Reference: Automatic Data Updates in Workbooks

A workbook can contain these kinds of data:

Stand-alone data that might or might not originate in Workday.

Data from one or more Workday report data sources.

Data from an integrating application such as Workday Planning or Workday Projects, if applicable.

This table describes the data updates that occur, based on the kind of data you're working with:

Source of Workbook Data	Automatic Data Update	Notes
Standalone data, such as: A new workbook that you create in Worksheets. A new workbook that you create from an uploaded spreadsheet such as Microsoft® Excel®. A new workbook that you create when you export Workday application data to a workbook. Create the workbook by selecting the Export to Worksheets icon from a grid.	None.	When you export from a grid into a workbook using Export to Worksheets , Workday doesn't preserve formatting such as bold text.
Data from a Workday report data source ( Add Live Data ) in a workbook.	Depends on the Insert selection (as Static Values or as Live Data Area ).	If you select As Static Values during the insert, Workday: Doesn't update the workbook based on changes in the report. Saves changes you make to data that you inserted into the workbook. If you select As Live Data Area during the insert, Workday: Updates the workbook based on data in the Workday report, either when you manually refresh live data or when a scheduled refresh occurs. Doesn't save changes that you make later in the inserted data, but does save changes outside the live data range. When Worksheets refreshes live data, it also recalculates any volatile functions, and formulas affected by changed workbook data.
Data from entry areas in integrating applications such as Workday Projects or Workday Payroll.	Updates in both directions, initiated from the integrating application.