I have generated one document with a table in which the respective owner could set the status to signed-off. Via the cell history we could exactly see when the sign-off has been provided and by whom. Is it possible to get the cell history (for eve...
I don't know about ya'll, but I’m ALL IN for Amplify 2022, September 12-15, at the MGM Grand Las Vegas! A quick reminder that early bird registration is available until July 1, 2022. This year, our conference theme is All In: The Bold Future of Tr...
Let's say you get your YTD revenue from a query. Then you want in a presentation to have a page that takes these results and puts the top 10 clients by revenue in descending order. What are the best practices on how to do this, please?
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...
Is there any way to make the notification process quicker? For example, if I request a document and assign it to someone it has been taking around 20-25 minutes for them to be notified/emailed. Thanks in advance for the help!
📆 Date: Thursday, June 30⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Joining this quarter’s disclosure prep series is Paula Hamric, Professional Practice Partner-SEC Services at BDO, and Steven Brink, Performance Enableme...
Hello - I regularly run into an issue with linking that deters me from using the feature at all. I have several large tables throughout hundreds of documents that I would love to link, but doing so on a cell-to-cell basis isn't helpful, because t...
📆 Date: Tuesday, June 28⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event The energy sector continues to evolve with ever-changing economic, reporting, and environmental expectations. Hear from experts as they discuss today’s c...
Is there a way to use contents from a binder as support/attachment for a tie-out?
I am receiving hidden fact warning errors for two different facts that are NOT in a non-print section. In both instances, the fact that is getting the error in the only fact in its respective section receiving the error, despite there being severa...
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 ...
Hello filers! You might have seen this press release drop last week as the SEC passed this final ruling (summary here) regarding amendments to electronic filings. These changes included several items, with the key players being: Foreign filers wi...
Hi, I came across with the SEC final rule on 11-K tagging. I think the rule has a three-year transition period. Does Workiva has a summary of the rule on the implementation date and tagging requirement? Thanks. Ken
📆 Date: Thursday, June 30⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Joining this quarter’s disclosure prep series is Paula Hamric, Professional Practice Partner-SEC Services at BDO, and Steven Brink, Performance Enablem...
📆 Date: Tuesday, June 28⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual WATCH ON DEMAND About this Event The energy sector continues to evolve with ever-changing economic, reporting, and environmental expectations. Hear from experts as they dis...
We show data as year-end and then current quarter month. We would show a solid line for the year-end data and either a dash line or no line to the quarter month data. Can that be done for a line graph?
📆 Date: Tuesday, June 21⏱ Time: 2:00-2:30 p.m. EDT🌎 Location: Virtual About this Event The Sustainability regulatory pressure continues to mount in tandem with increasing shareholder scrutiny toward corporate-accountability business practi...
📆 Date: Thursday, June 16⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Employers are scrambling to retain talent while trying unconventional ways to attract new employees. As the pandemic resets work trends, leaders need t...
On June 21, 2022, the EDGAR system will be upgraded to Release 22.2, and with this change, the 2020 versions of the taxonomies listed below will no longer be accepted by EDGAR. U.S. Generally Accepted Accounting Principles (GAAP) International F...
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...
When I file a Section 16 form, I receive an auto-generated notification email from "edgar-postmaster@sec.gov". These emails let me know if my submission was accepted. For example the subject could be: "ACCEPTED FORM TYPE 4 (0000776901-22-000113)" ...
Proportion with negative amount in doughnut chart cannot be shown in the chart, anyway to fix it?
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...
When rolling forward a template for the next quarter, we need a way to accurately and easily clear out previous information that the country completed when we rollover the templates for the new quarter. Currently, in order to preserve the live con...
'In our previous system, we had one central template that we could create individual requests each quarter and push out to the countries automatically in one step. With the current set up, we have to copy and maintain 80+ separate templates with 1...
Is there a way to see which folder a document is in when using the search folder to find specific docs? There are times when I need to know the file location and searching does not provide that folder location, etc. This makes organizing files, et...
Hello Workiva, I have questions for you: just started working on Workiva in Q1. We have set up our financial statements workbook on Workiva, We would export the workbook, download the system generated reports into the workbook and import back in...
I created a general template for my slides with my watermarks at the bottom etc., I would also like to add a title text box that could then be modified after my template is chosen for my slide. That way I could make sure that my titles are always ...
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...
