Hi, is there a way to narrow a search field when searching in a spreadsheet, or even other documents? For example, I'm searching for 0.5 but understandably am retrieving all results that contain this e.g., 10.5, 880.5, 200.5. Can I amend what I'm ...
Hello, I try to have a numbered list continue from one cell to the next one but I don't seem to be able to select the 'Continue numbering from previous item'. The 'Restart numbering' functionality seems to be locked... Can anyone help me sort this...
When you add a new reporting year in Sustainability Program, you can choose what to copy over from the Program's metrics for the new year — including collected values, data collection tasks, and connected source files. To help simplify Program rol...
This guide describes an end-to-end data workflow, which includes extracting data from a source system, transforming it via queries, and delivering the resulting data set to a spreadsheet for reporting purposes. Implementation Steps: Step 1: Vali...
I have a chain with command group that is iterating runs and I am using stack file to stack each result up. Now I need to take the last iteration and upload it to a table. I did some research and seem like Dynamic Chain Variable can help define wh...
As a GRC user, I’m exploring options to archive certain data types within Workiva so that historical information remains visible on existing records, but is no longer selectable when creating or editing new records (e.g., audits, risks, or control...
Entender Funções e Permissões no Data Management Suite pode ser um pouco confuso. Geralmente, suas Funções definem o que você pode fazer e suas Permissões definem onde você pode fazer. Para uma visão geral das permissões do Wdata: Permissões em T...
The SEC announced the scheduled technical update to EDGAR to upgrade to V25.3 on Monday, October 13, 2025. This update also includes the support of the 2025Q3 SPAC taxonomy with improvements from filer suggestions. The technical changes and valid...
Hello, We are trying to run the "Array to csv" connector for a JSON response as below. It runs successfully but its output has no values. {"pov":[],"columns":[["Q1","Q2","Q3","Q4"]],"rows":[{"headers":["FCCS_Net Income","BU_XXXXX","FY25","AN2222...
Hi Team, I would like to propose an enhancement that would greatly benefit our clients who rely on Workiva for managing their ESG programs. Currently, there is no built-in functionality to track who made specific updates to the ESG program and whe...
My client ITAU UNIBANCO S/A has raised the following relevant point: Problem Description: When deleting a section within Workiva documents, all content in that section is automatically erased. Currently, there is no option to: Preserve the conten...
Hi everyone, We’ve noticed that it’s currently not possible to export the ESEF taxonomy from Workiva into Excel. This limitation makes it difficult to review and compare the taxonomy structure outside the platform, especially when coordinating wit...
If you were one of the almost 1,000 people who signed up to attend a session with one of our live instructors during Amplify, I'm sure you were WOWED! Weren't those sessions fantastic? Weren't they engaging? Do you want more? If this experience l...
Hi Workiva Team, We have recently received a client request regarding due dates in the Sustainability Program. The client has fixed monthly due dates for data submission and data approval. They expect that if a due date falls on a Saturday or Sund...
Hello - we are new to using the Sustainability Program, and we have many data owners and data approvers who will need to take action on a metric, either to enter a metric value, or review/approve/return a metric value. We thought we could use Work...
Hi everyone, We’re currently working with multiple Workiva workspaces — Development, UAT, and Production — and looking to streamline our promotion process between these environments. Right now, when we import updated Wdata or Wdesk objects (like t...
We're thrilled to announce an exciting new partnership that's all about making your experience with us even better. We've teamed up with a live translation service to bring you 24/7 phone support in over 190 languages! This new, complimentary serv...
Are you ready for filing season? We’ve got you covered with 3 tips for a less stressful filing! 3 tips for a less stressful filing We also have courses that cover common filing questions and processes: Get an overview of completing an SEC Filin...
I am creating a graph where the X-axis is Q1-25, Q2-25 etc. I need my X-axis to move in intervals of 2. Currently this interval is being based on the first value in my data so my latest period does not show unless it is an even number of periods a...
Hi All. I am producing a set of financial statements. In the 'notes to the financial statements' section, there is a number of subsections for each accounting policy (1 to 23). I am having some difficulty with page numbering. For note 1, when I...
Hi, we are currently using Wdata to pull data from our ledger into our excel file in Workiva to feed into our 10Q/K. Currently, how this is built is once we run the chain, refresh the connection, we have a data dump in our excel file in Workiva. W...
The Learning Hub has a fresh new look, and even more to explore!We’ve reimagined the Learning Hub to make your experience smoother and more inspiring. On the home page, you’ll find a three-part video series designed to ease you into our platform w...
Summary of issue: Occasionally, when a user exports a file from Workiva in .xlsx or .csv format, some text—particularly characters from CJK (Chinese, Japanese, and Korean) languages—may appear garbled or unreadable in Excel. This isn't a bug with ...
When building Chains, you might need to call another Chain, often referred to as a child Chain, from within your main Chain, also known as the parent Chain. This is done using the Run Chain event. If you’re not familiar with that process, take a l...
We are thrilled to announce a brand-new, live training opportunity: “Intro to Audit Management.” This comprehensive course is designed to equip you with the essential skills and knowledge to effectively manage and streamline your audit processes, ...
Today marks a big milestone, September 15th is officially the first day all filings must be submitted using EDGAR Next credentials. That means the legacy filing process (CIK/Password) is officially retired and EDGAR Next is the new standard. This ...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...
