Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...
When using the concatenate formula to combine cell text, is it possible to keep the cells format? For example, when combining the Footnote number and Footnote Description, can you keep the Number as regular font and have the Footnote Description I...
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...
When do you expect this feature to be available in Next Gen? It was available in Classic.
We have transitioned several files into Next Gen which have blank cells with the accounting data type. The transition added zero to previously blank accounting cells which messed with some formulas in the same document. How can I transition these ...
Is there a way to check down adds (instead of using a calculator to ensure there are no hidden rows in the column you are adding) so you can tie to the total displayed? Same would go for cross adds.
When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?
I am creating a presentation and would like to know if I can place a link to a document within the presentation? Basically, I want the person reading the presentation (who does not have permission to edit the presentation or document) to select th...
I have the following questions: On the topic of updating connections within Spreadsheets, it would be extremely helpful to have the functionality to a) be able to update all connections within all spreadsheets in a folder in Wdesk; and b) be able...
Hi, Here is the scenario: - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities) - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...
We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...
Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level? As a user that carries forward a "primary spreadsheet roll...
A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...
Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final. For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
It doesn't seem like you are able to lock sections in Next Generation like you could in Classic. Are there other things that can be done if you want to be in a section and make changes without anyone else being able to make changes as well?
We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.
HI there - through chains I can automatically run a query every day. This same query is connected to a Spreadsheet. Is there a way to have the spreadsheet automatically refresh each time the chain is run to run the query? This way, we dont have t...
Please consider adding a "remind all" function that allows a click of one button to remind folks who have overdue PBC requests. Having to click and remind one at a time is super frustrating and it is not easy to tell which you have reminded and wh...
Hi there, Is there a way to automatically create the table of contents based on the outline?
I am creating an outline and all the main sections and sub-sections have the same headings. Is there a quick way of copy-pasting the same section outline so that I do not have to manually re-type everything?
I am trying to prevent any editing to a spreadsheet that is linked to a filed document. In Classic, there is an option to freeze all filed documents, but I can't seem to find anything in next gen. I see that there is something called "locked" fo...
In NextGen, are you able to send reviews to an established workspace group (as opposed to selecting each individual person to send a review copy to)? I would like to send certain sections of a document to certain reviewers, and a different set to...
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Hi There - I have simple CSV file with a few columns of data on a securities portfolio. Each row is a separate investment security. Each month end the total number of securities changes (and therefore the number of rows changes). I created a ...
In the External Audit Form, files are uploaded to the sub-procedure under different procedure (i.e. Audit Planning, Audit Mobilization etc.). If I don't know whether certain file is uploaded into Workiva, is there a way to search the file without ...
I am getting started in Next Gen documents and have noticed that hard returns entered into cells within tables (so that I am effectively wrapping text where I want it to break into two lines) are showing up as a weird icon that says "LSEP" in Edga...
https://workiva.wistia.com/medias/9jhafd4ify Explore inviting people into your Workspace to collaborate and save time! Looking for Features that Promote Growth?Get Ready to Level Up walks you through taking advantage of new features with links to ...
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...
