Concept: Creating Workbooks

A workbook is the main container, or spreadsheet, in Worksheets. You can create a workbook in several ways, depending on the source data for the workbook:

Workbook Source Data	Steps	Notes
New data.	From Drive, select +New Workbook .	Worksheets creates a blank workbook.
Imported (uploaded and converted) from a non-Workday file.	To upload and convert a Microsoft® Excel® file, or any file in comma-separated values (CSV) or HTML format, use one of these methods from Drive: Drag and drop the file onto the main area of the page (not the left pane). Select +New Upload . When you upload a type of file that Worksheets supports, Worksheets automatically converts it into a workbook.	Workday: Includes only table data when uploading from HTML. Doesn't include charts or Visual Basic macros. Adds a prefix of _XLFN. to any function that Worksheets doesn't support.
Workday application data (grid).	From the Workday action menu or from the Workday Reports page, select Export to Worksheets .	If you have access to Worksheets, the Export to Worksheets icon displays next to the Export to Excel icon. The created workbook: Contains static data that isn't connected to the original Workday report. Doesn't display multi-instance field values.
Workday report.	From Drive, select +New Workbook . Then in the workbook select Data Add Live Data . For custom composite reports specifically, you can also click the Create Workbook button in the top right area of the report to automatically create a new workbook and add the results as live data.	You can insert data only from Workday reports that you have access to. You can manually refresh the workbook data and workbook owners can also schedule automatic live data refreshes.
Integrating applications such as Payroll, Projects for Resource Forecasting, Mass Actions, Org Studio, and so on.	Follow the workflow steps in the integrating application documentation.