We show data as year-end and then current quarter month. We would show a solid line for the year-end data and either a dash line or no line to the quarter month data. Can that be done for a line graph?
📆 Date: Tuesday, June 21⏱ Time: 2:00-2:30 p.m. EDT🌎 Location: Virtual About this Event The Sustainability regulatory pressure continues to mount in tandem with increasing shareholder scrutiny toward corporate-accountability business practi...
📆 Date: Thursday, June 16⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Employers are scrambling to retain talent while trying unconventional ways to attract new employees. As the pandemic resets work trends, leaders need t...
On June 21, 2022, the EDGAR system will be upgraded to Release 22.2, and with this change, the 2020 versions of the taxonomies listed below will no longer be accepted by EDGAR. U.S. Generally Accepted Accounting Principles (GAAP) International F...
I was working in a Wdesk spreadsheet, and I needed to combine cells that contained text into one cell with a delimiter between the text from each cell. However, some of the cells that I am trying to combine contained repeated text, so I thought i...
When I file a Section 16 form, I receive an auto-generated notification email from "edgar-postmaster@sec.gov". These emails let me know if my submission was accepted. For example the subject could be: "ACCEPTED FORM TYPE 4 (0000776901-22-000113)" ...
Proportion with negative amount in doughnut chart cannot be shown in the chart, anyway to fix it?
Does anyone know if there is anyway to flag a cell if it's value is not zero? we have a checks file and although our team does a good job monitoring the spreadsheet to make sure our differences are zero, we do run the risk of missing one because w...
When rolling forward a template for the next quarter, we need a way to accurately and easily clear out previous information that the country completed when we rollover the templates for the new quarter. Currently, in order to preserve the live con...
'In our previous system, we had one central template that we could create individual requests each quarter and push out to the countries automatically in one step. With the current set up, we have to copy and maintain 80+ separate templates with 1...
Is there a way to see which folder a document is in when using the search folder to find specific docs? There are times when I need to know the file location and searching does not provide that folder location, etc. This makes organizing files, et...
Hello Workiva, I have questions for you: just started working on Workiva in Q1. We have set up our financial statements workbook on Workiva, We would export the workbook, download the system generated reports into the workbook and import back in...
I created a general template for my slides with my watermarks at the bottom etc., I would also like to add a title text box that could then be modified after my template is chosen for my slide. That way I could make sure that my titles are always ...
We have been struggling with highlights that have been added to .pdf documents obscuring the data that they are meant to highlight when the document is uploaded to Wdesk and opened in the Markup Viewer. Sometimes we are able to open the document i...
WATCH ON DEMAND About this Event And just like that, Target shifted from legacy tools and processes to a full transformation of modern tech. Target moved from functional teams to product teams, from waterfall to agile, from segregated responsib...
When I have selected a Data Type for 'New Record Creation' in the Report Permissions - Editing Rules, how does someone create a record? This has not been demonstrated in any of the help videos.
Hi, I have a source link for a text containing 3 paragraph in common narrative. Is it possible to create a new second source link including partial information, for e.g first two paragraphs?
As part of our Stress Testing Documentation process there are many instances where we reference % change that are often used throughout the presentation of our forecast results. My idea would be to incorporate a formula within the text where you c...
Workiva Amplify is the conference that brings together thousands of finance, accounting, sustainability, and compliance professionals seeking ways to go all in on the bold future of transparency (while earning a few CPE credits at the same time).G...
I have applied a filter to my data, and I am using a =SUBTOTAL(9,...) formula, but all values in the range are included, instead of just the visible values of my filtered data. Is there a better way to do this?
Hi, I tried searching for this, but I couldn't find it. Is there a list of XBRL Validation Error Indicators that describes what each one means and whether or not it will cause filing errors? For example, I know that a full, red "E" dot will stop f...
It would be extremely helpful if there was an automated function to track time within SOX test forms, specifically a button to pause or start a timer when beginning a new phase of a Test Form whether that be In Progress or In Review. This would el...
I need help outputting (excel file) data from column A to one sheet and outputting Column B to a different sheet. Also, if I were to run a query and needed to export parts of the results to different sheets which chains commands would I need to us...
WATCH ON DEMAND About this Event The US GAAP taxonomy has been refreshed with new recommended accounting standards and other improvements for SEC registrants. For an in-depth review of the changes, tune in to Workiva’s webinar with Samantha Azo...
It would be useful to have blacklines with authorship, shows who made the changes. Would also be useful to filter changes made by person on blacklines.
It would be extremely useful for us to be able to enable track changes for certain individuals rather than for all users of the document. It would also be useful to see the authorship in track changes.
I'm having a hard time connecting to the API where do we need to input this information to make the connection work? -> "https://developers.workiva.com/workiva-wdata/reference/wdata-authentication" I also get the following error code when I trie...
Any chance you just change the date one time and it carries all the way through for you with almost every part that is tagged for an 8-k on the earnings release? You would only adjust for any that need to be re-adjusted? Seems time consuming to ch...
How can I be sure that calculations are processed and completed after a data sheet has been loaded?