I would like to cut a table that has many Source links to move it to another destination in my document. How can I cut and paste without loosing all the links.
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Hi CAB members! My team is using a connected spreadsheet between two workspaces and we are looking for best practices for how to rollforward. Right now it looks like when we rollforward we have to reconnect the spreadsheet in each workspace. That ...
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XBRL Access
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I was wondering how I could get the XBRL to show up on my ribbon next to the review tab? I have all the permissions and have been promoted to XBRL manager, but for some reason, its still not showing up. Anyone know whats going on or what I should ...
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I followed the Export pivot view to Spreadsheets via a chain receipt, but at final step "overwrite Sheet data command", i'm getting data output from the query, not the expected data output form the downloaded pivot.
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Hi,I've created a spreadsheet that's connected to a query. I'd like to create a separate connected sheet to this sheet. I've published the spreadsheet connected to the query, but in my new sheet it says I'm unable to connect to a data set. Can any...
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Hello - I am looking for any tips, best practices, or success stories of folks using spreadsheets successfully for financial reporting disclosures in Wdesk. Are there testimonials posted elsewhere in the Community or any helpful videos from an Amp...
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Hi, I have one more DQC to resolve for filing, and this one doesn't seem to look right to me. The error relates to parenthetical items in the Balance Sheet, which I then organized under a "Balance Sheet Related Disclosures" abstract tag so it woul...
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Page size break
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What is a page size break, the margin above and below is quite same, why there is a page size break between these 2 pages?
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I'm trying to setup a wdata chain to update a spreadsheet based on a query and then email the spreadsheet to myself. I've been able to get the query to publish to the spreadsheet but am stuck when trying to email the file. Is there a simple way t...
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Hi Community, I used Arelle Filing Index for our internal benchmarking analysis on extensions percentage and etc with other peer companies. It appears that Arelle stops pulling that information in July 2021. Any idea what is happening and if yo...
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Hi There, I have a task to create links between two spreadsheets(1 & 2), where in values present in cells of sheet1 should be linked to sheet2 cell on some specific code(unique identifier). Curious to know if there is any way to achieve this lin...
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Introducing: the Workiva FERC Summer Series. As the FERC XBRL mandate quickly approaches, Workiva is committed to partnering with you and ensuring a successful filing. That's why our FERC team has been focused on providing and releasing weekly c...
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Linking Error
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I ran my Document Health check and it came up with the following error: The error seems to be related to a link that I've already deleted from my document. The only way I see this error is if I turn on my Track changes. How do I resolve this? Wh...
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Date Wednesday, August 112:00-3:00 p.m. EDT WATCH ON DEMAND Are you a process improvement aficionado who’s always on the lookout for ways to do something bigger, better, faster with the Workiva platform? We’ve got you covered. Join Brett Hubert,...
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Good afternoon, I would like to know whether it is allowed to use dimensions with table text blocks, or if this type of structure should be avoided. Are there cases where a dimension would be required for a table text block? Thanks for your help. ...
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I am trying to insert a Section Page Number into a table but it isn't available (i.e. it's grayed out when I click on Auto Text. Is there a reason why it would be grayed out (i.e. permissions)? I am an Owner.
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Hi Team, Our 10Q document is in USD and millions but for a particular section, we are disclosing INR in crores. While doing this we are facing issues with XBRL tagging and rendering of number in SEC viewer. Kindly suggest how can we add crores in ...
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Is it possible to set file permissions at the time that a file or filing is created? It seems like quarterly I or someone else in my team overlooks that a file or filing already exists because the default is that only the creator can view it. It...
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For a particular fact, our QTD number is larger than our YTD number. We are receiving the new DQC error "Fact Value Consistency Over Time." The XBRL validation expects the fact to be growing over time, but in our case that is not true. Any tips o...
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I am hoping to add on a new test form with new control updated for this year. Please advise how I can add this control, the control is not from the list of populated ones.
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We have managers who like to be the single point of contact for PBC requests during SOX testing. Some of the requests are answered by themself, some of the requests are forwarded via the Delegate function to members of their team. Once they have f...
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It would be great if workiva could add a feature that we can print the entire FERC document in a presentable format. Before changing the FERC XBRL to the workbook, we were able to print the entire document in format that was presentable to upper m...
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As we explored the possibility of using the Remediation experience we were surprised that those responsible for creating Remediation Action plans would need the role External Audit, Tester, Reviewer, or Manager to have access to the Remediation Ex...
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Date Tuesday, August 3rd2:00-3:00 p.m. EDT WATCH ON DEMAND About Sustainability leaders want to drive Sustainability reporting to meet stakeholder needs. Meanwhile, finance teams need to know that Sustainability data will be held to the same le...
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Is it possible to add a textbox or button within a control overview screen? We have external audit relying on certain controls and we want to be able to create a table specifying the status of testwork in relation to those specific controls.
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Today is the day! Registration is open for Workiva Amplify 2021. Join us Sept. 20-23 for this completely free, all virtual conference featuring 70+ sessions and tons of CPE opportunities with the top thought leaders in the accounting and finance ...
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We roll forward our documents to produce our statutory financial statements and MD&As. However, there isn't an option to delete all comments in a document so that we can start again. Resolving isn't as effective because we can't filter on resolv...
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I set up the chart with one font size for a label. Now when I try to change it, the icons in the toolbar are not available. I also want to make the titles of various charts the same font but am unable to change those either. One title is perhaps b...
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I see how to add a page number to a footer, however, how do I format the footer so that the Page X of # of Pages in document is reflected?
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