How to identify links and make new ones
This guide covers
The way Wdesk links data is core to what sets Wdesk apart. It's intuitive and simple to do,
yet it's the driving force behind some powerful things. In basic terms, it's the relationship
between values that ensures a data point like net income is consistent, no matter where
When you first land in a document, there's a good chance some content has already been
linked by another member of your team or your CSM, if they helped with set-up. It could be text or numbers, and it might be a source or destination. Here's how to
tell what you're looking at:
Source links are the primary location for a particular data point —the root from which all
other instances of that data stem. These links are indicated with a blue triangle in the
upper left corner of the cell or text selection.
Destination links are pieces of data that are sourced from another location. These links are indicated in green, either with a triangle in the upper left corner or an underline.
In some instances, you may see an orange line next to the green or blue link indicator. This
means the link is unshared and isn't yet visible to others. The orange line will disappear
once you've clicked Share.
Links represent the relationship between values that ensures a data
point is consistent, no matter where or how it’s displayed.
The Link Properties panel shows the details of each link—the source, as well as all destinations.
To see the Link Properties panel, click the link icon on the right-hand side of the editing window.
To navigate directly to any of these locations, hover over the location name and click the blue arrow.
In practice, this means any time you update a source link, destination links will automatically update as well. To update a destination link, you'll need to update it at the source.
If you'd like to remove a link, right click and choose that option from the menu.
The History tab within the Link Properties panel shows all previous values of that link, when they occurred, and who was responsible for each change.
Creating new links
New links can be created between any two pieces of data, no matter what kind of Wdesk
document they live in. While many users maintain source links in a Wdesk workbook and link out to documents, presentations, or other sections of a workbook, you can create your links however works best for you and your team.
The most common arrangement is to link from a cell in a workbook. To create a link,
simply copy the data from your source location and paste it to whichever destinations you choose, using traditional copy/paste functionality.
New links can be created between any two pieces of data, no matter
what kind of Wdesk document they live in.