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Is there a way for me to circle something in a presentation?  I am trying to put a red oval circle around a couple of figures in my presentation. Thanks!

Kellie Volpicelli

Is there a way to create a blackline with two documents from different projects, i.e. a final Q2 2019 10Q versus a current Q3 2019 10Q?  I am on the classic platform.

Kristy Norris

Hi please describe pain points in SAP DM and what led your company to Workiva.  Also share what you use in Workiva. We are looking for the ideal connected environment. Thanks

Permanently deleted user

Anyone every had to redact information in an exhibit? If so how do you proceed?

Arlean Lee

For those of you preparing and filing your 8-Ks lately, you might have seen an increase in some errors for both EDGAR and XBRL regarding the use of a future date and/or issues with combined 8-K filings. I wanted to take a moment to shed a little l...

Mike Davis Community Manager

Is there a way to add ticks to the zero line on a chart in next gen presentations? I'm able to add these on a chart with a line on the left axis or bottom axis, but not a zero line that appears in the middle of a chart.

Mitchell Gates

Hey, We recently transitioned to next gen documents for our monthly reporting.  We have many users that collaborate monthly to populate the narrative sections of our MD&A.  Each user has viewer access to the whole document, and then Editor access ...

Dan Packer Workiva Advocate

Is there a way to set the margins when converting a spreadsheet to a pdf? I have a spreadsheet that will fit on a letter sized page if I was able to change the margins. It is cutting off the border on the sheet. I has an inch margin all around and...

Scott Paasch

Hey, In our MD&A report we have a large table that summarizes our variances for Operating Expenses by a number of specific categories.  I created a section in our spreadsheet with 20 rows for each variance category so that we had plenty of lines f...

Dan Packer Workiva Advocate

Within Link Properties and then Locations, can the cell detail i.e. C7 be added? Right now it looks like the only way you can see exactly where the link is coming from or where else it is linked is by using the go to link feature. 

Hannah Potts

Attention Amplify 2019 participants:  Thank you, again, for attending Amplify 2019! Those of you who requested CPE for these events during the registration process can now access them in Wdesk University.  To download your certificates: Click on...

Rachael Abdelkhalek Community Moderator

We implemented the TIG for fair value, as part of the 2018 taxonomy migration. I use the All Facts checklist and running into exceptions for the step “Check “number” or “ratio” (e.g., xbrli:pure) unit is only applied to “percentItemType” or “pureI...

Dalisay Pingul

Thank you in advance for any assistance...in my version of Workiva, when I got to File>Import, the selection for XLS does not appear (only DOCX, PPTX)...can you please assist?

Chris Hopkins

We are pleased to share some exciting news about Wdesk. We have been investing in modernizing many aspects of our platform to improve your experience by significantly increasing performance, scale, connectivity, and collaboration. We are also remo...

Mike Davis Community Manager

We rolled forward for Q3 and the sheets we had connected in that project are no longer connected. Is there a way to keep sheets connected when rolling forward? Is there a way to delete Sheet Data from the prior quarter? I tried to save the new dat...

Kelly

Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...

Anthony Miller

I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration.  Is there a nuance?  I found reference to this exact question in another posting, but it is no longer active.  The definit...

Chelsea Morley

Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.

Scott Paasch

Register hereTuesday, October 152:00-3:00pm EDT Time-consuming, error-prone manual processes have historically made year-end, quarter-end, and month-end financial reporting tedious and even painful for private companies. However, private compa...

Mike Davis Community Manager

We are a 9/30 YE LAF. On the 10-K cover page, we have the Entity CS outstanding shares which has a 10/31 date. I don't understand why it's giving us an error message this time? The number is a placeholder, but the tag is not, especially not the da...

Dalisay Pingul

I am trying to add a symbol in next-gen spreadsheets, yet it appears that this functionality is missing.  Any work around until this is fixed.  Also, can I get an update on when this will be available? 

Peter Molnar Workiva Advocate

The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...

Kacie Dillman

Hi, is there any way i can make these two lines align to the same indentation.  (note: my indentation is 0 in this case)

Maja Walters

As a reviewer, I see many instances where the Control Tester did not organize the files uploaded.  In the attached screenshot you will see the population and sample documents are all together.  Is there a way to move the documents into the correct...

Jordan Baxter

When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...

Mike Davis Community Manager

Hi,  We are a real estate investment manager and one of the things that our team is responsible for is reporting on all different types of metrics about our properties. We have a large data warehouse that aggregates ~200 metrics for each of our pr...

Katie Abouzahr

Hey Mike, We have a waterfall chart in our MD&A that shows what makes up our net income in each column, and then the last column in the chart has the budgeted net income for comparison. In our classic document, we had a chart option for that budge...

Dan Packer Workiva Advocate

Any updates on being able to change the project type from "Other" to "8-K" or "10-Q"?

Peter Molnar Workiva Advocate