In the wake of the SEC’s EDGAR Next webinar, we recognized there are still many questions out there. At Workiva, we’ve been busy gathering up info and publishing resources like this blog post to assist, but we know there are still more burning que...
I am trying to build a chain that brings CSV file into WData table. The first step i used was Get File/Folder Info The second step used was the Create File, but getting this error message when executing. Command description: Accepts CSV/JSON file ...
📆 Date: Thursday, November 21⏰ Time: 9:00 am - 10:00 am CST🌎 Location: Virtual Hello, community! I invite you to join us for our next Beverage Break event on Thursday, November 21st at 9:00 am CST as we discuss our next topic, Chains and Comma...
Hello everyone !Thanks to a report, I want to count the number of attributes for each test form.At the moment, I can list and group the attribute names (red column), but I am not able to display the number of attributes (green column).I have tried...
Hello, I received a DFIN guidance from our external counsel to include only certain XBRL exhibits in the Q/K index. When I look at our filings with the SEC, it does include some other files. Is there a guidance from Workiva on this? Our CSM is ...
Is there a way to automatically delete all existing data prior to syncing a worksheet? Each month, I have to sync multiple worksheets to spreadsheets in Wdesk. Some times, the worksheets I have to sync have fewer rows than they had the month befor...
Este seminario web está diseñado para que los usuarios de Workiva conozcan las nuevas innovaciones de productos lanzadas en Amplify. Explore las últimas innovaciones en informes integrados asegurados que lo ayudarán a conquistar su trabajo más com...
Is there way to write hierarchy query on wdata table ? I have a table with parent, child relationship information. Would like to write query to display hierarchy. Does Wdata support connect by prior as in Oracle database or Recursive common table ...
Enjoy this new, updated all-in-one 2025 SEC Calendar of Filing Deadlines! Designed for public companies, investment companies, and foreign private issuers that are required to submit filings to the U.S. Securities and Exchange Commission, this cal...
Hey, Is it possible for percentage numbers to be 0.0 when the cell contains a value. I.e., 0.0004 And a "-" = 0. All the best, Mikael
I'm getting an error on this and i'm not sure how to resolve. (DQC) The line item concept us-gaap:OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationReclassificationAdjustmentFromAOCIRealizedUponSaleOrLiquidationNetOfTax with a v...
Hello, I have tagged "10 years" using the ISO P10Y, however, it comes out "10.0 years". Do you know how I can change to a whole number as I cannot see this option in Period options. Thanks Barbara
A table containing linked values (percentages) as well as text values (nm, as in not meaningful) where I am trying to align the #% with the text "nm" ... but can not right align perfectly .. any advice? I can use center formatting and all aligns ...
I am looking to create a dashboard to show when all spreadsheet/cell is updated. We have some areas where a spreadsheet is updated manually that feeds into other spreadsheets.
We have a new business leader in our organization who needs to get added to our Related Parties process. He's not currently in our workiva database so I cannot assign a task to him. How do I add individuals to workiva so i can assign him a task?
Can the metric ID be made visible in the ESG program overview page or at least in the metric page itself? Now you have to click on the 3 dots on each metric page to get the ID which is very cumbersome. The only way to identify a metric now in the ...
Is visibility to your filing credentials password a setting? or is it not allowed for security purposes? other applications (not speaking of Workiva here) give you an option to see your password as you are typing it. Is this not possible for our ...
We're excited to announce that the From Access to Filing: Unlocking Section 16 is now live! This 15 minute course covers the latest features: mass grants, and bulk filing. Mass grants and bulk filing allow you to work with multiple forms, saving y...
Hello All We have an MDX query which shows only the text column and no key. But the same query when executed in Analysis for Office and RSRT in BW works fine. So would like to know if there should be any settings performed to run the MDX query to ...
Hello, I am just curious why the tag of the Pay v Performance from the Proxy would show up in our SEC viewer for the quarterly documents as if it's tagged there when it's not. Does this matter that it shows up in SEC viewer for the Q even though i...
📆 Date: Thursday, October 31st⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, October 31st at 11:00 am CST as we discuss the new features ...
Hi, I'm looking for a way to dynamically update a runtime variable dropdown list from a wdata table. I have the wdata table refreshing, so I just need a way to link that to the runtime variable dropdown. Is that possible? Wdata table: https...
I have a chain that has been working for couple months. All of the sudden, I got an error "Result: Error updating sheet data: unknown error (status 422): {} " without any changes to the chain. I also tried to write the data into a new sheet in the...
New to workiva and trying to connect a new chain with a service account for Oracle Fusion where SSO has been implemented on the Oracle instance with an IdP. Oracle documentation states using "Choose Login Page', but in testing, this does not work,...
We are thrilled to announce that we have released a new feature available to ESEF XBRL Tagging. This feature allows you to hide standard members in the XBRL outline from appearing in the presentation linkbase while allowing them to still exist to ...
We are thrilled to announce that you are now able to create XBRL Facts on the content placeholders within your documents. XBRL Facts can be used on Placeholders that exists in text, within a source link and within a Destination link. Simply select...
We are thrilled to announce that our ESEF Customers now have to ability to provide optional Taxonomy Package Metadata to their filing via the Profile Metadata Tab found within the XBRL Profile. This provides metadata about the extension taxonomy y...
Is there a way to ask for the certifiers to upload their documentation or support of their review/analysis prior to them performing their certifications? To capture the full audit trail?
The Product Enablement Team has been focused on expanding the ILT (instructor-led training) catalog to make more live classes available to our customers. Four new training sessions will be available starting in November! New ILT Classes Feature ...
If you’re working in Wdata and need to build out queries that bring together data from multiple tables, you may be wondering how to connect those tables together to give you data from both. If so, this is the community post for you! Let’s say you ...
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...