Sharing Data Across Workspaces
Are you in need of sharing data across Workspaces? You’re in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspaces or solutions. This use case helps Workiva customers limit the type of data that is shared to end users based on the destination workspace. For instance - you may want to share financial data to one workspace and environmental data to a different workspace, while managing the source system integrations in a dedicated workspace.
To set up this type of data sharing, you will first need to create tables and upload the appropriate data sets. You can also set up Queries to prepare your data for reporting. Once the Tables and Queries are ready for the end users, you can share the Tables across workspaces or share the Queries across workspaces. This will give the end users access to the data they need while making sure the data is still controlled by the users maintaining the data and integrations. The end users will ultimately be able to do whatever they need with the data, including giving them the ability to create queries, share the query results out to spreadsheets and more. The only limitation for the end users is that they will not be able to update the data or structure of the table, that will need to be done by the team managing the tables and integrations.
You can take it a step further by using a data integrations workspace to maintain all of your chains as well. This will likely require the use of multiple Workiva Connectors in order to affect data, spreadsheets, documents, etc. across multiple workspaces using chains.
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