I have linked data in a powerpoint presentation however the "Publish" button is not "active" so that I can refresh the data to the source links. Why is my publish button disabled?
How can I build a connection to a Teradata table? I have been trying to create a query to pull values directly from a Teradata table but have been unsuccessful. Which BizzApps could I use to accomplish this? Thanks!
Hi there, We have a control for which system has been changed in 2021 (let's say we use system A in 2020 and now is B). As we changed that info in the control data (IPE > Relies on IT system field) we noted that the system info has also been chang...
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Workiva Amplify is the conference that brings out thousands of finance, accounting, and compliance professionals seeking out ways to simplify their work. (Plus, earn a few free CPE at the same time.) Join us for this completely free, all virtua...
Whenever I try to refresh a connection in wdesk for a query with multi-select parameters, I expect to get a prompt to select the parameter value. It turns out that's not the case. Do we have to delete the connection and create it again every time ...
Hello filers! You may have heard about the SEC's upcoming "cipher" updates. First and foremost, there will be no impact to Workiva as part of this change. The change is somewhat technical, but to simplify, SEC is removing some of the lesser used a...
Hi! I'm trying to condition on column value that I've created, using CASE command, but keep gettin an error when I try to call the column in WHERE statment (I've tried "table_nam"."new_column_name" and just "new_column_name", but keep getting same...
Hi Team. We have a spread sheet( F1 with Spread Sheet ID = 1). I created the copy of F1 as F2 which will have Spread sheet ID = 2. This Spread sheet ID = 2( NOT SHEET ID) I want to capture automatically through chains in workiva, is that possib...
I have a simple SFTP connector and perform a List Directory command. I get back an array of file names as json: ["File A", "File B"] what is the most efficient way to count the number of files? I tried adding an Array to CSV command then a Filte...
Wondering if any of you used the "Send to review" functionality to their auditors? Any lessons you may want to share? We've been fine sending the clean pdf and blackline to them and they comment in the pdf. Our current process is working, but if y...
Would it be possible to create a sublabel in the rename box in regards to attachments? So for example, I may have support that is composed of multiple pages. I may label the pages to the supporting document as A1-A3, but when attaching to several ...
We are trying to attach our periodic semi-annual filing (N-CSR) to an already created/rolled N2 document. Is there a way to merge the N-CSR filing to the end of the N2 document?
When I am attempting to search within a Wdesk document, the search seems to be case sensitive, regardless of whether or not I check the "Match case" box.
I am trying to create a conditional format for each column to identify the record amount for that specific column. We want the record cell to be highlighted green and bolded for the largest value. I am not sure how to do this and could not find ...
WATCH HERE About The world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, looming risk. A shift toward an agile approach is a must—and t...
I had added skip condition in some of my commands, which I don't need now. When I remove the skip condition it doesn't get removed completely. I have to select one of the three conditions (success, warning, error). The command then always gets ski...
Hi Team, We have a "Pipe" delimited file with file extension of ".dat". May I kindly know if workiva can accept ".dat" files into wdata tables? I know "Pipe" delimiter is not an issue but, keeping delimiter constant can we load data into wdata i...
Currently, if a heading or subsection title is formatted with a style, the previously added Pagination rules are eliminated when the new style is added. It would be great if you could add an option to "keep with next" to the Styles editing menu s...
There's still plenty of time to register for Amplify 2021. With 70+ CPEs and dozens of fantastic speakers lined up (including keynote speaker Matthew McConaughey), we're confident you'll have a great time. And did we mention its completely free?!...
I would like to add footnotes to a document. However, I do not want the line above the footnotes. I just want the numbers. Is there a way to remove the line shown in the picture?
I need to amend an 8-K filing and I'm not sure how to go about it. Can someone please help? Thank you.
Hi! Is there a way to automate locking/unlocking a spreadsheet/sheet using a chain command?
Here's this month's Learning Hub newsletter, featuring the latest and greatest info on the awesome education opportunities available, including content on permissions, roles, linking, roll forward, and the always popular topic of XBRL. If you h...
New Summer Series Recording Available! 2 videos are currently available on Learning Hub, as part of our FERC Summer Series, with more coming over the next few weeks.. Access the Learning Hub to find topics that our FERC customers have been inqui...
Hi, I want to create a report that shows status of all controls as well as workflow status so that external auditors can see which test forms are 100% complete and workflow status is also "phase complete" / "approved"
If I send a document for review to Person A, B, and C, and if A leaves a comment, can B and C see their comment? Is there a way to restrict this so each reviewer can only see their comments and my responses?
As the title of this post mentions, we have some upcoming changes we wanted to give you heads up about. What's happening? We will be having a bit of site clean-up going on and as a result we will be merging this topic into another one. All the con...