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Are you in need of sharing data across Workspaces? Youโre in the right place! This is a common need when Workiva users decide to store their data and source system integrations in one Workspace and then share that data out across multiple workspac...
When generating an API Grant,ย itโs important to keep in mind several leading practices. In this post, weโll be discussing API Grant Scopes. API Grants are typically used for creating a Workiva Connector, Workiva Chain Connector, Workiva Scripting ...
Understanding Roles and Permissions in the Data Management Suite can be a bit confusing. Generally your Roles define what you can do and your Permissions define where you can do it.ย ย For an overview of Wdata Permissions: Permissions in Tablesย P...
With every Workiva FERC Solution, Workivaโs customers are given a chain to help automate the roll forward process. The primary function of the roll forward chain is to take the data from the current year in each report and move that data to the se...
When generating an API Grant, it's important to keep in mind several leading practices. In this post, we'll be discussing the use of Integration Users, which is a highly recommended practice. API Grants are used with the Workiva Connector, Workiva...
From Chain Builder, workspace owners can create and manage sequences of tasksโknown as Chainsโto orchestrate workflows using the Workiva platform and across other data sources.ย For example, you can create a chain to automatically: Refresh data f...
Workiva offers many Application Programming Interfaces (APIs). An API is a set of protocols that allow for building software applications that access the features and data of an application or their service. APIs are commonly used by developers to...
Variables Introduction When I first started at Workiva working on the Connected Center of Excellence team, I was met with quite a hurdle. That hurdle being to grasp the concept of chains and learn how to build them. A very important part of learni...
Now that you have your data in the Data Management Suite, it's time to start using it! Some common ways you may want to use your data: Populating a Spreadsheet with Query Results Generating a Table to focus on specific Costs / Expenses Generating...
Have you hit the spreadsheet cell limit? Are you in need of storing large sets of data? Then Wdata is the place for you! Wdata allows you to centralize your data storage and execute queries to use that data for your reporting needs. To make your d...
Data Prep is our Data Transformation tool that allows you to transform your data file - technically and functionally - in a single process called a Pipeline within your Chain. Technical transformations are adjustments to your data file using opera...