There are two ways to remove a row in the financial components of the Excel template you use for conversion. You can either delete the line or hide the line depending on whether you anticipate a need for the line in future reports.
Deleting a Line in Your Excel Template
If you have removed a line from your annual report that you don't expect to use again in future reports, delete the line in the template by right-clicking the line number and selecting delete. We recommend that you check for any calculation formula that is affected by the removal before doing this. Do not worry if you add the same exact description in a future version of your report, it is stored in our database with the same concept associated with it.
Hiding a Line in Your Excel Template
If you have removed a line from your annual report that you expect to use again in future reports, you may want to keep it accessible. If this is the case, we suggest that you hide the line by right-clicking the line number and selecting hide.
This will let you recall the line at a future time, and as long as the line remains hidden, our converter will know to exclude it from your conversion. Because the Workiva Report Tagging Tool keeps a record of your entries (or line item descriptions) you may prefer to remove rows rather than hiding them and eventually losing track of them in your next reporting season.