Earlier this year, we hosted quick, 30-minute sessions to give an introduction on how to use products on the Workiva platform. These are now available to watch on-demand in the Learning Hub. These recordings can be accessed with the links below...
Hello: I've tried creating a chain that automatically launches a query without parameters and exports the result to a specific section of a spreadsheet. The chain contains a "Run query" and "Export Query result" nodes but gives an error when tryin...
I'm trying to solve for a scenario where we want to leave a document containing (destination) links exactly as it was at the time it was finished and published (off-platform), to ensure traceability, allow for re-use, and to avoid confusion. E.g.,...
We're excited to announce that the Investment Reporting course is now live on the Learning Hub! This one-hour course teaches the fundamentals of the Workiva Investment Reporting Solution, covering a range of essential topics such as common conten...
Hello, I am looking for a quicker way to see the specific dates that each person signs off on a certification. In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so ...
Workiva's ESEF Validation Engine has been updated and confirmed to be working in accordance with ESMA's 2023 version of the Conformance Suite (which was released on December 7th 2023). The validation engine update ensures that the technical compon...
Hello Office Hours followers! Sadly, we will be removing this topic from the Workiva Community on January 12th. All the prior recordings have already been moved the content to Trainings & Webinars, which you can consider following. Any future offe...
I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...
As highlighted in an earlier post, CDP — formerly Carbon Disclosure Project — is making significant changes for its 2024 submissions, including: A single, integrated corporate questionnaire to determine multiple scores, instead of separate questi...
Is there a way to specify the order in which query parameters appear in a data connections?. I have one main query with 5 parameters and several sub queries that use the source query parameters, But in each subquery, the order in which they appe...
There were requests in old messages here about uploading zip files to wdesk and unzipping them. Adding to that would be the ability to create any relative subfolders files in the zip in wdesk. This would be a very useful function. Is this doab...
An early present for you all! We've added a new filter called Search by Content Tags has been added to this topic to allow for quick filtering based on the agency, product, or solution. From the drop down, if you select any one of the preselected...
I'm trying to format my data to be "Number / Number". It works when I run the query, but when I connect it to the spreadsheet, the spreadsheet formats it as a date and when I try to change the format to text it gives me the date code. What ca...
Is there a way to copy a process with certification tasks without it including the letter? We have an updated letter that is used each quarter, but when copying a process from the prior year it includes the prior letter. This is inefficient becaus...
Great news! The Form 1 taxonomy update announced on the FERC eForms Refresh page on November 16, 2023 is now available in the Workiva Platform and has been enabled on all FERC related Workspaces. This new taxonomy is effective for filing fourth qu...
Hi, we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarl...
📆 Date: Tuesdays, Dec. 12 and 19⏱ Time: 2:00-3:00 p.m. EST🌎 Location: Virtual About this Event Join peers in a two-part webinar series aimed at getting ready for 10-K season. On Dec. 12, the SEC Professionals Group hosted speakers from the...
New to Data Management? Here are some resources to get you started! Workiva Learning Hub - Data Management Online self-paced course to help you learn the fundamentals of Data Management “Start Here” Community Hub Posts that compile a varie...
Hello Workiva Community friends! We're just a few days away from the end of what was our 10th amazing year in the Workiva Community! I had loads of fun with you all in our varied prize giveaways. Y'all never cease to amaze me with your never-endin...
Chains require a "Runner" to execute Commands, with two types available: CloudRunner and GroundRunner. This post offers insights into each Runner type and guidance on when to utilize them. When configuring a Connector, you must select at least one...
In order to share data across Workspaces using Chains, you will need to have multiple Workiva Connectors. Workiva Connectors are designed to restrict access by Workspace, so you will need to create a Workiva Connector for each Workspace in which y...
hii, I want to round down a particular number and I see we have Mround but it rounds to the nearest multiple, can we also include FLOOR ? so it rounds down to the nearest multiple ?
Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
Workiva has released an update to the ESEF 2022 taxonomy to all customers in accordance with the minor taxonomy updates release by ESMA on December 7th, alongside their conformance suite. All customers using the ESEF 2022 taxonomy will automatical...
📆 Date: Thursday, December 14⏰ Time: 9:00 a.m. CST | 4:00 p.m CET🌎 Location: Virtual About this Event Hello friends! I officially invite you to join us or our final Beverage Break this year on Thursday, December 14 at 9:00 a.m. CST | 4:00 p.m ...
Trying to connect a Wdata query to a spreadsheet in Wdesk. I've been able to do this with other queries but all of the sudden, I'm getting an "Update Failed" message due to cell limits being hit. When I run the query in Wdata, I only get 45,000 re...
Hi There is the certifications section that helps us track which users have completed the review of their risk register each quarter. However the only link to an entity/department is by naming the certificate. For example, we have to do "[Business...
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...