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Wave Success Center by McKinsey

Workbook Library

This library is designed to provide guidance as you build out visualizations to help you answer questions critical to your role, along with step-by-step instructions and recommendations on how to use each visualization.

What are workbooks?

Workbooks are a collection of tabbed data views in Wave that give you real-time information you need to run your program and foster accountability. You may see some useful visualizations already on your dashboard, and you can also easily create your own.

You can create workbooks to help you:

  • Track your financial impacts
  • Focus your attention where it is needed most
  • See what is coming due to guide your planning

Before getting started in workbook visualizations, be sure to read up on the basics of navigating Wave, especially how to create and save a workbook and the different view options available.

Why use workbooks?

  • Data is always current
  • Visualizations only take a few minutes to create and customize, and, once saved, can be quickly modified
  • Sharing workbooks is easy
  • Multiple tabs can be combined to structure a storyline for meetings
  • Build a personal dashboard with data visualizations


Pick your user role

We have developed a series of sample workbooks based information you will find useful to your role in the transformation, focusing on financial impacts, planning, and key attention points. Click on your role to see more. You may wish to create your own workbook based on these samples and save this as your personal dashboard.


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