Workiva Support Center

After creating your spreadsheet, you can add, organize, and permission sheets from the document outline. You can also use Spreadsheet Properties to manage document-wide settings.

Add and organize sheets

Add a new sheet

To add a new sheet to your spreadsheet:

1. Click the left panel to open the document outline.
2. Click Add Before or Add After at the top of the panel.

You can add up to 1,000 individual sheets to one spreadsheet file. If you need to create a new spreadsheet, see Creating and Importing Spreadsheets.

Reorder, promote, and demote sheets

You can change the order of sheets using Move Up and Move Down in the document outline. To move a sheet up or down a level, use Promote and Demote . You can also drag and drop sheets.

Note: To select multiple sheets, hold [Ctrl] on Windows or [⌘] on Mac, and then click each sheet before moving, promoting, or demoting them.

Duplicate sheets

To duplicate a sheet, right-click it in the outline and select Duplicate. To duplicate multiple sheets, hold [Ctrl] on Windows or [⌘] on Mac, and then click each sheet before duplicating.

Filter sheets

You can filter sheets by keyword. Click Show filter at the top of the panel, enter your search term, and press [Enter].

Change sheet permissions

After adding a sheet, you can change permissions for that individual sheet. In the document outline, right-click the sheet name and select Sheet Permissions .

There are three permission levels:

• Owners can manage the document and permissions.
• Editors can make changes and add new sheets.
• Viewers can view the spreadsheet but can’t make changes.

The Permissions editor shows current groups and collaborators. Use the search box or scroll to find collaborators. You can also use Filter to view collaborators by permission level.

To update access, select the permission level next to a collaborator’s name. To remove access, hover over the collaborator’s name and click .

To learn about permissions for an entire spreadsheet, see Collaboration in Spreadsheets. To learn more about permissions in Workiva, see Understanding Permissions.

Spreadsheet properties

You can adjust spreadsheet-wide settings, such as default language and formatting, from Spreadsheet Properties.

To open Spreadsheet Properties:

1. Click File.
2. From Properties, select Spreadsheet.

Spreadsheet Properties includes three tabs: General, Formats, and Limits.

General

The General tab lets you make document-wide changes.

Use this tab to:

• Change the document name.
• Choose whether all editors can publish links.
• Set permissions for approving track changes.
• Change Language and Formats, including text, number, and date formatting based on your document language.

Formats

The Formats tab lets you manage document-wide formatting settings.

From this tab, you can:

• Set document-wide Entered In and Shown In preferences.
• Choose whether formulas calculate as displayed or with full precision.
• Automatically adjust the number of decimal places.
• Resize rows to fit the contents of the largest cell.
• Align accounting and percent column gutters.
• Edit your spreadsheet style guide.

Align accounting and percent column gutters

In Formats, under Advanced options, you can align accounting and percent-formatted values within a column so symbols, suffixes, and parentheses line up consistently.

To enable this setting:

1. Open Properties.
2. Select the Formats tab.
3. Expand Advanced options.
4. Select Align accounting and percent column gutters.
   

This setting changes how values are visually aligned in cells but does not affect the underlying data. The setting is preserved when you copy or roll forward the spreadsheet.

Limits

The Limits tab shows the current totals and available limits for Cells, Sheets, Total Links, Source Links, and Destination Links.

These values update when changes are made and the dialog is reopened.