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You can create a new spreadsheet in Home using the Create menu or within a folder from the right-click menu. If you have a spreadsheet open in Workiva, use the Save As option in the File toolbar to create a new spreadsheet or template. You can also use the import options to import an existing .csv or .xlsx into Workiva. 

Create a spreadsheet

To create a blank spreadsheet in Home:

1

Click Create.

2

Select Spreadsheet  , then click Spreadsheet. 

Additionally, you can create a pre-populated spreadsheet using a template by choosing Spreadsheet from Template from the menu. To learn more about creating and using templates, see Spreadsheet Templates.

Spreadsheets can be renamed by right-clicking on the document tab or by double-clicking the name of the document in the document outline.

Import a CSV file

To import an existing .csv file into Spreadsheets:

1

Create a new spreadsheet in Workiva.

2

From the File toolbar, click the Import button and select Comma-Separated Values (.csv).

3

Select your .csv file.

The Import window lets you import .csv files in three ways:

• Create a new spreadsheet using the values in the file
• Add these values to a new sheet in the current spreadsheet
• Replace the values in the current spreadsheet with the ones in the file

4

Click Import to complete the import process.

Import an XLSX file

To import an existing .xlsx file into Spreadsheets:

1

Create a new spreadsheet in Workiva.

2

From the File toolbar, click the Import button and select Microsoft Excel (.xlsx).

3

Select your .xlsx file.

4

From the Import window, you can import the file as a new spreadsheet or add it as a new sheet in the current spreadsheet. If you choose to add the file to the current sheet, you can replace identically titled sheets with the new values from your file.

5

Click Import to complete the import process.

Import multiple files

You can also import multiple Microsoft Office files into Workiva. Each individual Office file imported will create an equivalent Workiva file.

To import multiple files:

1. From Home, click Create.
2. Go to Import.
3. Select Import Word, Excel, PowerPoint, Visio file(s).

   Note: You can only import up to 50 files at once.

   
4. In Import Options, you can select your Office files.
5. Choose where to put the files and any other options.
6. Click Import to finish.
   

Alternatively, you can create Workiva files from previously uploaded Office files.

To create a single Workiva file:

In Files, click on the dropdown of an Office file and select Create Workiva file.

To create multiple Workiva files:

In Files, select one or more Office files. Right click and select Create Workiva files.

Note: You can only create up to 50 files at once.