Recently announced, the deadlines for submitting third quarter 2021 filings of FERC Form Nos. 3-Q (electric), 3-Q (natural gas), and 6-Q (oil) are all extended to December 31, 2021. This is to provide additional time necessary to complete the tran...
Are there Wdesk best practices for conducting projects under Attorney-Client Privilege beyond the normal set of Owner, Editor, Viewer permissions? Can there be... Project folder level security? Document or project passwords? P&C issues filtered f...
I have an excel sheet that I would like to copy from on a monthly basis as value into a worksheet. It only copies as values and formulas.
Hi all! As published here, as of March 22, 2021 the SEC released EDGAR version 21.1. In this release was support for the 2021 US GAAP (UGT) and 2021 SEC Reporting (SRT) taxonomies, along with other SEC taxonomies. The 2021 Risk Return (MFRR) taxon...
Can anyone help on changing the bullets size and color but It should not impact the paragraph line color and size? This is the paragraph line. Given above the paragraph line in which Bullet size need to be increase and color needs to be changed ...
We are facing the following issue in tagging for the note - New accounting guidance because of deprecation of label “New accounting Pronouncement or Change in Accounting Principle, Cumulative Effect of Change on Equity or Net assets”. In the taxon...
We have just added a new Role-based Guide for XBRL/iXBRL to the Education space on workiva.com. Check it out and other valuable resources by going to workiva.com/education.
Control owners (requestee's) have requested to be able to view prior year submissions for control evidence/PBCs. Is it possible for them to be able to see this? It will help streamline and speed up our processes.
Is there a way to copy and apply table formatting in next gen? This was a function in wdesk classic that saved a lot of time but I don't see it in next gen. Thanks
It appears there is a new feature where replies to comments will notify the person who commented, does anyone know how to modify this (e.g. turn it off). There are some comments where we type "Updated" and then click resolve just so that we know t...
I am wondering how to change the page a section starts at. Currently, a new section I have created starts on the last page of the section and I would like it to begin on the first page of the section. As is, it is creating inaccuracy in my table o...
Some of our users are not seeing the Expand down arrow in the table formula bar in documents, but others are. Not sure if this is a systemic problem or a fluke. Thoughts?
On May 18, the attendees of our Amplify Event Series will hear an exclusive keynote from Scott Galloway on The Daring Difference. Scott Galloway is Professor of Marketing at NYU's Stern School of Business and a serial entrepreneur. In 2012, he was...
Hi - is there any way to a delete a section in a document which has destination links, without having to go to each link and removing the link?
How can I write formulas into a WDesk sheet from a Chain? the "Write Sheet Data" command does not seem to support anything other than data. I want to be able to add a totals row after I imported some data into a sheet.
I want to create a CSV file by hand in Chains, with various different values stitched together manually to be imported into a WDesk sheet. I used Create File to specify the first line of CSV based text: Amortization of lease payments,,,,, and lef...
I copied a table to create a new table for prior year and was tagging the table with prior year period. Why is the current reporting period changing the tagged period similar to prior period. It looks like it has group the 2 tables and are being...
Event Details Tuesday, March 232:00-2:30 pm EDT WATCH ON DEMAND About Event Introducing Workiva FinTalk, the thought leadership series that covers the different internal reporting topics that affect accounting and finance teams the most. Hear f...
Good morning. I am seeing a newly created spreadsheet workbook under Recent Files, but it is not showing-up under All Files. Why would that be?
Hi I would like to know the quickest way to backup all files/test forms/reports (pretty much all data) from workiva to my computer. I can create a snapshot but do not see how to export it. Is there a better alternative? Thanks.
I have setup the user and got client ID & secret. I am stuck on authentication step to get the bearer token? How do I issue POST reuest? which tool to use or is there any query that I can run in powerBI to get data which will authenticate the clie...
Hello! I wanted to see if anyone had some tips they wanted to share on how to sync up the language across multiple notes across several documents updated at different times. We currently have being using a "Primary Common Verbiage" document for al...
Hi, could some chart expert help with the label for waterfall? We have some some bars, which are too small for show label inside (example as left bar). If use excel, can drag the label outside to the side (example as right). Any ways to achieve th...
I can't seem to get the spacing on my stacked bar charts just right, I have data in my chart properties from 0 - 168. I want to be able to show the totals in each stack so its visible. I'm sure its a quick fix, can anyone help?
Live Demos Offered: These training webinars will now be delivered monthly, starting in March. They are hosted by our Workiva experts and provide the opportunity to see great new features in action, along with time to ask questions during the meeti...
A couple of months ago, I noted some inconsistencies when exporting a blackline to a pdf whereby if you selected "Include Only Pages With Changes" sometimes the pdf did not include all changed pages. Although I reported this occurrence, the Suppo...
Registration is now open! Don’t wait until September to experience Amplify. In April and May, you will be able to enjoy 4 days of Amplify: Sessions featuring Workiva experts, thought leaders, and Workiva partners Up to 13 CPE credits available...
I have a very simple request I cannot seem to get working. I have a Get Sheet Data command, which fetches n amount of rows with a header row from a WDesk spreadsheet. Then all I want to do is iterate over all the data rows, extract all the colum...
I am trying to create some data checks in a spreadsheet to automate our document cross-reference checks. I have the source data linked to information throughout our document via references and not source links, but when I try to apply conditional ...
If we build a handful of chains, how can I easily take these across workspaces and organizations? How do i easily deploy a set of chains i have built to another location??
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...