Concept: Structured References in Workbooks
Live data areas in Worksheets workbooks are similar to Excel tables. When you add a live data
area to a workbook based on a Workday advanced report, Worksheets creates a
table
that contains the live data. By default, Worksheets assigns a live data table name using
the word Report
and an incrementing digit. Example: Report1. Optionally, you can create your own name for the live data table, either at the time you run
the data wizard or later. Worksheets supports table names only for advanced reports. If
you do rename the live data table, remember that the table name must be unique in the
workbook and also can't be the same as any defined names or pivot table names.
After running the data wizard, you can use a special syntax incorporating the table name and
column name to specify dynamic references in formulas instead of using literal cell
ranges. This combination of a table and column name is a
structured reference
.
Worksheets updates the range of a structured reference automatically as needed when the
live data is refreshed. Example: Instead of the formula
=SUM(B1:B24)
you can use =SUM(SalesCategory[Sales
Amount])
where SalesCategory
is the table name and Sales Amount
is
the column name. The SalesCategory table name isn't visible in the live data area but it
displays in the live data details panel:
Keep these special considerations in mind:
- For live data areas that were created before Workday 23R1, you need to edit the live data area to add a table name. You can do this from the Live Data panel by clickingEdit Live Dataor by clicking any of theEditlinks in the panel.
- If you change a table name or column name later, Worksheets updates existing structured referencesin the workbook; however, if you have an external reference that contains a table or column name, Worksheets doesn't automatically update the consumer workbook. You need to update the reference manually.
- Worksheets doesn't support:
- Using structured references (table and column names) to define conditional formatting rules. We do support applying conditional formatting rules to data that was populated using a structured reference.
- Uploading files to Worksheets that were originally created in Excel and that contain structured references.
Structured Reference Syntax Guidelines
- Table names don't need to be inside quotes or square brackets.
- Column names don’t need to be inside quotes, but you do need to surround them with square brackets.
- Use the pound symbol (#) and indicators described below to refer to a special subset of a cell range.
- When including a formula column in a live data area, the formula doesn't need to include the table name, but it does need to include the at symbol (@) preceding any column names.
- Remember to press the unconstrained array keyboard shortcut when submitting a formula: Ctrl+Alt+Enter or Ctrl+Alt+Shift+Enter (Windows) or Command+Option+Enter (Mac).
Special Identifiers for Structured References
Specifier | Example | Refers To |
|---|---|---|
#All | [#All] | The entire table, including column headers and data. |
#Data | [#Data] | Only the data rows, no header. |
#Headers | [#Headers] | Only the header row, no data. |
#This Row or @ | Only the cells in the same row as the formula. You can't combine these specifiers
with any other item specifier. This must be used in a live data formula column before every
header. Example: =SUM([@Current Salary],[@Proposed Bonus]) |
Syntax Examples
Basic example:
=SUM(CompDetails[New Salary],CompDetails[Stock Amount])
Notes:
- The formula adds the values of the two columns together and displays the results in a new column. The table name isCompDetails.
- The column names areNew SalaryandStock Amount(enclosed in brackets).
For the table of examples below, we added live data to a workbook and named the
table
CompDetails
. Here's an image showing the column names.
Structured Reference | Content Included | Implied Cell Range |
|---|---|---|
CompDetails or CompDetails[#Data] | All data in the table, without column headers. | A2:G39 |
=CompDetails[[#All],[Proposed Bonus %]] | All cells in the Proposed Bonus % column | F1:F39 |
=CompDetails[[#Headers],[Salary Increase %]] | The header of the Salary Increase % column | E1 |
=CompDetails[[#All],[Compensation Grade]:[Salary Increase %]] | All cells between the Compensation Grade and Salary Increase
% columns, inclusive, with headers | B1:E39 |
=CompDetails[[Compensation Grade]:[New Salary]] | The data between the Compensation Grade and New Salary
columns, inclusive, no headers | B2:D39 |
=CompDetails[[#Headers],[Employee ID]:[New Salary]] | The headers of the columns between Employee ID and New
Salary | A1:D1 |
=CompDetails[[#Headers],[#Data],[Compensation Grade]] | The header and data of the Compensation Grade column | B1:B39 |
=CompDetails[[#This Row], [New Salary]] or =CompDetails[@New Salary] | The cell at the intersection of the current row and the New
Salary column | D5 (if the current row is 5) |
Comparing Structured References and Defined Names
Defined names are similar to structured references in some ways, but there are notable
differences. This table summarizes the key differences:
Defined Names | Structured References |
|---|---|
You can create defined names for any workbook range. | Structured references refer only to data in a live data area, for
advanced report data only. |
A defined name specifies a fixed range of cells across columns and
rows, or you can use the Formula field to define a name for a formula,
constant, or non-contiguous set of cell ranges. | A structured reference combines a table name and column names to
specify a dynamic range of cells in one or more live data columns.
|
If the defined name is in a live data area, the range of cells remains
the same even if the data changes during a refresh. | The data referred to by the reference is dynamic and is updated
automatically after a live data refresh. |
A defined names panel ("right pane") shows all defined names so you
can view and manage them. | Structured references aren't standalone entities - they're managed as part of the live
data area - so they don't need a separate panel. |
You can use defined names in Slides presentations. | Structured references aren't visible or usable in Slides presentations.
|
You can't edit the range of an existing defined name; you need to
create a new defined name. | You can change a table name or column name. If you do so, Worksheets updates existing
structured references in the workbook; however, if you have an external
reference (consumer workbook) that contains the previous table or column
name, Worksheets doesn't automatically update it. For more information about
external references, see Concept: Using External References to Refer to Data in Other Workbooks. |