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Workday User Guide
Last Updated: 2023-06-23
Concept: Creating Workbooks

Concept: Creating Workbooks

A workbook is the main container, or spreadsheet, in Worksheets. You can create a workbook in several ways, depending on the source data for the workbook:
Workbook Source Data
Steps
Notes
New data.
From Drive, select
Add New
Workbook
.
Worksheets creates a blank workbook.
Imported (uploaded and converted) from a non-Workday file.
To upload and convert a Microsoft® Excel® file, or any file in comma-separated values (CSV) or HTML format, use one of these methods from Drive:
  • Drag and drop the file onto the main area of the page (not the left pane).
  • Select
    Add New
    Upload
    .
When you upload a type of file that Worksheets supports, Worksheets automatically converts it into a workbook.
Workday:
  • Includes only table data when uploading from HTML.
  • Doesn't include charts or Visual Basic macros.
  • Adds a prefix of
    _XLFN.
     to any function that Worksheets doesn't support.
Workday application data (grid).
From the Workday action menu or from the Workday Reports page, select
Export to Worksheets
.
If you have access to Worksheets, the
Export to Worksheets
 icon displays next to the
Export to Excel
 icon.
The created workbook:
  • Contains static data that isn't connected to the original Workday report.
  • Doesn't display multi-instance field values.
Workday report.
From Drive, select
Add New
Workbook
. Then in the workbook select
Data
Add Live Data
.
You can insert data only from Workday reports that you have access to.
If you select the
As Live Data
 option during the insert, in the future you can manually refresh the workbook based on the report. Workbook owners can also schedule automatic live data refreshes.
Integrating applications such as Payroll, Projects for Resource Forecasting, Mass Actions, Org Studio, and so on.
Follow the workflow steps in the integrating application documentation.

This content is not part of the Workday Administrator Guide.