A recent release to the Workiva Platform included improvements to the following products and features:
COPY/EXPORT/IMPORT
Updated copy settings window
DOCUMENTS and SPREADSHEETS
Full document translation support
INTERNAL AUDIT and SOX/CONTROLS MANAGEMENT
Stamps available in evidence markup
SPREADSHEETS
Connect sheets, tables, and charts to Spreadsheets
WDATA
Transform tabular data in chains with Data Prep pipelines
XBRL®
XBRL Inspect Facts moved
COPY/EXPORT/IMPORT
Updated copy settings window
We've updated the copy settings window to better explain your options when copying files and folders. Link settings, process reference settings, and Wdata connection settings are now listed in dropdown menus. Hover over each dropdown option to learn more, or visit the Help Center for additional information.
DOCUMENTS and SPREADSHEETS
Full document translation support
Full document translation is now supported for Spreadsheets and Presentations.
INTERNAL AUDIT and SOX/CONTROLS MANAGEMENT
Stamps available in evidence markup
The evidence markup toolset now includes Prepared by, Reviewed by, and Approved by stamps. These stamps automatically insert the user's name and the date. Stamps can be resized and positioned in your desired location, and stamp color can be changed.
SPREADSHEETS
Connect sheets, tables, and charts to Spreadsheets
From the Connections panel of a document or presentation, you can add and refresh Spreadsheet connections to pull data from sheets into tables or charts. From a spreadsheet's Connections panel or Data toolbar, you can use incoming or outgoing Spreadsheet connections to pull or push data across sheets, accordingly.
WDATA
Transform tabular data in chains with Data Prep pipelines
From Data Prep, create sequences—or pipelines—of transformations to apply to tabular outputs in chains, such as to prepare data from or for your systems of record. For example, a single pipeline can map values between data models, modify the layout of columns, and filter rows based on set criteria.
To use Data Prep, first set up a Data Prep connection in Chain Builder. Then, you can open Data Prep from Chains to create pipelines and define their mapping rules, and use the connector's Run Pipeline command to apply the transformations within a chain.
XBRL®
XBRL Inspect Facts moved
Inspect Facts has moved from a toggle in the header of Fact Details to an icon in-line with the selected fact counts.