I am working in a spreadsheet and I am attempting to connect it to a data set and both the Connect and Data Set are grayed out. Is there a reason for this? I have been able to connect other sheets to Prep with no problems.
It appears that the actual workspace roles differ from the ones in the help topic?Per the help topic (https://support.workiva.com/hc/en-us/articles/360036002431) they are: Workspace admins Workspace members Limited Starters Standards Professional...
I'm using the sigma symbol in a document, but it shows up as a question mark when I PDF, anyone know how I can fix this?
This is the error I get: "You are unable to change Track Changes settings because it is currently on for this document. Please contact an Owner of this document for assistance". When I go into File/Document Permissions owner is checked off right n...
Any feedback would be much appreciated.
I can see where I can put a non-breaking space between (for example) 158 million via a checkbox in the "format link" section; however, I don't see where you can do the same for percents (58 percent). Is it possible?
Can anyone assist whre to find training modules on styling of a document. I need to set up a working document for clients with style sheets etc in already
My team and I uploaded a pdf of our investors' presentation to an 8-K but then could not Edgarize it. The "Edgarizing in progress" window got stuck on either the 2nd or 3rd "bar", and eventually did not yield any htm or jpeg files in the correspon...
I have a single control with several control owners. Are there plans to allow for PBC request duplication within the same control test or to allow a single PBC request to go out to multiple recipients? It is painful to recreate the same request mu...
Hello,Does anyone have experience filing a 10-KT with XBRL tagging? We are transitioning our fiscal year end 9/30 to calendar year end 12/31 this quarter by filing a 10-KT. How would I tag duration type numbers for the 3 months ended 10/1/18-12/...
Whether it's about Wdesk, your day-to-day, or just a general life-hack, what would be one tip you'd offer up to the other members of the community?
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I would like to break apart my primary spreadsheet into two spreadsheet, it is currently linked to the K and Q, what would happen if we copied the spreadsheet in wdesk? Would the links move to the new spreadsheet?
We are in the process of getting group licences this will allow us to use spreadsheets for data collections. Does anyone have any ideas/suggestions of how to attach a sign off or how to get a sign off in the spreadsheet? Thanks in advance!
I am working with a line chart and I added an average line, however I would like to remove the Series label in the legend, so it does not show. Below is the chart I am working on and I would like to remove the yellow line in the legend so it does ...
About phantom tagging (or parenthetical tagging like on BS) which I understand will give up an iXBRL warning. Do I ignore the warning or do I have to somehow retag the hidden facts? Thanks.
Can the print area of a workbook section or spreadsheet be edited with page breaks?When I save the section as a pdf, I want two pages of information instead of the one. The easy solution would be to split the information into two sections. Howev...
Is it possible to replicate an entire section of a document that has links to a spreadsheet and source links within the section so that the new section created continues to show the same source links and destination links from the spreadsheet?
Will it be possible to create a text link with custom formatting, such as capitalised first letter, all caps, cusom suffic, prefix?
This blog originally appeared on Workiva.com on Nov. 27, 2018.Advances in cloud technology have resulted in significant gains for the private sector in terms of workplace collaboration and efficiency, and government finance teams are starting to f...
Has anyone built their cash flow (and I know it can't be 100% automated) in HFM vs Workiva - pros, cons?
When a lot of comments are included in a document, it gets difficult navigating the comments to the applicable disclosure. I find it easier at time to create a pdf with comments to more easily navigate comments and how they are resolved. However,...
Hello, I wanted to make sure I am understanding more about XBRL and the workbook setup. Currently we have Quarterly columns and YTD columns for our footnotes. We did that as we were told we needed two separate sections for XBRL purposes. So, eve...
We currently have some slides in our investor deck that change each quarter that are prepared by users that do not have access to Workiva. It'd be helpful to import their slides into the existing slide deck rather than manually recreate them in W...
I have a Workiva spreadsheet with formulas linked to other worksheets in the same spreadsheet workbook. One of these formulas is an index/match lookup formula inside an "ifna" wrapper. The function works in Workiva, but when I export to Excel and ...
For SOX testing, I uploaded an Excel file as evidence for a sample, but cannot see comments made in the original Excel file. Is there a way to display these in Wdesk?
How do you file a Section 16 form in the WDesk platform as a manual file, but NOT have it submitted to the SEC?
I am trying to back into a discount rate that would set a the NPV of a stream = 0. Has anyone had experience with this?
Has anyone received the following comment when submitting a 13F filing "The number of documents submitted to the SEC (1 document) does not match the number processed by the SEC (0 documents).
If I publish links in the spreadsheet the document is updated but does not show as a DRAFT, and then cannot be shared to create another version. So therefore cannot run a blackline, even though all the numbers may have changed?
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...