The following enhancement was shared by a Workiva user: We are really excited for this new formula in Excel and wants to know if we would consider adding it too. https://techcommunity.microsoft.com/t5/Excel-Blog/Announcing-XLOOKUP/ba-p/811376 I...
Is the 2021 taxonomy available in Wdesk yet? I don't see the option to migrate to it yet; however, when filing my 10K there were already warnings about concepts that are deprecated in the 2021 taxonomy.
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
I am trying to recreate this chart from Excel into WDesk. The bar chart shows dollar amount but the data labels added to the outside ends of the bars are represented as percentages. I know that I can copy an image in from Excel, but I already h...
Our Design Reporting Guidelines covers everything you need to go for Design Reporting in Wdesk. If you're at the beginning of your process and looking for a quick guide as you get more familiar with Wdesk and Design Reporting in Wdesk, start here...
I have destination links in documents which have been deleted. They are showing up when I view the source links in current documents. Is there any way to remove them so this is less cluttered? I thought emptying the trash would remove them but ...
Can someone point me to a symbol guide for non-printing characters? I know the pilcrow (paragraph symbol), the spaces (dots), and tabs (arrows) but there are certain symbols I haven't seen that show up. I see brackets and squiggles that I have no ...
Can macro enabled excel files be uploaded to Wdesk Spreadsheets?
Can someone please tell me how to remove a margin page break?
The new requirement to include the following on your 10K cover page Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control over financial repo...
Is there a way to turn off full precision from wdesk? We really don't use it and the few times it has accidentally been used it actually messes up our footing so I was wondering if anyone knew if there was a way to turn that off completely so that...
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?
Is it possible to share data between workspaces? I would like to copy a table out of one workspace and paste it in another so it can be used in both workspaces.
Event Details Tuesday, March 2nd2:00-3:00 p.m. EST WATCH ON DEMAND AboutThe world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, loomin...
Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
WATCH ON DEMAND Key Takeaways As energy companies prepare to meet FERC’s XBRL® requirements, hear from peers about how they’re evaluating XBRL software and service vendors, what capabilities they’re seeking, and what steps teams are taking to e...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
Hello When I download the 10-K in Word and 'enable content' to save the file on my desktop, the check marks on the Cover Page go away. In other words, only empty boxes shows up. Would you know why that is happening?
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
We are excited to announce that ALL Workiva customers have been upgraded to our next generation cloud platform! The Workiva Cloud Platform allows for rapid development and deployment of new solutions and capabilities, enabling organizations aroun...
I'm working on Q1 and don't want to delete YTD tables that are not needed in the first quarter but will be in the later quarters. Can you make only parts of a section non-printing as it doesn't look like hiding an entire table is possible? If you ...
Hi All, We just encountered an XBRL validation error that we haven't seen before: "Concept is a child of itself." Wondering if anyone has seen this one and know how to resolve. The error description says "A concept in the outline is a child of its...
Hi, I am in a group that is owner on a file but I can't edit that file. I see the prompt that I should ask one of the owners to give me edit rights. But I am already an owner on that file. Please advise. Thanks,
We include pages with images in our annual report/Exhibit 13. In Classic, I could upload a PDF of the pages, then perform some steps and would have the pages in my Exhibit 13 Edgarized/searchable. How can this be done in Next Gen?
I have three related questions: - In Wdesk, if I have several spreadsheets each with several sheets, each with several Wdata Connections, is there a way using Chains to enumerate all these Wdata connections and auto refresh them? - In Wdata, if ...
Is there a way to set up conditional formatting between spreadsheets? Not just within the same spreadsheet?
I'm having trouble with the formatting of footnotes. Some seem to have the tab spacing and alignment locked so I cant adjust. This means lots of work adjusting to find consistency and its not a style i want.
Hello fellow experts, Is there a way in Next Gen to squeeze one extra line to previous page, without making the fonts smaller to save spaces? It's on our cover page, and I need to add one more item. I noticed there was a way in Classic document to...
Will Workiva be updating the DQ Company templates for the new iXBRL requirements, namely the IcfrAuditorAttestationFlag? This would be very helpful. I see the old links to these templates do not work anymore.
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...