Knowledge Base

Users can login to Workbooks through Microsoft’s Azure Active Directory (AD). This provides users with the ability to sign into Workbooks without the need for a separate username and password. Administrators can manage accounts centrally

After installing the plugin from the guide here and selecting the ‘SharePoint’ option, more fields will appear. The URL of your SharePoint site e.g. workbooksonline.sharepoint.com A company may have different sites on their SharePoint, sometimes by Teams or Regions. This field

Note: The technique outlined below explains how to extract data from a Workbooks Report directly into Excel, but it can also be used with Google Sheets, which is explained here. Workbooks provide a number of

Power BI is a business analytics service by Microsoft. It aims to provide interactive visualisations and business intelligence for end users to create their own reports and dashboards. It also allows you to create a dashboard

Workbooks provides you with a few different integrations with your email client. Ensuring that important correspondence is stored within Workbooks and can be made accessible to other users within the business. Which option is best suited for