Create or import a spreadsheet

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.