To define the results of a query, you choose the data to use as its fields and filters. 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
Step 1. Choose the data to use
- From the Sources left panel, choose the data to use in the query. You can select data from tables or spreadsheets you have permission to access in the Workiva platform.
- To use data from tables, click Add Sources , select From table data, and select the table with the columns to add.
- To use data from Spreadsheets, click Add Sources , select From spreadsheets data, find and expand the spreadsheet, and select the sheet with the columns to add.
Note: To include multiple sources, press CTRL or Command ⌘ to select specific tables or spreadsheets, or Shift for a range of sources.
- After you select the sources to use, click Add.
Step 2. Choose how to use the data
After you add a source to a query, specify how to use its data:
- To use a column within the query results in Builder mode, right-click it, select Add to Fields, and set up how it should appear.
Note: If you include multiple sources as fields, add a relationship to define how to combine—or join—their records.
- To use a column to define the query's criteria in Builder mode, right-click it, select Add to Filters, and set its properties.
- To include a column within the query's syntax in the SQL editor, right-click it, and select Add to Query.
Open a source from a query
To open a table or sheet used as a source, right-click it on the Sources panel, 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 table columns used as a source automatically update with their latest data.
To update a sheet used as a source before you run a query, right-click it on the Sources panel, and select Refresh .
Remove a source
If a source is no longer used or added inadvertently, you can remove it from the query. On the Sources panel, right-click the source, and select Remove Source .
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.