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To pull data into a presentation, you can connect its tables or charts to sources across the Workiva platform:

• Spreadsheets
• Wdata queries
• Reports from the Database

From the presentation's Connections panel, you can add and refresh its connections to sources to keep its data up-to-date.

Note: In a presentation's outline, you can view which slides have connections . A document can have up to 300 connections.

Connect a table or chart to a source

From the Connections panel, the presentation's Owner can connect its tables or charts to sources they have permission to view in the Workiva platform.

Refresh connections

To update tables or charts with the latest information from their connected sources, the presentation's Owner or Editor can refresh connections from the Connections panel:

• To update a specific table or chart, click Refresh connection for its connection.
  
• To update all tables and charts in the document, click Refresh connections at the top of the Connections panel.
  

Note: To cancel a connection's refresh, click its X.

Filter connections

To ease working with the Connections panel, click Filter , and select which connections to view:

• To view all connections in the presentation, select Entire document.
• To view only the current slide's connections, select Current section.

Update a connected query's parameters

If you connect a table or chart to a query, it may include parameter values. To adjust the connection's parameter values, such as to roll the time period forward or back:

1. On the Connections panel, click the query's connection.
2. Under Parameters, set the criteria of the query results to pull in.
3. Click Apply & Refresh.

Open a connected source or section

To open a connected source from the presentation's Connections panel, click the source's name, or select Open Source from the connection's menu.

To open the slide connected to a source, select Go to Section  from the connection's menu.

Rename a connection

By default, each connection uses the same name as its connected slide. To edit a connection's name from the Connections panel, select Rename Connection from its menu, and enter its new name.

Replace a connected source

To replace the source connected to a table or chart, you can update the connection to use a different source of the same type. For example, if a chart is connected to a query, you can replace its connection's source to pull from another query instead.

1. From the Connections panel, select Replace Source from the connection's menu.
2. Select the new source to pull data from, and click Replace.

Note: To replace a connection with a source of a different type, remove the connection, and then add a connection to the new source.

Remove a connection

To disconnect a table or chart from its source, such as to retain a snapshot of the current data, select Remove Connection from the connection's menu on the Connections panel.

View a connection's IDs

To view the ID of a connection or its connected table or chart, select View properties from the connection's menu on the Connections panel.

Note: You can use an ID to identify its item in a Workiva API endpoint or a Workiva connector command in Chains.

Connections and permissions

A document's Owner can connect its tables and charts to only sources they have permission to view.

If you collaborate on the presentation with others, their access to its connections depends on their permissions to the slide and source.

Note: For the presentation's Viewer, connections appear locked regardless of their permissions to specific slides.