I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
This episode will look at how to prioritize and evaluate XBRL concepts in addition to looking at industry guidance for concept selection with an emphasis on the US GAAP taxonomy. Evaluating Concept Selection
Hi Experts, I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in sp...
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
I ran a doc link validation and get a link to the prior document which is not to be linked to the current document. The link itself doesn't bring me to the "link" source, so I can update the link. How can I fix it?
When trying to create a cross sheet formula, I start typing the formula in a cell (say its C5) and when I navigate to another sheet to select that same cell reference of C5 in the other sheet, the cell I am trying to reference is covered by the fo...
Is there a way to add charts to a dashboard without using the database reports? I would like create a chart using data from a spreadsheet (not a connected sheet to the database) and then add that chart to a custom dashboard. Is that possible?
We have a lot of documents that we are conforming to a standard and want to apply data validation to existing tables within like documents. I have spent a lot of time trying to recreate the data validation rules for each document. Seems like it wo...
I've noticed that in next gen my headers of each table are not staying in line with the figures included within the table in the Edgar Preview. All are set to right align and bottom align. How do I make them stay together?
Is it possible to change the letter case in the destination link from a next gen document to a spreadsheet cell? The document title is all uppercase letters but I want the destination linked cell to show as title case? I don't see anywhere to set ...
By CJ Occhipinti, VP of Financial Planning & Analysis, Workiva I’ve been with Workiva a little over a year now. Before that, I was a Regional CFO with a Fortune 100 company whose life would have been made so much easier with the Workiva platform. ...
Hi, I am trying to eliminate the space created when going from one footnote to another (see area highlighted in screenshot). I think the borders between "Note 16 - Related Parties" cause the wide space. The borders were created by inserting tables...
Are you able to add a comment to a chart within a presentation? If not, will that functionality be added at any point?
Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
We are receiving two errors related to the entityCentralIndexKey tag in Next Gen XBRL. One error in XBRL is saying that our entityCentralIndexKey tag is not found in our document, although it's tagged in our non-print section. Are there specific f...
When running a blackline in nexGEN I have noticed that sometimes it will add an additional page that wasnt part of the edits. Why is that? Is there a way to remove?
I have added new links to controls database in a document. Instead of the usual green triangle, I'm getting a green underscore for the control references & control summaries in the document. What's more, the search function will recognize the Co...
DateWednesday, May 20th2:00 pm ET VIEW ON DEMAND HERE The three main document types of the Workiva platform—Documents, Presentations, and Spreadsheets—are more capable and enable you to do more work inside the Workiva platform than ever before. L...
Wdesk only seems to have PDF download capability. Is download as a DOC capability scheduled to be offered?
Hi, I'm creating a chart with no title. However, there is still a chunk of white space at the top of my chart that I can't remove. I have already put the spacing for all four sides to 0, which works great for the left, right and bottom... these si...
Your team already uses Workiva for SEC reporting. Why not spread the love with your SOX team?Share Workiva with your SOX team, and we’ll donate $75 to Feeding America in your name.The whole process takes three minutes, but the benefits for your c...
Experience the magic of Artificial Intelligence while you conduct peer research. Most teams, before drafting a financial report such as 10Q or 10K, use tools such as Google Search and the SEC website to conduct peer research (around how these org...
COVID-19 has changed the way the world works, and the home office you’re in might soon be your only office. The good news is we’ve got you covered. You can use the resources below (and on this site ) to help make sense of what’s happening and kee...
In the query's SQL Editor (not Builder), you can use a UNION operator to stack or combine data from multiple sources into rows. However, a union may create more rows than Spreadsheets or another consumer of the results can support. As an alternati...
Hi folks, Is there a way to mass upload PBC requests into Wdesk? It is a bit tedious to create each PBC request one by one manually..
Hi, We are trying to download and upload file to workiva using API. I was checking the documentation where it is looking for fileId, tableID. Where to get these parameters value? Is there any documentation available for these parameters?
An image in a Next-Gen doc that is fully justified (left-right, no border or margin) doesn't keep the format when export to Word. It indents the standard 1". I have to go in Word and change the image text alignment to 'square', and that fixes it. ...
We need to add a footnote to a page in our document (the footnote is in reference to narrative, not a table). So, we need the footnote to be at the bottom of the page. I wanted to put it in the footer so that it will stay on that page regardless i...
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...
