Is there any possibility to push created Views in Wdata to spreadsheets from Wdesk? Now from what i can see this is possible only from wdata only (by exporting to spreadsheets). We are looking for a solution that could be done from wdest, autopush...
In the past, you could elect to assign one person as a 'Certifier cc' for any Wdesk user. The Certifier cc would be copied on any automated certification emails that went to that member. Does that functionality exist today? If so, how do I access ...
The SEC has announced a significant change to how EDGAR handles filing fee disclosures. Effective March 16, 2026, EDGAR will begin suspending filings that contain incorrect or incomplete structured data filing fee exhibits. Previously, filers mi...
📆 Date: Thursday, February 12⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 12th at 10:00 am CST as we discuss the topic CSRD Ma...
Do you spend time every month making the same changes to the same CSV or Excel file? Cleaning data takes time, but it's predictable. Data Prep cleans and transforms the data for you, so you can build reports even faster! Our new course, Cleaning D...
can someone help guide me to clear this error? Thanks!
Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Hi, we came across the restriction beeing able to only add one Data Provider per metric in our ESG Program. This is quite a hindrance and is not reflecting real life processes. The accurate collection of KPIs must not be dependent on one single pe...
Brooke Mortvedt - Mike Davis Use Case Is there any direct connector or native integration between Oracle EPM FCCS and Workiva? Does Workiva ONLY support file-based ingestion (CSV/JSON) for FCCS data? Is there a way to load FCCS data directly int...
I have a template in a sheet with the formulas referencing to other sheets. Is it possible to duplicate the sheet and change the formulas references using chains? Manually, we can duplicate the sheet and use the replace all function to change the ...
As a result of customer feedback, more targeted Audit Management eLearning courses covering preparing and testing Audits, Connected Sheets and Requests are officially available! New course names: Preparing Audits for Testing: Geared towards Inte...
You’ve followed the guidance for accessibility tagging in Workiva, and exported your PDF...now what? Preparing a file in Workiva for accessibility allows you to set accessibility on many levels, however, manual review and intervention is often req...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
Can you assign a header row in a floating table? I'm only seeing that option for inline tables?
For presentations, we have a template in which we have off-print area objects / grids. These grids are excess, but may be used in certain presentations / sometimes are used as instructional pieces for report preparers. When we export the reports t...
There are a lot of moving pieces when it comes to building data integrations and automations using Chains. This quick reference guide organizes frequently used resources when setting up new workspaces and building chains. If you’re brand new to Ch...
If you’re looking to automate bringing data into Workiva from third-party systems, then Chains is here to help! Make sure you loop in the administrator for your third-party systems. You’re gonna need their help when it comes to setting up integrat...
Are you looking to upgrade your Wdata skills? We’re launching a new instructor-led training to Practice Building Wdata Tables & Queries. This two-hour session provides access to a workspace where you will build tables and queries with guidance fro...
Today is Community Manager Appreciation Day and I wanted to give a quick shout of praise to our very own Isabel Messore. Isabel joined the community team at the tail end of 2025 and promptly made her presence felt. You all experience Isabel's tire...
We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...
Hello, We are currently working on establishing a connection to Databricks using the HTTP Connector within Chains. We have successfully configured the HTTP POST node to connect to Databricks and receive the access token in .txt format as part of ...
Are you ready to build a polished, fully on-platform designed report end-to-end in Workiva? In this cohort-style learning experience, you’ll take a plain, unstructured report and transform it into a clean, professional, review-ready deliverable - ...
We need our users to link text from documents we don't want them to edit (i.e. they don't own the source documents but must link text from these to other documents for consistency). Currently users with View only access can't create source links. ...
📆 Date: Wednesday, January 28⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Wednesday, January 28th at 10:00 am CST as we discuss the topic Filing ...
On December 18, 2025, the Holding Foreign Insiders Accountable Act was signed into law, eliminating the Section 16(a) reporting exemption for Foreign Private Issuers (FPIs). This may impact your filing requirements and we’re here to help. What Thi...
We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...
Mike Davis (Workiva) Our finance team requires automated, repeatable delivery of complete Trial Balance (TB) data—including zero‑value intersections—into the Workiva Wdata platform to support accurate financial reporting and reduce manual ...
📆 Date: Tuesday, January 20⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, January 20 at 10:00 am CST as we discuss the topic Carbon - Gett...
hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...
Last year our team didn't use the 2025 CDP tool in the Sustainability Explorer as it wasn't launched in time for our full project timeline. However, this year we want to use the 2026 CDP tool in the Sustainability Explorer. We have the 2025 CDP r...
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...