In early April 2024, the Workiva Platform will be updated to include a new German XML capability that enables Global Statutory Reporting (GSR) Customers to generate XML for statutory reporting purposes. The new German XML capability will be releas...
We are happy to announce that the following SEC Taxonomies are now supported in the Workiva platform: 2024 U.S. GAAP Financial Reporting Taxonomy (GRT) 2024 Closed-End Fund (CEF) 2024 Executive Compensation Disclosure (ECD) 2024 Variable Insuranc...
Hi, Is there a way to import a file into Workiva as 'values only'? We often have complex formulas in our files or formulas that are pulling from external sources, so when we upload to Workiva we receive '#SHEET' errors in our cells. We were wonde...
Hi Is it possible to create multiple schedules for a single chain such that each schedule is executed using a different set of chain variable values? Crude example:Schedule 1 Use chain using chain variable value = 'A' Schedule 2 Use chain using ch...
📆 Date: Thursday, March 28⏰ Time: 12:00-1:00 p.m. EDT🌎 Location: Virtual About this Event This month we’ll be offering a bonus Beverage Break session on Building Better Charts. We’ll talk about the outcomes we want our charts to show, as we...
I am using the Update a table's query dataset as a chain (Update a table's query dataset as a chain – Support Center (workiva.com)) and I get an error in the Download query results block. The error is as follows: Error running query: object Id siz...
In 2022, when Workiva was initially implemented at my company, they were using it as a sharepoint to sign off on completed tasks (not using the tasks feature in Workiva, just using a spreadsheet). They stopped doing this because multiple people we...
I am new to the Workiva Section 16 filing platofmr. Can someone please advise how I would create a Form 3 with no initial beneficial ownership? In the platform I used previously, we simply left the Form 3 blank and the SEC populated the "Remarks" ...
📆 Date: Thursday, April 4⏰ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event Businesses have witnessed a profound transformation with increasing awareness and concern from stakeholders surrounding sustainability factors. The U.S....
We are having multiple issues with delayed refreshing and page not responding when using documents in Workiva. If the issue was one user, I would think it's a cache and cookie issue but this is happening with multiple users.
The Accelerate roadshow is a series of free, half-day events for Workiva customers and prospects to get the expert insights they need to be proactive, effectively manage data, unite teams, minize risk, and lead the change at their organizations....
On March 18, 2024, EDGAR Release 24.1 introduced changes to revise Chapter 6 of the EDGAR Filing Manual and introduced a new EDGAR XBRL Guide on sec.gov. This update also includes validations based on FASB’s 2024 Data Quality Committee Rules Taxon...
Long story short, it looks like when I have a percentage in a table, when it's right aligned, there is an extra space between the last number in the percentage and the percentage sign. Doesn't matter if there are decimal points after or not, that ...
Hi, can you tell me how an admin can remove accidental changes to a spreadsheet or document? In the old days of section locking, it used to be quite straightforward to remove or share changes to unlock the section. We have a situation whereby on...
We like the ability to directly create metrics from the ESG Explorer (when identifying a disclosure requirement as material, e.g.). Right now, when one creates a metric using this approach, the new metric is created with a generic name (like "(Top...
The Workiva Connector, Workiva Chain Connector, Workiva Scripting Connector, and the Workiva APIs all require an API Grant for authentication. In this post, we’ll delve into the API Grant creation and management form fields and provide important c...
UPDATED JANUARY 2025 In this article, we'll explore essential best practices for document translation. We've highlighted two key options to help streamline and improve your translation process. Option 1 - Translation directly in Workiva Begin by...
When putting in the donut chart in a document, why does the underlying data information obscure the label, thus preventing it from being able to be moved properly within the chart presentation. Can you please fix this so that the underlying data ...
Hi, We are trying to automate some Excel spreadsheet consolidation but found that in Workiva certain Excel functions cannot be processed (e.g. MMULT, TRANSPOSE) and would show #NAME? in the cell. For example this formula: "=MMULT(MMULT(TRANSPOSE...
Hello! I am currently trying to reproduce the chain from the January Beverage Break session for rolling forward financial reports. I am replacing the Create Spreadsheet and Create Sheet commands because I have found that when I use these Workiva c...
Hi! In a Workiva document there are certain pages which are set to landscape orientation due to large tables. I would like to amend the footer to fit to the landscape margins without removing these footers from each impacted page to avoid manual e...
We've recently incorporated senior level executives in our review process leveraging the "Review" functionality within the tool. Ill start by saying I'm a huge advocate for this functionality and selfishly has made my job a lot easier managing ~10...
To help stay up-to-date with the latest feature releases and enhancements in Workiva's Sustainability Management reporting solution, you can now check out What's New in Sustainability within the Sustainability Reporting Help in Support Center. Fro...
In another community thread a warning modal was discussed for locked sections/sheets, highlighting challenges that large intra-linked documents/spreadsheets present. While the thread addresses the locking/publishing dynamic, it would also be benef...
Stressed out about your looming filing date? Workiva is here to help! Use these 3 best practices in Workiva and you're guaranteed to be stress-free on filing day. Here are more tips. https://www.youtube.com/watch?v=ffGSrmoaBXY
I'm having trouble creating a source link to add an XBRL tag on numbers that are in a table. It is a table with "decreased by" followed by the tag. It is an ECD profile if that makes a difference.
Even though this functionality currently exists, it forces us to add an inordinate amount of rows and columns of linked information. There has got to be a better way.
Had kind of hoped there might be a workaround like with Tables (applying styles to table source data, copying it and pasting it into presentation or document with the styles intact) but not seeing a way to do this. If so, could you point me to tha...
I have a workbook butting up against the 2 million cell limit. When I manually review each sheet, I can only account for two-thirds of the cell count (select all, see what the 'count' says in the bottom righthand info pane). Is there anywhere that...
Announced March 6th, the SEC adopted new rules regarding climate-related disclosures. In short, this ruling will require the disclosure of risks, governance, financials, and emissions for some SEC registrants. The ruling will be phased in, starti...
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...