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Freezing a Spreadsheet

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Is there a way to freeze the spreadsheet in Workiva? I know that I can go sheet by sheet and change the permissions to "Read-Only", but is there a one-step way to do it so that no one is able to make any changes to the spreadsheet at all?
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10 comments

Date Votes
  • Mike
    Hi Sana,

    Thanks for the question. Currently, you cannot freeze a Spreadsheet in the same manner you can for Workbooks. However, our Product Team is pursuing this feature for Spreadsheets and I've let them know of your interest and will keep you updated here with any new updates.

    In the meantime, I thought I'd also mention that you can lock cells in Spreadsheets. If you're unfamiliar, you select a cell or cells and choose "Lock", which is found under the Edit tab, to the far right, like so:



    If you have any questions for me on the above let me know. Thanks again for your input and have a great rest of your day. Cheers!

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  • Barbara Glenn

    That would be extremely helpful as it is very easy to update the wrong period spreadsheet with Wdesk sync; if just looking at recent and not paying attention to the name

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  • Mike
    Hi Barbara! I've shared your insights with our Product Team as well and will keep you updated here on any new developments. Thanks for your feedback and have a great weekend. Cheers!
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  • Matt Webb
    Is there a way to restore a previous version of a spreadsheet? I had team members inadvertently make changes to a prior period's spreadsheet. Until I'm able to freeze the spreadsheet along with the rest of the project, is there something I can do to restore this to what it was at the filing date?
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  • Kayla Stone
    Hi Matt,

    Unfortunately, reverting to a previous revision is not currently an available option in Spreadsheets. However, you could open the Revision in the History Panel you would like to revert back to, copy the contents from the Revision and paste into the Current version of the Spreadsheet.

    Hope this helps!
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  • Barbara Glenn

    Even though you cannot "freeze" spreadsheets, I have found that by changing the permissions to view only for everyone , it accomplishes the "frozen" state.
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  • James Hawks

    Can you still not freeze spreadsheets?  If not, should I be changing the permissions to 'view only' for everyone?

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  • Mike

    Hi James!

    The ability to freeze a Spreadsheet is not yet available but does remain on the future roadmap. In that case, the proposed workaround of changing folks to 'view only' would be the best one. I've connected your request with our Product Team and will keep this post updated with any new developments regarding freeze in Spreadsheets. Thanks for your contributions and have an excellent day!

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  • Adam Peters

    Do you have any update on this feature as this would be great addition and make the use of spreadsheet more convenient? 

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  • Mike

    Hi Adam!

    Looks like I missed updating this one a bit, so thanks for the nudge. To answer, yes, this is available as of May 2021 under the feature Lock Edits, which is supported in Spreadsheets. Let me know what questions you have regarding that or if you need anything else. Cheers! 🍻

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