Linking
Linked dates - line breaks

Where you have the same date linked to many places, can you make it line break differently in the various destination links, or is it always singular to the source link format? e.g. if I wanted to break "years ended December 31, 2021" after "ended...

Nicole P. Rock Star Idea Generator Community Champion
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0
Governance, Risk, and Compliance
Adding lines within the cell of a matrix

We can enter multiple lines within a single cell of a Spreadsheet by hitting Alt-Enter.  The same is true in an embedded spreadsheet.  However, that apparently is not the case when editing a cell in a Test Steps and Attributes table.  If this is t...

Greg Barnard Workiva Advocate All Star Idea Generator Community Champion
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1
Chains
File Utilities- Make and Copy 답변함

I successfully used the Make Directory in File Utilities When I try to copy files to this directory, I get these errors. I cannot find any guidance on how to use the copy connector.

Ryan Townshend All Star Data Management Suite
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0
Chains
XLSX to CSV , incomplete conversion 답변함

I have a set of excel files that are being delivered to an SFTP folder. It is a very simple process where the excel files are converted to csv and written to specific sheets in wdesk. Only the first line in the excel file is being converted, every...

Ryan Townshend All Star Data Management Suite
10 |
0
Spreadsheets
Spreadsheets

When I format a spreadsheet and upload it as testing support in Wdesk the formatting does not stay. For example, I changed the color of the font for the first 5 rows of my spreadsheet to red and bold font and made the columns larger so I could see...

Permanently deleted user Rock Star Idea Generator Community Champion
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0
Presentations
Power Point Graph 답변함

We have a graph in a power point presentation that incudes a graph with data labels. We are having an issue where the data label is stacked and it looks wonderful in wdesk but when exported to a power point we lost the second line of the data labe...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
3 |
0
Workiva APIs
Wdata - Best Practices 답변함

Hello experts, We recently got license to Wdata and officially are planning to integrate our source system data with Wdata. We made a decision to leverage public APIs. Majority of the ETL work is done on our on-premise systems and we are looking t...

Raghav Erabelly
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0
Chains
Convert Text file into CSV file 답변함

I have downloaded a .txt file from the SFTP server. My task is to convert this txt file into csv file so that I can add a header row and upload the file data in a table.

Arpit Srivastava Workiva Platform Data Management Suite
1 |
0
Regulatory Updates
December 20, 2021 SEC Complaint Against Hackers

On December 20, 2021, the SEC filed a complaint against five Russian nationals alleging they stole corporate earnings announcements by hacking into the systems of two U.S.-based filing agent companies. Workiva was NOT involved and our customer’s d...

Penny Ashley-Lawrence
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2
Announcements
Happy Holidays!

❄️ From our Workiva family to your, we hope everyone enjoys a restufl and happy holiday season! ☃️

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Filing & Section 16
SEC and EDGAR holiday closures

Hello Workiva Filers! This year, the Christmas and New Year's holidays fall on the weekend, and as result the federally observed dates are the following Monday. And a reminder that effective last year, Christmas Eve is also an observed federal hol...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Announcements
Workiva Customer Support holiday availability

Over the holiday season, our fabulous Customer Support team will strive maintain 24/7 access globally. While Dec. 24, 27, 31, and Jan. 3, 2022 are observed holidays, our team will be still available 24/7. However, there will be limited access opti...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Spreadsheets
Replace all functionality 완료

Hi, Currently, when users want to make bulk changes in the platform via search and replace, they have to search the entire range and press "replace" once for each cell to be changed. This functionality is very inefficient, Workiva should have a "r...

Jose Carlos Perez Blanco Financial Reporting Solutions Specialization Idea Generator
50 |
35
Certifications, Processess & Tasks
Setting up a process 답변함

I want to set up a workflow 'process' for the stat accounts. The numbers are prepared in a spreadsheet linked to a document. There is a first review in spreadsheets and a second review in the document.  Presumably I cannot set up a task where the ...

Claire Devereaux Idea Generator
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0
Home & Files
Save the export options

Hi, When I exported the file, I have to change the page layout section below. I was wondering if it is possible to save my own export options. so I dont need to adjust it again when I want to export the same file.

Xin Li
1 |
0
SEC & SEDAR
2022 SEC Calendar of Filing Deadlines

Enjoy this new, updated all-in-one 2022 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
0
Chains
How do I pull the latest file from a table? 답변함

Task is to pull the latest file from a table, and upload it on a sftp server in .csv format. List File command lists the different files present in the table (imported or staged) but the task is to pull that latest file with data and then upload i...

Arpit Srivastava Workiva Platform Data Management Suite
3 |
0
Collaboration Tools
Attachments in Documents

We have recently started using attachments (both pdf documents and Excel spreadsheets) in our 10-Qs and 10-Ks to simplify the review process.  However, the system seems to be slowing down considerably and has gotten somewhat glitchy (links not upd...

Kelly Plyler Beta Buddy
3 |
1
All things FERC
[On Demand] FERC Filing Info and Updates

https://workiva.wistia.com/medias/4xplem843b About this webinar As the FERC XBRL® mandate deadline is almost here, Workiva understands this can be a busy and stressful time. Join several of our Energy experts for a webinar that will help give you ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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2
Announcements
2021 Year in Review

Though slightly improved from 2020, I think many of us would say that 2021 was just "ok". Each month seemed to add a bit more normalcy, coupled with some of that pandemic flare. Still, though, there were plenty of bright spots this year both for t...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
0 |
1
Controls Management
How to update the drop down menu options on a form field 답변함

Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...

Carley All Star Idea Generator
2 |
0
Financial Reporting Tips
Wdesk Sync functionality for Workday

Hello, Are there any examples out there as to how clients have used the Wdesk Sync for connection to the Workday ERP? I'm looking to build spreadsheets that mirror wdesk workbooks that will pull in data from Workday, which would then be able to be...

Kunal Bhatt
1 |
2
Documents
Hyperlink styling 완료

Hi again, Hyperlinks can be set in style guides but once the hyperlink is applied, a generic colour/underline is used and this cannot be changed or styled afterwards, will be editable soon?

Claire Ventress Idea Generator Workiva Essentials
7 |
7
Charts
Sequences of Y-axis or X- axis

Hi, Is there a way the sequences or changes can be made in y-axis for charts? For eg: Instead of 0 , 40, 80 range in the y- axis can we update the sequence as per our own requirement     Thanks & Regards, Dipti Khandelwal

Dipti Khandelwal All Star Idea Generator Workiva Essentials
1 |
0
ESEF
Language Translation in ESEF 2021 Taxonomy

The 2021 version of the ESEF taxonomy now includes language translations for all Label Roles that are defined in the taxonomy. Previous versions of the taxonomy provided language translations for only the Standard label role and only an English la...

Sonya Strage Rising Star
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0