Hi! I want to use a formula connecting two different spreadsheets. Im trying to use VLOOKUP formula, when I try to select for the table array, a table in another file inside workiva, the formula is no longer active and I cant continue typing. Is t...
Hi, When I try to import a large word document (19k KB) I got an error. Is there another way to get access to this document in Workiva? Thanks in advance! Sander
Hi Support! I'm getting an error on my tax rate reconciliation calculation. I think I narrowed down the cause to the new FDII percent concept. Workiva is showing FDII as additive while the taxonomy is showing it as a reduction. Could you please co...
Is it possible to include text (document name) centered on the page and include a page number on the right side of the document? I can't find any information on having two different areas in the footer.
Hi, over the last several days I have not been able to add comments to our documents. When I type a comment and then click "Post", my comment disappears and does not get posted. My teammates are not experiencing this issue. We have made no changes...
I am trying out the Markup feature and I like it however, I have noticed that whenever I am putting a Line or textbox on top of a table, it seems to crash my browser and is making me refreshing the screen. Not sure if anyone else is experiencing t...
Hi All. My first post in this community. Probably is very easy the answer. Sorry for that. Question 1: Is it possible to chande date in a spreadsheet after the task has been completed by the user? Question 2: Is this is possible, how know the ESG...
Just starting to use attachments to support my 10-Q and have a few questions. 1. Can you send a review out to auditors that contains the related attachments? Wanting to send them a pdf of our Q with the attachments (no comments and at a point in...
My team is looking into linking footnotes from our Primary Spreadsheet to our Document (which then has the XBRL footnote applied). Everything appears to render correctly, but under Manage XBRL Footnotes, it doesn't show the text of the link - it j...
When I link from the workbook into a new column in the presentation, I got this. Why am I getting an underline, and the blue dot. This is even happening in cells with numbers.
I love the bulk edit feature within processes. I would love to see an option to bulk edit preparers and reviewers as well if that is possible.
I can't find it now, but I could swear that I saw a post or article somewhere about EDGAR allowing more fonts. In the past, our filings always rendered in Times New Roman, but apparently, between our Q220 and Q320 10-Qs, they started rendering in ...
Hi, I've been trying without luck to use the SUBTOTAL formula to exclude hidden rows as a useful way to check if my total in the tables of the Financial Statements matches with the total in the Primary File, although I got a error message saying t...
📆 Date: Wednesday, October 26⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event An unprecedented mass exit from the workforce has been spurred on by recent events, causing what we've dubbed "The Great Resignation.” This global ...
Hello Amplify attendees! First, a huge thank you for attending, and making this year's conference one for the ages. I had a pleasure seeing all your smiling faces, and getting to chance with some of you in the flesh at the Expo and our party at Ha...
When someone opens a comment in our documents it is their responsibility to close the comment once the issue has been resolved. Before we finalize a document, we try to have all comments resolved. Our suggestion is to add a button to ping someone ...
I would LOVE to see some functionality that allows us to automate chart labels. For example, add functionality that allows you to set a minimum for chart labels. E.g., If less than 3, do not show a label
Workiva solutions are used by over 5,300 organizations around the world. Customers who receive a Workiva Customer Award are honored for their stand-out achievements leveraging the Workiva platform to accelerate collaboration, transparency, and di...
Hi, How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
I was wondering when we could use Percentile and Quartile functions in Spreadsheets? We use this for our CECL calculations and we want it all to be in Wdesk, but cannot do the entire file in Wdesk until these functions are in Wdesk.
I recently had to transpose roughly 60 columns x 4 rows into 60 rows x 4 columns. While I was able to do this in Excel, I couldn't copy the links from the source data. Transposing in Wdesk spreadsheet would allow me to retain the links to the sour...
Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
Dear, I would like to know how we can do a value tag, but have it be presented as a word.In the case of the company we are working with, we noticed that when the 20-F was filed, in the Inline XBRL Viewer (SEC) the tagging of the word outstanding h...
Hi! I have create a folder and have named the files 1-27 but they will not sort in order, example I need them to be 0-1-2 but it shows 0-1-10. Is there a better way to do this or change settings? Thank you!
One of the greatest things about Amplify is the Expo. If you’re unfamiliar, the Amplify Expo is a happening place to stop by outside your sessions where you can connect with the Workiva team to ask questions, learn more, and share your thoughts, a...
Will Workiva be bringing back in-person or virtual XBRL Training. When my old employer had to start doing XBRL, my team went (and paid for) about a week long in person course that went into everything XBRL and how to use Workiva for tagging. Now I...
Hello everyone, Does anyone know if Workiva supports txt. format files to update spreadsheet content? Or do I have to convert the txt. file into an Excel file before importing it? What is the best practice recommended? My question is concerning bo...
I am working on the "Request" experience creating multiple tasks (PBC Requests). Now, I'm adding additional collaborators that were not originally added when I created the "requests". I want to make sure they have the right permissions to the ta...
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...
