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Exporting / interface microsoft excel spreadsheet into workiva

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  • Mike Davis

    Hello and welcome to the Community, Ravi!

    If you are curious about what options there are with connecting and/or exporting to Excel, the good news is we have you covered. Workiva Spreadsheets support exporting to .CSV or .XLSX, and as far as interfacing with them, you have several options there. You can copy/paste from Excel, of course, but also import a .CSV or .XLSX directly into Workiva. And currently support is a Wdesk Sync function, although that will slowly be replaced by the import function.

    There are other means of connecting to programs too, but the above are the common use cases for Excel to Workiva functions. Below are some articles on our Help site around these for more info, but certainly give me a holler if you have questions. Thanks again and happy Friday!

    Create or Import a Spreadsheet
    Export a Spreadsheet
    Wdesk Sync for Spreadsheets
    Connect Wdata to Spreadsheets

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