How to Group Elements in OfficeConnect – Workday Adaptive Planning

Grouping elements in OfficeConnect allows elements to dynamically reflect changes made to the model in the report. When the grouping feature has been applied, any changes to the account such as new additions, removals or even a re-order of accounts will be reflected in the report.

This video demonstrates how to set a report up with the grouping feature, as well as how to update an existing report.

00:00 Intro
00:10 The grouping feature in OfficeConnect reports
00:31 Exploring multiple ways to group elements
00:55 Grouping multiple accounts together
01:35 The most flexible approach
02:08 How to get your OfficeConnect report reflecting the changes

Don't miss any of these video tips. We post them regularly on LinkedIn. Follow us at linkedin.com/company/qmetrix-consulting

-------

ABOUT WORKDAY ADAPTIVE PLANNING
Workday Adaptive Planning (formerly known as Adaptive Insights) is a market-leading cloud enterprise planning solution that enables finance teams to plan more accurately and dynamically, driving better business decisions.

ABOUT QMETRIX
QMetrix is a Certified Platinum Solution Provider and Preferred Validated Partner of Workday Adaptive Planning. We provide professional advisory services that empower our clients to operate with the agility needed in today’s business environment. We serve clients across Australia, New Zealand and South East Asia, providing end-to-end solutions from analysis to design and delivery.

To discover how we can help, visit https://qmetrix.com.au/technology/wor...