Rolling forward Templates

When rolling forward a template for the next quarter, we need a way to accurately and easily clear out previous information that the country completed when we rollover the templates for the new quarter. Currently, in order to preserve the live con...

Jackie Galiano All Star Idea Generator
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6
Calculation Field in Wdata Query

Hi, I am trying to add a calculation field in one of my wdata query to calculated the expected output as original column i.e Amount is taking Cumulative sum for month 2  For eg - for Month 2 the amount should be 1744679.75 but the amount field is ...

Dipti Khandelwal All Star Idea Generator Workiva Essentials
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0
Table and query migration Besvart

How can we migrate tables and queries to Production Workspace from a lower workspace?

Arpit Srivastava Workiva Platform Data Management Suite
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0
Unable to upload data into Fact table in Wdata Besvart

I am facing an error while uploading a dataset in a fact table. There is no error log which I can see to identify the issue

Abhishek Heda Idea Generator Workiva Essentials
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0
Records Limit for DIM Table Besvart

Hi,  I have a DIM table which have total no of records around 3.5 millions and the limitation of DIM Table is 2 millions, so in case I upload the table as fact table and use in my queries will there be any issues. Is there any other workaround as ...

Dipti Khandelwal All Star Idea Generator Workiva Essentials
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1
Spreadsheet refresh connection fails Besvart

When trying to manually refresh a spreadsheet connection to a WData query it fails (image below). The connection was working fine previously and no changes have been made to the query or the sheet.  I've also checked that the amount of cells retri...

Leandro Casal Rising Star
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Why does this Filter Rows command not work? Besvart

I have a file with these contents: AJE Number,Fiscal Year,Bucket Code,Balance Type Code,AJE Type,Comments 2020-001,2020,A1,ACT,NORM, ,,,,,  I am trying to remove the empty row so I have a Filter Rows command as per: Command: Filter Rows  Search pa...

Waldo Nell Rock Star Community Champion
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SQL Editor Besvart

Hi! I'm trying to condition on column value that I've created, using CASE command, but keep gettin an error when I try to call the column in WHERE statment (I've tried "table_nam"."new_column_name" and just "new_column_name", but keep getting same...

Inessa Besi All Star Idea Generator
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custom sql column order Besvart

I am using a custom sql code and i would like to display my month columns in an order. I am using crosstab view. please let me know if there is a way to do a custom order by column names when using custom sql.

Ganesh Karri
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dynamic value as parameter Besvart

I would like to create a parameter within Wdata Query to always default to current date. I see I can select a date as default value but my requirement is to dynamically update to today's date whenever the query is triggered. is there an alternativ...

Ganesh Karri All Star Community Champion
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recursive CTE to convert parent child to tree Besvart

I have hiearchial data coming from my source system.I need to create a tree or flattened structure to be able to aggregate within Wdata. I can convert a parent-child hierarchy into a tree using CTE's but recursive functionality is not working in W...

Ganesh Karri
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0
spreadsheet cell refresh from Wdata Besvart

How do I refresh only part of the spreadsheet or only specific cells from Wdata?

Ganesh Karri All Star Community Champion
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0
Refreshing TB in wdata Besvart

When i try to refresh the TB i keep getting a yellow triangle with ! which indicates its a bad request and the TB is not getting refreshed due to  this. How can we fix this?

sharmila david
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0
DML in WData Table? Besvart

Is it possible to perform basic DML statements such as insert into or update in WData tables via Chains / API?  What are my options for modifying data in a Table?  I know I can import a file into a table.  But if I now want to update all rows wher...

Waldo Nell Rock Star Community Champion
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0
How do I integrate my spreadsheet in Workiva with the external DB using Wdata? Besvart

How do I integrate my spreadsheet in Workiva with the external DB using Wdata?   I have spreadsheet data in workiva. My source is external system from where I want to pull the data into Wdesk. How do I integrate this? Can this be done through Wdat...

venkat naresh yarlagadda All Star Idea Generator
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I'm not seeing a way to publish multiple or all spreadsheets together Besvart

When we update our source files from our GL, we can then publish to many other supporting spreadsheets which link together and weave through to our external documents. It would be nice to be able to publish changes to multiple spreadsheets at once...

Dallas Thornton Beta Buddy Idea Generator Community Champion
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2
WDATA Data Integrity Besvart

Hi,  A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...

Anthony Miller Rock Star Idea Generator Community Champion
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0
Workiva Wdata and WDesk Besvart

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...

Alok GUJARATHI
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0
Can I perform a UNION in my query? Besvart

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...

Steve Stegelin Community Champion
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0
Working with SQL Editor for building query (to create and retain links)

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?

A Aishwarya Dharani Rising Star Idea Generator
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Working with SQL Editor for building query Besvart

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...

A Aishwarya Dharani Rising Star Idea Generator
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Can I use parameters with calculations? Besvart

Yes, you can use parameters with calculations for both filters and fields. For example, instead of using hard start and end dates in a calculation, you can reference a parameter’s value for the dates or time period. From the Field Properties right...

Steve Stegelin Community Champion
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How do I set query filter criteria dynamically? Besvart

When you add a filter to a query, you can set its static custom value on the Filters tab. To instead select a filter’s criteria dynamically when the query runs, such as to slice-and-dice data in real time, you can base its value on a parameter. To...

Steve Stegelin Community Champion
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Are query filters case-sensitive? Besvart

Yes indeed, when you create a filter in a query, its values are case-sensitive. So, if you set a location filter to "Iowa", it returns records with the uppercase "Iowa", but not the lowercase "iowa". To include records regardless of casing: In Bu...

Steve Stegelin Community Champion
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0
Wdata Limits Besvart

Hi,  We are a real estate investment manager and one of the things that our team is responsible for is reporting on all different types of metrics about our properties. We have a large data warehouse that aggregates ~200 metrics for each of our pr...

Katie Abouzahr
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0