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Intro

Workiva is a leading cloud platform for connected reporting across accounting, finance, audit, and internal controls. To learn more about the Workiva API, visit their page (https://success.workiva.com/developers/api-reference). You connect to your Workiva account in the Data Center. This topic discusses the fields and menus that are specific to the Workiva connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your Workiva account and create a DataSet, you must have the following:
  • A Workiva client ID
  • A Workiva client secret
To learn how to obtain credentials, see https://success.workiva.com/developers/guides/setup.

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Connecting to Your Workiva Account

This section enumerates the options in the Credentials and Details panes in the Workiva Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Workiva account. The following table describes what is needed for each field:

Field

Description

Client ID

Enter your Workiva client ID.

Client Secret

Enter your Workiva client secret.

Once you have entered valid Workiva credentials, you can use the same account any time you go to create a new Workiva DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a primary Reports menu, along with various other menus for configuring your report.

Menu

Description

Report

Select the Workiva report you want to run. Currently only a single report type is available.

Spreadsheets

Returns data from a specified spreadsheet and region.

Spreadsheet ID

Enter the ID of your Workiva spreadsheet. This can be found in the spreadsheet URL. For example, in the URL https://app . wdesk.com/a/aabbccddeeffgghhkkllXTest/spreadsheet/aaaa-bbbb-cccc-dddd-eeee , the ID is aaaa-bbbb-cccc-dddd-eeee .

Sheet ID

Select the specific sheet you want to retrieve data from.

Region

Enter the region of the spreadsheet you want to pull into Domo. Formatting guidelines are as follows:

If you were to enter this…

…the following data would be pulled into Domo

A1

Data from the cell A1

A2:D8

All data in the range between A2 and D8 (inclusive)

A:A

All data in column A

1:3

All data in rows 1 through 3

B3:

All data below and to the right of B3 (inclusive)

:

All data in the sheet

Value Style

Select whether you want cell values to be returned as raw or calculated. If you select Raw , raw values are returned (such as 1 + 1 instead of 2 ). If you select Calculated , values are calculated before being pulled into Domo.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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FAQs

As often as needed.
No.
Yes.