Hi - We are attempting to bulk edit Attribute Descriptions across a number of controls. When selecting the rows and right clicking, we are not given the 'Bulk Edit' option. Is there a solution to this? Thanks in advance!
In Classic, it was possible to check all of a document's links in order to check that a document was only linked to the correct workbook. This has been especially useful when disclosures with linking was copied from other documents with the links...
We just transferred into using NextGen and are still new at tagging in the new format. We have a text block tag that covered only a portion of our footnote and are looking to extend the text block tag to cover the entire footnote. In Classic WDes...
If you’re curious about what your process looks like for adopting the ESEF mandate, consider taking a look at the ESEF Readiness Kit. This kit includes a checklist of things to consider in your process and the workflow using Workiva. A few key are...
Absolutely. (Or absolutamente or absoluut, perhaps.) XBRL taxonomies include a lot of information to help a preparer identify the correct elements to use. In particular, the labels and documentation are very verbose. As the ESEF taxonomy is part o...
The taxonomy package published by ESMA, typically in a .zip file format, is not intended to be read by people directly. That said, modern ESEF reporting software can load the information in those files and provide a user-friendly view of all the a...
XBRL® uses taxonomies—dictionaries of concepts—to specify the tags that preparers will need to use to mark up financial statements. The ESEF taxonomy is primarily based on the taxonomy produced for IFRS financial reporting by the IFRS Foundation a...
In 2013, the European Securities and Markets Authority (ESMA) was asked to specify a European Single Electronic Format (ESEF) for annual financial reports (AFRs). This initiative was part of a broader move to improve access to the information prod...
If you are using a GroundRunner and a Chain is failing with the error 'Error executing transformation "Did not receive response from runner"', you may need to change the settings in the GroundRunner config file. In the config file, set "LONG_POLL ...
If a chain using an Oracle Hyperion Financial Management connection returns an "Exception in Thread \<Directory Name>\" java.lang error (such as "Exception in thread \"<Directory name>\" java.lang.NoClassDefFoundError: org/apache/commons/pool/Keye...
I have financial statements that go into multiple SEC filings and unfortunately they can not be incorporated by reference, These financial statements must also be XBRL tagged. Is there a way I can get these financial statements into the document ...
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
This episode will look at how to prioritize and evaluate XBRL concepts in addition to looking at industry guidance for concept selection with an emphasis on the US GAAP taxonomy. Evaluating Concept Selection
Hi Experts, I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in sp...
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
I ran a doc link validation and get a link to the prior document which is not to be linked to the current document. The link itself doesn't bring me to the "link" source, so I can update the link. How can I fix it?
When trying to create a cross sheet formula, I start typing the formula in a cell (say its C5) and when I navigate to another sheet to select that same cell reference of C5 in the other sheet, the cell I am trying to reference is covered by the fo...
Is there a way to add charts to a dashboard without using the database reports? I would like create a chart using data from a spreadsheet (not a connected sheet to the database) and then add that chart to a custom dashboard. Is that possible?
We have a lot of documents that we are conforming to a standard and want to apply data validation to existing tables within like documents. I have spent a lot of time trying to recreate the data validation rules for each document. Seems like it wo...
I've noticed that in next gen my headers of each table are not staying in line with the figures included within the table in the Edgar Preview. All are set to right align and bottom align. How do I make them stay together?
Is it possible to change the letter case in the destination link from a next gen document to a spreadsheet cell? The document title is all uppercase letters but I want the destination linked cell to show as title case? I don't see anywhere to set ...
By CJ Occhipinti, VP of Financial Planning & Analysis, Workiva I’ve been with Workiva a little over a year now. Before that, I was a Regional CFO with a Fortune 100 company whose life would have been made so much easier with the Workiva platform. ...
Hi, I am trying to eliminate the space created when going from one footnote to another (see area highlighted in screenshot). I think the borders between "Note 16 - Related Parties" cause the wide space. The borders were created by inserting tables...
Are you able to add a comment to a chart within a presentation? If not, will that functionality be added at any point?
Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
We are receiving two errors related to the entityCentralIndexKey tag in Next Gen XBRL. One error in XBRL is saying that our entityCentralIndexKey tag is not found in our document, although it's tagged in our non-print section. Are there specific f...
When running a blackline in nexGEN I have noticed that sometimes it will add an additional page that wasnt part of the edits. Why is that? Is there a way to remove?
I have added new links to controls database in a document. Instead of the usual green triangle, I'm getting a green underscore for the control references & control summaries in the document. What's more, the search function will recognize the Co...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
