<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 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?
Is there a way to automatically delete all existing data prior to syncing a worksheet? Each month, I have to sync multiple worksheets to spreadsheets in Wdesk. Some times, the worksheets I have to sync have fewer rows than they had the month befor...
I am looking to create a dashboard to show when all spreadsheet/cell is updated. We have some areas where a spreadsheet is updated manually that feeds into other spreadsheets.
Hi, does anyone know whether we can filter the outline labels in Wdesk Spreadsheet and a summary report of outline labels can be generated?
Hello, is there a way to create multiple drown down options in a single cell? When creating my sheet, I can only create one option for each cell which is extending my spreadsheet. I am looking to have one cell that contains all options, that wou...
I need to upload an excel file that is above 40mb. Could you please guide on how to go about it (example, by splitting it & joining all pieces) without losing formula linkages. Please also suggest how to reduce the size of such files.
I have a spreadsheet that will have certain sections that are restricted to some users. I see that there is an option within the filters to 'hide restricted sections' but was wondering if there is an overall setting to hide those sections so that...
Hi, I need to access data from Wdesk to MS power BI report. Can someone guide me how to do that? Thank you.
Is there a way to send the dynamic query parameters to a field in the spreadsheet? I don't want to include the fields in the data since it would be repetitive data.
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...
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 ...
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...
We have a number of reports we are attempting to replicate in Workiva. Within each report, there are 11 tables that describe different information about our tenants and/or units for a property. These tables expand and contract each quarter, and ...
We are in the process of creating a "masterfile" to house all financials and spreadsheet related items for our quarterly and annual filings. What are the best practices for organizing the information (due incorporate the annual notes with the quar...
It would be very helpful to have the ability to insert multiple rows in a spreadsheet once we already have information on the spreadsheet. I'm currently working on a project where I need to add a full section of information into the middle of a cu...
Hi is there a way to import excel charts into spreadsheet as chart? Current when doing Workiva sync add-in on excel. It only sync the cell values but not the excel charts. My objective: there are some nicely formatted charts in my excel and I want...
We are building out a "Primary File" where we will keep all financials for the year and will be the linking source for various filings. What is the best way to handle a rounding template with a primary file that will contain all current and prior ...
Hi, Does anyone utilize a formula for Profit/Loss or Provision (Benefit) that can look up values in the two periods presented in their workbook? For example, if 2024 is positive and 2023 is negative, I want the text to show the correct text based ...
Can I see the total count of connections I have per Workiva spreadsheet? It would be helpful to know how close I am to the 100 connection limit. I was hoping to find some Worksheet properties section, but I do not see it.
I may be missing something but it looks like you lose the formatting when you connect to a spreadsheet when using connections to a dataset. Is that correct? Or is there a way to bring over the formatting? (I have a presentation on my workspace and...