The Data Management Suite was designed to give you a place to centralize your data and make it easily accessible to business users. These Connected Learning Paths were created to help you learn how to use the Data Management Suite to store and manage your data. They focus specifically on the automation capabilities that come with using Tables, Queries, and Chains. Follow along to learn more about each topic. As you go through the paths, the lessons will increase in complexity, teaching you new concepts as you go along.
These paths build off of each other, so it's recommended to do them in the order outlined below. Refer to the prerequisites of each path to get an understanding of which paths need to be completed before jumping ahead.
*Bolded exercises indicate it is required to move to the next set of CLPs. For instance - the Uploading Data to a Table CLP is required to move to the Query Management section.
| Table Management | ||
| Exercise | Summary | Time (min.) |
| Uploading Data to a Table* | Learn how to upload data to a Wdata Table using Chains | 15 minutes |
| Deleting Data from a Table | Learn how to delete data from a Wdata Table using Chains | 15 minutes |
| Replacing Data in a Table | Learn how to replace data in a Wdata table using Chains | 20 minutes |
| Query Management | ||
| Exercise | Summary | Time (min.) |
| Create a Query with a Calculated Field* | Learn how to build a Wdata Query that forms a calculation on a column | 15 minutes |
| Run a Query and Export Results | Learn how to run a Wdata Query and export the results to a Workiva Spreadsheet using Chains | 15 minutes |
| Run a Query with a Parameter | Learn how to run a Wdata Query with a Parameter and export the Query results to a Workiva Spreadsheet using Chains | 15 minutes |
| Refreshing Connections | ||
| Exercise | Summary | Time (min.) |
| Refresh a Connection using the Connection ID* | Learn how to refresh a Connection between the Workiva Platform and Wdata with the Connection ID using Chains | 15 minutes |
| Refresh Connections with a Parameter | Learn how to refresh a Connection with a Parameter between the Workiva Platform and Wdata with the Connection ID using Chains | 15 minutes |
| Refresh a List of Connections* | Learn how to refresh a list of Connections between Wdata and the Workiva Platform with a Spreadsheet ID using Chains | 20 minutes |
| Centralize Reporting Workflows by Using a Control Sheet | ||
| Exercise | Summary | Time (min.) |
| Creating and Reading a Control Sheet | Learn how to create a control sheet and use a Workiva Command to retrieve data from the control sheet | 10 minutes |
| Using Values from a Control Sheet | Learn the concept of using values from a control sheet and leveraging a Command Group to iterate through multiple rows in a control sheet | 15 minutes |
| Running Processes and Logging Results within a Control Sheet | Learn how to use variables from a control sheet to run workflows and update the control sheet to indicate the workflow was successful |
20 minutes |
| Logging Failures within a Control Sheet | Learn how to add failure branching and update the control sheet to indicate if there is a failure in the workflow |
15 minutes |