Is it possible to replicate an entire section of a document that has links to a spreadsheet and source links within the section so that the new section created continues to show the same source links and destination links from the spreadsheet?
Will it be possible to create a text link with custom formatting, such as capitalised first letter, all caps, cusom suffic, prefix?
This blog originally appeared on Workiva.com on Nov. 27, 2018.Advances in cloud technology have resulted in significant gains for the private sector in terms of workplace collaboration and efficiency, and government finance teams are starting to f...
Has anyone built their cash flow (and I know it can't be 100% automated) in HFM vs Workiva - pros, cons?
When a lot of comments are included in a document, it gets difficult navigating the comments to the applicable disclosure. I find it easier at time to create a pdf with comments to more easily navigate comments and how they are resolved. However,...
Hello, I wanted to make sure I am understanding more about XBRL and the workbook setup. Currently we have Quarterly columns and YTD columns for our footnotes. We did that as we were told we needed two separate sections for XBRL purposes. So, eve...
We currently have some slides in our investor deck that change each quarter that are prepared by users that do not have access to Workiva. It'd be helpful to import their slides into the existing slide deck rather than manually recreate them in W...
I have a Workiva spreadsheet with formulas linked to other worksheets in the same spreadsheet workbook. One of these formulas is an index/match lookup formula inside an "ifna" wrapper. The function works in Workiva, but when I export to Excel and ...
For SOX testing, I uploaded an Excel file as evidence for a sample, but cannot see comments made in the original Excel file. Is there a way to display these in Wdesk?
How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
I am trying to back into a discount rate that would set a the NPV of a stream = 0. Has anyone had experience with this?
Has anyone received the following comment when submitting a 13F filing "The number of documents submitted to the SEC (1 document) does not match the number processed by the SEC (0 documents).
If I publish links in the spreadsheet the document is updated but does not show as a DRAFT, and then cannot be shared to create another version. So therefore cannot run a blackline, even though all the numbers may have changed?
Hello Wdesk Community!If you could pick 3 chart types to add to Wdesk, which would you add and why? Post your response in the comments below. Your feedback will help us to prioritize new charts in next-generation Wdesk.Thank you!Kevin WalkerProduc...
Is there a best practice for label suffixes (i.e. bracketed [Abstract], [Line Item]) and whether to include them in the presentation or not? I have seen both.
I'm tagging our new 606 revenue recognition disclosures, and am a little confused by the Axis on the Remaining Performance Obligations disclosure. In the taxonomy tree, there is no domain or members. When I select the Axis, it shows to type the d...
As we anticipated, some recent updates to the Edgar Filing Manual have brought about some additional XBRL validation checks. Specifically, there are new validation warnings surrounding EFM ruling 6.5.40 and 6.5.42 that are somewhat confusing. The ...
What is the maximum number of cells that can be contained in a spreadsheet in Wdesk? I seem to remember someone saying it was 2 millions, but I wasn't sure if this was still the case?Are there any plans to increase this number?
As you might have heard, under the changes found in the new EFM 6.5.40 ruling, there are new DEI elements that are required in the 2018 taxonomies. This change focuses on certain specified values included in filing submissions through the EDGAR sy...
Is there anyway to link wDesk & Hyperion Financial Management (HFM)? Workiva was looking into this several years ago.
I have an 8-K Document set up in Workiva that I want to duplicate/copy in order to retain the format, to be able to work on another 8-K. Can I do this in Nextgen, and if so, how? Thanks.
Is there a way to assign a cell fill (color) dependent on the data validation selected instead of manually doing a cell fill? For instance, I have a 3 options in my new data validation; "In progress, Not started, and Close" and I want "in progress...
I need to understand how to count cells where multiple values are counted. For example I need to count all cells in a column where the cell contains either "Limited" or "Yes". I can't seem to get the arguments to work correctly. Is there a syntax...
Hello,We have a few items tagged with a line item concept that has a pure ItemType. Previously, the unit that we used for these tags was VEFUSD, which is a ratio measure where the numerator is the VEF unit (Bolivar Fuerte) and the denominator is t...
I am receiving 3 EFM.6.05.42 XBRL Validation Warnings on tables that we have had for multiple quarters. What do these errors mean?Thanks!
We are not able to attach backup details in our Change Mgmt reports and our ICFR meeting details.
Are we able to merge two cells (concantenate) in our Spreadsheets/reports? It won't allow us to do so.
Hi, I noticed that some companies are adding two concepts in the DEI section of the 10Q, specifically for Entity Emerging Growth Company and Entity Small Business. Is the result of a new requirement or migration to the 2018 Taxonomy? Your commen...
I've created a stack column combo chart in presentation. I am thrilled with everything except that the legend is in the opposite order as the chart. Is there a way to reorder the legend without changing the order of the items displayed on the char...
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...