<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-sheet-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><br><i>General discussion and Q&A for next generation Spreadsheets, including linking to and from next gen content, Sync for Spreadsheets, formulas, filters, comments, data connections, data validations, conditional formatting, attachments, imports and exports, and general formatting.
Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...
I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets. So currently I have #VALUE in all the cells. Does anyone know if Wdesk supports the use of this formula...
Hello, Is there a way to show the leading zero in a table? I'm trying to display "0408" but it keeps returning "408" even when I use excel files tricks it doesn't work. Thanks.
We would like to create one combined spreadsheet for our quarterly and year end reporting. What is the best method in Workiva Next Gen to copy portions of our quarterly spreadsheet file to another spreadsheet (e.g. year end spreadsheet)? Thank you.
The following enhancement was shared by a Workiva user: We are really excited for this new formula in Excel and wants to know if we would consider adding it too. https://techcommunity.microsoft.com/t5/Excel-Blog/Announcing-XLOOKUP/ba-p/811376 I...
We have a document that we would like to use if/then statement to show an image depending on whether or not a criteria is met. So if the criteria is met we would like to show yes/no with a circle around yes and if the criteria is not met i would l...
I am attempting to add a decimal place into the parenthetical text in the comprehensive financial statement. It appears correct for anything that isn't a zero, where it just leaves the value blank (see column A below). Any suggestions on how to fi...
Is it possible to have the hyperlinking functionality in Spreadsheets to function similar to Documents, where it's possible to link to a specific section? Currently, I believe you can only link to a web address, which works initially, but now that...
Excel has the =filter function which allows you to filter a range or an array. You can use it to return multiple rows based on a value or values. For example, from your current sheet you could return all rows from a connected sheet where "FY2020"...
In the NexGen editor, is there a way to insert multiple rows in a table after the initial table is inserted? The standard table comes with 10 rows, but there are times I would need 35+ rows. (For example, building out a compensation table in the ...
Is there any timeline on when the Find & Replace All feature will be available in Workiva spreadsheets? Currently the only option is to find and replace, and this has resulted in our team having to manually find and replace for several thousands o...
Hello - is there any way to lock the column widths in Next Gen spreadsheets as well as tables in Next Gen documents? Users are changing them on us and we do not want that.
Hello, I'm looking at ways to improve setup for our documents and spreadsheets. We have 2 separate spreadsheets (Financial Statements and MD&A) linking to the respective documents of the same name. How can we set up a single source spreadsheet and...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I would love to s...
Be able to simply copy (CTR-C) and paste (CTR-V) a screenshot in spreadsheets (similar to the capability in presentations) for support backup purposes. The current way of attaching a screenshot has too many steps and you can't easily visually...
When multiple users are in a spreadsheet to make updates at the same time, users are encountering issues when trying to make edits when one user has the file filtered. Is there a way that multiple users can sort the same file at the same time and ...
Is it possible to insert an editable graph into Workiva spreadsheets?
Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)?
Is there a way in a spreadsheet to use tick marks. For example, arrows, lines, symbols.. When creating a tie-out of a footnote, it would be useful to have the spreadsheet set up with the tick marks for ease of exporting to a PDF. We can change the...
Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's?
Does Workiva support array formulas in the spreadsheets? I uploaded an excel workbook that uses array formulas and I cannot seem to get my formulas to calculate in Workiva.
Is it possible to create and Send for Review on Spreadsheet? Also, create blackline?
Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...
When you have a link, you have the option of clicking the paper clip to direct you back to the source. For a formula, is there a shortcut to accomplish this? In Excel, if you hit "Control + [ " it brings you back to the source of the formula. ...
Would anyone know anyway to do a sum if wild card formula similar to Excel formula below in spreadsheets? =SUMIF(RANGE,("text"&"*"),SUM_RANGE)
Has anyone found a work around for XNPV / XIRR functions? Need to run calculations on even distributions.
Hi, Is there a way to set a default font in Spreadsheets similar to setting the default in Excel (for example, I want my font to default to Times New Roman rather than the Arial that is currently defaulting to. Thanks!
Is there a way to set the margins when converting a spreadsheet to a pdf? I have a spreadsheet that will fit on a letter sized page if I was able to change the margins. It is cutting off the border on the sheet. I has an inch margin all around and...
Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.