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Printing vs. non-printing sections

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Begär demo

We have a month end project for monthly reporting. During quarter end, we have additional sections for budget vs forecast analysis. Currently, we have to manually hide/unhide the relevant sections depending on which month it is. This is a manual exercise each month. Is there a way to select a bundle of sections and mark them for quarterly reporting so if we selected quarter-end, the relevant sections would become printing with the click of a button?  

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Kommentarer

8 kommentarer

Datum Röster
  • Officiell kommentar
    Mike Davis

    Great news! A recent release has now made bulk hiding/showing sections available. This can be accesses by right-clicking on the outline and selecting the icon. Note as well that this icon is slightly updated.

    Thanks so much for your patience and let us know what questions you have. Cheers!

  • Mike Davis

    Hello again Annie Ain!

    At this time you cannot bulk select and change multiple sections to be non-printing. This is an excellent feature request and I've passed your feedback along to our Product Team for further review. In the meantime, let me know if you need anything from me or have additional questions.

    Thanks much and have a super day!

    1
  • Dary Thouk Lim

    Hi, is this feature available now? It would be very useful!

    2
  • Mike Davis

    Hello and welcome to the Community, Dary!

    Thanks for reaching out. I'm happy to share the current status.

    At this time work on bulk select non-printing sections not planned to be worked on by our Product Team. However, we will maintain Annie's suggestion here on the community so other users like yourself can continue to comment and vote on it to help it gain traction. On our end, we will continue will monitor those incoming requests and in case anything changes as far as status of this idea, we’ll update you and this post.

    I've got your request logged. In the meantime, let me know what questions you have. Many thanks for your contributions and have a great rest of your day!

    0
  • Murphy Sauceman

    Just wanting to upvote this request as well! We have insurance filings, where we have Quarterly and Annual statements which are all in the same file. We utilize the non-printing feature when moving between our AS to QS. We sometimes have to pull in the AS language if we have a significant change since the end of the year. Anyways, just wanted to throw my hat in the ring!

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  • Mike Davis

    Thanks as always for sharing, Murphy!

    0
  • Mike Davis

    Quick update here. A recent release to Workiva has now made multi-select editing of sections possible, meaning you can select many sections, sheets or slides in a Document, Spreadsheet or Presentation and bulk hide them.

    0
  • Schuler Barker

    Wanted to follow up here to see if there is a solution to what I am looking for similar to the original comment on this thread. Even though it is possible to bulk select many sections in a document, it would still be helpful if there was a way to dynamically set whether sections are set to non-printing in a document off a value in a spreadsheet. For example, we have a spreadsheet that supports our quarterly and annual FS document (single document). In our spreadsheet there is a date template that automatically updates all the dates in the spreadsheet (and subsequently all the dates in the document via links) based on input in a single cell. If this same cell could also control which sections are set to non-printing that would greatly enhance the user experience and save time (aka user ROI).

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