Hello, Few weeks back, I created a new audit (20X1) using an existing (prior) audit (20XX). I then went into the 20X1, and then renamed the procedures and groups to match the new audit requirements. After a week, I came to 20X1 audit and noted th...
Hello, Can you please review how the document dates tagged in XBRL affect the test file process. For instance, in an 8-K, the cover page is dated and tagged in XBRL. If the date is a future date, we get an error message. Any workaround? thank y...
Hello, I have a question regarding XBRL errors. Can you briefly explain what is critical to the filing, and what poses no and or minor problems.
Where is that I can find articles to better understand the use of extensible lists. The requirements and how I can be applied in Workiva?
The taxonomy package published by ESMA, typically in a .zip file format, is not intended to be read by people directly. That said, modern ESEF reporting software can load the information in those files and provide a user-friendly view of all the a...
XBRL® uses taxonomies—dictionaries of concepts—to specify the tags that preparers will need to use to mark up financial statements. The ESEF taxonomy is primarily based on the taxonomy produced for IFRS financial reporting by the IFRS Foundation a...
If you are using a GroundRunner and a Chain is failing with the error 'Error executing transformation "Did not receive response from runner"', you may need to change the settings in the GroundRunner config file. In the config file, set "LONG_POLL ...
If a chain using an Oracle Hyperion Financial Management connection returns an "Exception in Thread \<Directory Name>\" java.lang error (such as "Exception in thread \"<Directory name>\" java.lang.NoClassDefFoundError: org/apache/commons/pool/Keye...
Hi Experts, I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in sp...
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
We have a lot of documents that we are conforming to a standard and want to apply data validation to existing tables within like documents. I have spent a lot of time trying to recreate the data validation rules for each document. Seems like it wo...
I've noticed that in next gen my headers of each table are not staying in line with the figures included within the table in the Edgar Preview. All are set to right align and bottom align. How do I make them stay together?
By CJ Occhipinti, VP of Financial Planning & Analysis, Workiva I’ve been with Workiva a little over a year now. Before that, I was a Regional CFO with a Fortune 100 company whose life would have been made so much easier with the Workiva platform. ...
Hi, Is it possible to leave directed comments in next gen documents (@Here, @GroupName, etc.)? I believe this was available in the Classic version, but can't seem to do it anymore. This was very helpful when trying to collaborate with my team ins...
Hi, I'm creating a chart with no title. However, there is still a chunk of white space at the top of my chart that I can't remove. I have already put the spacing for all four sides to 0, which works great for the left, right and bottom... these si...
Experience the magic of Artificial Intelligence while you conduct peer research. Most teams, before drafting a financial report such as 10Q or 10K, use tools such as Google Search and the SEC website to conduct peer research (around how these org...
COVID-19 has changed the way the world works, and the home office you’re in might soon be your only office. The good news is we’ve got you covered. You can use the resources below (and on this site ) to help make sense of what’s happening and kee...
In the query's SQL Editor (not Builder), you can use a UNION operator to stack or combine data from multiple sources into rows. However, a union may create more rows than Spreadsheets or another consumer of the results can support. As an alternati...
Hi folks, Is there a way to mass upload PBC requests into Wdesk? It is a bit tedious to create each PBC request one by one manually..
Hi, We are trying to download and upload file to workiva using API. I was checking the documentation where it is looking for fileId, tableID. Where to get these parameters value? Is there any documentation available for these parameters?
We need to add a footnote to a page in our document (the footnote is in reference to narrative, not a table). So, we need the footnote to be at the bottom of the page. I wanted to put it in the footer so that it will stay on that page regardless i...
How can we print/export all comments in the document including the responses and any comments marked as resolved?
The latest set of the Data Quality Committee’s (DQC) validation rules are now available in Wdesk. Filers may see validation messages related to defined benefit plans, revenue recognition, taxes, leases and variable interest entities disclosures an...
What is the status on freezing the document after filing in the new gen? This is absolutely critical for us.
Can we perform queries to auto-populate a sheet when the source includes new rows while retaining the linking properties in the Destination? Also, any idea on how to build queries to create links between two columns of a spreadsheet?
We tried building and running a workflow using chains within WData. But, while executing, we are facing the below error message. ‘Error authenticating with Workiva: Invalid client id: a8cefde7fa764feaa6b44a361ea57***.’
It's a pretty standard convention at this point to file one Form S-8 covering multiple registration statements. There doesn't seem to be any obvious way to add multiple File Numbers to an S-8 filing, however. Is there something I'm missing?
I am trying to write a query involving string functions of SQL such as 'CHARINDEX' or 'PATINDEX' to check the existence of a particular pattern within a cell data. On executing the query, I get an error saying CHARINDEX function not registered. Do...
We have been wanting to set up sync with Workiva and Yardi for items that come directly from the general ledger to reduce the time it takes to populate the 10Qs and 10Ks. I was wondering about how much time is required to invest in one time setup ...
Looking to understand when the following features will be available: - support binder in next gen documents - notes sections in next gen presentations
With so much going on, we know it can sometimes be challenging to know where to go. To help y’all find what you are looking for we’ve created this resource so you can quickly find hot topics, needed info, useful content, and all the other valuabl...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...