Financial Reporting Tips
Review of footnotes to tables

Hi, Just wanted to ask if anyone had any best practices regarding the accuracy of footnotes to tables.  For example, if the ordering of footnotes is changed or if a new footnote is added to a table, what is the best way - other than just manually ...

Steve Tuso
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2
Chains
Presence of Quotes - Issue while doing Unpivot and change delimiter

Hi Team,   I have a datafile which has some values embraced within quotes like "ABC" and am trying to do Unpivot over this data file. Getting the error as below. Error executing command: parse error on line 9289, column 161: bare " in non-quoted-f...

madhuri desai
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0
Chains
Chains - Error in Overwrite Sheet Data Besvart

I'm building a chain to automate pushing updated query results to a spreadsheet. I'm encountering an error in the Overwrite Sheet Data node that I can't solve. Please see structure of the chain below: Below is the error I am receiving:      🔌 Work...

Permanently deleted user
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0
Amplify
Amplify 2021 is in the books Fullført

That's a wrap! Thanks for making Amplify 2021 a great success. We hope you enjoyed each and every minute. To access the content on demand, go here. For slides, on each session page they will be updated at the very bottom. This content will be avai...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Spreadsheets
Filter applied when there is no filter selected Besvart

I have a spreadsheet open that has no filters applied, the row count is 2728 rows. Only 702 rows are showing and it says there is 702 rows that match filter. I do not have any filters applied so I do not understand why I cannot see all  2728 items?

Amber Khaleeli
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0
Wdata
Why does this Filter Rows command not work? Besvart

I have a file with these contents: AJE Number,Fiscal Year,Bucket Code,Balance Type Code,AJE Type,Comments 2020-001,2020,A1,ACT,NORM, ,,,,,  I am trying to remove the empty row so I have a Filter Rows command as per: Command: Filter Rows  Search pa...

Waldo Nell Rock Star Community Champion
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0
Certifications, Processess & Tasks
Download and Print Process log Fullført

I would like to be able to print out a complete log of a "Process" for SOX control purposes.  When I attempt to export a CSV file under "Activity" in the Process document, the download only includes activity assigned to me and does not include any...

Theresa Riggs Rising Star
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1
Spreadsheets
CHILDREFS & TEXTJOIN Data Aggregation FAQs

This post helps explain how you can use CHILDREFS and TEXTJOIN in formulas for data aggregation. Examples and supplemental information is also provided.  A common use of Spreadsheets is to aggregate data across a changing number of sheets. Each ti...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Spreadsheets
How to use TEXTJOIN

TEXTJOIN is a newly supported formula which allows you join text strings in different cells together. CHILDREFS can be used with TEXTJOIN to join text from cells across all child sheets. In this example, the TEXTJOIN formula “=TEXTJOIN(", ",TRUE,...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Spreadsheets
Supplementary Info for CHILDREFS

CHILDREFS is only available in Spreadsheets. Formula help will not suggest CHILDREFS when creating formulas in embedded tables. Formulas containing the CHILDREFS function will evaluate to 0 if pasted into an embedded table. This is because there...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Spreadsheets
Advanced Example: Nesting CHILDREFS Formulas

Nesting CHILDREFS formulas in child sheets enables multi-level data aggregations. In this example, “North America” contains SUM/CHILDREFS formulas aggregating values from its child sheets, “California” and “New York”. By demoting “North America...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Spreadsheets
Advanced Example: Combining CHILDREFS usages

You can include the CHILDREFS function more than once in a formula. This enables you to compound aggregations from different parent sheets all in one formula.  In the above example, the North America sheet is a sibling to the “NII Summary” sheet...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Spreadsheets
How to use CHILDREFS

CHILDREFS is more than a formula - it's a function you add to formulas to invoke data aggregation. Adding CHILDREFS to your formula tells the formula to apply the cell reference to all sheets that are children to the current sheet being edited in ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Trainings & Webinars
[Webinar] Back in Session: 10-Q Prep Fullført

Date Tuesday, September 28, 20212:00 - 3:00 p.m. EDT WATCH ON DEMAND Details As summer comes to a close, so does the quarter.  The SEC Professionals Group, sponsored by Workiva, continues their 10-Q prep series by welcoming back Alyson Clabaugh...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Amplify
Amplify EMEA is ready to rock 'n' roll Fullført

And now, get ready for Amplify EMEA with the general session starting at 10:00 BST today! EMEA attendees are set to experience all the fun things like the rest of the geographies, from 1:1 meetings with Workiva experts and sponsors, and 70+ sessio...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Presentations
Presentation Enhancements - templates and conversions

While there has been significant improvements in the Presentations tool over the last couple of years, we’d like to see other capabilities similar to what’s offered in PowerPoint.  Maybe these suggestions are already documented but I'll risk offer...

Greg Barnard Workiva Advocate All Star Idea Generator Community Champion
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3
Amplify
Amplify in the America kickoff Fullført

Amplify in the Americas officially kicks off at 11:00 a.m. ET today! The opening general session: The Platform for Simplification will feature inspirational stories from champions, like Upwork, who’ve transformed the way they work for the simple...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Amplify
Meet the 2021 Workiva Customer Award Winners Fullført

This blog appeared on Workiva.com on Sept. 16, 2021. There’s always been something about Workiva customers that gets me. I saw it in the stories on the website before I was even hired. I see it first hand in my work with user groups, customer pane...

Shelby Allen
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1
Certifications, Processess & Tasks
Processes - Data Requests Planlagt

Apologies if I missed this in already-existing support guidance, but I wanted to check in to see what, if any, non-Workiva files we can obtain from others as part of the new processes option.  For example, instead of formally opening up a section ...

Michael Baranowski
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6
Amplify
Amplify 2021: Pre-conference Day Fullført

We're excited kick off the pre-conference day for the Americas. The SOX & Internal Controls Professionals Group Summit starts at 2:00 p.m. ET today! As part of Amplify, all attendees can catch all this—even if they’re not a SOX Pro Group member (y...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
Announcements
Less Confounding Rounding: Introducing Workiva’s Rounding Template

This blog originally appeared on Workiva.com on Aug. 25, 2021. Written by Chuck McMurray. Let’s talk about everyone’s favorite subject: rounding. Exciting, right? Well, it is a lot more exciting now—not to mention exponentially easier—with Workiv...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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-1
XBRL and iXBRL
XBRL Profiles Besvart

If I make a copy of a document to use as a template for the next period (i.e. I copy the 2nd quarter 10-Q and then use that copy for the 3rd quarter 10-Q), it makes an XBRL profile with a name stating that it was copied.  This copied XBRL profile ...

Tim Rodgers Beta Buddy All Star Idea Generator Workiva Platform Data Management Suite
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0
Documents
Hyperlinks Besvart

How do you get a hyperlink to link within the document, but not appear as a hyperlink for document printing purposes?

Anna Armendariz
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0
All things FERC
FERC Footnotes Besvart

We are creating XBRL tags for the FERC footnotes and linking them to the spreadsheet.  The question I have is for my boss that tagged them, they show as yellow and show with the yellow triangle.  I am looking at the same item, and that yellow does...

Kimberlee Bergsma Rising Star
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0
Chains
Renaming command Outputs in Workiva Besvart

Hi Team,   I am using Command Group Iterator to read(Get sheet Data) and to write(Write sheet) into a spreadsheet.   Output of these commands are "Value1, Value2, Value3... ValueN". Instead of this, I want to rename these values as sheet names. Ca...

madhuri desai
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0