The Data Quality Committee (DQC) approved a new round of DQC rules for Version 24. The effective date for these rules will be for filings submitted on or after September 1, 2024. The DQC plug-in tool will be updated the week of August 26th and we ...
Wanted to share with you a newly launched series called CPX Leadership Insights where you’ll gain, well, insights from Workiva CPX VPs regarding updates, events, and more! You can find this series in the Workiva Community under the Events & Educat...
Working on our reports is a global team of people spread across many time zones. This can create confusion / an extra burden when we need to communicate about historical versions of a file, since (per our tests) the timestamps displayed are in eac...
Both Chains and APIs play an important role in the world of data integration and automation. APIs offer direct access to various services and functionalities, while Chains provides a user-friendly interface to interact with third-party integration...
When I am assigned as a Reviewer, it shows up in the web app under "My Assigned Tasks". In the mobile app, "Reviews" is showing 0 items. What is needed to enable approvals in the mobile app?
Fantastic News! We’re excited to reveal that the Completing an SEC Filing eLearning is now live! Our new course guides you through the filing process and addresses common filing issues in under 30 minutes! By the end, you’ll master hyperlinking e...
New to Chains and wondering about roles and permissions? Chains works similarly to the rest of the Workiva platform, but with one important difference: permissions can be applied to a single chain, an environment, or an entire workspace. Chains h...
Currently using a centralized document and would like to explore Workiva's capabilities
Hello I want to know how to use the SQL Distinct to get unique details. Suppose if they are two same URL's in the spreadsheet i need to get the unique one.
We would like to programmatically extract the history of our tasks, from creation through final approval. Is there a way to do this in a WData query?
Hi, I need to access data from Wdesk to MS power BI report. Can someone guide me how to do that? Thank you.
In Financial Reporting (A&I and GSR reporting workspace), want to know which roles are used for Wdata and which roles is used to Wdesk separately to show the difference
Hello, I am getting "Self-closed element "ix:nonFraction" may contain text or other elements and should not use self-closing tag syntax (/>) when empty; change these to end-tags in file.." warning show up on Arelle, but have trouble finding the is...
In the Workiva platform, there are several ways to initiate a chain. This article explores the different options available, their benefits, and why you might choose one method over another. Here is a link to a support article that covers these met...
I may be missing it, but isn't the newly announced Overlay functionality in Documents just another way to turn on Authorship within the right-side History menu?
One of the most useful tools in Workiva’s Data Management Suite is Chains! Chains are repeatable workflows that connect your data across the Workiva Platform and beyond. The possibilities of how to use Chains to benefit your organization are endle...
Hello All We have connected SAP BW 7.5 which is in HANA database to Workiva. All the confifuration is done. Now when we run/execute the chain using the BW connector calling/reading the data from BW query we are getting the error. Below --------TY...
Wondering how others are overcoming the inability to track changes for connected information, particularly as it relates to audit reports in the Audit Management Workspace.
In the Home Dashboard I can see in Program Status some statistic about the metric/task status as shown below with the possibility to select different criteria. I would rather see this in an excel to be able to follow up for each assignee how many ...
Would it be possible to enhance the possibility for ESG program owners to change certain settings (e.g. assignee, approver, due date) in ESG program in a bulk rather than by opening each metric and its settings in metric assignment?
I want to upload a single file to Workiva and associate it with an existing table using this endpoint in Python.My code: import requestsheaders = { 'Authorization': f'Bearer {access_token}', # I've got an access_token from the Workiva authent...
https://workiva.wistia.com/medias/fqi9enrwrn TIME HIGHLIGHT0:22 Agenda 0:51 Wdata Overview 1:28 Tables 3:02 Queries 3:40 Views 3:59 Connected Sheets4:25 Demo/Live Walk-t...
Hi, I have some questions regarding the JSON body used in the "Create a table" API call. 1. "datasetUpdated": "2019-08-24T14:15:22Z", I want to use the call to set up the column structure and define data type, I am not intend to immediately import...
📆 Date: Thursday, August 22nd⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, August 22nd at 11:00 am CST as we discuss the topic Getting t...
We're relatively new to Workiva and looking to take full advantage of its capabilities. Wondering if anyone can share what successfully integrating risks, controls and procedures looks like? What are the keys to successfully integrating these comp...
Is there a way to retire/decommission risks?
After using the certifications/processes for our quarterly SOX signing for a few periods our users have the following suggestions/questions/requests Is there any plan to improve the organization of processes on the Processes home page. The list o...
This news is about to knock your SOX off! Introducción a Administración de controles (Introduction to Controls Management) is now here in Spanish! This is the first in a series of Controls Management and Audit courses slated for Spanish translati...
Hello! My Comments Filter pane won't scroll, and it covers "over" the bottom bar. Is this an issue in my workspace or perhaps my browser? (I'm using Google Chrome.) What am I missing and/or how can I fix it? Thank you! Related, I've been trying to...
Subject says it all. I have tables in reports (Audit module) and column width looks arbitrary by delfaut and ajusting them on the fly last only few seconds until next reflesh.
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...