El curso "Utilización de la SEC" sigue siendo uno de nuestros cursos más populares. Ahora es aún más accesible, ya que sumamos las traducciones al francés y al alemán a las que ya ofrecemos en español e inglés. Esto es lo que debes saber: Traduc...
Hi is there a way to import excel charts into spreadsheet as chart? Current when doing Workiva sync add-in on excel. It only sync the cell values but not the excel charts. My objective: there are some nicely formatted charts in my excel and I want...
I am trying to create links that connect information in a document to another document that is in a very different format/layout as the original document. I am trying to follow the instructions but the information that I highlight and then paste i...
Are you still manually inputting data into spreadsheets? Emailing or instant messaging requests for metrics? Copying and pasting from one report to another...and another...and another? See how Workiva customers are putting together a complete data...
📆 Date: Tuesday, June 4⏰ Time: 11:00a.m.-12:00p.m. EDT🌎 Location: Virtual About this Event Join us for a live demo of the Workiva platform for internal audit and risk teams! In this 30-minute webinar with Q&A, you’ll get a closer look at ho...
Looking for a way to organize your Chains or manage their development lifecycle? Chain Environments can help with that! Within workspaces, Workiva users are set up with a default DEV environment in Chains. In addition to the standard DEV environm...
We are building out a "Primary File" where we will keep all financials for the year and will be the linking source for various filings. What is the best way to handle a rounding template with a primary file that will contain all current and prior ...
hi, is it possible for the Wdata chain overwrite sheet data command to overwrite only certain region in a sheet? for example, we have a sheet that receives data from other sheet through the chain, but it also has some validation and comments on th...
Sometimes I'd like to see what link someone else changed or as document owner, I forget what was changed after working in the file a while, and I would like to view the exact section that changed before clicking Publish since changes can't be undo...
¡Saludos a todos nuestros miembros de la Comunidad Workiva! El curso de aprendizaje electrónico "Utilización de los informes estatutarios globales (GSR)" es una manera excelente de conocer las soluciones importantes de Workiva que se relacionan co...
📆 Date: Thursday, May 23⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, May 23rd at 11:00 am CST as we discuss the topic Good Form! Update...
I am trying to show comments that were open as of a prior version of a document. It would be acceptable to see the comments in Wdesk or see them when I export the document. From what I can tell (1) you cannot see open comments in prior versions on...
Has anyone created a report or is there some embedded functionality in the SOX or IA modules that allow for users to create a risk universe?
Hi, Does anyone utilize a formula for Profit/Loss or Provision (Benefit) that can look up values in the two periods presented in their workbook? For example, if 2024 is positive and 2023 is negative, I want the text to show the correct text based ...
📆 Date: Tuesday, May 14⏰ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event This course will provide an overview of the changes implemented in the 2024 US GAAP taxonomy. This program is designed for Certified Public Accountants, o...
📆 Date: Tuesday, May 21⏰ Time: 12:00-8:00 p.m. CDT🌎 Location: Willis Tower | 233 South Wacker Dr. | Convene, 3rd floor About this Event Organizations are rethinking long-held reporting practices. The lines between teams are blurring to mit...
Can I see the total count of connections I have per Workiva spreadsheet? It would be helpful to know how close I am to the 100 connection limit. I was hoping to find some Worksheet properties section, but I do not see it.
Registration is now open! Lead the Change at 5,280 feet Amplify 2024 is coming to the Mile High City September 9–11! Conquer mounting changes alongside thousands of passionate accounting, finance, sustainability, audit, and risk professionals d...
Exciting news! Using Workiva has been translated into two additional languages: French and German. This brings us another step closer to having a complete set of foundational eLearning resources for our customers and partners. New titles inclu...
Using Controls Management and Using Audit Management content is now available as you need it! Big news! We've made some awesome updates to our course offerings to give you more control over your learning journey. We're thrilled to announce that t...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 23. The effective date for these rules will be for filings submitted after May 15, 2024. The DQC plug-in tool has been updated to reflect this change in the Workiva pla...
Do any other ESG reporting users, utilize Workiva for the S&P CSA Assessment? How do you effectively use the program? Have you all found any automation to import Workiva data into the CSA portal?
Is there a way to fix this error: It is related to a 10b5-1 concept ("Trading Arrangement, Securities Aggregate Available Amount") with dimension tagged. Is there a way to add such concept to the outline?
Change is constant—new regulations, increased investor scrutiny, emerging technologies, more responsibilities. Get ready to tackle all this and more at Amplify 2024. Amplify is the conference to discover new and better ways of addressing t...
Two recent SEC mandates require a change in filing format from plain text/HTML to XML. The filings affected are the N-PX, 13D and 13G. There is also a new XML-based form being introduced, Form SHO, to meet the requirements of the Short Position an...
We're using milestones for version control and the team finds it inefficient to scroll through the list of milestones to find a particular one to blackline. Would be great if we could filter milestones by name.
Hi We want to create a real time workflow with Salesforce by triggering a chain to execute based on an event in Salesforce. Salesforce provides two options to achieve this: 1. Outbound Message Actions Outbound Message Actions (salesforce.com) 2. C...
We're thrilled to announce that the newly launched Using FERC e-learning course is now available with CPE! Find it today on the Learning Hub. Explore how the Workiva platform can help you manage your FERC reporting process with ease. We’ve freshe...
I may be missing something but it looks like you lose the formatting when you connect to a spreadsheet when using connections to a dataset. Is that correct? Or is there a way to bring over the formatting? (I have a presentation on my workspace and...
I am trying to make sure I understand the key relative benefits of using a shared query to share data between workspaces vs. using a connected data set. Here's what I came up with, but any feedback, input, corrections, or additions would be apprec...
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...