Hello, I've added some files to a folder inadvertently and need to remove them but the only option I see is to delete them. I don't want to delete the files, I just need to remove them from a specific folder. I don't see an option to 'move' them b...
With the support of the 2021 US GAAP Taxonomy, the SEC made additional updates to their EDGAR system that includes expanding their XBRL validation rules for additional data quality checks. These tests will be a subset of data quality rules that ar...
Hello filers! We wanted to let you know of a recent change made to our XBRL generation process on 8-K filings. TL;DR - this change may omit either or both EX-101.CAL and EX-101.DEF on specific filings (8-Ks that contain cover page tagging), but th...
So I happened upon the Fill Series feature trying to use an Excel hotkey command using the Ctrl + D keys. Below is a screenshot example. In excel, if I highlight all of the cells below the "1" which has a formula referencing L19 and hit Ctrl + D, ...
How do i send a csv file to a chain using http webhook trigger? I am able to send a json in raw format but it is failing when sending a csv file.
Hi, We need to develop a Solution to Input & Store Notes against Accounts, where we've a common input template (spreadsheet) for all Markets. We've created a spreadsheet as a Common Input Template to input notes for different markets and defined t...
Would it be possible to have the option of amending the dash from the 'Em dash' to 'En dash' in a linked cell when the value is zero? Currently only the 'Em dash' is available and this is very long and does not match our required formatting.
XBRL US is hosting two sessions geared towards Small Reporting Companies and Foreign Private Issuers that will be subject to the iXBRL mandate starting in Q2. Register for these events here to learn more about getting ready for iXBRL compliance. X...
Hello :) I'm looking to change our current paper tie out support binder to an electronic tie out support binder by using attachments. 1) Does anyone have any best practices or suggestions for me? 2) It looks like the attachments are ordered alphab...
Event Details Tuesday, May 18th1:00 p.m. - 2:00 p.m. CDT REGISTER HERE About Event Keynote Session: The Daring Difference with Scott Galloway What sets the world’s most successful people, businesses, and economies apart...
Are you a Multi-National Company (MNC) thinking about expanding your Workiva use to your teams in APAC? UPDATED FEBRUARY 2026 If so, you’ll be happy to know that we’ve been working on making it easier for your teammates to start using all the grea...
Good Afternoon, I've tried to look for the answer, but I am looking to confirm whether there is a way to move source links from spreadsheet A to spreadsheet B without breaking my destination links in my presentation. Our investor team currently ha...
How do I refresh only part of the spreadsheet or only specific cells from Wdata?
Anyone else noticing formatting issues in their copied document? Especially preceding tables, my hard return is gone or in the case of a lead-in sentence with a paragraph property adding say a 6-point space after, the table is taking on the parag...
Insurance companies- What ERP systems (general ledger) do you have at your company? Curious which ones work well with Workiva too.
I am trying to upload a file to a table using chains via create file command. I don't have an option to specify the delimiter of the source file and it is taking comma by default. my source file contains descriptions which have commas. So, I canno...
Hello, Please help me to fix DQC.US.0099.9533 error. Thank you, Katie
I have some file content generated by some commands, let’s say Advanced Query I then have a group command, with a conditional that checks some condition If the condition matches, I modify the file by adding a column using the Insert Column comman...
Event Details Wednesday, June 22:00 - 3:00 p.m. EDT WATCH ON DEMAND HERE About Event The US GAAP taxonomy has been updated for accounting standards and other improvements by issuers filing with the SEC. As reliable as new changes are every year...
We have a spreadsheet report built with market selection in POV. The data changes with change in market selection. I need to know if we can limit the data visibility in that single report in such a way that UK market user should see only UK data a...
Event Details Tuesday, May 11th10:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event The need to be 100% right 110% of the time has forced teams across the Financial Services sector to add layer upon layer of complexity to our work. Join us as we ...
There have been times that I need to import a legal contract/agreement from Word that has the paragraphs in a multi-level list with auto numbering as follows: Section 1 1.1 Text 1.2 Text Section 2 2.1 Text 2.2 Text I know I can convert the autot...
Hi, Is there a way to remove the dead link from the link properties panel ? For exemple in the picture below, I have many links in which i have delete the destination but they appears into the link properties panel, I don't want them to appear, d...
I am working on filing my first Form 13F-HR. When I do my test filing, the below header doesn't show up on the second page for the information table. It shows up on the first page (cover) page. Workiva support said they thought it would show up on...
Event Details Tuesday, 4 May, 202110:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and i...
I am trying to copy a formula with a relative reference to another cell, but all the relative references are acting as absolute references. For example, in cell E1 I have the formula =sumif(A:A,D1,C:C) if I copy and paste this formula down to cell...
How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?
Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...
Is there a support page that provides a legend of all spreadsheet cell indicators in a single place? Folks that don't use Wdesk often can easily forget what certain visual indicators mean. It would be great to have one place to go when you forget ...
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...