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  Mike Davis

  • 29 avril 2021 18:32

  Hello and welcome to the Community, Ibon!

  Thanks for sharing. Good question.

  From a technical standpoint, you cannot connect Workiva files directly to a location on your machine. What is supported is either importing an XLSX or CSV into a Spreadsheet, or using Wdesk Sync. Cross-sheet formulas are also supported, but not cross-file formulas.

  Import to a Spreadsheet: https://support.workiva.com/hc/en-us/articles/360035643172-Create-or-Import-a-Spreadsheet
  Wdesk Sync: https://support.workiva.com/hc/en-us/articles/360035643192-Wdesk-Sync-for-Spreadsheets
  Cross-sheet formulas: https://support.workiva.com/hc/en-us/articles/360035643052-Use-formulas

  In addition to those function, you CAN connect to another sheet in another Workspace (or the same Workspace) using Shared Sheet Data. Another option could be to access data using Wdata, has available connections out of the box, or even API connections.

  Connecting a to a Sheet: https://support.workiva.com/hc/en-us/articles/360035643212-Connect-a-sheet-to-a-data-source
  Intro to Wdata: https://support.workiva.com/hc/en-us/categories/360002307351-Working-in-Wdata
  API details: https://developers.workiva.com/workiva-wdata/reference

  There was a lot to unpack there, and I"m happy to elaborate on any of those a bit if you need. Let me know too if I've missed the mark entirely. Thanks again for your contributions and have a great rest of your day!

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  ibon Clavero clavero ugarte

  • 30 avril 2021 10:07

  Hi Mike,

  Thank you very much for such a thorough response. I will test each of the alternatives and let you know if I have further questions.

  Regards,

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