As you might have heard, under the changes found in the new EFM 6.5.40 ruling, there are new DEI elements that are required in the 2018 taxonomies. This change focuses on certain specified values included in filing submissions through the EDGAR sy...
Is there anyway to link wDesk & Hyperion Financial Management (HFM)? Workiva was looking into this several years ago.
I have an 8-K Document set up in Workiva that I want to duplicate/copy in order to retain the format, to be able to work on another 8-K. Can I do this in Nextgen, and if so, how? Thanks.
Is there a way to assign a cell fill (color) dependent on the data validation selected instead of manually doing a cell fill? For instance, I have a 3 options in my new data validation; "In progress, Not started, and Close" and I want "in progress...
I need to understand how to count cells where multiple values are counted. For example I need to count all cells in a column where the cell contains either "Limited" or "Yes". I can't seem to get the arguments to work correctly. Is there a syntax...
Hello,We have a few items tagged with a line item concept that has a pure ItemType. Previously, the unit that we used for these tags was VEFUSD, which is a ratio measure where the numerator is the VEF unit (Bolivar Fuerte) and the denominator is t...
I am receiving 3 EFM.6.05.42 XBRL Validation Warnings on tables that we have had for multiple quarters. What do these errors mean?Thanks!
We are not able to attach backup details in our Change Mgmt reports and our ICFR meeting details.
Are we able to merge two cells (concantenate) in our Spreadsheets/reports? It won't allow us to do so.
Hi, I noticed that some companies are adding two concepts in the DEI section of the 10Q, specifically for Entity Emerging Growth Company and Entity Small Business. Is the result of a new requirement or migration to the 2018 Taxonomy? Your commen...
I've created a stack column combo chart in presentation. I am thrilled with everything except that the legend is in the opposite order as the chart. Is there a way to reorder the legend without changing the order of the items displayed on the char...
My coworkers have the "XBRL" tab at the top of wdesk when editing a project/workbook, but I do not. I've had the administrator grant me XBRL permissions, but the tab is still not showing up. Am I missing something obvious here? I don't see anyone ...
I am in the process of building a dashboard to show the status of our who does what schedule. One of my charts it top 5 people with the most things outstanding. Is there a way this automatically updates? I have filtered a table and linked the top ...
Can you use an extension with an extensible list?
Hello I wanted to know in sox testing while making annotation on supporting is there any option to adjust "Green Bubble" Height and weight ? coz i am having test step and attribute number like 1.A.1.2 but green bubble only show 1.
I have a sheet within a spreadsheet where users receive instructions to complete details in another sheet. It would be great if they could click a link and bring them directly to that sheet.
During SOX testing preparation internalauditors need to generate initial information request list, and then follow up what has been received what not, and chase (repeating same process multiple times). It happens that client send some documents ...
Can a "Reviewed" stamp be added to the actual support binder? I would like to be able to send my support binder for review and document who has reviewed it directly in the support binder and not have to open each attachment individually.
I'm working on building spreadsheets for our reporting processes. I am curious what is the preferred or best practice for historical data? Previously in workbook we did Index Match formulas to view the historical data and pull in prior periods bas...
This bog appeared on Workiva.com on Aug. 17, 2018. Written by Mike StarrAt an open meeting on June 28, 2018, the SEC announced a new mandate that many saw coming: SEC filers will soon be required to use the Inline eXtensible Business Reporting La...
Hi! How would I add a new reviewer to the drop-down list available for reviewers in a test form? I am an account admin and have given the user permission to view/edit documents, and they have a manager/reviewer role as well. Thanks!
I can't find any instructions on how to create a new Audit Program. I am setting up a new ISO 27K Readiness Audit Program and can't seem to understand how to create the audit program and related data to which I can add test forms for each ISO cont...
We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
Megan Kahnk grew up in Iowa, studied accounting at the University of Northern Iowa, and now is based out of the Workiva headquarters in Ames as a Professional Services Team Manager, after working in different cities for KPMG. We asked Megan about ...
why can't we concatenate two cells designated as dates in spreadsheets like workbook? I'm working on transitioning to spreadsheets and the i'm trying to create our dates page. I cannot concatenate two cells so produce the output "September 8, 2018...
Hi, I'd like to know whether there's an easier way to grant External Auditors (EA) view-only access to PBC Requests, than to set permissions individually, as requests are created. Also, as we have different SOX programs undergoing on different reg...
We just rolled forward our Q3 2018 file into the 2018 XBRL Taxonomy and I have one item that is giving me some issues. On the face of our Income Statement, we had the Transportation line tagged as Shipping, Handling, and Transportation Costs....
I am thinking about going this route with my bank. Our external system is very powerful, however, lacks the presentation and charting capabilities that Workiva has. Was hoping I can get some feedback from other users who use this feature. How d...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...
