We have transitioned our presentations to Next Gen and noticed that it doesn't seem like we can add totals to stacked bar charts. Is this a feature that is going to be added or can I put a ticket in to request it?
When working in next gen documents w/ tracked changes on, it is difficult to review changes because deleted text and other similar changes are only shown in the side panel (rather than directly in the text). Short of clicking through each individu...
Yes, you can use parameters with calculations for both filters and fields. For example, instead of using hard start and end dates in a calculation, you can reference a parameter’s value for the dates or time period. From the Field Properties right...
When you add a filter to a query, you can set its static custom value on the Filters tab. To instead select a filter’s criteria dynamically when the query runs, such as to slice-and-dice data in real time, you can base its value on a parameter. To...
Best practice would be to split these solutions into their own workspaces. The content would need to be moved from one workspace to the new one, which would reset history on those documents. This can be done after the accounts is moved to Workspac...
Not many—creating multiple organizations creates many of the same problems Workspaces were designed to solve: inability to share data, multiple billing cycles, users with multiple usernames and audit logs, and difficulties determining exactly how ...
If you’re a customer with only one solution/workspace, yes—the Workspace Owner can also be the Org Security Admin, as well as the Org User and Org Workspace Admin.
Only if they have the Org Workspace Admin role but depending on who is serving in that role, it can create a conflict of interest. We recommend each workspace have more than one Workspace Owner, so they can back each other up without involving Org...
Option A Designate someone within your IT department to serve as both the Org Security Admin (managespassword settings, SAML, and access restrictions), the Org Workspace Admin (manages the workspaces and their settings), and the Org User Admin (ad...
Hi all, the default behavior for uploaded Word or Excel files in the 'Folders' when attempting to 'Open' them is to download the file. Is there a setting that will allow it to try opening in the locally-installed Word/Excel? Thanks for any sugge...
Introduction We created Workspaces to make it easier for organizations to grow with us. From adding a few new users to adding new teams and new solutions, Workspaces give teams safe, separate spaces that let them control the organization of their ...
Learn from reporting and compliance experts, and get a preview of Workiva Amplify, our annual conference, in this exclusive two-day virtual event. These webinar sessions are being offered at no charge. Agenda Tuesday, March 24 1:00 p.m. ET: Ope...
Yes indeed, when you create a filter in a query, its values are case-sensitive. So, if you set a location filter to "Iowa", it returns records with the uppercase "Iowa", but not the lowercase "iowa". To include records regardless of casing: In Bu...
ESEF at a Glance When: Reports starting 1 January 2020 What: The European Single Electronic Format (“ESEF”) for the Annual Report (management narrative and financial statements) - same report, same reporting timeline, new format. Format: Complete...
Hello, I would like to update the dashboard to become a fully equiped tracker. To do so, i would need to have some empty columns "comments" so I could puts comments on what are the next step for this controls/ What are we missing etc... I see...
When you delete a folder are the files in the folder also deleted? There are a bunch of folders that were automatically created for copied files, transitioned files, etc. that I don't want to use? What do I need to do to get rid of the folders wit...
I recently transitioned a classic 8-K project into Next Gen, and our logo that was on the classic 8-K cover page is on the next generation document cover page. When I collect documents in the Filing process, I receive a warning for an "Unreferenc...
Is there a way to set a standard font for a Document? We have a Document that was somehow in the wrong font throughout. It would be more efficient to change the font for the entire Document to the standard font and then go back to fix the titles...
In classic documents, when we created a source text link in a document, partial sections of the text could be formatted differently. For example, you could italicize a few words within a sentence and that formatting would carry through to the des...
Event TypeWorkshopDate/TimeThursday, March 5th11:30 am - 2:30 pm ESTLocation5Church Atlanta1197 Peachtree Street NE, #528,Atlanta, GA 30361Event DetailsGaining hands-on investigative experience can be difficult, and improving one’s level of prof...
Hi friends!You may have seen via the Workiva Status page, but we are currently investigating reports that EU users in our EU Appspot who are unable to login to the Workiva Community. While our team works on resolving this issue, a workaround for t...
Am I able to drill down into the Linked Files Report to find where in the document I have outside sources? In Classic we could go straight to the location, however, in Next gen it only directs us to the document. This means we have to search throu...
In Classic, I could create a stacked bar chart and apply a total label. In Next Gen, I find that this feature is missing or moved. Does anyone know if we can do a stacked bar chart total label?
When test filing, I received the following error message..."Error: [EFM.5.02.05.graphicFileContent] InlineXBRL references a graphics file which doesn't have expected content. What is the best way to resolve this error message? Are you no longer ab...
Hello, Is it possible to upload and insert images in Next Gen? Or we can only insert images via the Edit tab? The reason is when we file, there seems to be a bunch of image files created and the file name is not familiar. I also can't seem to trac...
I am unable to export a document to excel because I do not see any XLSX in my save as options. Can anyone help?
IHAV e entered : P0YP20MP0D but I don't get 20 months. I still get 1.666666
Hi, I'm using Next gen and I'm having trouble with one of the tables in my document. In Word and PDF, the table looks completely fine but when I look at the HTML version, it's shifted a bit to the right. I've checked and all of the columns are exa...
Date: Thursday, February 13Time: 2:00-2:45p.m. EST Register hereThe long-anticipated Grant Reporting Efficiency and Agreements Transparency Act of 2019, or the GREAT Act, has become law, with major implications for the modernization of federal gr...
Would anyone know anyway to do a sum if wild card formula similar to Excel formula below in spreadsheets? =SUMIF(RANGE,("text"&"*"),SUM_RANGE)
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...