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.
We have several users that only input information in Workiva on an annual basis. Because of this, we have had some users get automatically suspended due to inactivity. How long does a user have to be inactive before they get suspended? As an organ...
As a administrator I would like to see what groups a user is assigned to. I know I can open a group and see the assigned groupmembers. But It would be benefitial for me to see it the other way around and select a user to see the assigned groups.
Bulk Remove all Links -function deleted (without any information that this will be done). This kind of function is very much needed, so please provide an alternative way to delete links
Join us on March 10th from 2:00–4:00 PM ET for Demystifying the Data Management Suite, an introductory training designed to help you confidently understand the foundations of Data Management in Workiva! This session is ideal for anyone who is new ...
We recently had to move some tables / narrative to a new footnote in one of our filings - we copy and pasted what we need to move, but it looks like the attachments were not maintained and had to be re-attached. This isn't a big deal, but out of c...
Hello! I am exploring using chain tasks with the end result being on a presentation slide. Is there any way to visually show that something in the presentation is not completed because it is reliant on a different task being submitted? Example: Th...
Hello! I was wondering if anyone has any solutions for controls around review in the presentation space. I am designing a presentation and some of the slides have a lot of analysis on each slide such as P&L line item flux analysis. Does anyone kno...
Hi Folks, I am trying to extract data from a Wdata table using Run query and export query results to another Wdata table. My Plan is to run query and export results into a csv , which can then be fed to the template "Chain Load Data to Wdata ", bu...
I am trying to refresh a chain that was created by a colleague who is on PTO right now. it keeps failing at the "import file" step.I don't know to which file/query/table this step has been linked. I only have the ID. How can i trace back the sourc...
Are you looking to level up your chain-building skills? Find out what makes a chain dynamic while learning how to use and install the Load Data to Wdata chain template. If you’re brand new to Chains, we recommend starting with these courses: Orien...
Is it possible to give selected certification signers visibility to other certifications? For example, Europe zone controller can view comments in Germany, France and Italy certifications.
Hi everyone, I’m working on tagging the new income tax rate reconciliation disclosure under ASU 2023-09 and am running into a calculation relationship issue. We’re using the Income Tax Jurisdiction Axis with the Foreign Country Domain to d...
Is there a way to add more tickmarks or customize tickmarks in the tie out binders? I saw a few online that had "GL" for ties to GL or "FS" for ties to financial Statements. Can we add one for WData like a "W" so when someone is reviewing tieout, ...
📆 Date: Thursday, February 19⏰ Time: 9:00 am - 10:00 am GMT🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 19th at 9:00 am GMT as we discuss the topic Understan...
What’s changing To align with the latest EPA and environmental audit standards, Workiva Carbon is removing outdated volume-based factors for CH₄ and N₂O originally published in the Greenhouse Gas Protocol’s Calculation Tool. If you track mobile ...
As sustainability reporting mandates and internal business drivers continue to evolve globally, many companies are finding themselves overwhelmed by a web of varied disclosure requirements across entities and jurisdictions. What has become clear i...
Is there any possibility to push created Views in Wdata to spreadsheets from Wdesk? Now from what i can see this is possible only from wdata only (by exporting to spreadsheets). We are looking for a solution that could be done from wdest, autopush...
In the past, you could elect to assign one person as a 'Certifier cc' for any Wdesk user. The Certifier cc would be copied on any automated certification emails that went to that member. Does that functionality exist today? If so, how do I access ...
The SEC has announced a significant change to how EDGAR handles filing fee disclosures. Effective March 16, 2026, EDGAR will begin suspending filings that contain incorrect or incomplete structured data filing fee exhibits. Previously, filers mi...
📆 Date: Thursday, February 12⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, February 12th at 10:00 am CST as we discuss the topic CSRD Ma...
Do you spend time every month making the same changes to the same CSV or Excel file? Cleaning data takes time, but it's predictable. Data Prep cleans and transforms the data for you, so you can build reports even faster! Our new course, Cleaning D...
can someone help guide me to clear this error? Thanks!
Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Hi, we came across the restriction beeing able to only add one Data Provider per metric in our ESG Program. This is quite a hindrance and is not reflecting real life processes. The accurate collection of KPIs must not be dependent on one single pe...
Brooke Mortvedt - Mike Davis Use Case Is there any direct connector or native integration between Oracle EPM FCCS and Workiva? Does Workiva ONLY support file-based ingestion (CSV/JSON) for FCCS data? Is there a way to load FCCS data directly int...
I have a template in a sheet with the formulas referencing to other sheets. Is it possible to duplicate the sheet and change the formulas references using chains? Manually, we can duplicate the sheet and use the replace all function to change the ...
As a result of customer feedback, more targeted Audit Management eLearning courses covering preparing and testing Audits, Connected Sheets and Requests are officially available! New course names: Preparing Audits for Testing: Geared towards Inte...
You’ve followed the guidance for accessibility tagging in Workiva, and exported your PDF...now what? Preparing a file in Workiva for accessibility allows you to set accessibility on many levels, however, manual review and intervention is often req...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
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...