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Copy an active spreadsheet
Respondida
I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
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iXBRL and phantom tagging
Respondida
About phantom tagging (or parenthetical tagging like on BS) which I understand will give up an iXBRL warning. Do I ignore the warning or do I have to somehow retag the hidden facts? Thanks.
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Can the print area of a workbook section or spreadsheet be edited with page breaks?When I save the section as a pdf, I want two pages of information instead of the one. The easy solution would be to split the information into two sections. Howev...
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Replicating sections of document
Completada
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?
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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...
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Has anyone built their cash flow (and I know it can't be 100% automated) in HFM vs Workiva - pros, cons?
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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...
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Is there a way to import slides from a PowerPoint presentation into an existing Wdesk presentation?
Respondida
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...
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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?
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How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
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Is there a formula to determine the rate at which the NPV would equal 0 of a stream of payments?
Respondida
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?
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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).
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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...
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Best practice for label suffixes?
Respondida
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.
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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...
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Updates to the EFM and XBRL Validations
Completada
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 ...
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Wdesk & Hyperion Financial Management (HFM)
Respondida
Is there anyway to link wDesk & Hyperion Financial Management (HFM)? Workiva was looking into this several years ago.
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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.
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How do I learn formula syntax?
Respondida
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...
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Is there a way to reorder the legend?
Respondida
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...
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How do I enable the XBRL tab?
Respondida
My coworkers have the "XBRL" tab at the top of wdesk when editing a project/workbook, but I do not. I've had the administrator grant me XBRL permissions, but the tab is still not showing up. Am I missing something obvious here? I don't see anyone ...
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Dynamic Tables
Respondida
I am in the process of building a dashboard to show the status of our who does what schedule. One of my charts it top 5 people with the most things outstanding. Is there a way this automatically updates? I have filtered a table and linked the top ...
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During SOX testing preparation internalauditors need to generate initial information request list, and then follow up what has been received what not, and chase (repeating same process multiple times). It happens that client send some documents ...
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Can a "Reviewed" stamp be added to the actual support binder? I would like to be able to send my support binder for review and document who has reviewed it directly in the support binder and not have to open each attachment individually.
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I'm working on building spreadsheets for our reporting processes. I am curious what is the preferred or best practice for historical data? Previously in workbook we did Index Match formulas to view the historical data and pull in prior periods bas...
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This bog appeared on Workiva.com on Aug. 17, 2018. Written by Mike StarrAt an open meeting on June 28, 2018, the SEC announced a new mandate that many saw coming: SEC filers will soon be required to use the Inline eXtensible Business Reporting La...
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How To Create A New Audit Program?
Respondida
I can't find any instructions on how to create a new Audit Program. I am setting up a new ISO 27K Readiness Audit Program and can't seem to understand how to create the audit program and related data to which I can add test forms for each ISO cont...
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