WATCH ON DEMAND About this Event The US GAAP taxonomy has been refreshed with new recommended accounting standards and other improvements for SEC registrants. For an in-depth review of the changes, tune in to Workiva’s webinar with Samantha Azo...
It would be useful to have blacklines with authorship, shows who made the changes. Would also be useful to filter changes made by person on blacklines.
It would be extremely useful for us to be able to enable track changes for certain individuals rather than for all users of the document. It would also be useful to see the authorship in track changes.
I'm having a hard time connecting to the API where do we need to input this information to make the connection work? -> "https://developers.workiva.com/workiva-wdata/reference/wdata-authentication" I also get the following error code when I trie...
Any chance you just change the date one time and it carries all the way through for you with almost every part that is tagged for an 8-k on the earnings release? You would only adjust for any that need to be re-adjusted? Seems time consuming to ch...
How can I be sure that calculations are processed and completed after a data sheet has been loaded?
Hi! Will binders (digital tieout export) be available for other solutions anytime soon? It will make the export process so much easier and less time consuming!
Hi, We are trying to insert exchange rates into a Snowflake table using Open Exchange’s API (https://docs.openexchangerates.org/) Currently, the chain looks like Image 1: The Open Exchange API outputs a single JSON Object string (Image 2). We are...
Duration 60 mins Key Takeaways Identify untapped opportunities for connections and insights from complex data Understand best practices as they relate to connecting your EPM systems to the Workiva platform Accommodate and make use of imperfect o...
As we near the peak filing dates for Q1 '22 filings, we wanted to share some convenient templates available on the Workiva Marketplace that might come in useful this time of year. Here's some of our most favorite: Board Reporting Template Earning...
Have a pending filing? Are you locked out of Workiva? Do you need to troubleshoot a formatting issue? No sweat! Workiva Product Support is available to assist you for all your issues and questions. Our support engineers possess intricate know-how...
You can't buy happiness. But you can go to Amplify, and that's kind of the same thing. The future’s not stopping, and neither are we. This year, Amplify is back live and virtual—and pulling out all the stops in Vegas! It’s time to mingle with yo...
The Workiva Platform has been updated to support the latest changes to the FERC Viewer & Validations as posted to the Vendor File Library with the April 13th, 2022 announcement by FERC. These updates will align the Workiva Platform to the latest c...
Hi, I am trying to add a calculation field in one of my wdata query to calculated the expected output as original column i.e Amount is taking Cumulative sum for month 2 For eg - for Month 2 the amount should be 1744679.75 but the amount field is ...
📆 Date: Wednesday, April 27⏱ Time: 2:00-3:00 p.m. EDT🌎 Location: Virtual About this Event For years, sustainability has dominated headlines and boardrooms as stakeholders' demands evolve and regulators establish landscape-changing sustaina...
We are excited to announce the launch of the Content Hub! No matter where you are on your Sustainability journey, whether you are just getting started and looking for resources to learn all about it, or well into your journey and seeking more in-...
The Workiva Platform has been updated to support the latest changes to the FERC Viewer & Validations as posted to the Vendor File Library with the April 8th, 2022 announcement by FERC. These updates will align the Workiva Platform to the latest co...
On April 1st, FERC released an update to the Form 60 Taxonomy. You may read the exact reason for the update in the description posted to the FERC e-forms refresh website. In combination with the April 1st updates to the Viewer & Validations, it wa...
Key Takeaways The SEC has recently proposed new rules that would require public companies to include climate-related disclosures in their SEC filings. Once these rules are adopted, they will require accurate and reliable measurement of greenhous...
📆 Date: Thursday, April 14⏱ Time: 12:00-12:30 p.m. EDT🌎 Location: Virtual About this Event Sustainability data, including the information reported in a CDP response, has become a critical source of decision-useful information for a company...
I'm working in a 10-K Document and have created a doughnut chart. Is there a way I can put a label/value/text box inside the doughnut hole? For instance if I have $100 in sales, I want to put $100 in the doughnut hole, then the outside of the doug...
Hi - I have a spreadsheet with various sections that need to be linked to different documents. There will be documents that require all the sections in the spreadsheet while others will just need a few of them. Is there a way to create a condition...
Hello, Generating XBLR validation report we faced with error: " Incorrect axis domain" with the message : " Either an axis default member in the Axis Global list has changed and XBRL tagging sections using that axis have not been reshared or an i...
Hello, My objective is to apply conditional formatting to due dates in a connected sheet so my team knows which controls are due within the next two weeks. I am struggling to figure out if there is a way to set up a dynamic formula or if my only o...
I'm working on creating an entity document that has several links to source data (from a Workiva spreadsheet) and that can be later saved as a template. The idea would be to use such template for different entities that would pull information from...
Is there a way to automatically get the bottom border to appear at the bottom of each page in a table when the table spreads across multiple pages in a document?
Hello, I put a "Run Pipeline" command into one of my chains, and when I ran the chain the Run Pipeline step failed with the below log. Can someone help me understand what does the error mean? Thanks! Lina ------------------------------------------...
When running blackline report in pdf, pink footers appeared on some pages for year 2018. The correct footer should be 2021. What is the cause of this issue and how can I resolve it? No such issue when running in normal version. I would be grateful...
Hi! Is there a template that is basically a big check page that will show if a number in your document doesn't tie if it is referenced multiple places in the document? An example would be Net Income and it would check and show the error if it does...
It is very frustrating to not be able to create a pivot table in wdesk. It takes way to long to use sumifs formulas to get the results that a pivot table would provide. I am trying to keep it all in wdesk for audit/control purposes. Is there any...
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...