Hello- We are trying to better visualize and map out our Policies & Procedures and how they reference exact lines of the specific regulatory document that the policy references across our entire organization. I have brought in both sets of documen...
Date Wednesday, November 17, 20212:00-3:30 p.m. EST Register Now Back to Basics: Comment Letter and Disclosure Trends Roundtable With the approach of calendar year-end, increasing SEC scrutiny, and a never-ending list of potential disclosure chal...
Hi, I was trying to use the 'update dataset in a table chain template' (https://support.workiva.com/hc/en-us/articles/360058919852-Update-Datasets-in-a-Table-chain-template) to update/overwrite my dataset imported to a table. My chain looks like t...
I couldn't quite find anything on this in the community but is it possible to have formula in the embedded table of a document which it's source is a spreadsheet? For example I know that you can obviously link to cells in a spreadsheet outside of...
How do the cell limits work in Spreadsheets? I understand that there is a limit of 2,000,000 cells in Spreadsheets but I was wondering what counts as a used cell. Is it 2,000,000 cells containing any data or do empty cells count towards the limit ...
Need workflow functionality for 1st line to submit incidents/issues, action plans and RCSA feedback and submit to 2nd line for review and further feedback.
I'm a spreadsheet owner, but I can't delete or move the spreadsheet.
Hi, I was trying to follow the steps in https://support.workiva.com/hc/en-us/articles/360050552311-Extract-Data-from-Oracle-Hyperion-Financial-Management-to-Workiva-as-a-File, and is having some problems with the 'Create File' command. Below is m...
I have read that there is a time limit of 10 minutes on API calls from workiva. My calls are timing out at 2 minutes no matter what I set the timeout parm to be. Am I missing parm somewhere? I am working in development environment. Thanks Pam
Hello, I've noticed that the filters on reports in the SOX workspace are static. When you search for criteria in the filter box, you can then hit Select All to include all the filtered items. BUT if you leave that filter in place, and a new item i...
Hi, I am trying to create a chain which can be used to send query result from one workspace to another, after having a discussion with the Workiva Spoc but the chain is throwing an error while it is being executed. The error is : unable to match u...
Hi, I'm trying to use the 'Extract Data to File' command in the Oracle HFM BizApps, and received the following error message: I'm using a .txt file as my configuration file and it contains the following (12 dimensions are used for the HFM POV). ...
Great news! Starting next week, Workiva will be kicking off a short series of Certifications trainings in the form of live demonstrations. These demos will showcase the Certifications product and cover what Certifications are, how to use them, and...
In the workspace - can we request a setting or role to potentially hide the person icon for all users except Workspace Owners/Admins. ie so that not every user can see what access other users have.
Besides exporting to a word doc and doing a compare in word, is there any new way to compare paragraphs from our previous 10-Q to our 10-K within Workiva?
I would be interested in how everyone (Audit or SOX) handles other observations. In an audit, occasionally you may come across an item that is not a risk, but more of an efficiency or good practice to do that would be beneficial to the client. I...
I'm pretty sure the answer is no, but is there a way to change a setting so that you can automatically hide data labels for any data points that are 0 in a chart/graph? If not, has there ever been discussion on adding as a feature? I can't speak f...
Hi! I have a client that we are trying to configure the Sage Intacct Connector in Workiva and they are currently using a 2-step security verification in Sage Intacct. I wanted to know if this will cause any issue when trying to connect from Workiv...
At the tail end of September, the SEC announced a new proposal—EDGAR Next. This proposal included potential technical changes to how filers access the EDGAR system to make submissions, and how filers manage individuals who file on their behalf. Th...
Is there a way to justify paragraphs vertically so that the columns of text are even at the top and bottom of the page?
I've tested a POST token request using Postman with clientID and secret and it retrieves the token ok. However, when I set an HTTP request in WData I get the error: "error":"invalid_request","error_description":"AADSTS900144: The request body must...
We have several audits in wdesk, each audit has a checks file to make sure numbers that need to tie actually tie. The only risk we run is that if we don't monitor these we can miss when there is an issue. If it was only one or two files we would b...
The SEC announced that on or about 11/19/2021 they would implement changes to the EDGAR filing process that could impact how third-party software communicates with the EDGAR filing site. The purpose of this update is to add additional layers of s...
Does anyone has a recommendation or best practice of automating related party transaction disclosure in GSR? Currently we can upload the TB with Affiliate codes (i.e. intercompany codes) and map to corresponding COA accordingly. However, there a...
Hi Workiva Team, We are running into an issue where our chain is skipping a command for no reason. This issue only started occurring today and the chain has been unchanged for a few weeks (and this problem did not occur before). Below are 2 screen...
Hello, Ever since the recent update to show more date in the formulas display in next gen document/spreadsheets, whenever I open the link panel in documents, the default is to show the formula details rather than the link properties. It looks like...
Hi, I've noticed inconcistent behavior of values in a spreadsheet if the format of the spreadsheet is set as "Entered in Millions" / "Shown in Millions". For example if you enter number 10 it will be shown as 10 (A1), but if you multiply 10 * 1 it...
Hi, I have a requirement to append the error message in a directory(folder in Ground Runner) every time without over-writing the content. Please advise. Thanks, Madhuri Desai.
Hi all! I’m excited to announce some new learning content on The Learning Hub all bout Workiva’s SEC solution. This new content comes complete with a digital badge as well as the option to take an exam and earn the official Workiva certificate to ...
I had a reviewer this quarter post comments his review copy. He posted probably 30 but only 2 showed up in the Review version. I can see all of them in the Live version. Any feedback would be greatly appreciated. Thanks Brian
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...