Data changes in spreadsheets after task is completed

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...

SANTIAGO CARMONA SANCHEZ Rising Star Idea Generator
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SUBTOTAL does not allow Function_num that "ignores hidden rows" 完了

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...

Pedro Andrade GSR Specialization Financial Reporting Solutions Specialization Rock Star Idea Generator Data Management Suite Workiva Essentials
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Percentile and Quartile Formulas 完了

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.

Andrea Hopkins
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Need transpose function in spreadsheets 完了

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...

Bob Graham Rock Star Idea Generator
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Txt. files format

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...

JULIANA LOBO DE LIMA Data Management Suite Workiva Essentials
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Troubleshooting Wdesk Sync Errors

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...

Jon Neufeldt Rock Star Idea Generator
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Data Collection Spreadsheet in Certification process 回答済み

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...

Zuleima Cordero
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Set certain cells to sync 回答済み

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 ...

Jessica Strayer
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to retrieve attachment id from Spreadsheet 回答済み

Hi Team, I would like to know where can i find the attachment id for an attachment in spreadsheet.

Thyagaraj A Data Management Suite
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custom shading a cell in excel worksheet 回答済み

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 ...

Hetal Bhuta
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Spreadsheet calculations 回答済み

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)? 

Bradley Franchini
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don't see clipboard when copy and paste

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

David Zhang
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Attachment labels for tie outs in spreadsheets

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...

Corina Chan Rising Star Idea Generator
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Subtotal Features 完了

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 ...

James McDowell Idea Generator
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Argument to specify Unique values in TEXTJOIN() Function in Wdesk Spreadsheets

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...

Stephen Brillhart Workiva Platform
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Change Notification 回答済み

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...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
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Formulas supported by Workiva 回答済み

Hi. I'm a new Workiva user. I was wondering if Workiva supports, 1) vlookups, and 2) filtering. Thank you.

Otto Escoto
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Utilizing Year-to-Date for Managerial Accounting

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...

Dave Goldin
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Can subtotal formula reflect filtered view? 完了

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?

Rory Mulhern Rising Star Idea Generator Workiva Platform Data Management Suite
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Confirmation for completed processing

How can I be sure that calculations are processed and completed after a data sheet has been loaded?

Beat Nydegger Rising Star Idea Generator
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Conditional Formatting - Due Dates

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...

Katherine Petruszak
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Pivot Table in Spreadsheets

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...

Becky Gale
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Formulas in Spreadsheet

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...

Dipti Khandelwal All Star Idea Generator Workiva Essentials
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Workiva spreadsheet - symbols - adding more superscripts

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...

Mandy Tsui
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Wdesk spreadsheet formula 回答済み

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 

Nikita Bisani Data Management Suite Workiva Essentials
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Spreadsheets

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...

Permanently deleted user Rock Star Idea Generator Community Champion
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Replace all functionality 完了

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...

Jose Carlos Perez Blanco Financial Reporting Solutions Specialization Idea Generator
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Using Formula in Datasource to pull from DataDestination

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?

Elizabeth Ramos
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