Amplify
Amplify 2023 reg is open! Join us in Nashville to Unite to Ignite

We’re better together. Amplify sets the stage for individuals and teams to join forces, share knowledge, inspire one another, and find new and better ways to tackle the challenges they’re facing. Register for Amplify 2023 today! The Amplify globa...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Announcements
Happy 10th birthday, Community!

That's right, 10 years ago, we launched the Workiva Community. We envisioned it as the place where our customers and partners could share their expertise, ask questions, get answers, provide feedback, and have some fun with us along the way. I’m ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Trainings & Webinars
May Beverage Break: Presentation Tips and Tricks Terminée

📆  Date: Tuesday, May 23⏱   Time: 11:00-11:45 p.m. CDT🌎  Location: Virtual   About this Event Beverage Breaks are a series of community-only virtual events designed to provide you and your like-minded peers with networking opportunity where you ...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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Trainings & Webinars
Office Hours: NEW Section 16 Terminée

📆  Date:Tuesday, May 16th⏱   Time: 1:00-2:00 p.m. CDT🌎  Location: Virtual https://workiva.wistia.com/medias/012m1utozm About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiva Co...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Trainings & Webinars
Demonstração ao vivo da plataforma Workiva em Português

📆  Data: Quarta-feira, 24 de maio⏱ Tempo: 14:00-15:00 CDT🌎 Localização: Virtual Registre-se aqui  Participe da nossa primeira demonstração ao vivo da plataforma Workiva em português! É com muita satisfação que estamos oferecendo aos nossos client...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Spreadsheets
MD&A Cash Flow Flux Formula

Has anyone created a formula for Cash Flow Flux for MD&A?  Like if the change for operating cash flow decreased, it would say decreased or if it was a negative it would be used in vs provided by? 

Permanently deleted user
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Chains
Write the date of actualization in an specific cell with chains

Hi, I just made a chain that copies the information from an specific region an paste it in another region. The chain does this in all the sheets of a spreadsheet, but I want to add something. I want to know all the times the chain and the values a...

Mounir Chebicheb de la Torre Beta Buddy Workiva Essentials
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Workiva on Workiva
Proxy Card Best Practices

The following instructions are a step-by-step guide with options to incorporate a Proxy Card into a Proxy document. Option 1 - Adding as an image You can add a Proxy card directly as an image to the end of your document by using the Insert→ Image...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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Workiva on Workiva
5 steps to adding Auditors to Workiva

The following are steps on how best to add external auditors to your Workiva account. Step 1 — Add  Auditors to the Organization In order to have your auditors review files in your Workspace, they first need to be added to your organization. But ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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6
XBRL and iXBRL
Extensible Enumerations and Duplicate Fact Errors

Hi All, I was working on tagging some information about derivatives, but I'm running into a duplicate fact error because I am required to use the extensible enumeration related to the concept. Basically, I have two values that are using the same c...

Alexander Haller
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Admin, Security, and Workspaces
Placeholder Within the Files Section

Is there a way to include a placeholder in the file section of a Workiva instance?  We are creating file structure templates within our Partner account to be shifted to client instances.  Being able to create a placeholder where you can, at a late...

Gerald Maloney Rising Star Idea Generator Data Management Suite
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Governance, Risk, and Compliance
Requests - Permissions & Notifications

After a request has been sent, if I update permissions and assign another "Owner", "Editor", or "Viewer" on the request, will the be notified? Will there be an option to update the "Notify Others" box after a request has been sent? And if someone ...

Anastasia Bashioum Rising Star Idea Generator
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Linking
Page Numbers doesn't automatically pop out in Table of Contents

Hi we have an issue with the table content numbers link.  We have the current table of contents. On the footnotes section, the right column is supposed to show 8-14 which is linked to "bookmark page number" and shows the page range 8-14. But now i...

Joyce Kong
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All things FERC
FERC Releases 2023 Taxonomy

Great news! The FERC 2023 Taxonomy is now available in the Workiva Platform and has been enabled on all FERC related Workspaces. Workiva identified issues with the FERC Validations and Viewers after the initial April 5th Announcement on the FERC e...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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Chains
Rollforward dates with chains Répondu

Hi!! I want to store the column number where a specific value is located in a cell of a spreadsheet with chains in Workiva. Is it possible?

Mounir Chebicheb de la Torre Beta Buddy Workiva Essentials
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Trainings & Webinars
2023 US GAAP Taxonomy Updates [Webinar]

📆  Date: Thursday, May 11⏱   Time: 2:00-3:00 p.m. EDT🌎  Location: Virtual   About this Event This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This course will provide an over...

Isabel Messore Community Moderator Community Champion
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Workiva APIs
API Calls stuck on valid Token Répondu

I'm grabbing a fresh access token, and I believe that it has the correct permissions.  However when I do a `get`, it's coming back with `No valid API token provided`: url: https://api.app.wdesk.com/platform/v1/users headers:  user_headers = {  'Ac...

Nick Ryberg All Star
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Filing and XBRL Tips
Filing 20-F Répondu

Hi, I have a very strange exhibit, in that it is a workiva document that is not be included in the 20-F filing, nor supplied to the SEC. I need to hyperlink it, so I have done to the workiva document (which seems fine).  The trouble is that I have...

Barbara Beta Buddy Idea Generator Data Management Suite Community Champion
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Trainings & Webinars
Advanced Workiva is now CPE eligible

Advanced Workiva is our second course to become CPE eligible! Advanced Workiva combines Workiva features like connected sheets, rounding, and binders to transform your processes. Help bring greater efficiencies to your organization by incorporatin...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Amplify
2023 Amplify Répondu

When and where is the 2023 Amplify event?

Stacey Borgstadt Rising Star
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Linking
How to refresh the document?

I linked data from an excel in the same folder. However, when I change the data in the excel, the document can not auto refresh to reflect the change. What should I do?

Jasmine Liu
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Trainings & Webinars
Demostración en vivo en español

📆  Fecha: jueves, 20 de abril⏱  Tiempo: 11:00 a.m. - 12:00 p.m. CDT🌎  Ubicación: Virtual Registrar aquí   Acerca de este evento Esta demostración en vivo brindará una introducción general al uso de la plataforma Workiva. Cubriremos el seguimiento...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Announcements
Your Guide to the 2023 US GAAP Taxonomy Update

This blog originally appeared on Workiva.com on April 10, 2023. Written by Samantha Azoulay, As of March 20, 2023, the EDGAR system was updated to support the 2023 GAAP Financial Reporting Taxonomy (2023 GRT)  and other SEC taxonomies releases. T...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Documents
Section Pages out of total number of pages Répondu

I need to insert a page number for each section of the documents, I would like it to have the page number of of the number of page numbers for the section and to automatically change if the section pages increase or decrease. Is this possible?   

Wendy Powers
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Comunidad en Español
Nueva tipologia de usuario

Necesitariamos un usuario que pudiera ver los cambios on line en los documentos (sin necesidad de generarles un preview que tuviera acceso "limited viewer"), pero que no pudiera imprimirlo en ningún formato, ni pudiera generar milestones o blackli...

ALMUDENA HERNANDEZ QUESADA Idea Generator
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