write back cells
  • Why formulas in write back cells will not submit and what to do instead

You will walk away with a clear checklist you can apply in your own tenant.

Who Should Watch

This webinar is a great fit for:

• FP&A leaders and analysts who build board books, forecast packages and recurring management reports
• Workday Adaptive Planning admins who want to expand user adoption beyond the web sheets
• Operations and business partners who live in Excel but need their data to land cleanly in Adaptive
• Finance systems owners who are tired of offline models and one off spreadsheets

If the phrase “just send me the Excel file” sounds familiar, this is for you.

👉 Watch the session now and elevate your planning game with PlanSimpli.