Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Select columns from sampling to be pulled into control test



1 comment

  • David Siegelman

    Apparently, the system looks to the first row of the file for column headers. IF a column has a first row header, it gets pulled into the testing doc. It is not flexible in that it does not permit you to ignore the first 3 header rows and select the 4th header row as the document header. To do this, you would need to clean up the file outside of workiva. At that point, you may as well delete the unwanted columns outside of Workiva. However, this defeats the goal of being able to sample within workiva from populations uploaded directly by the client/management. It would be nice to have greater flexibility with PBC requested populations, with an audit trail for changes made, to preserve data integrity and avoid version control issues.


Please sign in to leave a comment.