Workiva Sync Selection of Existing Files in uploading

Can the program be updated to select specific years for uploading in Workiva Sync? In Wdesk Sync, it was easier to locate the file to upload if we opened the spreadsheet, while in Workiva, click on recent files and locate the specific file easier....

Christine Greenwood Idea Generator
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Exporting formulas issue

When I save a spreadsheet into .xlsx format, there are some "@" signs in the formula which gives #VALUE error in Excel. How do I save the file to avoid this issue?   Formula on Wdesk:   Cell output on Wdesk - error due to formula not supported by ...

Ian Au Yong
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1
Connections vs Source/Destination Links

Is there an article, post, training, etc. that shows the pros, cons, differences, etc. between using Connections and using Source and Destination Links? We use both in our workspace (for spreadsheets, presentations, and documents), and I'm curious...

Christy Mazza All Star Beta Buddy Idea Generator Data Management Suite Workiva Platform
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4
Permissions say I'm the owner of a sheet, but the sheet says I'm only a viewer

In the permissions settings, it says I'm an owner of Spreadsheet A; however, in the actual Spreadsheet A, the blue bar at the top says "You are a viewer of this sheet. To request edit access, contact a sheet owner."  I'm also a workspace admin, so...

Christy Mazza All Star Beta Buddy Idea Generator Data Management Suite Workiva Platform
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Importing Excel Workbook with formula @SUMIF - not working

We're importing workbooks, all formulas are working except for the SumIF and SumIFs.  After reading some of the posts similar to what we are experiencing. We need help since we are unable to make SumIF/s work.  Below are screenshots of the SumIF f...

Jonathan Santamaria
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Workiva Sync 回答済み

Will Workiva Sync be available for all Workiva subscribers?  Or is it a separate subscription?

Liani Castillo
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Workiva Sync

When will Single Sign-On for Workiva Sync?

Shannon Towles
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1
Exporting links created in Wdesk and retain the link function in excel

We've created links in Wdesk spreadsheets, but we need to retain those link capabilities in Excel, is that possible.  For example, I have a spreadsheet that has a section for table of contents.  Each section is currently linked to a section in the...

Stacey Borgstadt Rising Star
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1
Access Restriction tab Filter/Search option.

Trying to find a specific IP Address on the current configuration is time consuming and problematic. Can you add a feature to either allow us to filter or search on that IP Address list. Additionally, the only way to get that list is to copy the a...

David Spaulding Rising Star Idea Generator
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MD&A Cash Flow Flux Formula

Has anyone created a formula for Cash Flow Flux for MD&A?  Like if the change for operating cash flow decreased, it would say decreased or if it was a negative it would be used in vs provided by? 

Permanently deleted user
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Sync & Apple 回答済み

Our organization would like to adopt Sync using our spreadsheet.  However, we were told it’s not compatible since we using Apple, only compatible with Windows.  Is there a work around using the sync spreadsheet option or will this be available soo...

Cindy Valerio
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Ability to export chart spreadsheet

There are times that we have a large date for graphs that are not linked into a spreadsheet. Is there a way to export the live chart spreadsheet as excel?

Permanently deleted user Rising Star Beta Buddy
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#Value! errors in spreadsheet 完了

hello, I can't figure out why workiva is throwing a #VALUE! error for the following formulas:  =IF(ISBLANK($F2),"",INDEX('COA & FSL Mapping'!$B:$B,MATCH($C2&$F2,'COA & FSL Mapping'!$U:$U&'COA & FSL Mapping'!$A:$A,0))) =IF(ISBLANK($F3),"",XLOOKUP(1...

Ashley Moussa Data Management Suite
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2
Character Limitation

Is there a way to limit the characters that can be entered in a cell?  I couldn't find anything on it.  We have a lot of departments entering their justification for new funding and it's creating a massive report, is there a way for them to limit ...

Kyley Houck
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3
FILTER Function Alternative 回答済み

Hello. I’m looking for help on the best option in Wdesk worksheet to return all rows (records) based on criteria defined from one sheet (data source) to new sheet. There are several ways to do this in excel and one option that comes to mind is the...

Omar Fernandez
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3
How can we list unique values from a range in a spreadsheet? 完了

Hi, I'm trying to list down all unique values from a column in a spreadsheet. For eg. If I have the below list in the column in a spreadsheet: A. And I want to transform the column so that only the unique values are shown as below: B.   Is there...

Kevueli Tavainavesi Rising Star Idea Generator Data Management Suite
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5
Import of xlsx File Failed 回答済み

I am trying to import an .xlsx file and the size is 45,219 KB.  It is failing and I am not sure why.  Has anyone had success in importing a file this size and if so, what can I do to get this to work?  Thanks!

Kellie Volpicelli
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Excel =SUMIF(RANGE) formula not working when Imported.

If you want, you can apply the criteria to one range and sum the corresponding values in a different range. For example, the formula =SUMIF(B2:B5, "TD", C2:C5) sums only the values in the range C2:C5, where the corresponding cells in the range B2:...

Chuck Idea Generator Data Management Suite Community Champion
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Column alignment based on digits

Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...

Permanently deleted user
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0
Rounding with different dollar values 回答済み

I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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Wdesk Sync - import of Excel with named references 回答済み

Hi, below is a screen of the error that appears when importing excel with named references. Is it possible to import such file using Wdesk sync?   Thanks, Michał

Michal Dobrowolski Rising Star Idea Generator ESEF Reporting Workiva Essentials Data Management Suite
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0
Pulling sheetnames into cells

Anyone know if you can use a formula in a workbook to pull in the sheetname?  Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa."   Thanks for any thoughts.

Pat Flanakin Community Champion Idea Generator
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RRI or Compound Annual Growth Rate (CAGR) Fuction

It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.

Roman Magar Rock Star Idea Generator Train the Trainer Data Management Suite
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1
Connect button grayed out for Spreadsheet Owner 回答済み

One of fellow workspace owners has the Connect button grayed out on a Spreadsheet that he owns. When I made myself an owner, the Connect button is not grayed out for me. What else should I troubleshoot? Thanks!

Christy Mazza All Star Beta Buddy Idea Generator Data Management Suite Workiva Platform
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0
Pivot Table 回答済み

Hi there,  Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet?  Thanks

Cavisen Ramsamy
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1
Formulas linked to sheets which are restricted

When formulas which are linked to restricted sheets are edited, they corrupt. Sometimes the formulas need to be adjusted slightly to include say a rounding. When this rounding cell is added to the formula, the result does not display if the team m...

Neall Searle
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0
Superscript formatting within a formula 回答済み

I have been unable to utilize the superscript format within a formula. The formula is an if statement that dynamically creates row titles based on the values in other columns (e.g. "realized gains" when all positive amounts vs "realized gains (los...

Eileen Hopton
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0
Cross-spreadsheets formulas 回答済み

Hi! I want to use a formula connecting two different spreadsheets. Im trying to use VLOOKUP formula, when I try to select for the table array, a table in another file inside workiva, the formula is no longer active and I cant continue typing. Is t...

Catalina Schiavelli Idea Generator
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