Workiva Support Center

Mapping & Calculations

Mapping & Calculations

How to change the account mapping?

How to check if the mapping (the tagging of the accounts) is correct?

What is the General Data Sheet in the Excel template for?

Why are there comments or blue text in some cells in the Excel template?

How to request Update Mapping for the new reporting period

Can we work directly in the Excel template you delivered?

We accidentally deleted one of the simplified tags in our Excel template, what should we do?

Is the mapping affected if we make changes to the text in our Excel file?

How do I add rows in my financial components?

We want to add a new account to our Excel template, how can we do this?

I accidentally deleted a sum formula in one of the highlighted cells, what should I do?

Why are some cells in my Excel template highlighted green while others are highlighted with orange?

Can we fix rounding errors by hiding decimals in our Excel template?

What are the red lines of code in the Excel template I received from you?

We want to list our figures in millions instead of thousands, what do we need to do?

Elevating note information to Primary Financial Statements (interpreting the ESEF RTS Annex IV, pt. 3)

How do I remove rows in my financial components?

In what format should we mark off decimals and/or thousands and millions?