Hi, It's been a while since I have used Workiva so hoping someone can help. I am trying to write a formula in a worksheet within DataDestination but that pulls from a source in DataSource. Is that possible?
Why does the report from the review function show all pages and not only the selected sections, when you select specific sections. The report currently contains all pages, but should only show the ones selected visible.
Hey, Would it be possible to add a feature that allows you to upload and use your own bullet point designs? Currently, I have to insert my own designs as an image. It would be much more intuitive if the designs could simply be used in style guides...
Hello, I am trying to align the headers in my document. Some have very little blank space in the header (first image below) whereas others have quite a lot. I've tried adjusting the margins and checking for nonprinting characters, but neither solv...
Hi, I want to link the date and amount in the following cell from our single source file. When I try linking them, they don't appear as destination links. Does Workiva have the capability to link text within a cell without linking the entire cell?
What do you use to prepare your cash flow statement? Excel? HFM? Workiva? Pros/Cons. Any insight is greatly appreciated.
When trying to manually refresh a spreadsheet connection to a WData query it fails (image below). The connection was working fine previously and no changes have been made to the query or the sheet. I've also checked that the amount of cells retri...
https://workiva.wistia.com/medias/un3xsdryn8 The Workiva Education Team is thrilled with the announcement of our new Workiva badge and certification program. Easily become #WorkivaCertified, and display your learning achievements on your resume an...
I am currently unable to insert images into the Wdesk version of Excel. Images saved in an Excel document do not upload into the Wdesk version of Excel.
I am currently using the unpivot tool to change header values into a new column. I had to manually input the column headers for the tool to work. I tried using an extract value tool to get the header names and tried to use that as a variable in th...
"Veterans Day is a chance for all of us to reflect on what our service meant, and share that with those who didn’t serve so they can understand. Workiva provides the support and opportunity to engage in these conversations, in addition to the supp...
You might have seen this pop-up when logging into Workiva today. As noted there, for today, November 11, 2021, EDGAR will not be doing any filing, nor will the SEC be available to chat. This is in observance of the Veteran's Day holiday. Normal...
I am unable to migrate the query results from one workspace to another using chains. The following chain recipe was followed by me However, while running the above chain, I am getting an error in the last chain connector "overwrite sheet data" Er...
Hello, I have a question following up on this article. As noted, a pdf will generate multiple image files once edgarized. This article shows how to get the hyperlink to ONE image. What if my document was intended to be a whole exhibit? Is it ok to...
Hi Team I have two files one with Double quotes in data(") , One without the Double quotes("). Using Find and replace tool in File utilities, I am replacing (") with BLANKS. but when am processing the 2nd file without the double quotes, its gi...
Hello- We are trying to better visualize and map out our Policies & Procedures and how they reference exact lines of the specific regulatory document that the policy references across our entire organization. I have brought in both sets of documen...
Date Wednesday, November 17, 20212:00-3:30 p.m. EST Register Now Back to Basics: Comment Letter and Disclosure Trends Roundtable With the approach of calendar year-end, increasing SEC scrutiny, and a never-ending list of potential disclosure chal...
Hi, I was trying to use the 'update dataset in a table chain template' (https://support.workiva.com/hc/en-us/articles/360058919852-Update-Datasets-in-a-Table-chain-template) to update/overwrite my dataset imported to a table. My chain looks like t...
I couldn't quite find anything on this in the community but is it possible to have formula in the embedded table of a document which it's source is a spreadsheet? For example I know that you can obviously link to cells in a spreadsheet outside of...
How do the cell limits work in Spreadsheets? I understand that there is a limit of 2,000,000 cells in Spreadsheets but I was wondering what counts as a used cell. Is it 2,000,000 cells containing any data or do empty cells count towards the limit ...
Need workflow functionality for 1st line to submit incidents/issues, action plans and RCSA feedback and submit to 2nd line for review and further feedback.
I'm a spreadsheet owner, but I can't delete or move the spreadsheet.
Hi, I was trying to follow the steps in https://support.workiva.com/hc/en-us/articles/360050552311-Extract-Data-from-Oracle-Hyperion-Financial-Management-to-Workiva-as-a-File, and is having some problems with the 'Create File' command. Below is m...
I have read that there is a time limit of 10 minutes on API calls from workiva. My calls are timing out at 2 minutes no matter what I set the timeout parm to be. Am I missing parm somewhere? I am working in development environment. Thanks Pam
Hello, I've noticed that the filters on reports in the SOX workspace are static. When you search for criteria in the filter box, you can then hit Select All to include all the filtered items. BUT if you leave that filter in place, and a new item i...
Hi, I am trying to create a chain which can be used to send query result from one workspace to another, after having a discussion with the Workiva Spoc but the chain is throwing an error while it is being executed. The error is : unable to match u...
Hi, I'm trying to use the 'Extract Data to File' command in the Oracle HFM BizApps, and received the following error message: I'm using a .txt file as my configuration file and it contains the following (12 dimensions are used for the HFM POV). ...
Great news! Starting next week, Workiva will be kicking off a short series of Certifications trainings in the form of live demonstrations. These demos will showcase the Certifications product and cover what Certifications are, how to use them, and...
In the workspace - can we request a setting or role to potentially hide the person icon for all users except Workspace Owners/Admins. ie so that not every user can see what access other users have.
Besides exporting to a word doc and doing a compare in word, is there any new way to compare paragraphs from our previous 10-Q to our 10-K within Workiva?
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...