Spreadsheets
Masterfile (single spreadsheet)

We are in the process of creating a "masterfile" to house all financials and spreadsheet related items for our quarterly and annual filings. What are the best practices for organizing the information (due incorporate the annual notes with the quar...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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Chains
Chain - Error actions - output interpretation Répondu

I am having problems in a chain to apply a condition in output interpretation in error actions, following the same steps as listed in an article in workiva: https://support.workiva.com/hc/en-us/articles/360036003671-Manage-commands-in-chains I am ...

Tania Sanchez
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Spreadsheets
Insert multiple rows on a spreadsheet Répondu

It would be very helpful to have the ability to insert multiple rows in a spreadsheet once we already have information on the spreadsheet. I'm currently working on a project where I need to add a full section of information into the middle of a cu...

Luisa Jiron
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Trainings & Webinars
Newly Restructured: Essentials & Advanced Design Reporting

Restructuring Essentials & Advanced Design Reporting Courses for a Better Learning Experience We are excited to announce that we have reorganized the Essentials & Advanced Design Reporting courses and path to enhance your learning journey. While t...

Isabel Messore Community Moderator Community Champion
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Home & Files
Now Available: Assignable Boards in Home

🎺Introducing assignable boards in Home Have you ever wished that you could guide your team members to exactly what they need in the Workiva platform? Well, we’re thrilled to announce that, in workspaces with access to Boards in Home, Workspace O...

Ruby Blau Product Manager All Star
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Documents
Paragraph Style Guide - Can I set the right margin Répondu

In the style guide you can create a paragraph style with customized font, font size, color, justification, etc.  You can also set the indentation of the left side of the paragraph.  Is there a way to also set the right margin in the style guide?  ...

Brad Coleman
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Filing and XBRL Tips
Repackage Filing

For Forms 144 there's no "generate" files tab therefore when they make changes and try to check their html it won't show all changes. We repackaged the filing and it populated the correct data to their current documents (spreadsheets).

Jonathan D. Data Management Suite Workiva Essentials
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Linking
Creating Links between Separate Documents that Vary in Type

I am trying to create links that connect information in a document to another document that is in a very different format/layout as the original document. I am trying to follow the instructions but the information that I highlight and then paste i...

Henry Mali
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Workiva on Workiva
3 Ways to Achieve More Complete Data

Are you still manually inputting data into spreadsheets? Emailing or instant messaging requests for metrics? Copying and pasting from one report to another...and another...and another? See how Workiva customers are putting together a complete data...

Isabel Messore Community Moderator Community Champion
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Start Here 🎯
Using Multiple Environments in Chains

Looking for a way to organize your Chains or manage their development lifecycle? Chain Environments can help with that!  Within workspaces, Workiva users are set up with a default DEV environment in Chains. In addition to the standard DEV environm...

Abby Steere Rock Star Data Management Suite
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Spreadsheets
Primary File (Rounding)

We are building out a "Primary File" where we will keep all financials for the year and will be the linking source for various filings. What is the best way to handle a rounding template with a primary file that will contain all current and prior ...

Anna Blake Lively
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Chains
Wdata chain overwrite command Répondu

hi, is it possible for the Wdata chain overwrite sheet data command to overwrite only certain region in a sheet? for example, we have a sheet that receives data from other sheet through the chain, but it also has some validation and comments on th...

Jiang Chuanzhong All Star Idea Generator Data Management Suite
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Trainings & Webinars
Beverage Break: Good Form! Updates on Workiva Section 16

📆  Date: Thursday, May 23⏰  Time: 11:00 am - 12:00 pm CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Thursday, May 23rd at 11:00 am CST as we discuss the topic Good Form! Update...

Isabel Messore Community Moderator Community Champion
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Governance, Risk, and Compliance
Risk Universe

Has anyone created a report or is there some embedded functionality in the SOX or IA modules that allow for users to create a risk universe?

Joshua Fruscello
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Trainings & Webinars
2024 US GAAP Taxonomy Updates

📆  Date: Tuesday, May 14⏰  Time: 2:00-3:00 p.m. EDT🌎  Location: Virtual   About this Event This course will provide an overview of the changes implemented in the 2024 US GAAP taxonomy. This program is designed for Certified Public Accountants, o...

Isabel Messore Community Moderator Community Champion
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Accelerate
Accelerate Chicago 2024: Lead the Change Terminée

📆  Date: Tuesday, May 21⏰  Time: 12:00-8:00 p.m. CDT🌎  Location: Willis Tower | 233 South Wacker Dr. | Convene, 3rd floor About this Event Organizations are rethinking long-held reporting practices. 

 The lines between teams are blurring to mit...

Isabel Messore Community Moderator Community Champion
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Spreadsheets
Incoming Connection Count? Répondu

Can I see the total count of connections I have per Workiva spreadsheet? It would be helpful to know how close I am to the 100 connection limit. I was hoping to find some Worksheet properties section, but I do not see it. 

Joshua Wallis Rising Star Idea Generator
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