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Administrator Guide
Last Updated: 2023-06-23
Copy Live Data Workbooks Between Tenants

Copy Live Data Workbooks Between Tenants

  • Security:
    Worksheets
     security domain in the System functional area.
  • In the definition for the related report, select the
    Enable for Worksheets
     option (for all supported report types) and the
    Enable as Web Service
     option (required only for advanced reports).
  • If the workbook contains live data from a Workday report and you want to preserve the live data connection to the report:
    • Any report definitions in the source tenant must be identical to the destination tenant.
    • All report column selections and prompt selections must be the same in the source and destination tenants.
If you want to continue using the live data from a Workday report in the workbook, ensure that these items are the same in the source and destination tenants:
  • Report definitions.
  • Report column selections.
  • Prompt selections.
You can copy (migrate) an existing workbook between tenants by downloading it from a source tenant and uploading it to a destination tenant.
To avoid having to recreate the live data in the destination tenant, the instance IDs must be the same on both tenants. Instances in Workday are like rows in a table or spreadsheet; each instance represents a unique occurrence of a type of business object, such as a specific organization or worker. When you clone a tenant to create a new one, the instance IDs are the same on both tenants.
Workday doesn't preserve the original workbook versions or comments.
  1. In the source tenant, download the workbook as an Excel file.
  2. In the destination tenant, access Drive.
  3. Select
    Add New
    Upload
    . Drive automatically converts the Excel file into a workbook.
  4. Select
    Data
    Refresh All Live Data
    .
  5. If the instance IDs aren't identical between the source and destination tenants, you must remove the Workday report data and manually recreate the live data links:
    1. In the source workbook, take note of the report you used to generate the live data, and any selected prompts. You might want to capture an image of the Live Data Details panel as a record of these values.
    2. In the destination workbook, clear the cells that contain Workday report data, and click
      Add Live Data
      . Select options that match those of the source workbook.
  6. Select
    Data
    Protect Range
     to protect any ranges, sheets, rows, or columns that you protected in the original workbook.
  7. (Optional) Click
    Share
     to set sharing permissions to match those of the original workbook.
  8. (Optional) Select
    Data
    Schedule Live Data Refresh
     to periodically refresh the live data.