Intro to Wdata

Get started with Wdata

Add Wdata Query widget to Home dashboard
Intro to Wdata
Tables overview
Queries overview
Chains overview
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Using Wdata

Leading Practice: Fundamental Naming Conventions for Wdata Artifacts
Share queries between workspaces
Repair broken queries in imported data
Import or export Wdata objects between workspaces
Integration with Wdata
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Financial accounting in Wdata

Set up earnings reports in Wdata
Set up financial statements in Wdata

Wdata Errors

Why do I get different query results when casting to a decimal?

Tables

Work with tables

Using tables
Manage table properties
Manage table columns
Permissions in tables

Work with table datasets

Manage table datasets
Preview or download table datasets
Set up tags for datasets

Queries

Using queries

Can I use a query as a source for another query?
Create queries
Manage query properties
Manage a query's sources
Define query source relationships
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Manage filters and parameters

Create query filters
Set query filter criteria
Manage query parameters
Configure global parameters for the workspace

Writing SQL syntax

SQL clauses and statements
SQL text string functions
SQL date and time functions
SQL conversion functions
SQL conditional expressions
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Views

Visualize query results as views
Design a view as a flat or pivot table
Design a view as a chart
Permissions in views

Chains

Using Chains

Leading Practice: Fundamental Naming Convention for Chains Artifacts
Assign permissions to user groups and environments in Chains
Assign the Environment Security Admin role in Chains
Assign permissions to individual chains
Guide: Assign roles and permissions in Chains
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Using commands and outputs

Masking sensitive data in chains
Manage commands in chains
Group commands in a chain
Use iterators with commands and command groups
Use command outputs with other commands
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Using chain events

Manage chain events
Set dynamic chain variables
Set conditional logic in a chain
Set an approval workflow for a chain
Upload files in a chain
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Chains Administration

Chains permissions FAQ
Chain Builder security architecture
Install and manage GroundRunners
How do I check the status of a GroundRunner?
End-of-life support policy for GroundRunners
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Questions when using Chains

Chains and Scripting usage guidance
Why does my entire chain fail when using multiple runners?
Why do my chains show a "not available" status?
Can I connect Workiva to my source system?
How to set up a Chain Control Sheet ?
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Chain templates and samples

Understanding chain templates

Using chain templates
Where do I find pre-built chain templates?
Manage chain template folders

General Use Chain Templates

Chain template: Chain Usage Tracker
Chain template: Load Data to Wdata
Chain template: Maintain Wdata Parameters
Chain template: Maintain Wdata Tag Values
Chain template: Control Sheet Scheduler
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Source System Chain Templates

Chain template: Workiva Carbon Refresh
Persefoni: Fetch Transactions Template
Chain template: Download file from SFTP server
Chain template: HFM Data & Metadata Extract Examples

Connected Learning Paths

Connected Learning Paths - Data Centralization Introduction
CLP - Uploading Data to a Table
CLP - Deleting Data from a Table
CLP - Replacing Data in a Table
CLP - Create a Query with a Calculated Field
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Connectors

Configuring Connectors

Connector types
Manage connectors for chains
Discontinued connectors and versions FAQ

Core Connectors

Premium Connectors

Data Prep

Using Data Prep

Data Prep overview
Creating pipelines
Manage pipelines
Pipeline transformations
Manage transformations for pipelines
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Questions when using Data Prep

Can I see the before and after values at the same time for a field transformed by a Mapping Group?
Why did the text I entered into a transformation or mapping group condition disappear?
How do I ignore or remove rows from a data file?