Workiva Sync Excel Add-in

Added a new report into Workiva with the plans on using the excel sync function to update the report. However, when I open the excel file the Workiva Sync Function is grayed out. Does anyone know why this would be the case?

Daniel Wolinski
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Copying Interlinked Worksheets

My workbook contains a pair of worksheets, SheetA and SheetB. SheetA contains formulae that link to SheetB. I would like to duplicate both Sheet A & B  to create Sheets C and D), and I would like the formulae to point at the new worksheets (Sheet ...

Peter Wetheridge All Star
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1
Workiva Sync - Formulas

I notice that there’s no option for the formulas within the spreadsheet to remain without including formulas that link to other spreadsheets on our N-Drive (internal shared drive) – causing errors if we choose the option of keeping all formulas. S...

Brittany Sing
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Workiva Sync add-in error

One of our colleagues is not able to use the Workiva Sync add-in. It states an "ADD-IN ERROR" saying that there is no permission to use the add-in. This person does have access to our Workiva workspace and the old Wdesk Sync worked fine. How can w...

Yup
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Determine unique values in spreadsheet range 已完成

Could a UNIQUE or DISTINCT function be added to spreadsheets to determine the unique values from a range of cells? 

Alex Stough Idea Generator
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6
Formula vs link - best practice?

We are new to Workiva and are setting up our working papers at the moment. I see that there are two options in order to reference data from one spreadsheet section to another section - by formula reference, or by linking. Is there a best practice ...

Shera Ip All Star Idea Generator
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Single primary spreadsheet for 10Q or 10K vs. separate spreadsheet for each

Hi all! We are currently in the process of looking into implementing WDATA next year and during this process the question of whether to keep our separate 10Q and 10K spreadsheets, or transition to a single source spreadsheet has arisen. A long tim...

Ashley White All Star
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2
Publishing links

Hello,Is there a auto-publish functionality in Wdesk? So if I make any changes to the spreadsheet which is linked to the word file, I will have to click on the Publish links button to update the same in the document. Is there a way to auto-publish...

Mohit Kumar
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Excel Indirect function 已计划

I would really appreciate the functionality of the Excel Indirect function in Spreadsheets. It would allow elements of a function to be variable based on something outside the specific cell with a formula.

Bob Graham Rock Star Idea Generator
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22
Exporting formulas issue

When I save a spreadsheet into .xlsx format, there are some "@" signs in the formula which gives #VALUE error in Excel. How do I save the file to avoid this issue?   Formula on Wdesk:   Cell output on Wdesk - error due to formula not supported by ...

Ian Au Yong
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1
Importing Excel Workbook with formula @SUMIF - not working

We're importing workbooks, all formulas are working except for the SumIF and SumIFs.  After reading some of the posts similar to what we are experiencing. We need help since we are unable to make SumIF/s work.  Below are screenshots of the SumIF f...

Jonathan Santamaria
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Workiva Sync 已回答

Will Workiva Sync be available for all Workiva subscribers?  Or is it a separate subscription?

Liani Castillo
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Exporting links created in Wdesk and retain the link function in excel

We've created links in Wdesk spreadsheets, but we need to retain those link capabilities in Excel, is that possible.  For example, I have a spreadsheet that has a section for table of contents.  Each section is currently linked to a section in the...

Stacey Borgstadt Rising Star
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1
Access Restriction tab Filter/Search option.

Trying to find a specific IP Address on the current configuration is time consuming and problematic. Can you add a feature to either allow us to filter or search on that IP Address list. Additionally, the only way to get that list is to copy the a...

David Spaulding Rising Star Idea Generator
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MD&A Cash Flow Flux Formula

Has anyone created a formula for Cash Flow Flux for MD&A?  Like if the change for operating cash flow decreased, it would say decreased or if it was a negative it would be used in vs provided by? 

Permanently deleted user
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Sync & Apple 已回答

Our organization would like to adopt Sync using our spreadsheet.  However, we were told it’s not compatible since we using Apple, only compatible with Windows.  Is there a work around using the sync spreadsheet option or will this be available soo...

Cindy Valerio
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Ability to export chart spreadsheet

There are times that we have a large date for graphs that are not linked into a spreadsheet. Is there a way to export the live chart spreadsheet as excel?

Permanently deleted user Rising Star Beta Buddy
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Proxy/10-K timing - single source sheet

We combined our source sheet and added our Proxy to our workspace during Q4 2022, and after filing last week are ready to begin prepping for Q1. However, our proxy (not yet filed) is connected to our sheet. How do other teams handle this mismatch ...

Jessica Welch
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Array Formulas 已完成

hello, I can't figure out why workiva is throwing a #VALUE! error for the following formulas:  =IF(ISBLANK($F2),"",INDEX('COA & FSL Mapping'!$B:$B,MATCH($C2&$F2,'COA & FSL Mapping'!$U:$U&'COA & FSL Mapping'!$A:$A,0))) =IF(ISBLANK($F3),"",XLOOKUP(1...

Ashley Moussa Data Management Suite
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Character Limitation

Is there a way to limit the characters that can be entered in a cell?  I couldn't find anything on it.  We have a lot of departments entering their justification for new funding and it's creating a massive report, is there a way for them to limit ...

Kyley Houck
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3
FILTER Function Alternative 已回答

Hello. I’m looking for help on the best option in Wdesk worksheet to return all rows (records) based on criteria defined from one sheet (data source) to new sheet. There are several ways to do this in excel and one option that comes to mind is the...

Omar Fernandez
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3
How can we list unique values from a range in a spreadsheet? 已完成

Hi, I'm trying to list down all unique values from a column in a spreadsheet. For eg. If I have the below list in the column in a spreadsheet: A. And I want to transform the column so that only the unique values are shown as below: B.   Is there...

Kevueli Tavainavesi Rising Star Idea Generator Data Management Suite
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5
Import of xlsx File Failed 已回答

I am trying to import an .xlsx file and the size is 45,219 KB.  It is failing and I am not sure why.  Has anyone had success in importing a file this size and if so, what can I do to get this to work?  Thanks!

Kellie Volpicelli
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Column alignment based on digits

Hello, my team is attempting to align the values within a spreadsheet such that the ones place, hundreds place, etc are vertically in-line (and aligned on the right side of the cells). Given we are using the accounting formatting of the figures, (...

Permanently deleted user
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Rounding with different dollar values 已回答

I have one document that is in whole dollars and linking it to another document that will be in thousands. During this process, we have come across footing issues. I started using the "round" formula which will allow it foot but came across other ...

Permanently deleted user Workiva Advocate Rock Star Idea Generator Community Champion
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Pulling sheetnames into cells

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.

Pat Flanakin Community Champion Idea Generator
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RRI or Compound Annual Growth Rate (CAGR) Fuction

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.

Roman Magar Rock Star Idea Generator Train the Trainer Data Management Suite
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Pivot Table 已回答

Hi there,  Are there any alternatives way that help in the absence of pivot table to present data on workiva spreadsheet?  Thanks

Cavisen Ramsamy
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