Registration is now open! Don’t wait until September to experience Amplify. In April and May, you will be able to enjoy 4 days of Amplify: Sessions featuring Workiva experts, thought leaders, and Workiva partners Up to 13 CPE credits available...
I have a very simple request I cannot seem to get working. I have a Get Sheet Data command, which fetches n amount of rows with a header row from a WDesk spreadsheet. Then all I want to do is iterate over all the data rows, extract all the colum...
If we build a handful of chains, how can I easily take these across workspaces and organizations? How do i easily deploy a set of chains i have built to another location??
When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
In the classic platform, you could save down a document PDF with specific comments. Basically, if you had the comments sorted by a specific person, you could save down a PDF with their comments only. We need that functionality in the next gen pla...
I am stuck once again trying to do somethign that seems very trivial. I have a spreadsheet with several columns. I need to query columns A, B and say E and load that into a table. That is it. So what I built is: So I need the ability to refre...
Hey Workiva Community! My name is Behdad and I am on the Product Management Team here at Workiva. We are super excited to get started on building a new generation of mobile functionality for our users. As we start exploring new technologies and fe...
Event Details March 5, 12, 19 and 2611:00-11:30 a.m. EST WATCH ON DEMAND In tumultuous times, one thing is certain: your agency still needs to operate. Join us for an overview of how federal teams can use Workiva to simplify reporting and risk m...
In a 10-K filing, we are have historically used the term "one one-hundredth of a share." Is there a way to enter this into a link within a document so that it writes it out that way (it would be 0.01 for iXBRL)? Or do I just need to have a hidde...
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.
Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...
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...
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
I am trying to recreate this chart from Excel into WDesk. The bar chart shows dollar amount but the data labels added to the outside ends of the bars are represented as percentages. I know that I can copy an image in from Excel, but I already h...
Our Design Reporting Guidelines covers everything you need to go for Design Reporting in Wdesk. If you're at the beginning of your process and looking for a quick guide as you get more familiar with Wdesk and Design Reporting in Wdesk, start here...
I have destination links in documents which have been deleted. They are showing up when I view the source links in current documents. Is there any way to remove them so this is less cluttered? I thought emptying the trash would remove them but ...
Can someone point me to a symbol guide for non-printing characters? I know the pilcrow (paragraph symbol), the spaces (dots), and tabs (arrows) but there are certain symbols I haven't seen that show up. I see brackets and squiggles that I have no ...
The new requirement to include the following on your 10K cover page Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control over financial repo...
Is there a way to turn off full precision from wdesk? We really don't use it and the few times it has accidentally been used it actually messes up our footing so I was wondering if anyone knew if there was a way to turn that off completely so that...
When i try to refresh the TB i keep getting a yellow triangle with ! which indicates its a bad request and the TB is not getting refreshed due to this. How can we fix this?
Is it possible to share data between workspaces? I would like to copy a table out of one workspace and paste it in another so it can be used in both workspaces.
Event Details Tuesday, March 2nd2:00-3:00 p.m. EST WATCH ON DEMAND AboutThe world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, loomin...
Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
WATCH ON DEMAND Key Takeaways As energy companies prepare to meet FERC’s XBRL® requirements, hear from peers about how they’re evaluating XBRL software and service vendors, what capabilities they’re seeking, and what steps teams are taking to e...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
We are excited to announce that ALL Workiva customers have been upgraded to our next generation cloud platform! The Workiva Cloud Platform allows for rapid development and deployment of new solutions and capabilities, enabling organizations aroun...
I'm working on Q1 and don't want to delete YTD tables that are not needed in the first quarter but will be in the later quarters. Can you make only parts of a section non-printing as it doesn't look like hiding an entire table is possible? If you ...
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...
