The Workiva Connector, Workiva Chain Connector, Workiva Scripting Connector, and the Workiva APIs all require an API Grant for authentication. In this post, we’ll delve into the API Grant creation and management form fields and provide important c...
UPDATED JANUARY 2025 In this article, we'll explore essential best practices for document translation. We've highlighted two key options to help streamline and improve your translation process. Option 1 - Translation directly in Workiva Begin by...
When putting in the donut chart in a document, why does the underlying data information obscure the label, thus preventing it from being able to be moved properly within the chart presentation. Can you please fix this so that the underlying data ...
Hi, We are trying to automate some Excel spreadsheet consolidation but found that in Workiva certain Excel functions cannot be processed (e.g. MMULT, TRANSPOSE) and would show #NAME? in the cell. For example this formula: "=MMULT(MMULT(TRANSPOSE...
Hello! I am currently trying to reproduce the chain from the January Beverage Break session for rolling forward financial reports. I am replacing the Create Spreadsheet and Create Sheet commands because I have found that when I use these Workiva c...
Hi! In a Workiva document there are certain pages which are set to landscape orientation due to large tables. I would like to amend the footer to fit to the landscape margins without removing these footers from each impacted page to avoid manual e...
We've recently incorporated senior level executives in our review process leveraging the "Review" functionality within the tool. Ill start by saying I'm a huge advocate for this functionality and selfishly has made my job a lot easier managing ~10...
To help stay up-to-date with the latest feature releases and enhancements in Workiva's Sustainability Management reporting solution, you can now check out What's New in Sustainability within the Sustainability Reporting Help in Support Center. Fro...
In another community thread a warning modal was discussed for locked sections/sheets, highlighting challenges that large intra-linked documents/spreadsheets present. While the thread addresses the locking/publishing dynamic, it would also be benef...
Stressed out about your looming filing date? Workiva is here to help! Use these 3 best practices in Workiva and you're guaranteed to be stress-free on filing day. Here are more tips. https://www.youtube.com/watch?v=ffGSrmoaBXY
I'm having trouble creating a source link to add an XBRL tag on numbers that are in a table. It is a table with "decreased by" followed by the tag. It is an ECD profile if that makes a difference.
Even though this functionality currently exists, it forces us to add an inordinate amount of rows and columns of linked information. There has got to be a better way.
Had kind of hoped there might be a workaround like with Tables (applying styles to table source data, copying it and pasting it into presentation or document with the styles intact) but not seeing a way to do this. If so, could you point me to tha...
I have a workbook butting up against the 2 million cell limit. When I manually review each sheet, I can only account for two-thirds of the cell count (select all, see what the 'count' says in the bottom righthand info pane). Is there anywhere that...
Announced March 6th, the SEC adopted new rules regarding climate-related disclosures. In short, this ruling will require the disclosure of risks, governance, financials, and emissions for some SEC registrants. The ruling will be phased in, starti...
📆 Date: Wednesday, March 13⏰ Time: 12:00-1:00 p.m. EST🌎 Location: Virtual About this Event Join us for our next Beverage Break on Wednesday, March 13th at 11:00 am CST as we share and discuss options, examples, and best practices on how to ...
Because you’re a Workiva customer, we wanted to ensure you saw the SEC’s announcement earlier today that defines new requirements for climate-related disclosures in annual reports and registration statements. In summary, the SEC’s new climate-rela...
I'm working on tagging the pay v performance section of the proxy statement and having issues adding facts to the outline. The option to do so is not there. Added screenshots showing the only option to delete fact and that an outline exists.
Hi We are doing the last steps before filing on Weds. We are working on exhibits. we have to put our new pdf or word files into the exhibit for files herewith. We are all new to the SEC team for our second K. We do not remember what we did last...
I am executing a script on a chain. The script I am creating executes without any errors. The output of the script is presented in the logs, but the data output is empty. I am not sure if I am doing something wrong with python, or if I am just usi...
Can we share ESG program between workspaces without the GRC workspace?
In Excel, a macro could be used to arrange and show/hide our source worksheets for the 10-K or 10-Q, as needed depending on the filing period. It could even rename the worksheets used in both filings to keep the note numbers correct (for example,...
Whilst a preparer can add an attachment to a certification in a process, it would appear an approver can not, is this functionality available or will become available? Thanks
Hello, In our Excel, we have several SUM product formulas with two or more conditions. Although Workiva supports the SUM Product formula, it seems it is not supported when it gets more complicated (2 conditions or more) and it causes errors on the...
Can we share ESG Program between workspaces? If Yes ,what options and benefits ?
Hello, I'm trying to add hyperlinks to an external filing on EDGAR and am getting the following error: EFM.6.05.16externalReference. We did not have an issue with the error when filing last week and are only now seeing it during our XBRL roll for...
The problem we are trying to solve is that we want end-users who have access to a view to either see the latest available data (i.e., automatically when they load the view), or else have an easy way to refresh the data on a self-service basis. Ho...
In a presentation, I'm using Museo Slab 500 - in Power Point, we were able to make the font bold, but when I try this in Workiva presentations, nothing seems to happen. Is there a way to get this font to be bold? Or is Museo Slab 700 available?
I created a bulk certification and one of the recipients was unable to log on and complete his certification but did complete a manual one for me. So now, how do I manually approve or mark his letter as approved.
Have you run into a new error message related to external references in your document? We are here to provide some helpful tips to assist in locating the hyperlink as these errors are often tricky to address as they do not provide a direct link...
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...