Event Details Thursday, April 222:00-2:30 pm EDT WATCH ON DEMAND HERE About Event It’s time for another Workiva FinTalk, the webinar series that covers the topics that affect accounting and finance teams the most. In this month’s session, we’ll...
Hi There - is there a way that we can restrict Workspace or Chain Owners to a particular type of Chain environment? We have separate DEV and PRODUCTION Chain environments. We would like to give our users access to the DEV environment, but restric...
Is there a way to change a chart type after it's created (i.e., from a Column chart to a Line chart)? I thought that it was in the chart properties, but I can't find this option.
I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
I wonder if it is possible that the header, even if in the document appears on all pages of the section, in the IXBRL viewer appears only on the first page of each section. Thus leaving the fluidity in reading the html document.
After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
The 2nd annual SEC Professionals Group Benchmarking survey is here! Complete the survey for your chance to win a Dyson vacuum.
We have a set of documents we will be following forward every quarter. The documents include attachments we want included in the documents every time we roll them forward (we don't expect these attachments to change as they are agreements), is the...
Hello, Is there a way to show the leading zero in a table? I'm trying to display "0408" but it keeps returning "408" even when I use excel files tricks it doesn't work. Thanks.
Recently announced, the deadlines for submitting third quarter 2021 filings of FERC Form Nos. 3-Q (electric), 3-Q (natural gas), and 6-Q (oil) are all extended to December 31, 2021. This is to provide additional time necessary to complete the tran...
Hi all! As published here, as of March 22, 2021 the SEC released EDGAR version 21.1. In this release was support for the 2021 US GAAP (UGT) and 2021 SEC Reporting (SRT) taxonomies, along with other SEC taxonomies. The 2021 Risk Return (MFRR) taxon...
Can anyone help on changing the bullets size and color but It should not impact the paragraph line color and size? This is the paragraph line. Given above the paragraph line in which Bullet size need to be increase and color needs to be changed ...
We are facing the following issue in tagging for the note - New accounting guidance because of deprecation of label “New accounting Pronouncement or Change in Accounting Principle, Cumulative Effect of Change on Equity or Net assets”. In the taxon...
We have just added a new Role-based Guide for XBRL/iXBRL to the Education space on workiva.com. Check it out and other valuable resources by going to workiva.com/education.
Control owners (requestee's) have requested to be able to view prior year submissions for control evidence/PBCs. Is it possible for them to be able to see this? It will help streamline and speed up our processes.
Is there a way to copy and apply table formatting in next gen? This was a function in wdesk classic that saved a lot of time but I don't see it in next gen. Thanks
I am wondering how to change the page a section starts at. Currently, a new section I have created starts on the last page of the section and I would like it to begin on the first page of the section. As is, it is creating inaccuracy in my table o...
On May 18, the attendees of our Amplify Event Series will hear an exclusive keynote from Scott Galloway on The Daring Difference. Scott Galloway is Professor of Marketing at NYU's Stern School of Business and a serial entrepreneur. In 2012, he was...
Hi - is there any way to a delete a section in a document which has destination links, without having to go to each link and removing the link?
How can I write formulas into a WDesk sheet from a Chain? the "Write Sheet Data" command does not seem to support anything other than data. I want to be able to add a totals row after I imported some data into a sheet.
I want to create a CSV file by hand in Chains, with various different values stitched together manually to be imported into a WDesk sheet. I used Create File to specify the first line of CSV based text: Amortization of lease payments,,,,, and lef...
I copied a table to create a new table for prior year and was tagging the table with prior year period. Why is the current reporting period changing the tagged period similar to prior period. It looks like it has group the 2 tables and are being...
Event Details Tuesday, March 232:00-2:30 pm EDT WATCH ON DEMAND About Event Introducing Workiva FinTalk, the thought leadership series that covers the different internal reporting topics that affect accounting and finance teams the most. Hear f...
Good morning. I am seeing a newly created spreadsheet workbook under Recent Files, but it is not showing-up under All Files. Why would that be?
I have setup the user and got client ID & secret. I am stuck on authentication step to get the bearer token? How do I issue POST reuest? which tool to use or is there any query that I can run in powerBI to get data which will authenticate the clie...
Hello! I wanted to see if anyone had some tips they wanted to share on how to sync up the language across multiple notes across several documents updated at different times. We currently have being using a "Primary Common Verbiage" document for al...
I can't seem to get the spacing on my stacked bar charts just right, I have data in my chart properties from 0 - 168. I want to be able to show the totals in each stack so its visible. I'm sure its a quick fix, can anyone help?
Live Demos Offered: These training webinars will now be delivered monthly, starting in March. They are hosted by our Workiva experts and provide the opportunity to see great new features in action, along with time to ask questions during the meeti...
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...