<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.
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...
I was writing a SUMIFS formula in my Workiva spreadsheet and I would like to use indentations. I see on this guide (https://support.workiva.com/hc/en-us/articles/360035643052-Use-formulas) [See Advanced Formula Editor] it is possible. Yet, I am no...
I'm noticing that some of my formula cells, which usually have a green triangle in the bottom right to indicate a formula is in use, have turned from green to yellow triangles. Does anyone know why they would have changed to yellow or what the yel...
i believe i found out the issue of importing and Excel workbook into the system. There is an issue that occurs when attempting to reference text in a cell. formula below for reference. =IF(I7="N/A",'Ref_Emissions Factors'!$I$20,XLOOKUP(I7,'Ref_Emi...
Hi, Is there a way to import a file into Workiva as 'values only'? We often have complex formulas in our files or formulas that are pulling from external sources, so when we upload to Workiva we receive '#SHEET' errors in our cells. We were wonde...
In 2022, when Workiva was initially implemented at my company, they were using it as a sharepoint to sign off on completed tasks (not using the tasks feature in Workiva, just using a spreadsheet). They stopped doing this because multiple people we...
Long story short, it looks like when I have a percentage in a table, when it's right aligned, there is an extra space between the last number in the percentage and the percentage sign. Doesn't matter if there are decimal points after or not, that ...
Hi, We are trying to automate some Excel spreadsheet consolidation but found that in Workiva certain Excel functions cannot be processed (e.g. MMULT, TRANSPOSE) and would show #NAME? in the cell. For example this formula: "=MMULT(MMULT(TRANSPOSE...
Even though this functionality currently exists, it forces us to add an inordinate amount of rows and columns of linked information. There has got to be a better way.
I have a workbook butting up against the 2 million cell limit. When I manually review each sheet, I can only account for two-thirds of the cell count (select all, see what the 'count' says in the bottom righthand info pane). Is there anywhere that...
In Excel, a macro could be used to arrange and show/hide our source worksheets for the 10-K or 10-Q, as needed depending on the filing period. It could even rename the worksheets used in both filings to keep the note numbers correct (for example,...
Hello, In our Excel, we have several SUM product formulas with two or more conditions. Although Workiva supports the SUM Product formula, it seems it is not supported when it gets more complicated (2 conditions or more) and it causes errors on the...
