XBRL and iXBRL
2025 Taxonomy Répondu

Is there a timeline for the 2025 GAAP taxonomy to be released?

Max All Star
1 |
0
Governance, Risk, and Compliance
Opening File Sync in Bulk

Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.

Daniel Cedillo Rock Star Idea Generator
0 |
2
Sustainability Management
Export CDP 2024 responses before April 22

If you responded to a CDP 2024 questionnaire, note that the CDP Portal will no longer enable your access to those responses after April 23, 2025. We recommend you export your 2024 responses from the CDP Portal before April 22 for reference as you ...

Steve Stegelin Community Champion
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0
Trainings & Webinars
New training for EDGAR Next

Check out the Learning Hub to find our latest course: EDGAR Next. This 30 minute course reviews key changes to filing and includes demos for the updated filing experience, adding filer API tokens, user API tokens, and delegating to Workiva! Happy ...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
1
Controls Management
Bulk Open Local File Sync

Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.

Daniel Cedillo Rock Star Idea Generator
0 |
1
Regulatory Updates
2025 SEC Taxonomies now available

We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform:    - 2025 U.S. GAAP Financial Reporting Taxonomy (GRT)   - 2025 U.S. GAAP Employee Benefit Plan (EBP)   - 2025 Closed-End Fund (CEF)   - 2025...

Sonny Jablonski Rock Star
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0
EDGAR Next
Steps to Prepare for EDGAR Next

✅  Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
0 |
1
Wdata
Converting (Blank) values into null values Issue Répondu

We are currently having issues converting "(Blank)" values in Wdata into null values. We tried using numerous case statements and multiple functions to convert (blank) values into null values, but the output returns "(Blank)" values again. Are the...

Angel Ramirez
1 |
0
Trainings & Webinars
Signature Learning now offers live XBRL training!

Are you interested in live training options for XBRL? XBRL Review Essentials: Reviewing with Confidence is our newest virtual instructor-led training for Signature Learning! This two-hour training explores review features in Workiva with practical...

Kim Gresham Learning Champion Rock Star Data Management Suite
0 |
0
EDGAR Next
EDGAR Next_Workiva Filing Project Répondu

Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva?  This individual will not test file or live file - only set up the project with the document that will be filed.  Thank you.  

Renee Miller
1 |
0
XBRL and iXBRL
XBRL Locate Concept - Export (List)

Hi, is it possible to export the Locate concept "view" as an excel file?: https://support.workiva.com/hc/en-us/articles/360035641472-Locate-concepts-dates-and-units  best regards Benjamin

Benjamin Heim Rock Star Idea Generator
0 |
0
Comunidad en Español
Oportunidad de mejora modulo control interno

Desde Gransolar hemos identificado oportunidades de mejora en la personalización de los gráficos generados directamente en Workiva dentro del módulo de control interno. En particular, nos gustaría contar con opciones avanzadas de personalización p...

Ana Ruiz-Jarabo
1 |
1
Start Here 🎯
Regex Basics: Confidently Apply It in Chains

Regular expressions, or regex, are powerful tools used in Workiva Chains to identify and manipulate patterns in text data. Think of regex as a search or search and replace tool that helps you extract specific information or format data consistentl...

Jeff Hickey Community Champion Data Management Suite
0 |
0
Documents
Using Auto Text>Numbered Lists in a Table Répondu

Has anyone had any luck using Auto Text on text in a table? I can use it in the body of content, but when I get to the table I don't seem to have the option to insert a listed number. 

Grace Whittle
3 |
2
Trainings & Webinars
Now Available: Using Sustainability in Brazilian Portuguese

We’re thrilled to share that Uso do Sustentabilidade (Using Sustainability) has been newly translated into Brazilian Portuguese! This course provides foundational learning for our core sustainability solution, helping users deepen their understan...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Chains
Array to CSV - Performance Répondu

I have JSON data from an API call which contains about 500k records and 90+ fields and I am using the Array to CSV command to convert the data to CSV before importing to a Wdata table.  The Array to CSV command currently takes about 7-8 minutes to...

Mark I GSR Specialization Rising Star Data Management Suite Workiva Essentials
1 |
0
Governance, Risk, and Compliance
GRC Database Cleanup

We're using the SOX/IC-database for some years now and over the years, some data dump accumulated, especially in the Title data type. With people turnover and organizational changes, we have now over 200 titles available and there are a couple of ...

Udo Rock Star Idea Generator
1 |
0
Spreadsheets
Automating SOX Planning sheet based on materiality

Hi Team, We are currently performing SOX Planning activity in Excel spreadsheet manually based on balance sheet and P&L information for each company code we have. I would like to automate the entire spreadsheet. Is there any automation possibility...

Suresh Potti
1 |
1
Regulatory Updates
EDGAR 25.1 Release - Monday, March 17, 2025

On March 17, 2025, EDGAR Release 25.1 introduced updated validation messages that includes 14 additional rules added to FASB’s 2025 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation mess...

Sonny Jablonski Rock Star
0 |
0
Controls Management
Duplicate RCM showing on RCM Report Répondu

I'm seeing a duplicate RCM on the RCM report. One is showing the correct info and one showing what looks like a prior info. The only difference is the frequency. Correct frequency is Ad hoc but why are we also seeing a duplicate showing a frequenc...

Julie Tran
3 |
0
Controls Management
Delete a control without removing the test form Répondu

Is it possible to prevent test forms from being automatically deleted when a control is removed?  We have to store Test Forms for a period of time based on various regulations (SOX, FINRA, NFA, FCA, etc.).  We have noticed if an older control gets...

Tayler Kuhn Idea Generator
2 |
0
Chains
Handlebar Output Répondu

Hi I'm trying to parse a couple of JSON properties to CSV. Here's a JSON sample: {    "data": [        {            "id": 1234,            "codes": [                "AA",                "BB",                "CC"            ]        }    ]} Here's ...

Chad Weber All Star
3 |
0
Chains
List Directory Limitation Répondu

HiI've encountered a limitation with the List Directory command: WARNING: The maximum amount of files (500) to be printed and available in the output has been reached I'm trying to insert all file names into a SQL table. The folder contains more t...

Chad Weber All Star
3 |
0
XBRL and iXBRL
Schedule 14A - cover page XBRL tag Répondu

XBRL is required for tagging the document type but the fact source doesnt agree to the DEI fact value. Is there a way to change the underlying "source value" on the cover page without changing the text of "Schedule 14A"

Max All Star
1 |
0
Spreadsheets
CHILDREFS combined with IF statements

Is it possible to use an 'if' statement to pull back the data from the children tabs if the spreadsheets are not set up exactly the same?   I am able to successfully use the CHILDREFS functionality to pull back data from child tabs in spreadsheets...

Amy Jordan All Star Idea Generator
0 |
0