Use Workiva Sync to create embedded tables in reports
We have a number of reports we are attempting to replicate in Workiva. Within each report, there are 11 tables that describe different information about our tenants and/or units for a property. These tables expand and contract each quarter, and we are currently producing more than 55 reports per quarter (605 tables). Is there a capability to use Workiva Sync to update a named table, like Table1, in the supporting Workiva worksheet and then link Table1 into the report to retain formatting? Right now, we have to remove or add rows depending on the size of the table for each report as the information is syncing as a csv. If not available, can this be added to the roadmap?
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Welcome to the Community Jennifer Auyeung!
After discussion with our experts, I'm not sure that WK Sync is the right tool for this. Are you going to continue to work in Excel as your source? If so, then might be better off creating a set of WK spreadsheets that map to these tables, link the cells to the tables in the report, and then use the Native XLSX import to bring in the Excel data. Publishing would move the updated content over to the report. Alternatively, if you have access to WData, then you could probably automate a chunk of this using Chains. Happy to get you some more information on this if you'd like to go that route.
In terms of roadmap, there are a couple upcoming features (conditionally hide/unhide rows and/or range linking) that would accomplish this. Once that's released I'll be sure to update this post and let you know!
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