Hi - I have a spreadsheet with various sections that need to be linked to different documents. There will be documents that require all the sections in the spreadsheet while others will just need a few of them. Is there a way to create a condition...
For Sox testing we have audit access into Blackline and we go in and pull the evidence we need for each control. Is there a way to automate this process?
Hello, Generating XBLR validation report we faced with error: " Incorrect axis domain" with the message : " Either an axis default member in the Axis Global list has changed and XBRL tagging sections using that axis have not been reshared or an i...
Hello, My objective is to apply conditional formatting to due dates in a connected sheet so my team knows which controls are due within the next two weeks. I am struggling to figure out if there is a way to set up a dynamic formula or if my only o...
I'm working on creating an entity document that has several links to source data (from a Workiva spreadsheet) and that can be later saved as a template. The idea would be to use such template for different entities that would pull information from...
Hi - I'm trying to link information from a spreadsheet to a document. In the past I've been able to do so but now every time I click CTLR+C in the source table and then CTLR+V in the destination document, the info is pasted but the link isn't auto...
Is there a way to automatically get the bottom border to appear at the bottom of each page in a table when the table spreads across multiple pages in a document?
Hello, I put a "Run Pipeline" command into one of my chains, and when I ran the chain the Run Pipeline step failed with the below log. Can someone help me understand what does the error mean? Thanks! Lina ------------------------------------------...
When a blackline report is run in pdf some note numbers appear in bigger font. How to fix this problem of changing font size during blackline report printing in pdf?
When running blackline report in pdf, pink footers appeared on some pages for year 2018. The correct footer should be 2021. What is the cause of this issue and how can I resolve it? No such issue when running in normal version. I would be grateful...
Hi! Is there a template that is basically a big check page that will show if a number in your document doesn't tie if it is referenced multiple places in the document? An example would be Net Income and it would check and show the error if it does...
It is very frustrating to not be able to create a pivot table in wdesk. It takes way to long to use sumifs formulas to get the results that a pivot table would provide. I am trying to keep it all in wdesk for audit/control purposes. Is there any...
I am trying to remove the sections my document has split into but I cannot find how to do it without losing the data. Clicking remove section break does not actually get rid of the section totally in the document panel
Hi Does Workiva has a functionality to evaluate a formula error in spreadsheet just like excel in case to understand which parameter is failing and another thing does Workiva doesn't accept this kind of multiple criteria formula as the same formul...
My chain has a list files from SFTP going to a group iterator and then downloading each file to process it. There are 3 files that in the SFTP, only two work. This chain was working on all three files just yesterday. The chain has been rebuilt f...
Hi Team, I have a requirement to refresh the INcoming data connection into the Wdesk spreadsheet which is connected to Wdata query through chains. How can I achived it through chains?
On March 21st, the SEC hosted an open meeting to discuss the Enhancement and Standardization of Climate-Related Disclosures for Investors. As a result of this meeting, there are some proposed rules regarding new climate-related disclosure requirem...
Some waterfall chart bars are not appearing on the chart. The source data is supplied, and both the starting and ending columns are appearing correctly. Do I need to reapply the data selection from the chart? If so, how is this done (I've copied a...
Hi! I was wondering when the 2022 taxonomy was going to be available and if it is going to be available before Q1? Thank you!
My hope for ticking out documents in the system was to be able to tick the document once and then not have to re-tick out that document in the following year (just update any items that were added or deleted). Can you add the ability to copy tick ...
I was using the markup capability and I like the fact that I can tick out a document in the system. However, it is frustrating that sometimes when I'm clicking into the markup items, I click into editing the underlying document itself. I'm somewha...
Hi team we have to combine doc documents to get a final pdf however the formatting is missing when you add several doc. This issue is easy when you work on XBRL module (picture below). This way we can combine different documents to get a final xht...
Is it possible to create an "Overdue" status for PBC requests in addition to the standard PBC statuses as shown below that could also be a field in PBC reports. The status of overdue should be calculated based on the due date. This would allow eas...
A csv is being delivered to a sftp folder. The csv was created from a formatted excel report. This error keeps getting generated . Looking at the file in notepad++, row 8 does not look any different except for starting with a comma. Exit message:...
Good morning! Is there a way to find small, separate words in Documents that are broken out from (for lack of a better term) being inside another word? For example, when we search for "our", the results also bring up "your", "four", "hour" etc. Th...
I'm trying to streamline the primary date inputs and there are two cells with the same information (e.g., they are showing the same year). Each of the cells is linked to different locations in various documents, presentations, and other spreadshe...
Did you know that Workiva offers an ISO 8601 conversion tool on the Support Center? It's true! Visit this Help article to use our fabulous calculator and put it through its paces. And rest assured, it has been fully tested and approved by the Work...
Hello! I would like to know if there is a way to modify the label on a chart, by linking it to another cell (different from the predefined one), as you can do in MS Excel. For example, in the chart below, I want to link the labels of the second co...
Excited to meet the Workiva community again in person at the Amplify NYC Local this week. Looking forward to continuing the strategic partner relationship with EisnerAmper Digital and Workiva focused on streamlining data flows and best practices i...
Is there any way to create a radio button in a document or presentation? I want to add radio button/toggle to a presentation slide where the user would be required to select a Yes or No radio button option. (Tried using a text box where the user...
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...
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 ...
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...