What is the process for linking metrics in text?
RespondidaTo link metrics in text for Designed Reporting, follow these steps:
- Create the Source Link: Start with the content that you want to update or maintain consistently across documents. This is your source link.
- Establish the Links: In your Workiva document or spreadsheet, link text elements by highlighting the text and using the link function to associate it with the source content. This allows the linked text to automatically update when the source content changes.
- Use Link Indicators: Indicators will show the status of each link. For in-text links, it may appear as underlined text or with a triangle indicator to denote linking status.
- Manage and Publish Links: Once links are established, you can manage them to ensure all destination values are updated. When changes are made to the source content, these changes can be published across all the connected documents or sections. For designed reporting without a designer, the Workiva platform provides a comprehensive guide. You can create highly stylized reports directly within Workiva, using its collaborative tools without the complexity of design software. This guide will direct you through various design processes, from data collection to final report execution, while maintaining data integrity and ease of use.
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