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Importing XLS file

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Demande de démonstration

Thank you in advance for any assistance...in my version of Workiva, when I got to File>Import, the selection for XLS does not appear (only DOCX, PPTX)...can you please assist?

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  • Mike Davis

    Hi Chris!

    Thanks for the question. First, I assume you are looking to import an XLSX, i.e. an Excel file? Based on what you are describing too, it sounds like you might be at the Create menu in Home, is that right? If so, you actually have to have a Wdesk Spreadsheet open first and then choose File > Import from there, like so:



    Once there, you'll have the option to import either an XLSX or CSV file. You can then add to the existing Spreadsheet or make a new one entirely.

    Let me know if I've missed the mark, or you have any questions on the above. Thanks, and happy Friday!

     

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