Charts
Legend Not Appearing When Selected 답변함

Legend is toggled on for chart data, but will not appear on graph. Is there something I am missing that would cause a legend to not show up? 

DJ Moore Rising Star
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0
Documents
Removing paragraph line breaks from documents

We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...

Nicole P. Rock Star Idea Generator Community Champion
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0
Filing & Section 16
Section 16 - Print Forms by Reporting Owner by Date

I would like the ability to print all Section 16 forms filed for a reporting owner for a specified frame.  One potential approach would be to enable a "Print Selected Forms" button on the "Archived Forms" screen (illustration below). Having the o...

Catherine Alqallaf Rock Star Idea Generator Workiva Platform Data Management Suite
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2
Trainings & Webinars
Beverage Break: Rolling Forward Financial Reports 완료

📆  Date: Thursday, January 18th⏰  Time: 11:00 am - 12:00 pm CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Thursday, January 18th at 11am CST as we discuss the Rolling Forward F...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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Sustainability Management
External linking in ESG Tasks to URLs 완료

Can I create an active link to another external document (say in SharePoint) in an ESG Task?  Attachments are great, but sometimes it's easier (or even feasible) to just point to known external documents.  We have a lot of content both in SharePoi...

Nick Ryberg All Star
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1
Certifications, Processess & Tasks
New Certifications - Exception Report 답변함

Classic certifications included the capability to download exception responses to a csv format and also generate a pdf report.  New certifications only allows filtering of exception responses on screen - ability to export is grayed out.  This feat...

Julie Sorrells
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4
Trainings & Webinars
On-Demand Demonstrations

Earlier this year, we hosted quick, 30-minute sessions to give an introduction on how to use products on the Workiva platform. These are now available to watch on-demand in the Learning Hub.  These recordings can be accessed with the links below...

Liz Habel Community Moderator Idea Generator Community Champion Management Reporting Workiva Essentials
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1
Chains
Query Update with Chain 답변함

Hello: I've tried creating a chain that automatically launches a query without parameters and exports the result to a specific section of a spreadsheet. The chain contains a "Run query" and "Export Query result" nodes but gives an error when tryin...

Mikel De La Torre Data Management Suite Workiva Essentials
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0
Trainings & Webinars
Now Available: Investment Reporting

We're excited to announce that the Investment Reporting course is now live on the Learning Hub! This one-hour course teaches the fundamentals of the Workiva Investment Reporting Solution, covering a range of essential topics such as common conten...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Certifications, Processess & Tasks
Certification Process Details in Dashboard

Hello,  I am looking for a quicker way to see the specific dates that each person signs off on a certification. In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so ...

Lynn Kaminski Workiva Advocate Rock Star Community Champion
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0
ESEF
Workiva's ESEF Validations passing ESMA's 2023 Conformance Suite

Workiva's ESEF Validation Engine has been updated and confirmed to be working in accordance with ESMA's 2023 version of the Conformance Suite (which was released on December 7th 2023). The validation engine update ensures that the technical compon...

David Winn All Star
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1
Trainings & Webinars
Office Hours to be sunset on January 12th 완료

Hello Office Hours followers! Sadly, we will be removing this topic from the Workiva Community on January 12th. All the prior recordings have already been moved the content to Trainings & Webinars, which you can consider following. Any future offe...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Documents
Automated Table of Contents 예정됨

I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...

Ashley White All Star
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2
Sustainability Tips
Changes to CDP features in Workiva for 2024 submissions

As highlighted in an earlier post, CDP — formerly Carbon Disclosure Project — is making significant changes for its 2024 submissions, including: A single, integrated corporate questionnaire to determine multiple scores, instead of separate questi...

Steve Stegelin Community Champion
10 |
4
Wdata
Order of Query parameters 답변함

Is there a way to specify the order in which query parameters appear in a data connections?.  I have one main query with 5 parameters and several sub queries that use the source query parameters, But in each subquery, the order in which they appe...

Ashley Moussa Data Management Suite
1 |
0
Workiva APIs
Uploading Zip files (2023)?

There were requests in old messages here about uploading zip files to wdesk and unzipping them.  Adding to that would be the ability to create any relative subfolders files in the zip in wdesk.  This would be a very useful function.   Is this doab...

Bill Wolf Idea Generator
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1
Regulatory Updates
You can now filter by tag in Regulatory Updates

An early present for you all! We've added a new filter called Search by Content Tags has been added to this topic to allow for quick filtering based on the agency, product, or solution. From the drop down, if you select any one of the preselected...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Wdata
VARCHAR from Wdata being formatted as a Date

I'm trying to format my data to be "Number / Number".  It works when I run the query, but when I connect it to the spreadsheet, the spreadsheet formats it as a date and when I try to change the format to text it gives me the date code.  What ca...

Morgan Small
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0
Certifications, Processess & Tasks
Replacing letter in copied process 답변함

Is there a way to copy a process with certification tasks without it including the letter? We have an updated letter that is used each quarter, but when copying a process from the prior year it includes the prior letter. This is inefficient becaus...

Candice Adams Community Champion Beta Buddy Idea Generator Data Management Suite
3 |
1
All things FERC
FERC Form 1 2023Q4 Taxonomy Now Available

Great news! The Form 1 taxonomy update announced on the FERC eForms Refresh page on November 16, 2023 is now available in the Workiva Platform and has been enabled on all FERC related Workspaces. This new taxonomy is effective for filing fourth qu...

Sonny Jablonski Rock Star
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0
Certifications, Processess & Tasks
Connection of Tasks to reports 답변함

Hi, we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarl...

Lohit Labhala Data Management Suite
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0
Trainings & Webinars
The Kickoff to 10-K Season Webinar Series 완료

📆  Date: Tuesdays, Dec. 12 and 19⏱   Time: 2:00-3:00 p.m. EST🌎  Location: Virtual   About this Event Join peers in a two-part webinar series aimed at getting ready for 10-K season. On Dec. 12, the SEC Professionals Group hosted speakers from the...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Start Here 🎯
Getting Started with Data Management 고정됨

New to Data Management? Here are some resources to get you started! Workiva Learning Hub - Data Management  Online self-paced course to help you learn the fundamentals of Data Management “Start Here” Community Hub  Posts that compile a varie...

Abby Steere Rock Star Data Management Suite
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0
Announcements
10-yr. Anniversary Recap

Hello Workiva Community friends! We're just a few days away from the end of what was our 10th amazing year in the Workiva Community! I had loads of fun with you all in our varied prize giveaways. Y'all never cease to amaze me with your never-endin...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Start Here 🎯
Demystifying CloudRunner and GroundRunner

Chains require a "Runner" to execute Commands, with two types available: CloudRunner and GroundRunner. This post offers insights into each Runner type and guidance on when to utilize them. When configuring a Connector, you must select at least one...

Jeff Hickey Community Champion Data Management Suite
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3
Start Here 🎯
Using Multiple Workiva Connectors

In order to share data across Workspaces using Chains, you will need to have multiple Workiva Connectors. Workiva Connectors are designed to restrict access by Workspace, so you will need to create a Workiva Connector for each Workspace in which y...

Ryan Niebruegge All Star Data Management Suite Workiva Essentials
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0
Spreadsheets
Formula FLOOR 답변함

hii, I want to round down a particular number and I see we have Mround but it rounds to the nearest multiple, can we also include FLOOR ? so it rounds down to the nearest multiple ?

Shreya Shetty Rock Star Idea Generator
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1