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Use Workiva Sync to create embedded tables in reports

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  • Isabel Messore

    Welcome to the Community Jennifer Auyeung!

    After discussion with our experts, I'm not sure that WK Sync is the right tool for this. Are you going to continue to work in Excel as your source? If so, then might be better off creating a set of WK spreadsheets that map to these tables, link the cells to the tables in the report, and then use the Native XLSX import to bring in the Excel data. Publishing would move the updated content over to the report. Alternatively, if you have access to WData, then you could probably automate a chunk of this using Chains. Happy to get you some more information on this if you'd like to go that route.

    In terms of roadmap, there are a couple upcoming features (conditionally hide/unhide rows and/or range linking) that would accomplish this. Once that's released I'll be sure to update this post and let you know!

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