Is it possible to upload all the controls related data at a time instead of each control at a time? If yes. how is it possible? How can we get templates that could make for a bulk data upload?
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Waterfall chart
回答済み
I have a waterfall chart that seems to have one bar formatted incorrectly. For the rest, the bar begins where the previous one left off and shows the positive or negative cumulative effect. As you can see though, the $(13,911) does not begin whe...
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Hello, I need to file a powerpoint presentation in an 8-K. What is the best way to do that in Next Gen?
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WATCH ON DEMAND Kick off your 10-K season with the SEC Pro Group! During this webinar, we’ll dive into how companies are preparing for their 10-Ks by addressing recent amendments to Regulation S-K, reviewing the impact of COVID-19 on disclosures,...
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We have a pie chart that, because of rounding, is showing % which total > 100%. Is there any way to maintain our numbers in thousands and 1 decimal point % and have the % as displayed total 100%? Chart data:
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Date Wednesday, Jan. 27th2:00-3:00 pm EST WATCH ON DEMAND It’s that time of year again! Headaches, panic attacks, stress, constant state of crisis mode—no, we are not talking about the recent holiday season or your in-laws unexpectedly coming for...
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I cannot figure out a way to move a section out of one document and create a new document with that section. I have one narrative that is now obsolete and I want to move it to another document to separate it from active narratives. How can this ...
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As annual filing season is approaching we wanted to share some tips for cover page tagging. New Tagging Requirement on Cover Page - “IcfrAuditorAttestationFlag” With the release of SEC Final Rule - Release No. 34-88365 issued by the Securities an...
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XBRL tagging
回答済み
Hi Mike, In next gen platform, is the approach to tag words like "no" and "not" but immaterial? Also, we have reached out to our CSM and PSM about the next gen XBRL blackline. It is not as useful as the XBRL blackline in classic. I hope the pr...
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Hi, I created a Document, but would like to add it to an existing Folder. How would I do that? This is for NextGen
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DML in WData Table?
回答済み
Is it possible to perform basic DML statements such as insert into or update in WData tables via Chains / API? What are my options for modifying data in a Table? I know I can import a file into a table. But if I now want to update all rows wher...
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I have an XLS file with an unknown number of sheets. Each sheet has data in a certain structured format. I want to get that file into a WDesk Spreadsheet, each sheet mapping to a sheet in WDesk. When I want to enumerate the sheets from a chain ...
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Due to complexities of our anual report and varied styles, we currently need to have it broken down into multiple Wdesk documents. This presents an issue becasue we would like our reviewers to review our annual report as a single document. Could w...
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Duplicate Chart
回答済み
Hi Is there a way i can duplicate charts instead of having to insert each new one and reformat everything? Thanks
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Ability to see authorship in documents similar to spreadsheets.
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Annually, we perform a self assessment of SOX controls and provide an assessment at the component level to our external auditors. We follow the 2013 COSO guidance, but I feel that this process is not only time intensive and very manual, but flawed...
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We have a document that we would like to use if/then statement to show an image depending on whether or not a criteria is met. So if the criteria is met we would like to show yes/no with a circle around yes and if the criteria is not met i would l...
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We are currently using Calibri Light in some sections of our presentation. I am locking down style guides for consistency but when I tried to create the style for these sections, Calibri was available in the drop down but not Calibri Light. How ...
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I am trying to delete a table in a Document. Somehow I am not able to get the option to delete table. Am I missing something here? I know longer need a table and want to remove it from the document.
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Recently I've been creating new links in my document from my spreadsheet. After several copy and pastes, I notice the defaults I selected from the clipboard (either paste values only, or create links and copy formatting) don't always stick as I se...
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As we pursue our mission of providing best-in-class, customer-first service and support, we continue to provide more ways to reach us when and where you need it. Whether you can’t seem to figure something out, the Workiva application not working a...
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How can I see all links that are in spreadsheets? I want to be able to find where a link is going to a document so I can delete it, but I don't want to have to go link by link to find it.
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I am attempting to add a decimal place into the parenthetical text in the comprehensive financial statement. It appears correct for anything that isn't a zero, where it just leaves the value blank (see column A below). Any suggestions on how to fi...
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Is there a way to divide a large section of a Next Gen document into several smaller sections? I have been adding new sections then copying and pasting tables and text from the original section to the new one and deleting in the original. This is...
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Is it possible to have the hyperlinking functionality in Spreadsheets to function similar to Documents, where it's possible to link to a specific section? Currently, I believe you can only link to a web address, which works initially, but now that...
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Hi, does anyone have a useful concept to use for COVID-19? I am happy to extend, but only after exhausting everything else. I should say that I am in 2019 with 2020 DEI taxonomy, so there may be something in the later taxonomies that I can mimic...
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Excel has the =filter function which allows you to filter a range or an array. You can use it to return multiple rows based on a value or values. For example, from your current sheet you could return all rows from a connected sheet where "FY2020"...
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Is there a way that one or more users, aside from the assigner, can be notified that a task has been completed? I would like to assign tasks within a document but when completed my supervisor should be notified the assignment is complete versus me.
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Now available through the rest of 2020 and into January 2021, both live and on-demand demonstrations from Workiva experts give an introduction on how to use products on the Workiva platform. Live Demos Follow the links below for more info on the l...
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As many of you may have seen or heard, on December 14th, 2020, the SEC will release EDGAR version 20.4, and with it includes many official EFM changes, such as some new form and exhibit types, new filing values for certain forms, and some new XBRL...
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