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Wave Success Center by McKinsey

Workbook Navigation

The Workbook area is where you will create new initiatives or add new information, conduct further analysis, and create and access your own tabs and workbooks. The following is an overview of how you can make the most out of your Workbook experience. Other articles will address individual features and actions in more detail. 

Workbook Toolbar

Navigate to the Workbook toolbar in the upper left corner to open, save, and share workbook data.


Add_icon.png  Add a new card, document, or other asset, depending on your Wave configuration

Folder.png Open a saved workbook

Save_Icon.png  Save your current workbook

Upload download icons.png  Export data to a downloadable file or import data in Excel format

Send_link_icon.png Copy a URL of your workbook that can be sent to other users


View or Hide Card Structure

Click on the card structure icon to view or hide the card structure. 


Visualization Options

Change your current visualization by clicking on the visualization name: list, pivot, Gantt, or stacked chart.




Read on to learn more about customizing a view with filters, grouping, coloring, and sorting.


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