Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer?
Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer?
Some sheets display fine, but others will display a few columns over a few pages. The width of the sheets/pages are different and not all consistent. Sometime we can upload a sheet with 20 columns and it all shows on one page and other times it breaks it up into multiple pages. All sheets are in the same workbook. We've removed print area settings, set to landscape orientation, tried the scaling to fit, etc. None are working.
Are there excel settings we need to set to make sure the uploaded sheets look consistent?
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Hi Hoa!
Thanks for the question. I double checked with our SOX experts and have some tips for you. For the best experience, we recommend checking your files for the following:
- Print view settings
- Password protected/locked files
In addition, population files do need to have a header row. Outside of that, there may be outliers I'm not aware of but those should cover it. Let me know what questions you have or if you need anything else. Thanks again and happy Wednesday!
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Hi Mike! There is an ongoing issue with viewing Excel documents in the evidence viewer. Our team is having to download all submitted excel files to our desktops to analyze as the view is not coming across correctly. I appreciate how the team has figured out that the print view settings may be to blame but asking our hundreds of control owners (who are constantly in flux) to check their print view settings for each document they upload is not something that we have time to do. Any guidance on if this issue can be investigated would be extremely appreciated.
Many thanks,
Alex
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Hi Alexandra!
Thanks for reaching out. Hmm... that's a fair point there. Let me bring this one back up to our experts to see if any improvements and/or additional workarounds exist. Hold tight and we'll be in touch. Cheers!
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Any updates on the appropriate solution (=asking hundreds of control owners to check their print view settings for each document they upload is not realistic/practical). Three years have passed, I assume there is a solution. Please advise.
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Hi Eitan Herman,
Thank you for your patience on this. I've drummed up a Support ticket on your behalf so your team can investigate further. We'll be in touch shortly!
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Any update on this? We're trying to upload excel files to testing sections and it cuts off the columns in Markup Viewer and puts them on a separate page. It makes it pretty messy when trying to tie-out our workpapers. I've adjusted the print-view settings, still no luck.
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Hi SNM, I'll get you connected with a Support Engineer who can dig a bit deeper. Hang tight!
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Hi Isabel,
As far as I can see this is 6 year ago since first raised.
I assume this is cross the boarder for all customers.
2 years ago I pinged this request which you replied "I've drummed up a Support ticket on your behalf so your team can investigate further. We'll be in touch shortly!".
No update or solution. Seems that SNM is also asking the same with a similar response.
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Hi Eitan Herman,
I completely understand your frustration, and I apologize that we didn't get this successfully resolved for you in the past.
While I don't have the exact details on how Hoa's and Alex’s historical case concluded, I am actively tracking SNM's current conversation with our Support team. I'll make sure to share any helpful updates or workarounds back to this thread as soon as we have them.
In the meantime, I would be more than happy to open a brand new Support request for you so our engineers can take another look at your specific setup. They'll be able to chat with you directly. Let me know if you'd like me to get that started!
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Yes, pls. initiate the Support request. I would like this to be resolved. It does put a burden on the team when trying to evaluate the supporting evidence uploaded to Workiva.
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Hello, nothing has changed from Workiva's side for the excel attachment issues. There wasn't an official support request that opened for us. We've kind of just lived with it. We don't need one now specifically since we found ways to deal with it albeit annoyingly, but we need the development team to start focusing on these smaller yet painful user experience issues over bigger and more glamorous improvements and features. It's these little issues that make day-to-day activities for our users frustrating. Over the years as I helped our auditors troubleshoot excel issues, I've but together this tips and tricks sheet. I hope this helps you and I hope this helps Workiva to see what are all the different scenarios we encounter and fix the issues with Excel so it's more seamless and more efficient for the users, both auditors and process owners. Thank you, Hoa
Excel
- Workiva will use the document print settings when uploading your document. If you need your pages to upload in landscape you need to make sure the print layout is setup correctly.
- If you can, remove all unused rows/columns and unused sheets. Workiva will upload everything. Or if you don’t want to delete, you can set the print area settings under Page Layout then Print Area.
- - If you keep unused rows/columns, Workiva will have a hard time processing all that data and may continue to spin and spin when trying to open in the viewer. To remove unused rows/columns, click on the row or column, hold down the CTRL key + right arrow (for column) or down arrow (for row). Once all the rows or columns are highlighted, right click and select delete.
- Workiva currently cannot process Pivot tables correctly (it may display incorrect filters/data.) If you use Pivots in your file, you can do one of the following:
- - Screenshot the pivot table and paste that into your file with a reference comment about the discrepancy due to Workiva functionality.
- - Add a notation/comment in the markup viewer to let the manager know to download the file to view the correct pivot table. Additionally, you can add a footnote as well to that attribute, the attachment mark-up viewer, or add a comment in the “Work Performed” write-up text box.
- Workiva currently cannot process the functionality for grouping of rows or columns. This will cause the viewer to spin and spin or display an error. Remove the grouping in excel before upload.
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I've just put in a request, Support should be in touch shortly Eitan Herman and thanks for sharing your tips and tricks Hoa Nguyen!
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