If you're leveraging Workiva's Governance, Risk, and Compliance (GRC) solution, you might be interested in how the Data Management Suite (DMS) can enhance your processes. DMS offers a range of features designed to streamline data management and im...
Hi! Is there a plan to enable charts to be placed inside table cells? Our work around is to set the chart as image and place it inside the table. But it would be really efficient if we can create editable charts inside of a cell.
Is there an Amplify 2024 replay and slides available? I attended virtually and wanted to go back and listen to the topic below. Thanks! Built for This: You're Ready with Workiva.
Hyperlinks can only be formatted using a workaround with the painter. It would be helpful to format hyperlinks without having to use the workaround with the painter.
Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Than...
Hi , We want to connect our SAP S4HANA On-premise system with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...
Great news! Introducing the newly translated Workivaプラットフォーム認定 (Workiva Platform Training) certification path, which now includes a translated version of Workivaの使用 (Using Workiva). Translated Path and Course Titles: Workivaプラットフォーム認定 (Workiva...
https://workiva.wistia.com/medias/6g8lbr55n0 A special thanks to Jae Yong Yoo - a key member of our Data Management Suite Support team - for his input on this! TIME HIGHLIGHT0:25 Agenda 0:50 Security Roles2:15 ...
https://workiva.wistia.com/medias/dhayfxq2vg TIME HIGHLIGHT0:22 Agenda 0:52 Connectors Overview2:44 Core Connectors3:14 Premium Connectors4:51 Using Connectors6:05 Live Walk-Throu...
In Excel, it's possible to plot a part of a stacked bar on a secondary axis so you can essentially do a bar within a bar. Is that something that you are able to do in Workiva?
🎺 Introducing Home Boards for Financial Reporting Have you ever wished that Workiva’s Home experience could give you better visibility into the work you need to do, all while being tailored to your team’s specific needs and processes? Well, we’r...
The link override feature has been helpful in our reporting process. However, I have not found a way to link override in tables within a document. I could always create a new column in the factbook for how I'd like the quantitative/qualitative art...
It is possible to copy values from the spreadsheet to another through one click automatic?
The prior certification process allowed us to customize notifications so that, if we want, we could have certifiers be notified daily until the due date. This still isn't an option, which is requiring us to manually push a notification before the ...
How difficult would it be to (how would I do it?) use a connected query to automate a refresh to the data in a spreadsheet and then publish the changes? I see the WData commands but I do not see any guidance on how to build a query to use them. Ma...
Incorporar la funcionalidad de corte de escala en los graficos.
I am creating a copy of a file but want to keep the links to source files and all incoming and outgoing connection. If i select all connections when making the copy of the spreadsheet does it also give new connection IDs to the incoming connection...
We wanted to keep you aware of some exciting changes to our product enablement offerings! We are now offering a Signature Learning subscription that will include many benefits our learners have been asking for! Click here for more information!
In the Workiva platform, you have complete control over your workflow and data with advanced permissions. Watch to see it in action! Find more quick tips and tours on our YouTube Playlist. https://www.youtube.com/watch?v=PXx4Nx052AE
https://workiva.wistia.com/medias/q6vprrxnxh TIME HIGHLIGHT00:25 Introductions01:03 Agenda01:36 No-Code Definition04:28 Citizen Developers08:05 The Enterprise10:56 Industry Specific Platforms...
📆 Date: Wednesday, 4 September⏰ Time: 10:00(BST)/11:00(CEST)🌎 Location: Virtual About this Event I officially invite you to join us for our next Quick Takes event on Wednesday, 4 September at 10:00(BST)/ 11:00(CEST) as we discuss the topic ...
https://workiva.wistia.com/medias/woyr3mfyuy TIME HIGHLIGHT00:30 Agenda 00:44 Test Form Build / Manual Demonstration01:43 Chain Introduction 04:39 Demonstration Use Case 06:32 Chain Walkthrough 20:57...
https://workiva.wistia.com/medias/3n8fu6ir54 TIME HIGHLIGHT0:28 Agenda 0:52 What are Chains? 1:38 How do Chains Work?2:30 Connectors vs Connections vs Commands4:03 Configuring Commands4:55 ...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 24. The effective date for these rules will be for filings submitted on or after September 1, 2024. The DQC plug-in tool will be updated the week of August 26th and we ...
Wanted to share with you a newly launched series called CPX Leadership Insights where you’ll gain, well, insights from Workiva CPX VPs regarding updates, events, and more! You can find this series in the Workiva Community under the Events & Educat...
Working on our reports is a global team of people spread across many time zones. This can create confusion / an extra burden when we need to communicate about historical versions of a file, since (per our tests) the timestamps displayed are in eac...
Both Chains and APIs play an important role in the world of data integration and automation. APIs offer direct access to various services and functionalities, while Chains provides a user-friendly interface to interact with third-party integration...
When I am assigned as a Reviewer, it shows up in the web app under "My Assigned Tasks". In the mobile app, "Reviews" is showing 0 items. What is needed to enable approvals in the mobile app?
Fantastic News! We’re excited to reveal that the Completing an SEC Filing eLearning is now live! Our new course guides you through the filing process and addresses common filing issues in under 30 minutes! By the end, you’ll master hyperlinking e...
New to Chains and wondering about roles and permissions? Chains works similarly to the rest of the Workiva platform, but with one important difference: permissions can be applied to a single chain, an environment, or an entire workspace. Chains h...
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...