I am trying to refresh a chain that was created by a colleague who is on PTO right now. it keeps failing at the "import file" step.I don't know to which file/query/table this step has been linked. I only have the ID. How can i trace back the sourc...
Hi everyone, To ensure all your inquiries are tracked and resolved as efficiently as possible, we are officially retiring the edgarnext@workiva.com email address. What you need to know: Status: This email address is no longer being monitored. W...
Are you looking to level up your chain-building skills? Find out what makes a chain dynamic while learning how to use and install the Load Data to Wdata chain template. If you’re brand new to Chains, we recommend starting with these courses: Orien...
Is it possible to give selected certification signers visibility to other certifications? For example, Europe zone controller can view comments in Germany, France and Italy certifications.
Hi everyone, I’m working on tagging the new income tax rate reconciliation disclosure under ASU 2023-09 and am running into a calculation relationship issue. We’re using the Income Tax Jurisdiction Axis with the Foreign Country Domain to d...
Is there a way to add more tickmarks or customize tickmarks in the tie out binders? I saw a few online that had "GL" for ties to GL or "FS" for ties to financial Statements. Can we add one for WData like a "W" so when someone is reviewing tieout, ...
To create a review for specific sections, we would need the same selection as for a PDF export. Specifically, we need the formatting of the live document to be retained during a review, even if only individual sections are included in the review. ...
📆 Date: Thursday, February 19⏰ Time: 9:00 am - 10:00 am GMT🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 19th at 9:00 am GMT as we discuss the topic Understan...
What’s changing To align with the latest EPA and environmental audit standards, Workiva Carbon is removing outdated volume-based factors for CH₄ and N₂O originally published in the Greenhouse Gas Protocol’s Calculation Tool. If you track mobile ...
As sustainability reporting mandates and internal business drivers continue to evolve globally, many companies are finding themselves overwhelmed by a web of varied disclosure requirements across entities and jurisdictions. What has become clear i...
Is there any possibility to push created Views in Wdata to spreadsheets from Wdesk? Now from what i can see this is possible only from wdata only (by exporting to spreadsheets). We are looking for a solution that could be done from wdest, autopush...
I have a long, linked table spanning four pages. I need to insert another table (used as a side navigation system) on to each page. The first page and the last page are no problem, but the middle two pages - there is no text insertion point to anc...
In the past, you could elect to assign one person as a 'Certifier cc' for any Wdesk user. The Certifier cc would be copied on any automated certification emails that went to that member. Does that functionality exist today? If so, how do I access ...
The SEC has announced a significant change to how EDGAR handles filing fee disclosures. Effective March 16, 2026, EDGAR will begin suspending filings that contain incorrect or incomplete structured data filing fee exhibits. Previously, filers mi...
📆 Date: Thursday, February 12⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 12th at 10:00 am CST as we discuss the topic CSRD Ma...
Do you spend time every month making the same changes to the same CSV or Excel file? Cleaning data takes time, but it's predictable. Data Prep cleans and transforms the data for you, so you can build reports even faster! Our new course, Cleaning D...
can someone help guide me to clear this error? Thanks!
Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Hi, we came across the restriction beeing able to only add one Data Provider per metric in our ESG Program. This is quite a hindrance and is not reflecting real life processes. The accurate collection of KPIs must not be dependent on one single pe...
Brooke Mortvedt - Mike Davis Use Case Is there any direct connector or native integration between Oracle EPM FCCS and Workiva? Does Workiva ONLY support file-based ingestion (CSV/JSON) for FCCS data? Is there a way to load FCCS data directly int...
I have a template in a sheet with the formulas referencing to other sheets. Is it possible to duplicate the sheet and change the formulas references using chains? Manually, we can duplicate the sheet and use the replace all function to change the ...
As a result of customer feedback, more targeted Audit Management eLearning courses covering preparing and testing Audits, Connected Sheets and Requests are officially available! New course names: Preparing Audits for Testing: Geared towards Inte...
You’ve followed the guidance for accessibility tagging in Workiva, and exported your PDF...now what? Preparing a file in Workiva for accessibility allows you to set accessibility on many levels, however, manual review and intervention is often req...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
Can you assign a header row in a floating table? I'm only seeing that option for inline tables?
For presentations, we have a template in which we have off-print area objects / grids. These grids are excess, but may be used in certain presentations / sometimes are used as instructional pieces for report preparers. When we export the reports t...
There are a lot of moving pieces when it comes to building data integrations and automations using Chains. This quick reference guide organizes frequently used resources when setting up new workspaces and building chains. If you’re brand new to Ch...
If you’re looking to automate bringing data into Workiva from third-party systems, then Chains is here to help! Make sure you loop in the administrator for your third-party systems. You’re gonna need their help when it comes to setting up integrat...
Are you looking to upgrade your Wdata skills? We’re launching a new instructor-led training to Practice Building Wdata Tables & Queries. This two-hour session provides access to a workspace where you will build tables and queries with guidance fro...
Today is Community Manager Appreciation Day and I wanted to give a quick shout of praise to our very own Isabel Messore. Isabel joined the community team at the tail end of 2025 and promptly made her presence felt. You all experience Isabel's tire...
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...