Linked Cell Indentation
CompletedI was not able to indent the second line of a linked cell after choosing not to "Use Link Formatting from Source". Is there a way to do that?
For the cell above, I would like to indent the word "net."
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Official comment
Fantastic news, all!
A recent release to Workiva has now made ruer bars available in Documents (and Presentations). You can now add a hanging indent to your table cells, both individually or in bulk.
As always, thanks so much for your patience and feedback. Happy early Thanksgiving! 🦃 🥧 🤗
Kevin,
You need to select the text (yellow highlight), not the cell. Then go to paragraph properties and you can adjust the indentation to indent the second line. See picture.
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⭐️⭐️⭐️⭐️⭐️ Lena L!
Haopeng Yan the table cell ruler bar is in flight with our Product Team and we expect having that released in Q3 2020 (as mentioned here). I've added your request to our ongoing work so you can follow along. In the meantime, Lena's suggestion is the best method to achieve this.
If you need anything else, just give us a holler. Thanks and happy Thursday!
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I'm running into the same issue, but the suggested solution is not working. The cell that I'm trying to link has a formula (concatenates the date and number of shares outstanding from other cells in the workbook). Is there a workaround for this?
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Same issue as Mike M. How do I indent the second line for formula driven text?
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We have the same issue as Mike and Aaron as well which appears to be happening because it's a formula of another cell in our spreadsheet, and the paragraph properties do not seem to update for formulas like they do for text like when you type text directly in a cell. Even when I tried to edit the paragraph properties of the formula text in the cell, the indentation settings for "First Line" keep reverting back to "0" no matter how many times I try to force it to update.
Because formulas don't carry through the same formatting settings like you can for a link, the only solutions I could find so far were to 1) get rid of the formula within in cell to force it to be a link from the source cell in the spreadsheet or 2) manually type the text in the cell and update the formatting manually for each one. The first option to link doesn't work well for us because we currently have all of our formulas set up as source links to the document and use formula references to pull the text from another cell in the spreadsheet, and we link each cell to a different table that can require different size font/formatting each quarter depending on how much we need to shrink text size for the page in the document. The option to override the formula to text manually loses the efficiency we currently have in our spreadsheet to only have to update the text in one cell that carries through to all of the other tables. I assume in Mike's concatenate formula this is the same kind of issue we face, because it doesn't make sense to lose out on the formula efficiency to update the cell just to be able to force the formatting to carry through from the spreadsheet to another destination link.
Another frustration we found was that using the painter button looks like it only copies cell properties, not paragraph properties where you update the indentation. So when we do update these formula references to either text or links, it requires an additional manual update to the paragraph properties to create the indentation we need.
We also noticed when clicking on the table cell in the document at the destination link that it said the font was 10, but the spreadsheet format was a size 9 and the text appeared smaller than the other rows in the table in the document. I had to correct the font at the source in the spreadsheet, but anyone only looking document view would think it was size 10 because the document didn't identify that the source link format was different at size 9. We change our document text size on a regular basis, and if we have to try to keep the spreadsheet source the same exact format as the rest of the document it's going to create extra work with these settings.
Are there any workarounds in development right now to allow us to update paragraph properties in a document directly for a destination link like we used to be able to in Classic? If not, is there a better alternative than what I've describe above for our links/formulas in Next Gen docs/spreadsheets to be able to create indentation within a cell?
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Has there been any progress made on indenting the second line in Next Gen when the cell has a formula in it? I don't want to have to remove all the formulas from my financial statements.
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Mike M Aaron and Stephanie Korinek my sincerest apologies for completely missing your previous comments on this question. And thanks Alan Mak for bringing this post back up. There is a similar post here requesting the same.
As mentioned in my last comment on the linked post, the functionality for adding a ruler bar in tables (and therefore a hanging indent within a table cell) is scheduled to be released by the end of this month. I've connected all of your request to our internal ticket. I'll also update this post when that feature does get released. In the meantime, Lena's workaround mentioned above is the best one I'm aware of in the interim.
Thanks again for your patience and feedback. Give me a holler if you need anything else. Cheers!
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Here is a workaround for this issue that we came across thanks to our awesome XBRL PSM (Jenny Lau)! In Next Gen, you can have multiple links inside a single cell. Because of this, we removed the concatenate formulas and linked the different components into the same cell. For example, instead of using a concatenate formula to combine shares outstanding at each balance sheet date, we have separate links for each item inside the same cell. At that point we were able to apply the hanging indention without any issues.
Here is the help article that she passed along to us: https://support.workiva.com/hc/en-us/articles/360035640332-Create-Multiple-Links-Inside-a-Cell.
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Ooh, very clever indeed. Thanks for sharing.
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