Hi, we are currently using Wdata to pull data from our ledger into our excel file in Workiva to feed into our 10Q/K. Currently, how this is built is once we run the chain, refresh the connection, we have a data dump in our excel file in Workiva. W...
The Learning Hub has a fresh new look, and even more to explore!We’ve reimagined the Learning Hub to make your experience smoother and more inspiring. On the home page, you’ll find a three-part video series designed to ease you into our platform w...
Summary of issue: Occasionally, when a user exports a file from Workiva in .xlsx or .csv format, some text—particularly characters from CJK (Chinese, Japanese, and Korean) languages—may appear garbled or unreadable in Excel. This isn't a bug with ...
When building Chains, you might need to call another Chain, often referred to as a child Chain, from within your main Chain, also known as the parent Chain. This is done using the Run Chain event. If you’re not familiar with that process, take a l...
We are thrilled to announce a brand-new, live training opportunity: “Intro to Audit Management.” This comprehensive course is designed to equip you with the essential skills and knowledge to effectively manage and streamline your audit processes, ...
Today marks a big milestone, September 15th is officially the first day all filings must be submitted using EDGAR Next credentials. That means the legacy filing process (CIK/Password) is officially retired and EDGAR Next is the new standard. This ...
📆 Fecha: Miércoles 24 de Septiembre del 2025⏰ Horas: 11:00 AM - 12:00 AM EDT (New York, Time Zone)🌎 Ubicación: Virtual🌟 Reserve la fecha y regístrese ahora Acerca de Este Evento: Únete a nuestro webinar exclusivo en español! Si buscas clari...
We would like to utilized tasks more vs utilizing a 3rd party software to obtain documents and have folks within WDesk participate in the completion of certain, well, tasks. As it currently stands, it seems tasks are underdeveloped vs the rest of ...
We’re currently updating our WData setup to accommodate files produced by an FCCS DLR and lightly transformed in AWS. These files contain data for multiple entities in a single file, unlike our previous setup where each file represented a single e...
I keep running into a 404 - resource not found error while attempting to write data via Python to a specific spreadsheet ID and sheet ID. I'm using this endpoint: url = f"https://api.app.wdesk.com/spreadsheets/v1/spreadsheets/{spreadsheet_id}/sh...
The Workiva Product Enablement team is debuting a new training class and you're invited! Join us for the first live session of Demystifying the Data Management Suite on September 17th @ 11am EST. This training gives an introduction to Workiva'...
Hi, I am having issues with creating a document file in the Prototype Workiva API. I can request the Access Token and use a HTTP GET Request to view all the documents in the workspace no problem. However, when I try to use a POST Request to create...
I am looking for the ability to sum the absolute values within a range but the functions which allow this in excel do not currently work in Workiva. Is that an alternative which would allow me to sum the absolute values? My example would be if we...
Hi Workiva Community! 👋 We've built a free tool to solve one of the most common headaches in Wdata and Chains: getting date formats right. Whether you're creating a new Wdata table or writing a date transformation in Chains, finding the correct fo...
Effective September 15, 2025, any EDGAR account (CIK) not enrolled in EDGAR Next will be unable to submit filings. A three-month grace period, concluding on December 19, 2025, is provided for filers to enroll in EDGAR Next, but is only possible un...
NO PURCHASE NECESSARY. The Workiva Community Amplify Americas Selfie Contest (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of majority in ...
Are you at Amplify Americas in Washington DC? Good news, so am I! Registration opens today, September 8, 2025 at 12:00 pm and networking time kicks off shortly afterward. I'll be hanging around there today, and in the Amplify Hub at the Community ...
Is there a way to prepare the 10-Q/10-K so that prior periods link to previous filings and rollforward accordingly? For example, for the Q3 2025 10-Q, I would like the Q3 2024 YTD and PTD figures to link to our Q3 2024 10-Q filing. Additionally, i...
Hey there! We are looking to send data prepared in Wdesk back to Snowflake using Wdesk. Coming up a bit short on how that's prepared and what the chain should look like so figured I'd ask here to see if anyone else has tried to do this and has don...
We're excited to announce the launch of SEC Filing Intelligence, our first Intelligent Finance feature! 🎉 SEC Filing Intelligence is designed to transform your research workflow. Built on our core Workiva AI principles - secure, seamless, and spec...
Hello, I have two questions regarding table formatting in Documents. 1) When it comes to styling tables, is there a faster way to apply a table style to multiple tables at once instead of copy and pasting the style to individual tables? 2) Is ther...
We are using Workiva for the first time this year and looking to use it for our full annual report in the UK as a listed company and we are planning to do it in design. We are just looking for advice on how others roll-forward this copy from the p...
What is XBRL? Our latest course, Orientation to XBRL, outlines what XBRL is and has in-depth navigation guidance for managing XBRL in Workiva. The best part? It’s less than 10 minutes long! Find this and other XBRL courses on the Learning Hub. Que...
I'm encountering an issue while trying to use the Initiate file copy API endpoint (prototype). When making the request, I'm receiving a 403 error with the message "The API token doesn't have permissions to perform the request. I've verified that ...
As you likely heard, California enacted climate disclosure laws that impact companies doing business in the state. On August 21, the California Air Resources Board (CARB) hosted their second public workshop for stakeholders, the reporting requirem...
Exploring Chains? Here are some Common Connectors and Notable Nodes that we think you should check out! Common Connectors Workiva Connector: Commands to interact with Workiva You can use this connector and its commands to share Workiva data ex...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
