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
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 ...
I was working in a Wdesk spreadsheet, and I needed to combine cells that contained text into one cell with a delimiter between the text from each cell. However, some of the cells that I am trying to combine contained repeated text, so I thought i...
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...
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?
How can I be sure that calculations are processed and completed after a data sheet has been loaded?
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...
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...
How can I add a symbol (e.g., up arrow, down arrow) in a spreadsheet cell that contains an existing formula.
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...
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
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?
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.
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 ...
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...
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?
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...
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?
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...
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,...
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...
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...
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...
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 ...
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...
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...
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 ...
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...
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 ...
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...