I am trying to upload a file to a table using chains via create file command. I don't have an option to specify the delimiter of the source file and it is taking comma by default. my source file contains descriptions which have commas. So, I canno...
Hello, Please help me to fix DQC.US.0099.9533 error. Thank you, Katie
I have some file content generated by some commands, let’s say Advanced Query I then have a group command, with a conditional that checks some condition If the condition matches, I modify the file by adding a column using the Insert Column comman...
Event Details Wednesday, June 22:00 - 3:00 p.m. EDT WATCH ON DEMAND HERE About Event The US GAAP taxonomy has been updated for accounting standards and other improvements by issuers filing with the SEC. As reliable as new changes are every year...
We have a spreadsheet report built with market selection in POV. The data changes with change in market selection. I need to know if we can limit the data visibility in that single report in such a way that UK market user should see only UK data a...
Event Details Tuesday, May 11th10:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event The need to be 100% right 110% of the time has forced teams across the Financial Services sector to add layer upon layer of complexity to our work. Join us as we ...
There have been times that I need to import a legal contract/agreement from Word that has the paragraphs in a multi-level list with auto numbering as follows: Section 1 1.1 Text 1.2 Text Section 2 2.1 Text 2.2 Text I know I can convert the autot...
Hi, Is there a way to remove the dead link from the link properties panel ? For exemple in the picture below, I have many links in which i have delete the destination but they appears into the link properties panel, I don't want them to appear, d...
I am working on filing my first Form 13F-HR. When I do my test filing, the below header doesn't show up on the second page for the information table. It shows up on the first page (cover) page. Workiva support said they thought it would show up on...
Event Details Tuesday, 4 May, 202110:00 a.m. - 3:30 p.m. CDT REGISTER HERE About Event Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and i...
I am trying to copy a formula with a relative reference to another cell, but all the relative references are acting as absolute references. For example, in cell E1 I have the formula =sumif(A:A,D1,C:C) if I copy and paste this formula down to cell...
How do you load a DOCX document into the exhibit? I saw that someone said the file needs to be docx and not DOCX. How do I change the file to reflect that in word?
Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...
Is there a support page that provides a legend of all spreadsheet cell indicators in a single place? Folks that don't use Wdesk often can easily forget what certain visual indicators mean. It would be great to have one place to go when you forget ...
Is there a way to set the first page of a document to portrait orientation and the remainder of the pages to landscape?
Can you bulk upload issues into Workiva via template? Or are you limited to create multiple issues like "test forms"?
I was curious to see how others use Workiva to complete their vendor's SOC 1 reviews. Currently, within Workiva we use a large spreadsheet document, and create individual SOC 1 has a few of a standardized review template. SOC 1 reviewers attach t...
I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets. So currently I have #VALUE in all the cells. Does anyone know if Wdesk supports the use of this formula...
This blog originally appeared on Workiva.com on Apr. 21st. Written by Samantha Azoulay. As of March 22, 2021, the EDGAR system was updated to support the 2021 US GAAP Taxonomy (2021 UGT), 2021 SEC Reporting Taxonomy (2021 SRT), and other SEC taxo...
In the inline XBRL viewer I click on "Sections" to pull up the XBRL outline on the left-hand panel. I click on "Notes to the financials" and when I click on each section, most of the time it takes me directly to the respective location of the docu...
In the SEC Viewer, amounts are displayed differently even though they are set at same accuracies and entered in and shown in same units. For example, amounts in the Debt note are shown as ones in the SEC Viewer while amounts in the Financial Instr...
At times, we are unable to run blacklines from certain documents but can run them for others. Are there instances where blacklines will fail, such as if people are editing the document?
Each year, I review all concepts used in our 20-F (used to be for 10-K) so that I can see if any extensions can be replaced with standard concepts or dimensions. I admit that I have forgotten how I save all tagging to excel, and hope that you can...
Hi, How can I add a child in the middle of the document? For example from 100 pages of the word doc, I want to add a child on page 5 without disturbing the data.
I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
Every journey starts with a single step—connected reporting is that step. Learn how connected reporting can help your finance transformation in this four-part email course. Enroll in this course now to: Debunk the myths of finance transformation...
About Tuesday, 4 May 202110:00 a.m. - 3:00 p.m. CDT REGISTER HERE Event Details Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and indust...
Hi, I am bring level 0 data and metadata from EPBCS to Workiva tables. I need to know how can I aggregate/rollup data in Workiva using the aggregation property of metadata I am bringing from EPBCS. Thanks, Samir
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
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...