To define the results of a query, you choose the data to use as its fields and filters. You can use data you have permission to access in the Workiva Platform, from:
- Wdata tables
- Spreadsheets
From a query, you can choose and manage its data from the Sources left panel.
Note: To help browse the Sources panel, click Expand All or Collapse All to show or hide all columns. To find a specific source, click Show Filters , and search by its name.
Add sources to a query
To include data in a query, first add its table or spreadsheet as a source. For example, add a source to a query to use its columns in the results, as a filter, or within a calculation.
To use data from a Wdata table in a query:
- From the query's Sources left panel, click Add sources, and select From table data.
- Search for and select the table with the columns to use in the query, and click Add.
Note: To use data from multiple tables in the query, press CTRL or Command ⌘ to select specific tables, or Shift for a range of them.
- If you add multiple sources to the query, add relationships to define how to combine—or join—their data.
Note: When you save the query, it automatically removes any sources that appear as Needs Relationship . To retain these sources, define their relationship with other sources.
- Specify how to use the table's columns:
Tip: In a dimension table, a Key column indicates data unique to each row, such as ID.
- To include a column in the results from Builder, right-click it, select Add to Fields, and set up how it should appear.
- To use a column to define the query's criteria in Builder, right-click it, select Add to Filters, and set its properties.
- To include a column in the query's SQL statement in SQL Editor, right-click it, and select Add to Query.
To use data from Spreadsheets in a query:
- From the query's Sources left panel, click Add sources, and select From spreadsheet data.
- Search for and select the spreadsheet with the data to use in the query.
- Select the sheets in the spreadsheet that contains the data, and click Add.
- If you add multiple sources to the query, add relationships to define how to combine—or join—their data.
Note: When you save the query, it automatically removes any sources that appear as Needs Relationship . To retain these sources, define their relationship with other sources.
- Specify how to use the spreadsheet's columns:
- To include a column in the results from Builder, right-click it, select Add to Fields, and set up how it should appear.
- To use a column to define the query's criteria in Builder, right-click it, select Add to Filters, and set its properties.
- To include a column in the query's SQL statement in SQL Editor, right-click it, and select Add to Query.
Open a source from a query
To open the table or sheet where the query pulls data, from the Sources panel, right-click the source, and select Go To Source .
Note: To view a source's data from a query without opening it, right-click it on the Sources panel, and select Preview Table .
Update source data
When you run a query, any columns from Wdata tables automatically update with the latest data from their sources.
To update the columns from a spreadsheet with its latest data before you run a query, from the Sources panel, right-click the sheet, and select Refresh .
Remove a source
If you no longer need a source's data or add the wrong source, you can remove it from the query. From the Sources panel, right-click the source, and select Remove Source .