Workiva Support Center

To help analyze a query, you can create a view to visualize its results as:

• A flat table, such as for reference or analysis
• A pivot table, to summarize its data
• A chart, for a graphical representation of the data

To update a view with the latest query results, open it from Wdata Home , and click Refresh View .

Note: To automatically create or update a pivot view of a query's results, build a chain with a Create Pivot View or Update Pivot View command through a Workiva connection.

Create a view of a query's results

1. From Wdata Home , open the query to create a view of, and click Create View .
2. From the new view, select how to display the query results.
   • For a table, click Layout , select whether to view the data as a flat or pivot table, and design the table as necessary. 
     
   • For a chart, click Charts , and select the graphical representation for the data, such as Bar or Pie , and design its values as necessary. 
     
3. If the query includes parameters, click Data Source Properties on the right panel, set the criteria of the data to include, and click Refresh.
4. Click Save , Save.
5. To help identify the view and its intent, enter its name and description.
6. Select the folder to save the view in. To save the view at the root, select No Folder Selected.
7. Click Save View.
8. To share the view with others, click Permissions , and select each collaborator's access.
9. Click Save , Save.

Note: To undo changes and return a view to its previous saved version, click Reset . If you collaborate on the view with others, its previous saved version may not be your last save.

Create a view based on another view

To create a view similar to another view, create a copy of the existing view and adjust the copy as necessary:

1. From Wdata Home , open the view to copy.
2. Click Save , Save As.
3. To help identify the new view and its intent, enter its name and description. For example, explain how or why the copy differs from the existing view.
4. Select the folder to save the view in. To save the view at the root, select No Folder Selected.
5. Click Save View.
6. Adjust the new view as necessary.

Manage a view's details and properties

From Wdata Home , you can view when a view was created and last modified. For additional details about a view, select its row. From the Details panel, you can find information such as the view's description and source query and tables.

• To locate a source query or table in its folder on the All tab from the Details panel, click its Go to source .
• To open a query or table from the Details panel, select Open from its menu.

For the name, description, or details about the last refresh of a view, open it from Wdata Home , and click View Properties on the right panel. To update the view's name or description, edit it as necessary.

Use a view outside of Wdata

To use a view outside of Wdata, click Export , and select how to use the view. 

• To connect the view to a sheet in Spreadsheets, click Export , select To Spreadsheet , select the sheet to export to, and click Export to Spreadsheet.
• To download the view's data as a comma-separated values (CSV) file, select To CSV .
• To download the view's data as a Microsoft Excel® workbook, select To XLSX .
• To download the view as a portable network graphics (PNG) file, select To Image .
• To download the view as a portable document file (PDF), select To PDF .
• To send the view to a printer, select Print .