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Wave Success Center by McKinsey

Create and Save a Workbook

In Wave, you can save and share your work for future analysis by creating and saving workbooks. Because workbooks pull real-time data, they always reflect the most recent information. 

Step-by-step Instructions

1. Start by logging into Wave and navigating to the Workspace. You will see all of the data visible to you.

2. Choose the view you prefer: List, Pivot, Gantt chart or Stacked charts. Then group, color and filter the data you want to analyze.

3.  When you have a view you would like to save, click the disk icon in the upper left corner of the workspace. In the pop-up window, give your workbook a name and click Save

NOTE: Saving a workbook will save all of the tabs that are currently open, not just the active tab. Read more about tabs here.


4. To open your workbook, click on the folder icon. Select the workbook you wish to open and click Open

NOTE: If you make any changes to your saved workbook, you will need to re-save in order for those changes to persist. 


Once you have saved your workbook, you can easily share it with your colleagues!

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