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Workday User Guide
Last Updated: 2023-06-23
Concept: Introduction to Workday Worksheets

Concept: Introduction to Workday Worksheets

Worksheets is a spreadsheet component in Workday that enables ad-hoc data exploration, analysis, visualization, and collaboration with live transactional data. Workday users (employees, managers, and executives) can collaborate with secure, live, Workday data as well as external data using the Workday browser application. You can use the Workday mobile app to view workbooks.
On a web browser, you access Worksheets workbooks from Drive by selecting the
Drive
option in the Workday main menu. On the Workday mobile app, use the
Drive
worklet.
Worksheets provides real-time user presence information, secure data sharing, and engaging visualizations. For example, you can create a new workbook and then:
  • Insert data from a Workday report into the workbook.
  • Share the workbook with your colleagues.
  • Comment on cells or the entire workbook; in a comment you can tag others so they receive a notification about your comment.
  • Collaboratively edit the workbook, in real time, with others who have edit access.
  • Create a named version to save a snapshot of a group of changes.
  • Download the workbook to a different format, such as XLSX, PDF, or HTML.
In addition to including nearly all well-known spreadsheet functions such as those in Google Sheets or Microsoft® Excel®, Worksheets includes many additional Worksheets-unique functions.