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Linking from Excel based footnote support into W-Desk spreadsheet

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Curious what others are doing to maintain the underlying support for 10Q/10K footnotes. I am just getting up and running with W-desk to prepare my SEC filings. My pre-Workiva method for preparing the footnotes was to maintain a series of Excel workbooks with a tab for each specific footnote (essentially a lead sheet) and then each footnote lead sheet was supported by 1 or more additional Excel tabs of support (usually a system report or a calculation from several data points). 

My issue is trying to determine how much of my old Excel lead sheet and support structure to bring directly into Workiva. And is is possible to setup a link in a Workiva spreadsheet that points to an Excel file that sites in an internal network folder? 

Thanks in advance!

Greg

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Dato Stemmer
  • Permanently deleted user

    We have a similar structure of keeping excel workbook support files in a network folder. What we did, was take each footnote tab in the Wdesk spreadsheet that supports our 10-Q/K and exported it to excel to create the lead sheet for each footnote. Then the excel file has a cover tab that matches the exact layout that we have in Wdesk. The excel lead sheet then references other tabs, or files etc. We do not automatically link in into Wdesk, since each lead sheet is somewhat simple, we can just copy and paste. You could use workbook sync (excel add-on tool), if your lead sheet structure doesn't often change. 

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