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If you are new to building Chains you may be wondering “what happens after I click execute?” In this post we are going to highlight what you should review after running a Chain. The main area to review your Chain runs and history is the Monitor t...
Within the Data Management Suite, there are a few terms that sound similar but have distinct definitions. It’s easy to mix up the meanings when you get started building Chains. Let’s define those terms in one place to help simplify things! Chains ...
Were you aware that Spreadsheets have a limit of 2,000,000 cells per Spreadsheet? This means that if you have a lot of data, you might run into problems. Tables in Wdata, and the Data Management Suite (DMS) as a whole is a great solution to avoid ...
If you’re working in Wdata and need to build out queries that bring together data from multiple tables, you may be wondering how to connect those tables together to give you data from both. If so, this is the community post for you! Let’s say you ...
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...
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...
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...
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...
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...
Ensuring queries are usable year over year and quarter over quarter, is essential to creating a streamlined reporting process. To do this in Workiva’s Data Management Suite, you can create a dynamic query that fits your reporting process by using ...
The Handlebars Connector is a powerful tool in Chains. It can help you manipulate and process JSON data in a more efficient and streamlined way. This post takes a closer look at this particular Connector. What is Handlebars?Handlebars is a versati...
Looking for a way to organize your Chains or manage their development lifecycle? Chain Environments can help with that! Within workspaces, Workiva users are set up with a default DEV environment in Chains. In addition to the standard DEV environm...
If you’re working in Wdata and building out your first table, you may be wondering what all of the column types are and why they’re important. If so, this is the right community post for you! Column types specify the structure of data that is save...
The Workiva Connector, Workiva Chain Connector, Workiva Scripting Connector, and the Workiva APIs all require an API Grant for authentication. In this post, we’ll delve into the API Grant creation and management form fields and provide important c...
Getting started with Chains or looking for examples of Chain leading practices? Check out Chain templates created by Workiva! Workiva Chain templates are available and ready to use for all Connected customers. To find the list of current Chain te...
If you’re new to using the Workiva Data Management Suite, you may be asking yourself - “what’s the best way to structure large data sets in a Wdata table?” If you’re asking yourself this, then you are in the right place! Before you create your W...
Chains require a "Runner" to execute Commands, with two types available: CloudRunner and GroundRunner. This post offers insights into each Runner type and guidance on when to utilize them. When configuring a Connector, you must select at least one...
In order to share data across Workspaces using Chains, you will need to have multiple Workiva Connectors. Workiva Connectors are designed to restrict access by Workspace, so you will need to create a Workiva Connector for each Workspace in which y...
Are you spending too much time exporting information from other systems and importing it into Workiva? Would you like to automate your flow of data more efficiently? If so, it may be time to connect your source and other systems to Workiva! There...
Are you in need of sharing data across Workspaces? You’re in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspac...
When generating an API Grant, it’s important to keep in mind several leading practices. In this post, we’ll be discussing API Grant Scopes. API Grants are typically used for creating a Workiva Connector, Workiva Chain Connector, Workiva Scripting ...
Understanding Roles and Permissions in the Data Management Suite can be a bit confusing. Generally your Roles define what you can do and your Permissions define where you can do it. For an overview of Wdata Permissions: Permissions in Tables P...
With every Workiva FERC Solution, Workiva’s customers are given a chain to help automate the roll forward process. The primary function of the roll forward chain is to take the data from the current year in each report and move that data to the se...
When generating an API Grant, it's important to keep in mind several leading practices. In this post, we'll be discussing the use of Integration Users, which is a highly recommended practice. API Grants are used with the Workiva Connector, Workiva...
From Chain Builder, workspace owners can create and manage sequences of tasks—known as Chains—to orchestrate workflows using the Workiva platform and across other data sources. For example, you can create a chain to automatically: Refresh data f...
Workiva offers many Application Programming Interfaces (APIs). An API is a set of protocols that allow for building software applications that access the features and data of an application or their service. APIs are commonly used by developers to...
Variables Introduction When I first started at Workiva working on the Connected Center of Excellence team, I was met with quite a hurdle. That hurdle being to grasp the concept of chains and learn how to build them. A very important part of learni...
Now that you have your data in the Data Management Suite, it's time to start using it! Some common ways you may want to use your data: Populating a Spreadsheet with Query Results Generating a Table to focus on specific Costs / Expenses Generating...
Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...
Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...