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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 a new workbook or by editing an existing workbook or template. Because workbooks pull real-time data, they always reflect the most recent information. 

Create and save a new workbook

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. You may also add tabs for additional views and apply a global filter.

3. When you have a view you would like to save, click the disk icon in the upper left corner of the workbook or right click on the title under the Dashboard-Workbook navigation bar and select Save workbook. 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.
Save workbook options.png

 

4. To open your workbook, click on the folder icon in the upper left corner of the workbook or right click on the title under the Dashboard-Workbook navigation bar and select Open workbook. Select the workbook you wish to open and click Open

Open workbook options.png

 

Edit an existing workbook

1. Start by clicking on the folder icon in the upper left corner of the workbook or right clicking on the title under the Dashboard-Workbook navigation bar and select Open workbook

Open workbook options.png

 

2. Select the workbook or template (if those are available to you) that you would like to edit and click Open.Open saved workbook or template.png

 

3. When you have made the changes you would like to save, click the disk icon in the upper left corner of the workbook or right click on the title under the Dashboard-Workbook navigation bar and select Save workbook.

Save workbook options.png

 

4. In the pop-up window, select Overwrite to save your changes. You may also rename your workbook at this point.

Overwrite.png

 

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

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