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Data model template in WData - Financial Reporting

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Is there any kind of data model template for Wdata for financial reporting? I'm not talking about Chains, but rather tables, their relationships with each other, and their queries, so as not to start the data model from scratch.

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  • Isabel Messore

    Hi Diego Romera, 

    The Set-up-financial-statements-in-Wdata may provide helpful guidance on this!
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  • Diego Romera

    Hi Isabel Messore

    Thanks for the article. I was wondering if there’s a starter pack that can be imported into Workiva to automatically generate the necessary tables, relationships, and queries—similar to what’s available in other solutions, such as sustainability reporting tools.

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  • Isabel Messore

    Hi Diego Romera, 

    I don’t believe we currently offer anything at that level. The Sustainability pack we provide is generally designed to be reusable across different companies..

    If you're looking for a high-level introduction to tools like Wdata, Chains, and Spreadsheets, I'd recommend asking your Customer Success Manager for a walkthrough! We have also a have a variety of content on the Learning Hub and Support Center should you want to access self-service resources.
     
    Our Connected Learning resources are also super helpful if you want to explore Chains, which does create a bunch of things!

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