I'm adding a new person to our workspace, I'd like to be able to add them directly to a group so I can apply their permissions, even before they've accepted the invitation, so that they can't see the rest of our files. Is there a way to do this?
Is there a way to sort users? Right now I have 34 users in the workspace and only 12 are from our organization, the rest are from Workiva, and I can easily see this getting out of hand. Is there an option to remove the Workiva users from this view...
The Workiva product team has been working on a Section Lock Edits enhancement and have reached the phase in their development plans where they are ready to start taking requests for their upcoming beta program. To sign up for the Section Lock Edit...
Hi, I am unable to create a table using Chains. The create table task fails with below error Error authenticating with Workiva: Invalid client id: Also whom should we connect to in order to provide access/rights to our id
the client resets Snowflake JDBC connetor password very frequently and suggesting us to use the passoword from Azure key vault for each execution. Is there a possibility? Thanks, Ganesh
I'm trying to Copy / Paste a table from my Workiva Spreadsheet into a Workiva Document, I can copy / paste it fine - but the 'clipboard' doesn't show up in the document so I can not link the two together. Any idea what I'm doing wrong?
Hi team,I am using chains to rollforward historical data. Below is the screenshot of my chain.The rollforward works fine but I am facing issue with the formatting of the text. It seems the Write Sheet command sets the formatting to ones. Is there ...
Hi all, Starbucks Financial Reporting currently uses Workiva Wdesk for our SEC reporting solution. Our process has been fairly manual and we took steps this year to embrace import and synch functionality as incremental improvements. We are in pro...
Is there a way to change the color assigned to a user for Authorship purposes? We have two primary users currently working in Workiva, and the colors assigned to us are virtually the same, which makes it nearly impossible to see which user made w...
Is there any way to use data validation with dependent lists
I uploaded an excel file without pivots or external links, yet it "is available for download only." How can this be fixed so I can upload the file and be able to edit it within Workiva?
We have calculations using figures that show up multiple times at varying scales, so they're entered in the spreadsheet in whole dollars and historically the difference calculations are based on that information, then linked and formatted in docum...
Hi Mike, I see this topic came up about a year ago and am wondering when we might see this. I just uploaded our Internal Audit Policy and Procedure Manual to a folder under Files so the staff and 3rd parties can view it as needed. Unfortunately,...
Hi, does anyone know if there is way to copy and paste test attributes table from one test form of, say, Control A to another test form of, say, Control B in the SOX module? Anit
There is a dotted underline below "current assets" in Word, but we couldn't find this function in Wdesk. Is there any suggestion for this? thank you. Required format:
Hi, Just wanted to ask if anyone had any best practices regarding the accuracy of footnotes to tables. For example, if the ordering of footnotes is changed or if a new footnote is added to a table, what is the best way - other than just manually ...
Hi Team, I have a datafile which has some values embraced within quotes like "ABC" and am trying to do Unpivot over this data file. Getting the error as below. Error executing command: parse error on line 9289, column 161: bare " in non-quoted-f...
I'm building a chain to automate pushing updated query results to a spreadsheet. I'm encountering an error in the Overwrite Sheet Data node that I can't solve. Please see structure of the chain below: Below is the error I am receiving: 🔌 Work...
That's a wrap! Thanks for making Amplify 2021 a great success. We hope you enjoyed each and every minute. To access the content on demand, go here. For slides, on each session page they will be updated at the very bottom. This content will be avai...
I have a spreadsheet open that has no filters applied, the row count is 2728 rows. Only 702 rows are showing and it says there is 702 rows that match filter. I do not have any filters applied so I do not understand why I cannot see all 2728 items?
We have had a lot of issues with configurability in the legend, which has kept us from using them in a number of our charts. I discussed this with some developers at Amplify and thought we might be able to implement some changes. Unfortunately I'm...
We are looking to using the SAP Hana connector to load interface files being transformed in wdesk, is anyone currently using the SAP Hana connector for this or something similar?
I have a file with these contents: AJE Number,Fiscal Year,Bucket Code,Balance Type Code,AJE Type,Comments 2020-001,2020,A1,ACT,NORM, ,,,,, I am trying to remove the empty row so I have a Filter Rows command as per: Command: Filter Rows Search pa...
I would like to be able to print out a complete log of a "Process" for SOX control purposes. When I attempt to export a CSV file under "Activity" in the Process document, the download only includes activity assigned to me and does not include any...
This post helps explain how you can use CHILDREFS and TEXTJOIN in formulas for data aggregation. Examples and supplemental information is also provided. A common use of Spreadsheets is to aggregate data across a changing number of sheets. Each ti...
TEXTJOIN is a newly supported formula which allows you join text strings in different cells together. CHILDREFS can be used with TEXTJOIN to join text from cells across all child sheets. In this example, the TEXTJOIN formula “=TEXTJOIN(", ",TRUE,...
CHILDREFS is only available in Spreadsheets. Formula help will not suggest CHILDREFS when creating formulas in embedded tables. Formulas containing the CHILDREFS function will evaluate to 0 if pasted into an embedded table. This is because there...
Nesting CHILDREFS formulas in child sheets enables multi-level data aggregations. In this example, “North America” contains SUM/CHILDREFS formulas aggregating values from its child sheets, “California” and “New York”. By demoting “North America...
You can include the CHILDREFS function more than once in a formula. This enables you to compound aggregations from different parent sheets all in one formula. In the above example, the North America sheet is a sibling to the “NII Summary” sheet...
CHILDREFS is more than a formula - it's a function you add to formulas to invoke data aggregation. Adding CHILDREFS to your formula tells the formula to apply the cell reference to all sheets that are children to the current sheet being edited in ...
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...