How can I see all links that are in spreadsheets? I want to be able to find where a link is going to a document so I can delete it, but I don't want to have to go link by link to find it.
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 there a way to divide a large section of a Next Gen document into several smaller sections? I have been adding new sections then copying and pasting tables and text from the original section to the new one and deleting in the original. This is...
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...
Hi, does anyone have a useful concept to use for COVID-19? I am happy to extend, but only after exhausting everything else. I should say that I am in 2019 with 2020 DEI taxonomy, so there may be something in the later taxonomies that I can mimic...
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"...
Is there a way that one or more users, aside from the assigner, can be notified that a task has been completed? I would like to assign tasks within a document but when completed my supervisor should be notified the assignment is complete versus me.
As many of you may have seen or heard, on December 14th, 2020, the SEC will release EDGAR version 20.4, and with it includes many official EFM changes, such as some new form and exhibit types, new filing values for certain forms, and some new XBRL...
In documents, there is a nice icon that provides a HISTORY of when the document was updated. Why is this also not done for issues? This would be extremely helpful to see when the last time an issue was updated or looked at. Giving us the same i...
WATCH ON DEMAND Have you looked at your XBRL® data lately? After such a crazy year, you’ll have plenty to discuss in your upcoming 10-K. But use caution—your carefully crafted message might be undermined by your own financial reporting. Your XBR...
Any update on being able to add text boxes in a document next to a chart or picture?
I'm working on our 10-K (we just transitioned in Q320) and I noticed that most of my instant tags for 12/31/2019 are using the "EOY 2019" date, but the tags for 12/31/2020 are using the "As of Q4 2020." What's the difference?
Is there a way to turn on a visual indicator for "Keep with Next"? I am able to see if a paragraph has "keep with next" selected via the Paragraph Properties panel, but there used to be a visual vertical line indicator on the left hand side of par...
We're in the process of connecting Wdata to our NetSuite environment. We'd like to use the NetSuite Token Authentication Connector. The goal is to use a Saved Search in NetSuite to aggregate the monthly financial data (either as a trial balance or...
Transparency requirements say that companies have to publish the legal Annual Reports themselves, and make them available for at least five years. There is not an explicit requirement that this should be on a company website, but in practice, this...
Our reports' page numbers are displayed with dashes before and after (e.g. -1-), is there a way to customize this is wdesk or do the dashes have to be added manually?
Trying to tag the cover page for the 10-K. Moved to iXBRL in 2Q and Next gen in 3Q. The source value is showing as numbers. I tried different methods - linking , creating a source link and just highlighting, right click and creating a fact. In A...
Working in XBRL I have accidentally pasted a level 4 fact over an existing level 1 fact multiple times because I forgot to click "Create fact" first after selecting the link or table where I am pasting the level 4 fact. I am used to just clicking ...
WATCH ON DEMAND About Looking to close out 2020 with some positive momentum? Are you already thinking about how to up your Workiva game next year? In this one-hour webinar, we’ll take you on a whirlwind tour of our most impactful recent release...
I found the instructions for hyperlinking new exhibits in Next Gen which say that they must start with "https://www.sec.gov/..." However, in Classic, we were instructed to remove the "s" at the end of "https." Now that our 10-K has been transition...
I'm sure there's a solution for this, but I can't seem to find it. If I enter a share price ending in .00, (e.g. $55.00), the number is truncated and displays simply as $55. Is there anyway to fix to display to two decimal points? Thanks.
Hi all, I don't remember this being an issue under classic, but maybe I've blocked it from my memory… If you have right aligned text within a table, spaces between words become a 'hard' space, forcing text slightly to the left and ensuring that an...
This blog appeared on Workiva.com on Nov. 19th. Written by Matthew Zach. Meet our Team All of Workiva’s product teams have something in common: none of us have all of our team members working under one roof on a daily basis. The Presentations pro...
I have multiple documents linked to one spreadsheet (not sure of naming, but all are next Gen.). They are not in a project/folder. Is there a way to put them in a project/folder so I copy everything at once and keep the links?
Hi all - wondering if anyone is considering using Certifications in order to "sign" Edgar filings going forward? The rule requires the signatory to present a physical, logical, or digital credential that authenticates the signatory's individual id...
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...
The latest set of the Data Quality Committee’s (DQC) validation rules are now available in Workiva. US GAAP filers may see validation messages related to unintended element usage, face statement elements with no associated calculation, and invalid...
We are trying to build an Assumption management process flow. As part of this we are looking at a situation where we need the spreadsheet tab to be exported into a CSV format as the final file using a chain. Can we accomplish this using a chain wi...
Does anyone else find it quite difficult to see the highlight shading for next gen iXBRL when looking at the your documents? I need to turn off highlighting to show the dark green triangles but it is still a pain to catch untagged items. In Clas...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...