I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets. So currently I have #VALUE in all the cells. Does anyone know if Wdesk supports the use of this formula...
This blog originally appeared on Workiva.com on Apr. 21st. Written by Samantha Azoulay. As of March 22, 2021, the EDGAR system was updated to support the 2021 US GAAP Taxonomy (2021 UGT), 2021 SEC Reporting Taxonomy (2021 SRT), and other SEC taxo...
In the inline XBRL viewer I click on "Sections" to pull up the XBRL outline on the left-hand panel. I click on "Notes to the financials" and when I click on each section, most of the time it takes me directly to the respective location of the docu...
In the SEC Viewer, amounts are displayed differently even though they are set at same accuracies and entered in and shown in same units. For example, amounts in the Debt note are shown as ones in the SEC Viewer while amounts in the Financial Instr...
At times, we are unable to run blacklines from certain documents but can run them for others. Are there instances where blacklines will fail, such as if people are editing the document?
Each year, I review all concepts used in our 20-F (used to be for 10-K) so that I can see if any extensions can be replaced with standard concepts or dimensions. I admit that I have forgotten how I save all tagging to excel, and hope that you can...
Hi, How can I add a child in the middle of the document? For example from 100 pages of the word doc, I want to add a child on page 5 without disturbing the data.
I have a quick question around Wdesk comments and how the email notifications work with regard to the user making the original comment. Besides tagging myself (similar to CC'ing myself on an email I am sending so I get a copy back) is there any wa...
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About Tuesday, 4 May 202110:00 a.m. - 3:00 p.m. CDT REGISTER HERE Event Details Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and indust...
Hi, I am bring level 0 data and metadata from EPBCS to Workiva tables. I need to know how can I aggregate/rollup data in Workiva using the aggregation property of metadata I am bringing from EPBCS. Thanks, Samir
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
In working with the Report Builder, to create my own reports, I am finding almost no help information or articles. The 45 minute training was ok, but not enough when I now have very specific questions. As my CSM is already overloaded with other wo...
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If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
Hi, I was thinking about some improvements for the workiva document part. - Create style into the "Edit style guide" with bullet point or with multiple level numbered list. - When you are creating a source link into a document, you can not insert...
Has anyone used Internal Control Questionnaires (ICQ) in their Internal Control process. These ICQ's were compiled by the National Association of State Auditors, Comptrollers and State Treasurers, NASACT in 2013. Our state has numerous agencies t...
Good Afternoon All, I was wondering how your organizations are using Workiva (Wdesk) for fraud risk assessments. Is there a particular approach you have found to be most helpful? Thanks for your feedback!
Event Details Thursday, April 222:00-2:30 pm EDT WATCH ON DEMAND HERE About Event It’s time for another Workiva FinTalk, the webinar series that covers the topics that affect accounting and finance teams the most. In this month’s session, we’ll...
Hi There - is there a way that we can restrict Workspace or Chain Owners to a particular type of Chain environment? We have separate DEV and PRODUCTION Chain environments. We would like to give our users access to the DEV environment, but restric...
Is there a way to change a chart type after it's created (i.e., from a Column chart to a Line chart)? I thought that it was in the chart properties, but I can't find this option.
I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
hi, Whenever I import the doc, even after applying the below tip[Converting auto text to plain text] from the community support, i'm still getting a weird space between the first word of a new para and the period next to it my word doc: my workiv...
Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
When preparing financials, we do not want the decimals displayed so we format the numbers to not show the decimals. When using a simple SUM formula, this does not take the decimals in consideration when they are not visible. Example: You have 14,1...
We are an outside CPA firm, and we perform ICFR (SOX) testing for for several entities that use Workiva. We are trying to understand how to coordinate our testing within the Workiva platform. My understanding before reading articles in the Help ...
Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
I wonder if it is possible that the header, even if in the document appears on all pages of the section, in the IXBRL viewer appears only on the first page of each section. Thus leaving the fluidity in reading the html document.
After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
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...
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...