The scenario: I have Workbook A, and it is the source feeding into separate workbooks C and D, as well as presentations E and F. I believe it is also the source to some other unknown workbooks/presentations/documents, X and Y, which other people h...
Estamos encantados de presentar Range Linking, una nueva forma de conectar sus datos que le permite vincular una tabla completa con facilidad. Como una envoltura alrededor de sus celdas vinculadas, los cambios estructurales, como añadir/eliminar/a...
Hi, When we build processes we use the due date functionality within tasks. Some of the processes also use the One after another functionality. The question is twofold - if we experience a delay and want to give downstream preparers extra time, is...
📆 Date: Thursday, July 25⏰ 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, July 25th at 11:00 am CST as we discuss the topic Managing Certif...
I'd like a command that we can enter in the endpoint for an API in the Oracle Fusion Cloud connector. Similar to how we'd use Postman or SoapUI. I'd like to automate data loads using wdata, where we can record the call and results for each iterat...
I am currently exploring the possibility of connecting Tableau Dashboard to Workiva and seeking insight from other users who have experience with this integration. Has anyone here successfully connected the two platforms? If so, could you share yo...
📆 Fecha: Jueves 1 de agosto del 2024⏰ Horas: 12:00 PM - 1:00 PM (New York, Time Zone) Acerca de Este Evento: Mejores prácticas de estructuración de datos para hojas de cálculo de Workiva Plantillas y funcionalidades de Workiva para la creació...
Hello, I am experiencing an issue with the Workiva API when attempting to apply filters to reports. The API works perfectly fine without filters, but I encounter errors when filters are applied. Below are the details of the APIs I am using and the...
hi, is there a way to lock the sheet names and sequences? If currently not possible, can we add this as a future enhancement? Most of our chains rely on the sheet names and sequences in copying, pasting or comparing the sheets in workspace to anot...
Great news! SEC Filing Fee Exhibits with iXBRL are now supported within the Workiva platform! As noted in a prior community post, SEC Large Accelerated Filers will be required to submit filing fee information in an exhibit structured in iXBRL beg...
It would be great if you could move the chart titles around similar to the labels.
Its great that you can place images behind text but they need to be able to be locked so you can select the text on top without having to move the image to get to it.
How can I mass include the walkthrough phase for all my SOX controls?
It would be great if there was a way to view the guides for the columns and margins in Workiva, similar to indesign.
New to Processes or looking to level up your knowledge? Jump into our guided Processes Path to learn everything from basics to creating and using Processes to automate workflows in the Workiva platform! This path is intended for new users and cur...
The Amplify Agenda Has Arrived! All 60-minute sessions are eligible for 1 CPE credit The full agenda for September is now live. Get Ready for Anything with panels and sessions on Workiva AI, XBRL ® best practices, the secrets of assured integrate...
Exciting news! We've launched a brand new course on Workiva Carbon, our new solution designed to help organizations measure, manage, collaborate, and report carbon emissions. This new offering advances our Sustainability Platform for organizatio...
If I create a new spreadsheet and enter a figure like "8.76%" into a cell, this will be displayed as 9% by default. While that doesn't seem ideal (to me), this isn't my real issue. My question is, when I select the Decimals drop-down where "0" is ...
I have tagged a document using a specific taxonomy (FRS 102) , but would like to copy the tagged facts to a different taxonomy (FRS 101) for the same document
Is there a limit on the number of workspaces per account? Specifically, must the number of workspaces correspond to the solutions each company has, or can multiple workspaces be created for each module?
It is currently very difficult to copy a floating table from one page to another and the process is not well documented on the Workiva Support webpage. Thank you for simplifying the process.
Currently, depending on the order of applying the formatting, there is sometimes a space between the number and the percentage sign in tables, and sometimes not. Although this seems to be a bug, it is causing additional workload for the team to so...
Is there was a way to assign permissions at a lower level of detail than section or sub-section? We have disclosures where three separate groups (example below with 1,2,3) own sentences within a paragraph and we do not want to break up the paragr...
Since the follow-up request email copy the same content from the original request, it builds a lot of frustration and confusion at the recipient end, as they think they are getting the same request over and over again. Please come-up with a soluti...
Hi How can I reference an element in an outer iteration if an element with the same name already exists in the inner iteration? Here's a sample JSON payload: The element I'm referring to in this example is the "id" element. It exists in the "data"...
Hi Team, How to add/create/edit action plan forms, issue forms and test forms in Workiva
On July 1, 2024, it is anticipated that the SEC will complete the EDGAR release 24.2 that will introduce updates to support new and updated taxonomies, including the 2024 SEC IFRS taxonomy. As part of this release, the 2022 versions of taxonomies ...
hi all, I have added a tab from a different workspace as my connection, but how do I know when the tab in the other workspace gets updated and I need to refresh my connection or I will be using stale data? Is there any hlep that can be provided on...
I have for example a table with the sales per country and per product: Product Country SalesApples DE 100Orange NL 50Apples BE 100 Now I want a query that shows the result per product of N...
Hi there, Is there an ability to add images to the text area of a certification (Processes)? Similar to what you have here in this Detail box the ability to " insert image ".
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...