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Is there a way to automatically publish links?

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  • Mike Davis
    To eliminate the need to manually click "Publish" when working on a spreadsheet and to ensure that graphs in a connected presentation update automatically when the spreadsheet data changes, you can use the following approaches:
     
    1. Automated Chains:
      - You can create a chain in Workiva's Chain Builder to automate the publishing process. This involves setting up commands to publish the spreadsheet automatically whenever changes are made. For example, you can use the "Run Chain" command and configure it to publish links within the spreadsheet using an OAuth token and HTTP Post commands.
     
    2. Range Linking:
      - Use range linking to connect specific ranges in your spreadsheet to the presentation. When the source data in the spreadsheet changes, the linked graphs in the presentation will update automatically after publishing .
     
    3. Spreadsheet API:
      - Leverage the Workiva Spreadsheet API to programmatically publish changes. This can be integrated into your workflow to ensure that updates are pushed without manual intervention.
     
    4. Partial Publish:
      - If you want to publish only specific changes, you can use the partial publish feature. This ensures that only the necessary updates are pushed, reducing the need for manual publishing.
     
    5. Control Sheets:
      - Use a control sheet to manage and automate the refresh and update of data. This can be part of a chain that automatically updates the spreadsheet and publishes changes.
     
    By implementing these methods, you can streamline your workflow and ensure that your presentation graphs remain up-to-date with the latest spreadsheet data. Let me know if you need detailed steps for any of these approaches!
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