don't see clipboard when copy and paste

When I copy content from Workiva spread sheet into Workiva doc file by using control C and control V, the clipboard is not showing, so I cannot select paste as links. Can someone help me out please? Thank you! David

David Zhang
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Subtotal Features 已完成

Hello, I am looking to solve a consistent issue we have on Workvia where hidden rows are still counted in sum/subtotal formulas. One solution would be for us to use Subtotal 109 excel formula as a check to only calculate visible rows, but Workiva ...

James McDowell Idea Generator
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2
Change Notification 已回答

Does anyone know if there is anyway to flag a cell if it's value is not zero? we have a checks file and although our team does a good job monitoring the spreadsheet to make sure our differences are zero, we do run the risk of missing one because w...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
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Can subtotal formula reflect filtered view? 已完成

I have applied a filter to my data, and I am using a =SUBTOTAL(9,...) formula, but all values in the range are included, instead of just the visible values of my filtered data. Is there a better way to do this?

Rory Mulhern Rising Star Idea Generator Workiva Platform Data Management Suite
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1
Confirmation for completed processing

How can I be sure that calculations are processed and completed after a data sheet has been loaded?

Beat Nydegger Rising Star Idea Generator
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4
Conditional Formatting - Due Dates

Hello, My objective is to apply conditional formatting to due dates in a connected sheet so my team knows which controls are due within the next two weeks. I am struggling to figure out if there is a way to set up a dynamic formula or if my only o...

Katherine Petruszak
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Pivot Table in Spreadsheets

It is very frustrating to not be able to create a pivot table in wdesk. It takes way to long to use sumifs formulas to get the results that a pivot table would provide.  I am trying to keep it all in wdesk for audit/control purposes.  Is there any...

Becky Gale
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36
Workiva spreadsheet - symbols - adding more superscripts

Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...

Mandy Tsui
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3
Wdesk spreadsheet formula 已回答

Hi Team, Is there a way to round off the amount in Wdesk spreadsheet to nearest 5000. The formatting only allows to round off to 1000 (& not 5000) . Also, I tried using the normal excel formula but it doesn't seem to work in Wdesk spreadsheet 

Nikita Bisani Data Management Suite Workiva Essentials
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0
Linking text within a cell without linking the entire cell

Hi, I want to link the date and amount in the following cell from our single source file. When I try linking them, they don't appear as destination links. Does Workiva have the capability to link text within a cell without linking the entire cell?

Corina Chan Rising Star Idea Generator
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0
Add images to Excel 已完成

I am currently unable to insert images into the Wdesk version of Excel. Images saved in an Excel document do not upload into the Wdesk version of Excel. 

Permanently deleted user Rock Star Idea Generator Community Champion
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7
Spreadsheet cell limits 已回答

How do the cell limits work in Spreadsheets? I understand that there is a limit of 2,000,000 cells in Spreadsheets but I was wondering what counts as a used cell. Is it 2,000,000 cells containing any data or do empty cells count towards the limit ...

Carl Hills
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2
Notification to alert file problem

We have several audits in wdesk, each audit has a checks file to make sure numbers that need to tie actually tie. The only risk we run is that if we don't monitor these we can miss when there is an issue. If it was only one or two files we would b...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
1 |
0
Uploaded excel file, but available for download only? 已回答

I uploaded an excel file without pivots or external links, yet it "is available for download only." How can this be fixed so I can upload the file and be able to edit it within Workiva?

Fernando Montanez
3 |
1
Rounded figures - calculations

We have calculations using figures that show up multiple times at varying scales, so they're entered in the spreadsheet in whole dollars and historically the difference calculations are based on that information, then linked and formatted in docum...

Nicole P. Rock Star Idea Generator Community Champion
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0
Filter applied when there is no filter selected 已回答

I have a spreadsheet open that has no filters applied, the row count is 2728 rows. Only 702 rows are showing and it says there is 702 rows that match filter. I do not have any filters applied so I do not understand why I cannot see all  2728 items?

Amber Khaleeli
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CHILDREFS & TEXTJOIN Data Aggregation FAQs

This post helps explain how you can use CHILDREFS and TEXTJOIN in formulas for data aggregation. Examples and supplemental information is also provided.  A common use of Spreadsheets is to aggregate data across a changing number of sheets. Each ti...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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How to use TEXTJOIN

TEXTJOIN is a newly supported formula which allows you join text strings in different cells together. CHILDREFS can be used with TEXTJOIN to join text from cells across all child sheets. In this example, the TEXTJOIN formula “=TEXTJOIN(", ",TRUE,...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Supplementary Info for CHILDREFS

CHILDREFS is only available in Spreadsheets. Formula help will not suggest CHILDREFS when creating formulas in embedded tables. Formulas containing the CHILDREFS function will evaluate to 0 if pasted into an embedded table. This is because there...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Advanced Example: Nesting CHILDREFS Formulas

Nesting CHILDREFS formulas in child sheets enables multi-level data aggregations. In this example, “North America” contains SUM/CHILDREFS formulas aggregating values from its child sheets, “California” and “New York”. By demoting “North America...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Advanced Example: Combining CHILDREFS usages

You can include the CHILDREFS function more than once in a formula. This enables you to compound aggregations from different parent sheets all in one formula.  In the above example, the North America sheet is a sibling to the “NII Summary” sheet...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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0
How to use CHILDREFS

CHILDREFS is more than a formula - it's a function you add to formulas to invoke data aggregation. Adding CHILDREFS to your formula tells the formula to apply the cell reference to all sheets that are children to the current sheet being edited in ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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1
Conditional formatting that will lock a cell as well as make it blank 已回答

We are working on a if/conditional formatting situation-where we want it to be  if No then should be blank and lock the cell for editing. Is that something that can be done currently in spreadsheets?  Also is there conditional formatting that will...

Tanya Thomas All Star Idea Generator Community Champion
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3
Filters in a Spreadsheet Template 已回答

Is it possible to add filters to a spreadsheet template and have those filters carry over to the spreadsheets created from that template? I've tried to do this myself and the filters did not carry over to the newly created spreadsheet.  While it i...

Maria Bishop Idea Generator
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Conditional Formatting to highlight the largest number in a column 已回答

I am trying to create a conditional format for each column to identify the record amount for that specific column.  We want the record cell to be highlighted green and bolded for the largest value.  I am not sure how to do this and could not find ...

Bryant Voiles
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1
.dat file into wdata 已回答

Hi Team,   We have a "Pipe" delimited file with file extension of ".dat". May I kindly know if workiva can accept ".dat" files into wdata tables? I know "Pipe" delimiter is not an issue but, keeping delimiter constant can we load data into wdata i...

madhuri desai All Star Idea Generator
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0
Connected Spreadsheet Rollforward

Hi CAB members! My team is using a connected spreadsheet between two workspaces and we are looking for best practices for how to rollforward. Right now it looks like when we rollforward we have to reconnect the spreadsheet in each workspace. That ...

Christie Kozlik Rock Star Idea Generator Community Champion
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4
Tips for streamlining spreadsheets

Hello - I am looking for any tips, best practices, or success stories of folks using spreadsheets successfully for financial reporting disclosures in Wdesk. Are there testimonials posted elsewhere in the Community or any helpful videos from an Amp...

Drew Dunn
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