How can I select only certain cells of an Excel sheet if I do not want to sync the entire sheet with Workiva Sync?
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Could a UNIQUE or DISTINCT function be added to spreadsheets to determine the unique values from a range of cells?
6
We are new to Workiva and are setting up our working papers at the moment. I see that there are two options in order to reference data from one spreadsheet section to another section - by formula reference, or by linking. Is there a best practice ...
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Hi all! We are currently in the process of looking into implementing WDATA next year and during this process the question of whether to keep our separate 10Q and 10K spreadsheets, or transition to a single source spreadsheet has arisen. A long tim...
2
Hello,Is there a auto-publish functionality in Wdesk? So if I make any changes to the spreadsheet which is linked to the word file, I will have to click on the Publish links button to update the same in the document. Is there a way to auto-publish...
1
Excel Indirect function
Planlagt
I would really appreciate the functionality of the Excel Indirect function in Spreadsheets. It would allow elements of a function to be variable based on something outside the specific cell with a formula.
22
When I save a spreadsheet into .xlsx format, there are some "@" signs in the formula which gives #VALUE error in Excel. How do I save the file to avoid this issue? Formula on Wdesk: Cell output on Wdesk - error due to formula not supported by ...
1
We're importing workbooks, all formulas are working except for the SumIF and SumIFs. After reading some of the posts similar to what we are experiencing. We need help since we are unable to make SumIF/s work. Below are screenshots of the SumIF f...
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Workiva Sync
Besvart
Will Workiva Sync be available for all Workiva subscribers? Or is it a separate subscription?
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We've created links in Wdesk spreadsheets, but we need to retain those link capabilities in Excel, is that possible. For example, I have a spreadsheet that has a section for table of contents. Each section is currently linked to a section in the...
1
Has anyone created a formula for Cash Flow Flux for MD&A? Like if the change for operating cash flow decreased, it would say decreased or if it was a negative it would be used in vs provided by?
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Sync & Apple
Besvart
Our organization would like to adopt Sync using our spreadsheet. However, we were told it’s not compatible since we using Apple, only compatible with Windows. Is there a work around using the sync spreadsheet option or will this be available soo...
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There are times that we have a large date for graphs that are not linked into a spreadsheet. Is there a way to export the live chart spreadsheet as excel?
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We combined our source sheet and added our Proxy to our workspace during Q4 2022, and after filing last week are ready to begin prepping for Q1. However, our proxy (not yet filed) is connected to our sheet. How do other teams handle this mismatch ...
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Array Formulas
Fullført
hello, I can't figure out why workiva is throwing a #VALUE! error for the following formulas: =IF(ISBLANK($F2),"",INDEX('COA & FSL Mapping'!$B:$B,MATCH($C2&$F2,'COA & FSL Mapping'!$U:$U&'COA & FSL Mapping'!$A:$A,0))) =IF(ISBLANK($F3),"",XLOOKUP(1...
2
Is there a way to limit the characters that can be entered in a cell? I couldn't find anything on it. We have a lot of departments entering their justification for new funding and it's creating a massive report, is there a way for them to limit ...
3
FILTER Function Alternative
Besvart
Hello. I’m looking for help on the best option in Wdesk worksheet to return all rows (records) based on criteria defined from one sheet (data source) to new sheet. There are several ways to do this in excel and one option that comes to mind is the...
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Hi, I'm trying to list down all unique values from a column in a spreadsheet. For eg. If I have the below list in the column in a spreadsheet: A. And I want to transform the column so that only the unique values are shown as below: B. Is there...
5
Import of xlsx File Failed
Besvart
I am trying to import an .xlsx file and the size is 45,219 KB. It is failing and I am not sure why. Has anyone had success in importing a file this size and if so, what can I do to get this to work? Thanks!
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I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...
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Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.
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It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.
1
Pivot Table
Besvart
Hi there, Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet? Thanks
1
I have been unable to utilize the superscript format within a formula. The formula is an if statement that dynamically creates row titles based on the values in other columns (e.g. "realized gains" when all positive amounts vs "realized gains (los...
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Cross-spreadsheets formulas
Besvart
Hi! I want to use a formula connecting two different spreadsheets. Im trying to use VLOOKUP formula, when I try to select for the table array, a table in another file inside workiva, the formula is no longer active and I cant continue typing. Is t...
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Hi, I've been trying without luck to use the SUBTOTAL formula to exclude hidden rows as a useful way to check if my total in the tables of the Financial Statements matches with the total in the Primary File, although I got a error message saying t...
1
Percentile and Quartile Formulas
Fullført
I was wondering when we could use Percentile and Quartile functions in Spreadsheets? We use this for our CECL calculations and we want it all to be in Wdesk, but cannot do the entire file in Wdesk until these functions are in Wdesk.
2
I recently had to transpose roughly 60 columns x 4 rows into 60 rows x 4 columns. While I was able to do this in Excel, I couldn't copy the links from the source data. Transposing in Wdesk spreadsheet would allow me to retain the links to the sour...
1
Hello everyone, Does anyone know if Workiva supports txt. format files to update spreadsheet content? Or do I have to convert the txt. file into an Excel file before importing it? What is the best practice recommended? My question is concerning bo...
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I couldn't find any specific resource to aid in troubleshooting Wdesk Sync, so leaving this here as a future reference for the community; hopefully someone will find this helpful. During our organization's adoption of Sync, we encountered a tempor...
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