Hi, Can documents in different workspaces link to the same workbook? Can an ESG Report in an ESG workspace accept a link from a document in an SEC Reporting Workspace? Thanks
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May I know how to delete blank page in Document within Workiva GSR Platform?
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Hi, below is a screen of the error that appears when importing excel with named references. Is it possible to import such file using Wdesk sync? Thanks, Michał
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In observance of the Veteran's Day federal holiday today, the SEC and EDGAR will be closed and no filings will be accepted. Note that Workiva Customer Support is available 24/7. Thanks, and Happy Veteran's Day, and thank you for your service to al...
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I am trying to download HFM data to a file. The ground runner is setup, and the integration user has the appropriate access. The HFM-Extract Data to File node works when the "Expand Only" options is checked but fails when it is not. This exact sa...
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Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...
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I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: objectId size...
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On the other hand, this type of graph details the status of the project according to different variables, country, domains... I have some doubts: With these different graphs, can Workiva represent different values differentiated by colours in a ...
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I am using the Chain called -> "Update Datasets in a Table chain template". Once I set up this Chain as follows: https://support.workiva.com/hc/en-us/articles/360058919852 . I have created an additional chain to execute the previous one with the f...
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Workiva and Jira Conection
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Would it be possible from the Jira system to connect to Workiva? I mean if a user in the JIRA system uses an IP and a specific port that indicate the connection to Workiva, can this user make read and write requests from JIRA to Workiva having the...
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Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.
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I am trying to connect workiva to python using the workiva API. I am using the following parameters: URL: Referenced by the workiva API.Data: client ID and client secret of the workiva workspace we want to connect to from python Headers. Taking in...
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It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.
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Hello SEC filers! As discussed here, the SEC’s mandate for Pay vs. Performance iXBRL tagging requirements become effective for all Proxy or Information Statements which require Item 402 Executive Compensation (commonly filed as SEC Forms DEF 14A o...
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One of fellow workspace owners has the Connect button grayed out on a Spreadsheet that he owns. When I made myself an owner, the Connect button is not grayed out for me. What else should I troubleshoot? Thanks!
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I would like to connect Workiva to the JIRA program in a bidirectional way. However, with the help of workiva, there is no specific connector present, so an HTTP Request connector can be used. I have the following questions on this point: 1- Conne...
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2022 US GAAP Taxonomy Updates
Fullført
Event Details: 📆 Thursday, November 10🕑 2:00-3:00 p.m. EST The US GAAP taxonomy has been refreshed with new recommended accounting standards and other improvements for SEC registrants. For an in-depth review of the changes, tune in to Workiva’s ...
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Pivot Table
Besvart
Hi there, Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet? Thanks
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When formulas which are linked to restricted sheets are edited, they corrupt. Sometimes the formulas need to be adjusted slightly to include say a rounding. When this rounding cell is added to the formula, the result does not display if the team m...
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This blog originally appeared on workiva.com/uk on 17 October 2022. We did it! We can hardly believe that Amplify EMEA 2022 is now behind us—and what a success it was. Both in our stunning Amsterdam venue and online, we brought together industry...
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📆 Date: Thursday, October 27⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event In times of volatility, it’s even more important for leaders to be transparent with their employees. Since the pandemic, everything has changed—busi...
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When I try to perform a Chain I get the following error: Error authenticating with Workiva: Invalid client id: XXXXXXXXXX. The connection ID has been created in Wdesk-People-Add a grant in the user name select a user with chain owner permissions....
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It looks the objectives of the proposed Meta Model is to add base level accounting model relationships to the existing Taxonomy. I am wondering how this will impact XBRL tagging? Thanks.
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Attempting to set dynamic variables in a chain, and need to reference the value of one variable from the other. This is the first step in my chain. EffectiveDate: The current datetime, minus 1 month FilePath: A file name that contains the value ...
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Copy Markup
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Is it possible to copy file folder to the next period and to include markup? It would be extremely useful to have this feature. Great time saver.
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The EDGAR system and SEC mailroom will not receive, process, or accept filings on Monday, October 10, 2022 in observance of a federal holiday. Filings will resume the next business day, Tuesday, October 11th. EDGAR filings that have already b...
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Digital Tie Out Features
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We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
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Hello, i´m trying to import an Excel file but there is an error. What is the maximum size allowed for importing an excel file?
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I have been unable to utilize the superscript format within a formula. The formula is an if statement that dynamically creates row titles based on the values in other columns (e.g. "realized gains" when all positive amounts vs "realized gains (los...
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