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Wave Success Center by McKinsey

Workspace Navigation

The workspace 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 Workspace experience. Other articles will address individual features and actions in more detail. 

Workspace Toolbar

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

toolbar.png

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. 

Workspace tree icon.gif

Visualization Options

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

Workspace visualization options.gif

 

 

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

 

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