If you’re working in Wdata and building out your first table, you may be wondering what all of the column types are and why they’re important. If so, this is the right community post for you! Column types specify the structure of data that is save...
Under which circumstances is Information Produced by the Entity (IPE) required by your external auditor? Could you please provide some instances of particular IPE that your external auditor has explicitly required? Are IPE requirements incorporat...
Document Health is telling me that I have incoming unpublished links from another workbook.I have run 'Linked Files Report', and this, too, suggests there are links between the workbooks.However, when I interrogate the 'Document Links Report' for ...
What permissions changes, file locking, connections removal, etc., should we propose for the FY23 Report/ Factbook to ensure they are not modified further?
I'm noticing that some of my formula cells, which usually have a green triangle in the bottom right to indicate a formula is in use, have turned from green to yellow triangles. Does anyone know why they would have changed to yellow or what the yel...
Hello! I am trying to use the Prototype Platform API to copy a slide (Copy slide (workiva.com)) and I am getting a 404NotFound Error: {"code":"404NotFound","message":"The requested resource could not be found","documentationUrl":"https://developer...
i believe i found out the issue of importing and Excel workbook into the system. There is an issue that occurs when attempting to reference text in a cell. formula below for reference. =IF(I7="N/A",'Ref_Emissions Factors'!$I$20,XLOOKUP(I7,'Ref_Emi...
Is there a way to use WData to query user activity? I can export this manually from the Workspace Settings, Activities tab, but would like to do this more programmatically.
After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...
I'm showing a sample chart from a report in progress. I'd like for the Series Labels (the bold white numbers) and the Axis Labels (years) to center vertically in their bars. Is there any way to adjust the positioning vertically? I'd really prefer ...
Nel perseguire la nostra missione di fornire ai clienti supporto e assistenza di prim’ordine, continuiamo a offrire nuove modalità per contattarci quando e dove ne avete bisogno. Se qualcosa non vi è chiaro, l’applicazione Workiva non funziona com...
Dans le cadre de notre mission, qui consiste à fournir un service et un support de premier ordre à nos clients, nous continuons à proposer davantage de moyens de nous joindre quand et où vous en avez besoin. Si vous ne comprenez pas quelque chose,...
Wir sehen es als unsere Verpflichtung an, unseren Kunden erstklassigen, kundenorientierten Service und Support zu bieten. Damit Sie uns jederzeit und von überall erreichen können, entwickeln wir immer wieder neue Kontaktmöglichkeiten. Wenn Sie etw...
Prior to this quarter, I have been able to change the formatting of destination links that are numbers within a paragraph (not in a table). Now I am unable to do this. When I right click and select Value Formatting under Link Options, nothing come...
My query data includes fields 'year', 'period/month', 'category' and 'sales'. I would like to create a field that gives me a running, YTD, total of 'sales', by 'period/month' and by 'category'. How can I achieve this within the Workiva SQL platfo...
Dear Team, we would like to create a Download file with specific comments. Right now, we can either create a file with all (internal & external) comments or without comments. Is there any option to filter certain comments? Many thanks!
I have created a numbered list style. Currently my list is stuck on level 2 whereby the prefix is not linked to the previous level 1 chapter, but is a List Text. This results in my chapter continuing to 2.1., 2.2. etc. What do i need to do in orde...
We are trying something new! A new form of instructor led training! We are going to be launching a Feature Focus session! This is a one hour session that will contain instruction and practice. To register click here! Are you interested in creatin...
In one of our documents, we've utilized a table with cells featuring a background color. Within these cells, we've inserted .png images with transparent backgrounds to seamlessly blend with the cell's background color. However, upon exporting to a...
When exporting the PPT slides, the white portion of the slide doesn't extend to the footer. See below for the image, the slide size is the same for Wdesk and PPT. .
Is there a way to make superscript in Chart title in presentation? Thank you
We are excited to announce the release of Workiva's latest Local Taxonomy capabilities - Germany XML and Netherlands XBRL support for Micro and Small entities. These capabilities are designed to assist you in creating and filing local statutory ...
Hi, this is the first time we need to call external api, may you guide me?
Great news! The 2024 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. This new taxonomy is effective for first quarter 2024 filings (for Forms 1, 2, and 6) as well as fourth quart...
Please join us for Accelerate 2024: Lead the Change. On April 24th in Singapore from 2 to 5:30 pm, we’ll dive into how professionals like you can benefit from taking a proactive stance on regulatory strategy, data management, collaboration and te...
Is there a way to reassign a signer to a certification letter after a process has run. Sometimes I am told the original signer listed is no longer responsible for a particular activity and I am asked to reassign the action, not add an additional ...
I am trying to design a solution for automatically retrieving ESG metric data from a source system (using the Data Management Suite) that can identify adjustment/restatement situations. I.e., historical source data may change without notice, and I...
Is there a way to adjust the numbering of sections in bulk? For example, I have a document with subsections 4.1.1 - 4.1.30. I have inserted two new sections above Section 4, now that I need to update those subsections to read 6.1.1 - 6.1.30. Is th...
Along with the recent EDGAR update on March 18, 2024, the SEC published the EDGAR XBRL Guide which outlines their use of the XBRL specification for Calculations version 1.1. This specification provides an improvement on reporting calculation incon...
We're pleased to announce that the Compliance Manager: Getting Started course is officially live! Find it on the Learning Hub using the search field or by browsing the Getting Started catalog. Take yourself on a tour of the Workiva GRC Compliance...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...