Hi All. My first post in this community. Probably is very easy the answer. Sorry for that. Question 1: Is it possible to chande date in a spreadsheet after the task has been completed by the user? Question 2: Is this is possible, how know the ESG...
Hi, I've been trying without luck to use the SUBTOTAL formula to exclude hidden rows as a useful way to check if my total in the tables of the Financial Statements matches with the total in the Primary File, although I got a error message saying t...
I was wondering when we could use Percentile and Quartile functions in Spreadsheets? We use this for our CECL calculations and we want it all to be in Wdesk, but cannot do the entire file in Wdesk until these functions are in Wdesk.
I recently had to transpose roughly 60 columns x 4 rows into 60 rows x 4 columns. While I was able to do this in Excel, I couldn't copy the links from the source data. Transposing in Wdesk spreadsheet would allow me to retain the links to the sour...
Hello everyone, Does anyone know if Workiva supports txt. format files to update spreadsheet content? Or do I have to convert the txt. file into an Excel file before importing it? What is the best practice recommended? My question is concerning bo...
I couldn't find any specific resource to aid in troubleshooting Wdesk Sync, so leaving this here as a future reference for the community; hopefully someone will find this helpful. During our organization's adoption of Sync, we encountered a tempor...
Hi! We are exploring the possibility of including our 10Q/10K Data Spreadsheet into our certification process so data providers can input and certify the information directly in the system. We will create copies of the tabs so data providers can u...
Hello, Is there a way to 'set' certain cells to sync? I know we can do only selected cells, but with a multiple tab document, it can be time consuming to select cells on each tab when wanting to sync multiple tabs. It would be nice if there was ...
Hi Team, I would like to know where can i find the attachment id for an attachment in spreadsheet.
Is there a way to shade the cell a custom color? We want to use company colors when using alternate shading. It does not appear that the function of 'alternate cell shading' has ability to choose anything other than present combinations. But when ...
Does Workiva support calculations with nested formulas, or is it limited to support nested formulas for calculated amounts (e.g. pulling from a cell that is an output of another calculation)?
When I copy content from Workiva spread sheet into Workiva doc file by using control C and control V, the clipboard is not showing, so I cannot select paste as links. Can someone help me out please? Thank you! David
I want to tie out one of our spreadsheet files in Wdesk instead of Excel. Currently, I have to export the spreadsheet from Wdesk to Excel to tie it out. Playing around with the attachment icon, I can create placeholders and upload files to my spre...
Hello, I am looking to solve a consistent issue we have on Workvia where hidden rows are still counted in sum/subtotal formulas. One solution would be for us to use Subtotal 109 excel formula as a check to only calculate visible rows, but Workiva ...
I was working in a Wdesk spreadsheet, and I needed to combine cells that contained text into one cell with a delimiter between the text from each cell. However, some of the cells that I am trying to combine contained repeated text, so I thought i...
Does anyone know if there is anyway to flag a cell if it's value is not zero? we have a checks file and although our team does a good job monitoring the spreadsheet to make sure our differences are zero, we do run the risk of missing one because w...
Hi. I'm a new Workiva user. I was wondering if Workiva supports, 1) vlookups, and 2) filtering. Thank you.
Hi. Say you have an income statement that is calendarized with YTD at far right? What is your best practice tip for updating the YTD column each month? I understand data parameters and have reviewed the Audit Committee Template use of it. But wha...
I have applied a filter to my data, and I am using a =SUBTOTAL(9,...) formula, but all values in the range are included, instead of just the visible values of my filtered data. Is there a better way to do this?
How can I be sure that calculations are processed and completed after a data sheet has been loaded?
Hello, My objective is to apply conditional formatting to due dates in a connected sheet so my team knows which controls are due within the next two weeks. I am struggling to figure out if there is a way to set up a dynamic formula or if my only o...
It is very frustrating to not be able to create a pivot table in wdesk. It takes way to long to use sumifs formulas to get the results that a pivot table would provide. I am trying to keep it all in wdesk for audit/control purposes. Is there any...
Hi Does Workiva has a functionality to evaluate a formula error in spreadsheet just like excel in case to understand which parameter is failing and another thing does Workiva doesn't accept this kind of multiple criteria formula as the same formul...
Hi Team Is it possible to copy the entire excel spreadsheet from Cell A1 and paste into another excel spreadsheet into Wdesk? I do not want to sync the file. I am able to copy and paste few sections at a time from one excel to another excel into W...
How can I add a symbol (e.g., up arrow, down arrow) in a spreadsheet cell that contains an existing formula.
Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...
Hi Team, Is there a way to round off the amount in Wdesk spreadsheet to nearest 5000. The formatting only allows to round off to 1000 (& not 5000) . Also, I tried using the normal excel formula but it doesn't seem to work in Wdesk spreadsheet
When I format a spreadsheet and upload it as testing support in Wdesk the formatting does not stay. For example, I changed the color of the font for the first 5 rows of my spreadsheet to red and bold font and made the columns larger so I could see...
Hi, Currently, when users want to make bulk changes in the platform via search and replace, they have to search the entire range and press "replace" once for each cell to be changed. This functionality is very inefficient, Workiva should have a "r...
Hi, It's been a while since I have used Workiva so hoping someone can help. I am trying to write a formula in a worksheet within DataDestination but that pulls from a source in DataSource. Is that possible?