To pull data into a spreadsheet, you can connect its sheets to reports from the Database. From the spreadsheet's Data toolbar or Connections panel, you can add and refresh connections to Reports to keep its data up-to-date.
Note: In a spreadsheet's outline, you can view which sheets have incoming connections , outgoing connections , or both. If your organization uses Wdata, a spreadsheet may also have incoming connections from source queries or outgoing connections to destination tables. Each spreadsheet can have up to 100 connections, with only one incoming connection per sheet.
連線與試算表儲存格
嘗試新增或重新整理連線時，將會：
- Pulls the latest data from the source report into the sheet, starting with cell A1.
- Removes any data from the sheet's unlocked cells. To retain a calculation or other data in the sheet, lock its cell before you add or refresh the connection.
- Locks connected cells to ensure data integrity. To update the data in a connected cell, refresh the connection.
Note: If a connection doesn't refresh, verify the spreadsheet's within its limit of 2,000,000 cells.
在公式列中，您可以檢視儲存格是否有傳入連線。
Tip: To determine which cells are locked, click Overlay on the View toolbar. In Overlay, cells locked by a connection appear green; other locked cells appear gray.
Connect a sheet to Reports
From a spreadsheet's Data toolbar or Connections panel, a sheet's Owner can connect a sheet to a report they have permission to view.
- 在試算表中，選取要連結到報告的工作表。
- 從「資料」工具列或「連線」面板新增連線：
- 從「資料」工具列中按一下「新增連線」、「傳入連線」、「報告」
- 從「連線」面板上，在「傳入」下方按一下「新增連線」、「報告」。
- 從「資料」工具列中按一下「新增連線」、「傳入連線」、「報告」
- Search for and select the report to pull data from, and click Connect.
Refresh connections
To update a sheet with the latest information from its connected report, the sheets' Owners or Editors can refresh its connection from the Data toolbar or Connections panel:
- 從「資料」工具列開啟要更新的工作表，然後按一下「重新整理」、「傳入連線」。
- From the Connections panel, click the connection's Refresh connection .
Note: To cancel a connection's refresh, click its X.
篩選連結
要輕鬆使用連結面板，請按下篩選，然後選擇要查看的連結：
- 要查看試算中的所有連結，請選擇整個文件。
- 要僅查看目前工作表的連結，請選擇目前選取範圍。
Open a connected report
To open a connected report from the spreadsheet's Connections panel, click its name, or select Open Source from its connection's menu.
Note: To open the sheet connected to a source, select Go to Sheet from the connection's menu.
重新命名連結
By default, each connection uses the same name as its connected sheet. To edit a connection's name:
- From the Connections panel, select Rename Connection from its menu.
- 輸入連線的新名稱。
Replace a connected report
To replace a sheet's connected source, update its connection to use another report:
- From the Connections panel, select Replace Source from the connection's menu.
- Select the new report to pull data from, and click Replace.
Note: To replace a connection with a source of a different type, such as to a Wdata query instead of a report, remove the connection, and then add a connection to the new source.
刪除連結
To disconnect a sheet from its report, such as to retain a snapshot of the current data, select Remove Connection from the connection's menu on the Connections panel.
將已連結的工作表移動至連線
From the Connected sheets panel, you can view any report selected as a source through a connected sheet instead of a connection. To update the sheet with the latest data, click Migrate on the Connected sheets panel to add a connection to the report instead.
查看連線 ID
To view the ID of a connection or its connected sheet, select View properties from the connection's menu on the Connections panel.
Note: You can use an ID to identify its item in a Workiva API endpoint or a Workiva connector command in Wdata Chains.
Connections and permissions
A sheet's Owner can connect the sheet to only reports they have permission to view.
If you collaborate on the spreadsheet with others, their access to its connections depends on their permissions to the sheet and report.
| Report permission | Sheet permission | 連結存取 |
|---|---|---|
| 檢視者、編輯者或擁有者 | 檢視者或無 | 鎖定 |
| 檢視者 | 編輯者 | Refresh the connection |
| 編輯者或擁有者 | 擁有者 | 完整存取權限 |