Hello! My team has predefined rounding rules for our ESG disclosures, and I'm curious if there's a way to add or pre-populate our rounding rules within our Factbook? Right now, our Factbook automatically pulls through the submitted/approved data ...
Get ready to resolve chain failures faster and with more confidence! Troubleshooting Chain Failures walks through common troubleshooting steps and solutions, when to engage with your technical experts, and how to engage with Support. If you’re bra...
We want to provide an update regarding a rendering discrepancy some of you may have noticed within the Workiva FERC Viewer, specifically concerning Schedule 404 in Form 1. What is happening? Currently, Schedule 404 does not appear in the Workiva F...
📆 Date: Thursday, March 26⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, March 26 at 10:00 am CST as we discuss the topic Designed Reporting for Proxies and ARS. Du...
I get a red box infront of my page number in Workiva that creates a problem for my table of contents in the report, where the page number witha squere box infront gets goes on a line below the text in the table of contents. How to i edit what is a...
Hello Workiva Team, I would like to suggest an enhancement related to document and presentation formatting within Workiva. Currently, there is limited ability to perform bulk updates of colors, fonts, and styles across an entire document or presen...
Hello Workiva Team, I would like to propose an enhancement to Workiva’s charting capabilities by introducing advanced features similar to those available in think-cell. Currently, while Workiva supports basic chart creation, it lacks more advanced...
Hello Workiva Team, I would like to request an enhancement related to importing content from Microsoft PowerPoint into Workiva. Currently, when charts are imported or pasted from PowerPoint into Workiva Documents or Presentations, they are convert...
Is there a way to limit the periods shown in my bar chart? I have my bar chart connected to a different spreadsheet that has multiple periods listed in it, but i only want my bar chart to show the last 2 periods. Can i filter this somehow?
Hi- Does anyone know how to delete a filtered view in spreadsheets? We have many views that were created and saved by employees no longer with the company and could like to delete those views. Thanks!
Better decisions. Improved performance. Strategic value creation. It all depends on having a foundation of data you can trust. Accelerate 2026 is where trust translates into business impact. Learn how finance, risk, and sustainability leaders are...
The SEC published their draft changes for the upcoming EDGAR Release on 03/16/2026 that comes with some changes to Section 16 for FPIs. Luckily, as of right now these changes will only impact FPI and pre-existing non-FPI customers should not be im...
On March 16, 2026, EDGAR Release 26.1 will introduce updated validation messages that includes 30 additional rules added to FASB’s 2026 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation...
Is there any kind of data model template for Wdata for financial reporting? I'm not talking about Chains, but rather tables, their relationships with each other, and their queries, so as not to start the data model from scratch.
We have several users that only input information in Workiva on an annual basis. Because of this, we have had some users get automatically suspended due to inactivity. How long does a user have to be inactive before they get suspended? As an organ...
As a administrator I would like to see what groups a user is assigned to. I know I can open a group and see the assigned groupmembers. But It would be benefitial for me to see it the other way around and select a user to see the assigned groups.
Bulk Remove all Links -function deleted (without any information that this will be done). This kind of function is very much needed, so please provide an alternative way to delete links
Join us on March 10th from 2:00–4:00 PM ET for Demystifying the Data Management Suite, an introductory training designed to help you confidently understand the foundations of Data Management in Workiva! This session is ideal for anyone who is new ...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
I built a table for Schedule H Fair Value reporting that has a LOT of links (i.e., every name and number for every row on approx 55 pages); however, this table keeps disappearing from the document when viewing - for both myself and others. Any ti...
Hello! I am exploring using chain tasks with the end result being on a presentation slide. Is there any way to visually show that something in the presentation is not completed because it is reliant on a different task being submitted? Example: Th...
Hello! I was wondering if anyone has any solutions for controls around review in the presentation space. I am designing a presentation and some of the slides have a lot of analysis on each slide such as P&L line item flux analysis. Does anyone kno...
Hi Folks, I am trying to extract data from a Wdata table using Run query and export query results to another Wdata table. My Plan is to run query and export results into a csv , which can then be fed to the template "Chain Load Data to Wdata ", bu...
I am trying to refresh a chain that was created by a colleague who is on PTO right now. it keeps failing at the "import file" step.I don't know to which file/query/table this step has been linked. I only have the ID. How can i trace back the sourc...
Hi everyone, To ensure all your inquiries are tracked and resolved as efficiently as possible, we are officially retiring the edgarnext@workiva.com email address. What you need to know: Status: This email address is no longer being monitored. W...
Are you looking to level up your chain-building skills? Find out what makes a chain dynamic while learning how to use and install the Load Data to Wdata chain template. If you’re brand new to Chains, we recommend starting with these courses: Orien...
Is it possible to give selected certification signers visibility to other certifications? For example, Europe zone controller can view comments in Germany, France and Italy certifications.
Hi everyone, I’m working on tagging the new income tax rate reconciliation disclosure under ASU 2023-09 and am running into a calculation relationship issue. We’re using the Income Tax Jurisdiction Axis with the Foreign Country Domain to d...
Is there a way to add more tickmarks or customize tickmarks in the tie out binders? I saw a few online that had "GL" for ties to GL or "FS" for ties to financial Statements. Can we add one for WData like a "W" so when someone is reviewing tieout, ...
To create a review for specific sections, we would need the same selection as for a PDF export. Specifically, we need the formatting of the live document to be retained during a review, even if only individual sections are included in the review. ...
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...