Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded. The desi...
It would be great to have the possibility of adding category name labels on stacked column charts, like in other types of charts, and not just value labels. As you can see in Figure 1, in doughnut charts it is possible to add more than one label, ...
Looking to generate efficiencies to transport workbook (excel data linked to word type document), formulas and links from one module to another. We have found some data generation will assist another area however do not want to have to recreate s...
Workiva is committed to a more inclusive experience and design across all the Workiva platform, products, and services. As part of these efforts, we are excited to announce that the Braille Institute® Atkinson Hyperlegible font, designed to improv...
Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...
Maybe I'm missing it, but I don't see a way to view authorship for blackline changes. I can see authorship for document in the history area, but this appears to be a useful functionality missing in WDesk. Please advise if underway, or if I am no...
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...
Hi, Can documents in different workspaces link to the same workbook? Can an ESG Report in an ESG workspace accept a link from a document in an SEC Reporting Workspace? Thanks
May I know how to delete blank page in Document within Workiva GSR Platform?
Hi, below is a screen of the error that appears when importing excel with named references. Is it possible to import such file using Wdesk sync? Thanks, Michał
In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
I am trying to download HFM data to a file. The ground runner is setup, and the integration user has the appropriate access. The HFM-Extract Data to File node works when the "Expand Only" options is checked but fails when it is not. This exact sa...
Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...
I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: objectId size...
On the other hand, this type of graph details the status of the project according to different variables, country, domains... I have some doubts: With these different graphs, can Workiva represent different values differentiated by colours in a ...
I am using the Chain called -> "Update Datasets in a Table chain template". Once I set up this Chain as follows: https://support.workiva.com/hc/en-us/articles/360058919852 . I have created an additional chain to execute the previous one with the f...
Would it be possible from the Jira system to connect to Workiva? I mean if a user in the JIRA system uses an IP and a specific port that indicate the connection to Workiva, can this user make read and write requests from JIRA to Workiva having the...
Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.
I am trying to connect workiva to python using the workiva API. I am using the following parameters: URL: Referenced by the workiva API.Data: client ID and client secret of the workiva workspace we want to connect to from python Headers. Taking in...
It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.
Hello SEC filers! As discussed here, the SEC’s mandate for Pay vs. Performance iXBRL tagging requirements become effective for all Proxy or Information Statements which require Item 402 Executive Compensation (commonly filed as SEC Forms DEF 14A o...
One of fellow workspace owners has the Connect button grayed out on a Spreadsheet that he owns. When I made myself an owner, the Connect button is not grayed out for me. What else should I troubleshoot? Thanks!
I would like to connect Workiva to the JIRA program in a bidirectional way. However, with the help of workiva, there is no specific connector present, so an HTTP Request connector can be used. I have the following questions on this point: 1- Conne...
Event Details: 📆 Thursday, November 10🕑 2:00-3:00 p.m. EST The US GAAP taxonomy has been refreshed with new recommended accounting standards and other improvements for SEC registrants. For an in-depth review of the changes, tune in to Workiva’s ...
Hi there, Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet? Thanks
When formulas which are linked to restricted sheets are edited, they corrupt. Sometimes the formulas need to be adjusted slightly to include say a rounding. When this rounding cell is added to the formula, the result does not display if the team m...
This blog originally appeared on workiva.com/uk on 17 October 2022. We did it! We can hardly believe that Amplify EMEA 2022 is now behind us—and what a success it was. Both in our stunning Amsterdam venue and online, we brought together industry...
📆 Date: Thursday, October 27⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event In times of volatility, it’s even more important for leaders to be transparent with their employees. Since the pandemic, everything has changed—busi...
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...
