To check permissions for a single user or Group in a workspace is very cumbersome. You need to open each document, spreadsheet, presentation to get a detailed view. There is no possibility today to see in one click which workspace files incl secti...
I am curious what other folks do to establish a link (either an actual link or a reference) from your testing conclusions to your testing documentation attached to your testing forms, and from a technical standpoint, if there is a way to create an...
Hello, I'm wondering how one would go about integrating Workiva Wdata with an on-premise Oracle PeopleSoft ERP. Does anyone have any expertise in this area? I'd like to know some high-level details about how the configuration would work and what ...
Two questions on naming Files (Files: Documents, Spreadsheets, or Presentations) 1) Are there any restrictions on using special characters in file names? Such as: !"#$%&'()*+,-./:;<=>?@[]^_`{|}~ and characters with accents or other diacritics. 2) ...
See below as an example. When you click on the link provided to the Consolidated Balance Sheets, WDesk opens the section, but doesn't go to exactly where the problem Fact is unless you click on it again. Makes no sense to have to click it again....
Posting here to get more viewing.After seeing this for a while (see screenshot below), it is an additional step to deal with when some companies, such as ours, are not concerned with rounding differences given it is built into our reporting and di...
hi, Is there an option to get the stacked area chart in presentations similar to how we have in the microsoft powerpoint?
Happy new year! As filing season approaches, consider refreshing your knowledge with these courses in our SEC & SEDAR Reporting collection on the Learning Hub. As always, happy filing!
As announced by the SEC here, EDGAR will be closed on Thursday, January 9, 2025 out of respect for former President Jimmy Carter, pursuant to President Biden’s December 30, 2024 executive order. As such, January 9th will be treated as a federal ho...
Is this the year that you get that promotion or big raise? Let us help you grow your skills with Workiva! Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and fun...
How do I view the CCC codes of reporting owners in Section 16?
I'm interested to know if it's possible to schedule processes. For example, I have a process that needs to be started 6 times a year. Now I use PowerAutomate the send automated emails during the year. Would it also be possible to have processes st...
I have created a template in which I have locked certain sections- when I create a spreadsheet from the template none of the locked cells transfer over as "locked". Support told me this is not currently possible & suggested I submit this. thanks
Hello!Is there a way to have a placeholder image that can be changed that is a custom shape? Like in powerpoint there is an option to create custom shaped images and if you replace that image it keeps its shape. Is that something that can be done ...
Hi, I'm sending a POST https://h.app.wdesk.com/s/wdata/prep/api/v1/queryresult with request body { "isExplain": true, "parameters": { "FiscalYear": "2024" }, "queryId": "HGHGHGHffshgasjdhasdhgjhgasd" } but query is not tak...
We're excited to announce that SQL for Business Users: Cracking the Wdata Code is now live! This 30-minute course will walk you through how to write better queries using the Query Builder Mode in Wdata. Explore how different data types are handled...
On December 16, 2024, the SEC introduced EDGAR Release 24.4 that included EDGAR filing website and EDGAR Online updates as well as the following XBRL Updates: EDGAR will be updated to accept the 2024Q4 version of the Variable Insurance Products (...
How do you create the member in the new format for the dividends axis (O2025Q1 Dividend Member)? I created in the application as an extension but that did not clear the validation error.
If we have a sheet in a workbook that we are replacing (moving data from old sheet to a new sheet, but changing layout), but has a lot of data referenced by other sheets in the workbook, how do we quickly see what locations in the workbook are ref...
Were you aware that Spreadsheets have a limit of 2,000,000 cells per Spreadsheet? This means that if you have a lot of data, you might run into problems. Tables in Wdata, and the Data Management Suite (DMS) as a whole is a great solution to avoid ...
***UPDATED DEC 2025*** As of December 3, 2025, the SEC has announced another temporary exception from compliance for Rule 13f-2 and Form SHO reporting, effective January 2, 2026 and ending on January 2, 2028. The first filing will be due no later...
I have a chain setup that grabs a file from my desktop every morning and loads it into a Wdata Table and refreshed a Wdata query. I now need a chain to refresh the connection that goes between my spreadsheet and the query. I used "Refresh Connecti...
1) What is the maximum length of regular source document link while using: (a) Workiva Tasks, (b) a source document, (c) a source spreadsheet, and (d) direct entry into the program. 2. What formatting, including lin...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 25. The effective date for these rules will be for filings submitted on or after December 1, 2024. The DQC plug-in tool has been updated and released in the Workiva pla...
Hello, how can I hyperlink to our filed SEC 20-F last year (2023) to link directly to Item 5, page 77 and not to the cover page? Last year's hyperlink to the 2022 20-F goes directly to the start of Item 5 and I would like to do this.
I set up the template chain Load Data to Wdata | Replace Dataset It works great and streamlines my process. But I want to go further and have it run automatically every day at 8:45AM. Since it requires inputs, I think the schedule option is disab...
We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
https://workiva.wistia.com/medias/o041dbqrp3 TIME HIGHLIGHT0:30 Agenda 1:00 Date Prep Overview2:35 Mapping Groups3:40 Pipelines4:40 Sample Files5:15 Key Transformations5:52 ...
Hi, I'd like to lock certain columns that I have a vlookup formula on, but I don't see a way to do this. In this example I want to lock columns D and F. Anyone know how I can do this? Thanks!
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...
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...