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Workiva Wdata and WDesk

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Hi Experts,

I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in spreadsheet. 

Please let me know if anyone has implemented it.

Thanks,

Alok

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  • Michael Cox

    Alok,

    Our typical data flow leverages Wdata to extract, map, and summarize data to be sent to a spreadsheet for final validation, adjustments, or structural formatting. Those final values are then linked out to the end document or deliverable . We are currently exploring the concept of sending query results directly to an embedded table or chart within a document or presentation. A timeline on this new functionally has not been set.

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  • Neelima Yadav

    Hi Team,

    I also have a requirement to copy data into the files in Wdesk. Could you please provide any updates on this request?

    Thanks,

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  • Mike

    Hi Neelima!

    I do have an update for you here and its good news. You can send query results to a Spreadsheet directly. Here's an article on the subject: https://support.workiva.com/hc/en-us/articles/360035643272.

    There are many options available for connecting to embedded tables and Chart data alike, found here: https://support.workiva.com/hc/en-us/articles/360050675771-Connect-a-document-s-tables-and-charts-to-Workiva-sources.

    Let me know what follow-ups you have for me, or if you need anything else. Thanks and chat soon!

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