Is anyone else experiencing issues with array formulas (ex., Unique, Filter, etc) when exporting from Workiva to Excel? We’re seeing cases where these formulas don’t carry over in the Excel export. Curious if this is a known issue or something oth...
When setting up the Workiva connector there are a number of issues that can occur, below we cover the most common ones. If none of these help you please contact our support team and make sure to include the full error message. Error authenticating...
There used to be an option to skip the task but recently I do not see that as an option anymore. Does the functionality to skip the task still exist and if so, where does one find that option. Otherwise, is our only option to either delete the t...
作為全球通訊策略更新的一部分，我們已將電話服務整合到我們設有實體辦公地點的地區。這使我們能夠確保最高的通話質量，並嚴格遵守當地的監管標準。因此，我們將停止為德國、香港和瑞典提供專用支援熱線。 雖然具體數字有所變化，但我們對在地化支援的承諾卻不斷擴大。為了更好地服務我們多元化的社區，我們透過所有活躍的電話線路提供超過 190 種語言的 24/7 全天候即時翻譯服務。這確保您無論身處何地，都能用您偏好的語言與我們的團隊進行有效溝通。 如需聯絡我們，請造訪 Workiva 聯絡與支援目錄 ，並撥...
Som en del av en uppdatering av vår globala kommunikationsstrategi har vi konsoliderat våra telefonitjänster till regioner där vi har ett aktivt fysiskt kontor. Detta gör att vi kan säkerställa högsta möjliga samtalskvalitet och strikt följa lokal...
Im Zuge der Aktualisierung unserer globalen Kommunikationsstrategie haben wir unsere Telefondienste auf Regionen konzentriert, in denen wir über aktive Niederlassungen verfügen. Dadurch können wir höchste Gesprächsqualität gewährleisten und die lo...
Hi all — is anyone using Workiva to collect control evidence on an ongoing basis? One of my main challenges in managing the SOX testing program is timely evidence submission from control owners. I’m considering implementing a process where: Evid...
Hello! My team has predefined rounding rules for our ESG disclosures, and I'm curious if there's a way to add or pre-populate our rounding rules within our Factbook? Right now, our Factbook automatically pulls through the submitted/approved data ...
Get ready to resolve chain failures faster and with more confidence! Troubleshooting Chain Failures walks through common troubleshooting steps and solutions, when to engage with your technical experts, and how to engage with Support. If you’re bra...
We want to provide an update regarding a rendering discrepancy some of you may have noticed within the Workiva FERC Viewer, specifically concerning Schedule 404 in Form 1. What is happening? Currently, Schedule 404 does not appear in the Workiva F...
📆 Date: Thursday, March 26⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, March 26 at 10:00 am CST as we discuss the topic Designed Reporting for Proxies and ARS. Du...
I get a red box infront of my page number in Workiva that creates a problem for my table of contents in the report, where the page number witha squere box infront gets goes on a line below the text in the table of contents. How to i edit what is a...
Hello Workiva Team, I would like to suggest an enhancement related to document and presentation formatting within Workiva. Currently, there is limited ability to perform bulk updates of colors, fonts, and styles across an entire document or presen...
Hello Workiva Team, I would like to propose an enhancement to Workiva’s charting capabilities by introducing advanced features similar to those available in think-cell. Currently, while Workiva supports basic chart creation, it lacks more advanced...
Hello Workiva Team, I would like to request an enhancement related to importing content from Microsoft PowerPoint into Workiva. Currently, when charts are imported or pasted from PowerPoint into Workiva Documents or Presentations, they are convert...
Is there a way to limit the periods shown in my bar chart? I have my bar chart connected to a different spreadsheet that has multiple periods listed in it, but i only want my bar chart to show the last 2 periods. Can i filter this somehow?
Hi- Does anyone know how to delete a filtered view in spreadsheets? We have many views that were created and saved by employees no longer with the company and could like to delete those views. Thanks!
Better decisions. Improved performance. Strategic value creation. It all depends on having a foundation of data you can trust. Accelerate 2026 is where trust translates into business impact. Learn how finance, risk, and sustainability leaders are...
The SEC published their draft changes for the upcoming EDGAR Release on 03/16/2026 that comes with some changes to Section 16 for FPIs. Luckily, as of right now these changes will only impact FPI and pre-existing non-FPI customers should not be im...
On March 16, 2026, EDGAR Release 26.1 will introduce updated validation messages that includes 30 additional rules added to FASB’s 2026 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation...
Is there any kind of data model template for Wdata for financial reporting? I'm not talking about Chains, but rather tables, their relationships with each other, and their queries, so as not to start the data model from scratch.
We have several users that only input information in Workiva on an annual basis. Because of this, we have had some users get automatically suspended due to inactivity. How long does a user have to be inactive before they get suspended? As an organ...
As a administrator I would like to see what groups a user is assigned to. I know I can open a group and see the assigned groupmembers. But It would be benefitial for me to see it the other way around and select a user to see the assigned groups.
Bulk Remove all Links -function deleted (without any information that this will be done). This kind of function is very much needed, so please provide an alternative way to delete links
Join us on March 10th from 2:00–4:00 PM ET for Demystifying the Data Management Suite, an introductory training designed to help you confidently understand the foundations of Data Management in Workiva! This session is ideal for anyone who is new ...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
I built a table for Schedule H Fair Value reporting that has a LOT of links (i.e., every name and number for every row on approx 55 pages); however, this table keeps disappearing from the document when viewing - for both myself and others. Any ti...
Hello! I am exploring using chain tasks with the end result being on a presentation slide. Is there any way to visually show that something in the presentation is not completed because it is reliant on a different task being submitted? Example: Th...
Hello! I was wondering if anyone has any solutions for controls around review in the presentation space. I am designing a presentation and some of the slides have a lot of analysis on each slide such as P&L line item flux analysis. Does anyone kno...
Hi Folks, I am trying to extract data from a Wdata table using Run query and export query results to another Wdata table. My Plan is to run query and export results into a csv , which can then be fed to the template "Chain Load Data to Wdata ", bu...
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...