Using spreadsheet connectors to bring in external data sources
BeantwoordI am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How do you like it? Has it saved you time or would a Workbook Sync be just as easy?
Also, has anyone tried to import their GL system into Workiva? I do not believe we are going to do this but would love to hear if anyone has done that.
Thanks
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I believe this is the first step with using Wdata Prep but I could be mistaken. 0
Wanted to resurrect this post as its a good one and there's been loads of improvements and new connectors added since.
Today you can connect a Spreadsheet via an OOTB connector we have available. Here's a listing of what's there today: https://www.workiva.com/wdata/connectors
In addition, "Prep" was sunset and replaced by Chains, which is extremely versatile and offers lots of customizable options. I'm a pretty novice user of Wdata and even I created a connection, which works great! Here's some info on Chains: https://support.workiva.com/hc/en-us/articles/360036003651-Chains-Overview.
Furthermore, if you don't see the connector listed, there are other routes to pull this data in, notably using an API connection to pull that in through Chains. More info on stuff like that can be found here: https://developers.workiva.com/
Note: the API setup would likely require the assistance of your own IT teams to get that pulled off.Interested in how others are tacking this today, for sure, and if there's any connectors that are missing. Always eager to add more of what you need!
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