<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-sheet-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><br><i>General discussion and Q&A for next generation Spreadsheets, including linking to and from next gen content, Sync for Spreadsheets, formulas, filters, comments, data connections, data validations, conditional formatting, attachments, imports and exports, and general formatting.
We are trying to build out a specific workflow for preparing and signing off on schedules within workiva, but want to be able to limit access to preparers. I'd like to connect with someone in the Workiva team who can show me the "correct" way to ...
I have encountered a problem with merging cells within a range link that have a link. It's no problem merging/unmerging before I paste the range link another place, but once the link is established - merging cells wont work, and i get this error:
We have encountered with few use cases: 1)Function Text + Month is not working as expected, as per below I would expect to receive value as "DEC", however final result is "Jan". Tried to modify MONTH value bus the outcome still the same "Jan" 2) ...
Hello! My team has predefined rounding rules for our ESG disclosures, and I'm curious if there's a way to add or pre-populate our rounding rules within our Factbook? Right now, our Factbook automatically pulls through the submitted/approved data ...
Hi- Does anyone know how to delete a filtered view in spreadsheets? We have many views that were created and saved by employees no longer with the company and could like to delete those views. Thanks!
Is there any possibility to push created Views in Wdata to spreadsheets from Wdesk? Now from what i can see this is possible only from wdata only (by exporting to spreadsheets). We are looking for a solution that could be done from wdest, autopush...
Since cells don't have specific values, if a new result is added to the data source, the output ordering will change. If a comment had been left on a cell, it will no longer show up in the initial place. Is there a way to address that?
Would it be possible to consider breaking links and leaving only values (where an error is given in the formula) in the exported file if I select an option to download the file with accurate formulas? I one of our case we have to export excel cal...
Does anyone know how to sort data in a created Filter View? We need to sort some data but only want it sorted within a Filter View as it will mess up data inputs for other users. Currently the sort option is not showing up in my Filter View menu.
Hi, is there a way to narrow a search field when searching in a spreadsheet, or even other documents? For example, I'm searching for 0.5 but understandably am retrieving all results that contain this e.g., 10.5, 880.5, 200.5. Can I amend what I'm ...
I am looking for the ability to sum the absolute values within a range but the functions which allow this in excel do not currently work in Workiva. Is that an alternative which would allow me to sum the absolute values? My example would be if we...
It’s currently very easy to accidentally remove a connection from a spreadsheet section when using the right‑click menu, as Remove connection is located directly below Share updates. There is no warning prompt before the connection is removed. I p...
I have a really simplistic question -- how do I use a linked value from another workbook in a formula? I suppose I could create an intermediary cell in my source or destination workbook, but I'd like to avoid that. Thx
Hello, I require assistance with linking data between two Workiva workbooks. Specifically, I have a data validation rule (dropdown list) implemented in a cell within the workbook named 'A1'. I need to transfer the selected value from this dropdown...
How can we align the column width of Workiva Spreadsheet with Microsoft Excel. MS Excel provide the units "Pixels" whereas Workiva Spreadsheets width its not in pixels
Hi Team, We are currently performing SOX Planning activity in Excel spreadsheet manually based on balance sheet and P&L information for each company code we have. I would like to automate the entire spreadsheet. Is there any automation possibility...
Is it possible to use an 'if' statement to pull back the data from the children tabs if the spreadsheets are not set up exactly the same? I am able to successfully use the CHILDREFS functionality to pull back data from child tabs in spreadsheets...
I am experiencing an issue with time formatting in spreadsheet cells within the platform. Currently, Workiva interprets decimal numbers in base 10, which affects calculations involving hours and minutes. Identified Issue: When I enter values like...
Hello, Is there a way to disable the triangle icon in the corner of formula cells? I have some sheets with large formula-driven tables, and the users find the icons distracting. Thank you! Cedric
We currently leverage connected sheets for reporting and have added additional columns to the report within the module. How can I those columns to the connected report that we leverage? I.e Need the 2 new columns brought into the connected sheet t...
We have all numbers in our ESG Factbook in the fullest precision, but we need to round up or down as needed for our ESG disclosures. I understand how to display the numbers rounded up, but cannot figure out how to get them to display rounded down....
Hi - A few days ago I exported a spreadsheet to excel and there is a Master Dates tab where we input the current year ("2024" in this case) and the formulas create period header formats for use throughout the rest of the workbook. Earlier this we...
I have created a template in which I have locked certain sections- when I create a spreadsheet from the template none of the locked cells transfer over as "locked". Support told me this is not currently possible & suggested I submit this. thanks
If we have a sheet in a workbook that we are replacing (moving data from old sheet to a new sheet, but changing layout), but has a lot of data referenced by other sheets in the workbook, how do we quickly see what locations in the workbook are ref...
1) What is the maximum length of regular source document link while using: (a) Workiva Tasks, (b) a source document, (c) a source spreadsheet, and (d) direct entry into the program. 2. What formatting, including lin...
Hi, I'd like to lock certain columns that I have a vlookup formula on, but I don't see a way to do this. In this example I want to lock columns D and F. Anyone know how I can do this? Thanks!
Hello, I am currently working on a project that involves merging information from different CSV files into a spreadsheet. Those CSV files are stored inside a folder in my workspace, next to my spreadsheet. How can I solve this problem? Should I us...
Hi, We are using accounting formatting in spreadsheet, and for a specific report we are looking for a solution to the following display formatting: - If a number is zero => display blank or en dash- If a number is between 0 and 1 => display "0"-...
Hello, Are there plans for the immediate future for a find and replace all function, particularly in spreadsheets?
The following formula works in Excel, but not in Wdesk: =(H5(--('Sheet 1'!E:E="PSU"),--('Sheet 1'!F:F>G6),'Sheet 1'!H:H,'Sheet 1'!I:I))/C34 It's pulling from "Sheet 1" What am I doing wrong?
