On the other hand, this type of graph details the status of the project according to different variables, country, domains... I have some doubts: With these different graphs, can Workiva represent different values differentiated by colours in a ...
I am using the Chain called -> "Update Datasets in a Table chain template". Once I set up this Chain as follows: https://support.workiva.com/hc/en-us/articles/360058919852 . I have created an additional chain to execute the previous one with the f...
Would it be possible from the Jira system to connect to Workiva? I mean if a user in the JIRA system uses an IP and a specific port that indicate the connection to Workiva, can this user make read and write requests from JIRA to Workiva having the...
Anyone know if you can use a formula in a workbook to pull in the sheetname? Say the sheet name is "XBRL," I want a formula that will pull in that text to a cell, then change if I change the sheet name to "Mona Lisa." Thanks for any thoughts.
I am trying to connect workiva to python using the workiva API. I am using the following parameters: URL: Referenced by the workiva API.Data: client ID and client secret of the workiva workspace we want to connect to from python Headers. Taking in...
It looks like Wdesk Spreadsheet doesn't support RRI or CAGR function. Is Workiva bringing this function? Does anyone know workaround function for this formula? Thanks in advance.
Hello SEC filers! As discussed here, the SEC’s mandate for Pay vs. Performance iXBRL tagging requirements become effective for all Proxy or Information Statements which require Item 402 Executive Compensation (commonly filed as SEC Forms DEF 14A o...
I would like to connect Workiva to the JIRA program in a bidirectional way. However, with the help of workiva, there is no specific connector present, so an HTTP Request connector can be used. I have the following questions on this point: 1- Conne...
Hi there, Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet? Thanks
This blog originally appeared on workiva.com/uk on 17 October 2022. We did it! We can hardly believe that Amplify EMEA 2022 is now behind us—and what a success it was. Both in our stunning Amsterdam venue and online, we brought together industry...
📆 Date: Thursday, October 27⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event In times of volatility, it’s even more important for leaders to be transparent with their employees. Since the pandemic, everything has changed—busi...
When I try to perform a Chain I get the following error: Error authenticating with Workiva: Invalid client id: XXXXXXXXXX. The connection ID has been created in Wdesk-People-Add a grant in the user name select a user with chain owner permissions....
It looks the objectives of the proposed Meta Model is to add base level accounting model relationships to the existing Taxonomy. I am wondering how this will impact XBRL tagging? Thanks.
Attempting to set dynamic variables in a chain, and need to reference the value of one variable from the other. This is the first step in my chain. EffectiveDate: The current datetime, minus 1 month FilePath: A file name that contains the value ...
Is it possible to copy file folder to the next period and to include markup? It would be extremely useful to have this feature. Great time saver.
We try to maintain proper segregation of duties when it comes to preparing the 10-Q/10-K and then tying it out. It would be great if the digital tie out feature would allow someone to use the mark-up mode, but not have access to change the informa...
Hello, i´m trying to import an Excel file but there is an error. What is the maximum size allowed for importing an excel file?
I have been unable to utilize the superscript format within a formula. The formula is an if statement that dynamically creates row titles based on the values in other columns (e.g. "realized gains" when all positive amounts vs "realized gains (los...
Hi! I want to use a formula connecting two different spreadsheets. Im trying to use VLOOKUP formula, when I try to select for the table array, a table in another file inside workiva, the formula is no longer active and I cant continue typing. Is t...
Hi, When I try to import a large word document (19k KB) I got an error. Is there another way to get access to this document in Workiva? Thanks in advance! Sander
Hi Support! I'm getting an error on my tax rate reconciliation calculation. I think I narrowed down the cause to the new FDII percent concept. Workiva is showing FDII as additive while the taxonomy is showing it as a reduction. Could you please co...
Is it possible to include text (document name) centered on the page and include a page number on the right side of the document? I can't find any information on having two different areas in the footer.
Hi, over the last several days I have not been able to add comments to our documents. When I type a comment and then click "Post", my comment disappears and does not get posted. My teammates are not experiencing this issue. We have made no changes...
My team is looking into linking footnotes from our Primary Spreadsheet to our Document (which then has the XBRL footnote applied). Everything appears to render correctly, but under Manage XBRL Footnotes, it doesn't show the text of the link - it j...
I love the bulk edit feature within processes. I would love to see an option to bulk edit preparers and reviewers as well if that is possible.
I can't find it now, but I could swear that I saw a post or article somewhere about EDGAR allowing more fonts. In the past, our filings always rendered in Times New Roman, but apparently, between our Q220 and Q320 10-Qs, they started rendering in ...
Hi, I've been trying without luck to use the SUBTOTAL formula to exclude hidden rows as a useful way to check if my total in the tables of the Financial Statements matches with the total in the Primary File, although I got a error message saying t...
📆 Date: Wednesday, October 26⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event An unprecedented mass exit from the workforce has been spurred on by recent events, causing what we've dubbed "The Great Resignation.” This global ...
Hello Amplify attendees! First, a huge thank you for attending, and making this year's conference one for the ages. I had a pleasure seeing all your smiling faces, and getting to chance with some of you in the flesh at the Expo and our party at Ha...
When someone opens a comment in our documents it is their responsibility to close the comment once the issue has been resolved. Before we finalize a document, we try to have all comments resolved. Our suggestion is to add a button to ping someone ...
Note: These tools are available to Data Admins Did you know that Workiva offers you the option to have more control over your data and how they appear in your forms? Did you know that you can create your own fields, name them and place them whene...
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...