Hi all, the default behavior for uploaded Word or Excel files in the 'Folders' when attempting to 'Open' them is to download the file. Is there a setting that will allow it to try opening in the locally-installed Word/Excel? Thanks for any sugge...
Introduction We created Workspaces to make it easier for organizations to grow with us. From adding a few new users to adding new teams and new solutions, Workspaces give teams safe, separate spaces that let them control the organization of their ...
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...
ESEF at a Glance When: Reports starting 1 January 2020 What: The European Single Electronic Format (“ESEF”) for the Annual Report (management narrative and financial statements) - same report, same reporting timeline, new format. Format: Complete...
When you delete a folder are the files in the folder also deleted? There are a bunch of folders that were automatically created for copied files, transitioned files, etc. that I don't want to use? What do I need to do to get rid of the folders wit...
Is there a way to set a standard font for a Document? We have a Document that was somehow in the wrong font throughout. It would be more efficient to change the font for the entire Document to the standard font and then go back to fix the titles...
Am I able to drill down into the Linked Files Report to find where in the document I have outside sources? In Classic we could go straight to the location, however, in Next gen it only directs us to the document. This means we have to search throu...
When test filing, I received the following error message..."Error: [EFM.5.02.05.graphicFileContent] InlineXBRL references a graphics file which doesn't have expected content. What is the best way to resolve this error message? Are you no longer ab...
I am unable to export a document to excel because I do not see any XLSX in my save as options. Can anyone help?
Hi, I'm using Next gen and I'm having trouble with one of the tables in my document. In Word and PDF, the table looks completely fine but when I look at the HTML version, it's shifted a bit to the right. I've checked and all of the columns are exa...
Would anyone know anyway to do a sum if wild card formula similar to Excel formula below in spreadsheets? =SUMIF(RANGE,("text"&"*"),SUM_RANGE)
Hello All - Currently our Workiva implementation team (Workiva staff) has Workspace Owner and Workspace Support User role for the workspace. We would like to eventually move to a security model where they do not have access to anything in the work...
How can you center a table in a Next Gen Doc? If you select the table then the normal center option, it only centers the text. I need the entire table to center within the page. Thanks.
Has anyone found a work around for XNPV / XIRR functions? Need to run calculations on even distributions.
Hi all! You may recall back in December we announced that the Workiva Community was planned to become publicly available. I'm pleased to announce that effective February 4, 2020, the community site will be publicly accessible. Even though the site...
I am working on filing an 8-K with original filing revised as an exhibit. My original filing uses the XBRL 2018 taxonomy and my 8-K cover is tagged using the 2019 Updated DEI. I want to make sure that my XBRL is filed correctly-what would be the r...
The NEW Impartner portal has been released and it ready for you to access, today! Sign up for online training and certifications, view our Partner Sales Essentials, and access Workiva assets to train your end-client. Login here : https://partners...
Hi all! Wanted to spread some good news, plus some new updates. But first, the good news. What's changedWith the EDGAR v20.1 update on January 27, the SEC has now resolved the previously communicated issue around future dates in 8-K filings with X...
We are hosting a series of live webinars with emphasis on features in the Next Generation platform. If you are interested, please click on the links below for more information and to register. If there is a topic that you're interested in, but not...
As mentioned here, we just released some new updates to the Workiva Community site. You can learn more about what's changed by watching the video below.https://workiva.wistia.com/medias/5tac8h76a6P.S. Yes, that really is me in the video. And yes, ...
Greetings! The Workiva Community is the place where Workiva users go to learn, share, and connect, and very recently your favorite site has undergone a little makeover. If you’re already a member, don’t worry, all the great stuff you know and lov...
Laura Arterburn, Senior Director of Reporting and Technical Accounting, Workiva I love the Workiva platform (and I’m not just saying that because I also work for Workiva). In my seven years at Workiva, I’ve been involved with our initial public of...
Hi there - I'm pretty new to Workiva so I apologize if 1) this isn't the correct place to post a question and/or 2) this is a silly question: I created a private Workspace with several documents and then created a binder to organize those docs. ...
I have a table in a Next Gen Presentation that shows data by quarter in columns. The data is always for a 2-year period, so future quarters shown will be forecast. I'd like to be able to set a Conditional Format on the current year columns that wi...
Do Next Gen Documents support .jpeg files? The reason I ask is because I tried to upload an image in a .jpeg format to a Classic document and it was not supported, but in Next Gen I didn't have any issues. I guess the real question is will Edgar r...
We have a waterfall chart that we just want to add a label at zero on the Y Axis (i.e. we don't want any other labels on the Y axis - just $0). I am able to do this no problem when we have an overall increase (Set chart range to $0 to $X, show lab...
Great news! We've made it even easier to access and download these reports (and others) via the Compliance Portal available on our website. Not only are the SOC 1 Type II and SOC 2 Type II reports for Workiva available, but many others as well. He...
Hello - I switched a workbook over to spreadsheets and then moved all the source links to the new spreadsheet. I am now having trouble with the following: some of the source links in spreadsheets have superscripts included (for footnote references...
We can't wait to start a new decade! But until then, see what our customers, partners, and employees helped us accomplish in 2019. https://www.youtube.com/watch?v=XOfXcMwCCOo
I've got a number of users who are no longer with my company. They have various roles within my workspace and organization from member / viewer to administrator. I want to delete these accounts entirely, but I'm not sure if that will affect any ...
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...