Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...
Is it possible to create and Send for Review on Spreadsheet? Also, create blackline?
Within my organization, our language within our notes are common to most of the companies. During year end, when a comment was suggested it was difficult to identify in the document the precise change suggested, since it was a common language desc...
Hi, please see below. The header label is just not showing up formatted left like I want it to. In Edgar preview it looks fine but in Workiva and PDF it looks bad. The format for the cell and column is identical to the old generation Workiva. So i...
In my next gen document i have sections appearing on a certain page (ex. pg 33) but in Edgar view it appears on page 34. Why aren't the page breaks the same?
How do I make a destination link into the source link. The case I have is a transitions document (X) with a table of contents in a table using source links from another document (Y) transitioned with (X). Here is a screen capture:
There aren't any settings for Keep With Next in paragraph styles options. However, when you apply a paragraph style, it removes the Keep With Next check mark already applied to a paragraph. So if I want all of my Heading 1 paragraph styles to be K...
I have seen that you can copy and paste data validation in Next Gen Documents, but is it possible to create new data validations in the documents as well? I have not yet been able to locate anything in the navigator.
When working in documents and having the numbers formatted as text. Is there a way to make it read "point six" instead of "six tenths"? In the scrpt the reader would generally read as "one hundred twenty three point six million" and not "one hundr...
In excel I can make multiple views of the same workbook/spreadsheet and easily link between one window to the other. In Wdesk next gen I can open two different spreadsheets and have them next to each other, but I can't see how to open two tabs of ...
I noticed that in the latest blackline update linked cells are showing in a much larger font when exported to pdf. Was this intended, because it looks odd? Below is an example.
Hi, i uploaded the files where i use this formula: =IF(B4=0,0,SUMPRODUCT(--('2017 YTD'!$B$133:$B$1000">="&B1),--('2017 YTD'!$B$133:$B$1000"<="&B2),'2017 YTD'!$E$133:$E$1000)/B4) However, it doesn't work. Does anyone know if this formula supported ...
When using the concatenate formula to combine cell text, is it possible to keep the cells format? For example, when combining the Footnote number and Footnote Description, can you keep the Number as regular font and have the Footnote Description I...
Hi, A little late to the party but one thing I'm not sure about as someone who's team hasn't adopted WData yet is how does Wdata prevent the need for running reports from the general ledger system to check and verify that wdata is pulling the cor...
When do you expect this feature to be available in Next Gen? It was available in Classic.
We have transitioned several files into Next Gen which have blank cells with the accounting data type. The transition added zero to previously blank accounting cells which messed with some formulas in the same document. How can I transition these ...
Is there a way to check down adds (instead of using a calculator to ensure there are no hidden rows in the column you are adding) so you can tie to the total displayed? Same would go for cross adds.
When running the chain for the "Download query result" step, I am receiving the below error. Any idea on how to remedy this?
I am creating a presentation and would like to know if I can place a link to a document within the presentation? Basically, I want the person reading the presentation (who does not have permission to edit the presentation or document) to select th...
I have the following questions: On the topic of updating connections within Spreadsheets, it would be extremely helpful to have the functionality to a) be able to update all connections within all spreadsheets in a folder in Wdesk; and b) be able...
Hi, Here is the scenario: - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities) - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...
We recently transitioned the bulk of our documents to Next Gen, and are adjusting some tables to deal with the forced page break if the margins are different in section-to-section. It doesn't appear that tab stops are currently available in a tabl...
Sorry if this has been addressed somewhere else! Given that the Project concept is going away in Next Gen, is there anything in the pipeline about setting Permissions at the Folder level? As a user that carries forward a "primary spreadsheet roll...
A functionality I loved in Wdesk classic / projects, was that at any point I could save a PDF ready file and actually include all documents (if contained in a project) into 1 combined PDF file... LOVED IT! However, as we move to Next Gen, there ar...
Is there a way currently to freeze a presentation, document, or spreadsheet from updating links when something is final. For example, if I were to roll forward a presentation (month x +1) that is linked to a spreadsheet with Wdata, I have to pres...
I'm interested in setting up a Form SD filing package in Nex Gen. What is the appropriate reporting period to use in the initial step? Would it be the date of filing? Additionally, if I were to incorrectly select the wrong reporting date when set...
It doesn't seem like you are able to lock sections in Next Generation like you could in Classic. Are there other things that can be done if you want to be in a section and make changes without anyone else being able to make changes as well?
We are currently using document for all our reporting purposes (internal and external). I wanted to know what is additional in presentation which is not available in document.
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...
