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How to group elements in OfficeConnect – Workday Adaptive Planning (2021)

Updated for 2023: https://youtu.be/Hy87NQ9veTs

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.

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00:00 Intro
00:18 Grouping feature in OfficeConnect
00:55 A more flexible approach

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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 Accredited 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 qmetrix.com.au/technology/workday-adaptive-planning

Видео How to group elements in OfficeConnect – Workday Adaptive Planning (2021) канала QMetrix
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