Manage Workbook Comments

Workbook owners, and users with Can Edit or Can Comment access, can add comments to a workbook and engage in threaded discussions to collaborate on data.

You can add two types of comments to a workbook.

Workbook-Level Comments
: To add a general comment, click the
Collaborate
icon, type the comment, and click the
arrow
icon.
Cell-Specific Comments
: Right-click a cell and select
Insert Comment
. Type the comment in the comment card and click the
arrow
icon. When adding comments to live data:
For advanced reports, matrix reports, and static cells, comments are anchored to the
cell location
.
For custom composite reports, comments are anchored to the
live data value
and move with the data even if the report refreshes and values shift location.

You can add comments and respond to existing comments from within the

Collaborate

panel by clicking the

Collaborate

icon in the top right corner of the workbook. Comment threads display in a card-based layout to keep conversations organized, easy to read, and traceable.

Card headings for cell-based comments indicate the table name (for live data), sheet name, and cell location of the data linked to that comment. Each cell-based comment captures a “snapshot” of the cell value at the time the comment was made and displays it within an orange border. Once a new reply has been posted, if the cell value has changed, the previous snapshot will display within a gray border.

If you have shared the workbook with others, you can tag those users in comments by typing the @ symbol and their name. Tagged users receive a notification via the Workday notification bell. When you are done with a conversation, you can click the

check mark

in the top right of the comment thread to mark it as resolved and hide it from the

Collaborate

panel. Click the

Filter Conversations

icon to filter conversation threads in the

Collaborate

panel by

Open

,

@Mentions

, or

Resolved

.

You can use a subset of Markdown syntax in comments.