Happy new year! As filing season approaches, consider refreshing your knowledge with these courses in our SEC & SEDAR Reporting collection on the Learning Hub. As always, happy filing!
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As announced by the SEC here, EDGAR will be closed on Thursday, January 9, 2025 out of respect for former President Jimmy Carter, pursuant to President Biden’s December 30, 2024 executive order. As such, January 9th will be treated as a federal ho...
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Is this the year that you get that promotion or big raise? Let us help you grow your skills with Workiva! Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and fun...
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How do I view the CCC codes of reporting owners in Section 16?
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I'm interested to know if it's possible to schedule processes. For example, I have a process that needs to be started 6 times a year. Now I use PowerAutomate the send automated emails during the year. Would it also be possible to have processes st...
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I have created a template in which I have locked certain sections- when I create a spreadsheet from the template none of the locked cells transfer over as "locked". Support told me this is not currently possible & suggested I submit this. thanks
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Hello!Is there a way to have a placeholder image that can be changed that is a custom shape? Like in powerpoint there is an option to create custom shaped images and if you replace that image it keeps its shape. Is that something that can be done ...
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Hi, I'm sending a POST https://h.app.wdesk.com/s/wdata/prep/api/v1/queryresult with request body { "isExplain": true, "parameters": { "FiscalYear": "2024" }, "queryId": "HGHGHGHffshgasjdhasdhgjhgasd" } but query is not tak...
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We're excited to announce that SQL for Business Users: Cracking the Wdata Code is now live! This 30-minute course will walk you through how to write better queries using the Query Builder Mode in Wdata. Explore how different data types are handled...
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On December 16, 2024, the SEC introduced EDGAR Release 24.4 that included EDGAR filing website and EDGAR Online updates as well as the following XBRL Updates: EDGAR will be updated to accept the 2024Q4 version of the Variable Insurance Products (...
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How do you create the member in the new format for the dividends axis (O2025Q1 Dividend Member)? I created in the application as an extension but that did not clear the validation error.
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If we have a sheet in a workbook that we are replacing (moving data from old sheet to a new sheet, but changing layout), but has a lot of data referenced by other sheets in the workbook, how do we quickly see what locations in the workbook are ref...
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Were you aware that Spreadsheets have a limit of 2,000,000 cells per Spreadsheet? This means that if you have a lot of data, you might run into problems. Tables in Wdata, and the Data Management Suite (DMS) as a whole is a great solution to avoid ...
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***UPDATED DEC 2025*** As of December 3, 2025, the SEC has announced another temporary exception from compliance for Rule 13f-2 and Form SHO reporting, effective January 2, 2026 and ending on January 2, 2028. The first filing will be due no later...
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I have a chain setup that grabs a file from my desktop every morning and loads it into a Wdata Table and refreshed a Wdata query. I now need a chain to refresh the connection that goes between my spreadsheet and the query. I used "Refresh Connecti...
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1) What is the maximum length of regular source document link while using: (a) Workiva Tasks, (b) a source document, (c) a source spreadsheet, and (d) direct entry into the program. 2. What formatting, including lin...
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The Data Quality Committee (DQC) approved a new round of DQC rules for Version 25. The effective date for these rules will be for filings submitted on or after December 1, 2024. The DQC plug-in tool has been updated and released in the Workiva pla...
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Hello, how can I hyperlink to our filed SEC 20-F last year (2023) to link directly to Item 5, page 77 and not to the cover page? Last year's hyperlink to the 2022 20-F goes directly to the start of Item 5 and I would like to do this.
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I set up the template chain Load Data to Wdata | Replace Dataset It works great and streamlines my process. But I want to go further and have it run automatically every day at 8:45AM. Since it requires inputs, I think the schedule option is disab...
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We made a review file. Our auditor made comments in the review file, but those comments file don't appear in the live version. Can this be fixed?
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https://workiva.wistia.com/medias/o041dbqrp3 TIME HIGHLIGHT0:30 Agenda 1:00 Date Prep Overview2:35 Mapping Groups3:40 Pipelines4:40 Sample Files5:15 Key Transformations5:52 ...
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Hi, I'd like to lock certain columns that I have a vlookup formula on, but I don't see a way to do this. In this example I want to lock columns D and F. Anyone know how I can do this? Thanks!
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Dear Workiva Team, the current Approval process within Workiva tasks is perceived as clumsy by clients. This is because the approver has limited options for returning a value. The "return metric" window that opens after clicking on return within w...
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I am currently using Workiva chains, and have a structure in which one chain uses the Run Chain command to call another chain inside of it. Inside of that secondary chain, I want to set up a conditional that is based upon a variable that is set in...
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Hello, I am currently working on a project that involves merging information from different CSV files into a spreadsheet. Those CSV files are stored inside a folder in my workspace, next to my spreadsheet. How can I solve this problem? Should I us...
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Hi, We are using accounting formatting in spreadsheet, and for a specific report we are looking for a solution to the following display formatting: - If a number is zero => display blank or en dash- If a number is between 0 and 1 => display "0"-...
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We want to involve our top management in the review process with Workiva. To do this, we need to use the Workiva EU app. The problem is that it is not possible to add a comment in the PDF view (print layout). It is only possible to add a comment i...
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2025 is almost here. If you're hoping to up your game and be more familiar with the Workiva platform, consider dedicating some of your training budget for Signature Learning! Workiva's Signature Learning is an advanced training offering that keeps...
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As mentioned in What's New in Sustainability you can now use Find & Replace to update the details of multiple Sustainability Program metrics at once, in bulk. This can come in particularly handy when you need to reassign metric values' data collec...
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