Regulatory Updates
EDGAR Release 24.3 - September 16, 2024

On September 16, 2024, EDGAR Release 24.3 introduced changes to XBRL validations to include new warning messages surrounding Unselected Facts. Each fact not selected will appear as uncategorized facts and a new warning message will appear to conta...

Sonny Jablonski Rock Star
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Charts
How to get the correct series within a graph.

Hey,  Maybe this might be a very simple question but anyhow. I have tried to create a chart that is a comparison with the company's stock and the S&P over 5 years.  However, everytime the graph shows the dates instead of two line with the company ...

Mikael Westerback
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Spreadsheets
Restricting Sections in Spreadsheets

I have a spreadsheet that will have certain sections that are restricted to some users.  I see that there is an option within the filters to 'hide restricted sections' but was wondering if there is an overall setting to hide those sections so that...

Amy Jordan All Star Idea Generator
6 |
2
Sustainability Management
Task from deleted metric in ESG program 回答済み

After creating a task in a metric in ESG program the metric has been removed. Unfortunately the task assigned is still visible in the assignees task list. If you open the task the information is "Couldn´t load this task´s ESG metric". I am not abl...

Marion Kjellander All Star
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0
Certifications, Processess & Tasks
Checklist missed Due Date reason

Hi Team, We do not have any commentary section for those Letters or Tasks which have missed deadlines (Signer or Approver). There should be a mandatory commentary section (may be below the signature where, signer or approver signs) available for t...

Lalit Khairnar Idea Generator
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1
Documents
Document PDF with Authorship

We had a request on our team to have the ability to pdf. documents or specific sections and include authorship overlay's along with the metadata included when viewing authorship in documents. Is this an enhancement that others would find useful?

Chuck Idea Generator Data Management Suite Community Champion
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3
Filing and XBRL Tips
CIPC Mandatory Error

Hi Team we have an error in an XBRL file specifying These mandatory concepts can not appear in a hidden section: Description Of Nature Of Financial Statements. However the word used to tag this fact is not hidden so I am not sure why the error is ...

Fergal Meehan
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Start Here 🎯
Maximize GRC Efficiency with DMS

If you're leveraging Workiva's Governance, Risk, and Compliance (GRC) solution, you might be interested in how the Data Management Suite (DMS) can enhance your processes. DMS offers a range of features designed to streamline data management and im...

Jeff Hickey Community Champion Data Management Suite
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Documents
Charts Inside of Table Cell 未計画

Hi! Is there a plan to enable charts to be placed inside table cells? Our work around is to set the chart as image and place it inside the table. But it would be really efficient if we can create editable charts inside of a cell.

Xhan Rock Star Idea Generator
4 |
2
Amplify
Amplify 2024 Replay

Is there an Amplify 2024 replay and slides available? I attended virtually and wanted to go back and listen to the topic below. Thanks! Built for This: You're Ready with Workiva.

Jeannette Moquete Rising Star Idea Generator
1 |
0
Certifications, Processess & Tasks
Linking function in Certifications

Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Than...

Becky Cheung
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5
Chains
How to Connect CDS view API from S4HANA on-permise system into Workiva

Hi , We want to connect our SAP S4HANA On-premise system  with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...

Arvind Kumar (KUARA)
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1
Trainings & Webinars
Now Available: Workiva Platform Training in Japanese

Great news! Introducing the newly translated Workivaプラットフォーム認定 (Workiva Platform Training) certification path, which now includes a translated version of Workivaの使用 (Using Workiva).   Translated Path and Course Titles: Workivaプラットフォーム認定 (Workiva...

MacKenzie Schrotenboer Community Moderator Rock Star
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0
Trainings & Webinars
Security Roles & OAuth2 Grants

https://workiva.wistia.com/medias/6g8lbr55n0 A special thanks to Jae Yong Yoo - a key member of our Data Management Suite Support team - for his input on this! TIME         HIGHLIGHT0:25           Agenda 0:50           Security Roles2:15          ...

Abby Steere Rock Star Data Management Suite
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3
Trainings & Webinars
Connectors Foundations

https://workiva.wistia.com/medias/dhayfxq2vg TIME         HIGHLIGHT0:22           Agenda 0:52           Connectors Overview2:44           Core Connectors3:14           Premium Connectors4:51           Using Connectors6:05           Live Walk-Throu...

Abby Steere Rock Star Data Management Suite
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2
Charts
Secondary Axis Options?

In Excel, it's possible to plot a part of a stacked bar on a secondary axis so you can essentially do a bar within a bar. Is that something that you are able to do in Workiva?

Pierce Jackson
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0
Home & Files
Coming Soon: Tailored Home Boards for Financial Reporting

🎺 Introducing Home Boards for Financial Reporting Have you ever wished that Workiva’s Home experience could give you better visibility into the work you need to do, all while being tailored to your team’s specific needs and processes? Well, we’r...

Ruby Blau Product Manager All Star
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Certifications, Processess & Tasks
Linkoverride in Document Tables

The link override feature has been helpful in our reporting process. However, I have not found a way to link override in tables within a document. I could always create a new column in the factbook for how I'd like the quantitative/qualitative art...

Margaux Sellnau
3 |
0
Workiva Scripting
Automatic copy and paste 回答済み

It is possible to copy values from the spreadsheet to another through one click automatic?

Gustavo De Lima Carvalho
1 |
0
Certifications, Processess & Tasks
Processes and Certifications - notifications 完了

The prior certification process allowed us to customize notifications so that, if we want, we could have certifiers be notified daily until the due date. This still isn't an option, which is requiring us to manually push a notification before the ...

Pat Flanakin Community Champion Idea Generator
2 |
2
Chains
wdata chains to refresh data and publish the data on the spreadsheets 回答済み

How difficult would it be to (how would I do it?) use a connected query to automate a refresh to the data in a spreadsheet and then publish the changes? I see the WData commands but I do not see any guidance on how to build a query to use them. Ma...

Shelly Arnold Data Management Suite
3 |
0
Trainings & Webinars
Take Learning to the Next Level

We wanted to keep you aware of some exciting changes to our product enablement offerings! We are now offering a Signature Learning subscription that will include many benefits our learners have been asking for! Click here for more information!  

Kaitlyn Nanney Community Moderator All Star
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1
Workiva on Workiva
Permissions Tips and Tricks

In the Workiva platform, you have complete control over your workflow and data with advanced permissions. Watch to see it in action! Find more quick tips and tours on our YouTube Playlist. https://www.youtube.com/watch?v=PXx4Nx052AE

MacKenzie Schrotenboer Community Moderator Rock Star
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0
Trainings & Webinars
Navigating No-Code Trends

https://workiva.wistia.com/medias/q6vprrxnxh TIME         HIGHLIGHT00:25         Introductions01:03         Agenda01:36         No-Code Definition04:28         Citizen Developers08:05         The Enterprise10:56         Industry Specific Platforms...

Abby Steere Rock Star Data Management Suite
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1
Trainings & Webinars
Quick Takes: Workiva Admin

📆  Date: Wednesday, 4 September⏰  Time: 10:00(BST)/11:00(CEST)🌎  Location: Virtual   About this Event I officially invite you to join us for our next Quick Takes event on Wednesday, 4 September at 10:00(BST)/ 11:00(CEST) as we discuss the topic ...

MacKenzie Schrotenboer Community Moderator Rock Star
2 |
0
Trainings & Webinars
Controls Management and Automation

https://workiva.wistia.com/medias/woyr3mfyuy TIME         HIGHLIGHT00:30         Agenda 00:44         Test Form Build / Manual Demonstration01:43         Chain Introduction 04:39         Demonstration Use Case 06:32         Chain Walkthrough 20:57...

Jeff Hickey Community Champion Data Management Suite
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2
Trainings & Webinars
Chains Foundations

https://workiva.wistia.com/medias/3n8fu6ir54 TIME         HIGHLIGHT0:28           Agenda 0:52           What are Chains? 1:38           How do Chains Work?2:30           Connectors vs Connections vs Commands4:03           Configuring Commands4:55 ...

Ryan Niebruegge All Star Data Management Suite Workiva Essentials
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4