This guide covers:
- different ways to get numerical data into Wdesk (Workbook, Spreadsheet, or Data Collection)
- which method is best for different situations
- where to go for step-by-step instructions
No matter what your data looks like in its original form, it's easy to bring it into Wdesk without spending a lot of time or risking accuracy. There are a couple ways of doing this depending on the size and state of your data.
Option 1: Copy and Paste
For small data sets (for example, the amount of data you can see on one screen), this is a quick and easy way of getting started.
Option 2: Wdesk Sync
While there are no hard limits on the number of cells you can paste into Wdesk, we recommend using Wdesk Sync for larger data sets. Wdesk Sync is a one-way push of your data into a landing place in Wdesk—usually a Workbook or a Spreadsheet.
It's different than a simple copy and paste in these ways:
Workbook or Spreadsheet
If you've decided to sync your data, the next decision to make is where in Wdesk your data should land. When we first built Wdesk, a Workbook was the only place to sync outside data. Users would export data from their General Ledger or another database, perform aggregations and other calculations in Excel®, and sync the results (instead of raw data) into a Wdesk Workbook. Once those final values landed in their Wdesk Workbook, they cascaded through links to update other financial reports.
While many users still sync data into a Workbook using that same process, there's now another option. For especially large data sets (ex: trial balance data, or other raw exports), you can now sync data into a Wdesk Spreadsheet. Aside from handling more data, Spreadsheets also sync data faster and support cross-sheet formulas. In other words, you can do your aggregation and calculation work inside Wdesk instead of waiting until it's further refined. From a Spreadsheet, you can link to any other Wdesk document (including a Wdesk Workbook).
Regardless of what document type you sync to, both processes start with downloading the Wdesk Sync Add-in. If you're not able to download add-ins, you can also import a .csv file. This option is only available in Spreadsheets, and you'll want to check that it doesn't contain any commas (in a text label, for instance) that alter the intended formatting. You can read more about this in the Help articles at the bottom of this guide.
Option 3: Create a Data Collection
Creating a Data Collection is perfect for collecting specific data points from different people in a templated format that ensures you're always comparing apples to apples.
It's different from the first two methods in that it's not a sync, but it automates the process of emailing colleagues, asking them for the same routine set of figures, and aggregating them into a master template.
Current customers use it to collect information for disclosures, aggregate regional or store-level sales data, and other internal reports.
To see if your account is set-up to create Data Collections, look for this icon in the Create menu from Wdesk Home.
If you don't have access but are interested, talk to your CSM.
Getting data into Wdesk is designed to be easy and straightforward, but we recognize there can multiple things to take into consideration.
The help articles below give step-by-step instruction for all options discussed above, but don't hesitate to reach out to your CSM with any questions.