Quarterly Financial Statement Roll Forwards Very Time Consuming 已回答

Hello, There are several time consuming tasks that my organization has to perform manually every quarter and I'm wondering if there are either automated or AI solutions to perform the tasks.  The two most time consuming tasks are: 1) Manually rena...

Eric Sanchez
7 |
0
Full precision vs As displayed 已回答

Hello, i am curious if there is an article or community post that you can point me to that explains the differences between Full Precision and As Displayed (the impact on the data, recommended uses for each, downfalls for each).  We have had round...

Melodie Morin
2 |
0
Setting up a workflow/process on worksheets 已回答

We are trying to build out a specific workflow for preparing and signing off on schedules within workiva, but want to be able to limit access to preparers.  I'd like to connect with someone in the Workiva team who can show me the "correct" way to ...

William Meek
7 |
0
Can't merge within a range link 已回答

I have encountered a problem with merging cells within a range link that have a link. It's no problem merging/unmerging before I paste the range link another place, but once the link is established - merging cells wont work, and i get this error:  

Egil Oyri
1 |
1
Date functions (TEXT(MONTH())) and TODAY()

We have encountered with few use cases: 1)Function Text + Month is not working as expected, as per below I would expect to receive value as "DEC", however final result is "Jan". Tried to modify MONTH value bus the outcome still the same "Jan" 2) ...

Lukas Rakickas Idea Generator
1 |
0
Array Formulas Exporting to Excel

Is anyone else experiencing issues with array formulas (ex., Unique, Filter, etc) when exporting from Workiva to Excel? We’re seeing cases where these formulas don’t carry over in the Excel export. Curious if this is a known issue or something oth...

Matt Ryan
1 |
6
[HELP NEEDED]: Automatically applying rounding guidance within Factbook 已回答

Hello! My team has predefined rounding rules for our ESG disclosures, and I'm curious if there's a way to add or pre-populate our rounding rules within our Factbook?  Right now, our Factbook automatically pulls through the submitted/approved data ...

Lauren Clark Rock Star Idea Generator
4 |
0
Delete filtered view in spreadheets

Hi- Does anyone know how to delete a filtered view in spreadsheets? We have many views that were created and saved by employees no longer with the company and could like to delete those views. Thanks!

Allison Falk
1 |
0
Ability to push Views into Spreadsheets 已回答

Is there any possibility to push created Views in Wdata to spreadsheets from Wdesk? Now from what i can see this is possible only from wdata only (by exporting to spreadsheets). We are looking for a solution that could be done from wdest, autopush...

Lukas Rakickas Idea Generator
1 |
0
Comments in Spill Formulas

Since cells don't have specific values, if a new result is added to the data source, the output ordering will change. If a comment had been left on a cell, it will no longer show up in the initial place. Is there a way to address that?

James Babendir Rock Star Idea Generator
1 |
0
Break links in excel after exporting file

Would it be possible to consider breaking links and leaving only values (where an error is given in the formula) in the exported file if I select an option to download the file with accurate formulas?  I one of our case we have to export excel cal...

Lukas Rakickas Idea Generator
3 |
1
sum(abs(range)) or alternatives

I am looking for the ability to sum the absolute values within a range but the functions which allow this in excel do not currently work in Workiva. Is that an alternative which would allow me to sum the absolute values?  My example would be if we...

Lee McCarthy Idea Generator
7 |
0
Add confirmation prompt before removing a spreadsheet connection

It’s currently very easy to accidentally remove a connection from a spreadsheet section when using the right‑click menu, as Remove connection is located directly below Share updates. There is no warning prompt before the connection is removed. I p...

Sindre Sjoebakk Rising Star Idea Generator
3 |
1
Using a Linked value in a formula?

I have a really simplistic question -- how do I use a linked value from another workbook in a formula?   I suppose I could create an intermediary cell in my source or destination workbook, but I'd like to avoid that.   Thx

BillW
1 |
1
Link with Validation 已回答

Hello, I require assistance with linking data between two Workiva workbooks. Specifically, I have a data validation rule (dropdown list) implemented in a cell within the workbook named 'A1'. I need to transfer the selected value from this dropdown...

Katie Larson
4 |
0
How to measure Column width vs Microsoft excel 已回答

How can we align the column width of Workiva Spreadsheet with Microsoft Excel. MS Excel provide the units "Pixels" whereas Workiva Spreadsheets width its not in pixels

Kshitij Mathur
1 |
0
CHILDREFS combined with IF statements

Is it possible to use an 'if' statement to pull back the data from the children tabs if the spreadsheets are not set up exactly the same?   I am able to successfully use the CHILDREFS functionality to pull back data from child tabs in spreadsheets...

Amy Jordan All Star Idea Generator
0 |
0
Feature Request – Time Format (Hours and Minutes) in Spreadsheets Workiva

I am experiencing an issue with time formatting in spreadsheet cells within the platform. Currently, Workiva interprets decimal numbers in base 10, which affects calculations involving hours and minutes. Identified Issue: When I enter values like...

Thiago Andrade Vaz Rock Star Idea Generator Workiva Essentials
12 |
10
Disable Formula Triangle in Sheets 已回答

Hello,  Is there a way to disable the triangle icon in the corner of formula cells? I have some sheets with large formula-driven tables, and the users find the icons distracting. Thank you! Cedric

Cedric Hille
6 |
0
Updating Connections on Connected Sheets

We currently leverage connected sheets for reporting and have added additional columns to the report within the module. How can I those columns to the connected report that we leverage? I.e Need the 2 new columns brought into the connected sheet t...

Anthony D'Angelo
2 |
0
Rounding Down Whole Numbers

We have all numbers in our ESG Factbook in the fullest precision, but we need to round up or down as needed for our ESG disclosures. I understand how to display the numbers rounded up, but cannot figure out how to get them to display rounded down....

Linda Walter Idea Generator
4 |
3
Locking cells in template

I have created a template in which I have locked certain sections- when I create a spreadsheet from the template none of the locked cells transfer over as "locked". Support told me this is not currently possible & suggested I submit this. thanks

Shannon Billhime
1 |
0
Ability to Lock cells on spreadsheet? 已回答

Hi, I'd like to lock certain columns that I have a vlookup formula on, but I don't see a way to do this. In this example I want to lock columns D and F. Anyone know how I can do this? Thanks!

Michelle Haynes All Star
3 |
0
Concatenate CSV files into a Sheet

Hello, I am currently working on a project that involves merging information from different CSV files into a spreadsheet. Those CSV files are stored inside a folder in my workspace, next to my spreadsheet. How can I solve this problem? Should I us...

Gabriel Franco
1 |
0
Show larger than zero as zero, and zero as blank

Hi,  We are using accounting formatting in spreadsheet, and for a specific report we are looking for a solution to the following display formatting: - If a number is zero => display blank or en dash- If a number is between 0 and 1  => display "0"-...

Rune Ingebrethsen
2 |
1
Find and Replace All 已完成

Hello, Are there plans for the immediate future for a find and replace all function, particularly in spreadsheets?  

Cody Burns Rising Star Idea Generator
5 |
1
Excel formula not working

The following formula works in Excel, but not in Wdesk: =(H5(--('Sheet 1'!E:E="PSU"),--('Sheet 1'!F:F>G6),'Sheet 1'!H:H,'Sheet 1'!I:I))/C34 It's pulling from "Sheet 1" What am I doing wrong?

Maureen Rivelli
1 |
0
Deleting existing data prior to Syncing 已回答

Is there a way to automatically delete all existing data prior to syncing a worksheet? Each month, I have to sync multiple worksheets to spreadsheets in Wdesk. Some times, the worksheets I have to sync have fewer rows than they had the month befor...

Bob Graham Rock Star Idea Generator
1 |
1
Last Updated Field 已完成

I am looking to create a dashboard to show when all spreadsheet/cell is updated.  We have some areas where a spreadsheet is updated manually that feeds into other spreadsheets. 

Joshua Wallis Rising Star Idea Generator
5 |
1
Spreadsheet outline summary or filtered view

Hi, does anyone know whether we can filter the outline labels in Wdesk Spreadsheet and a summary report of outline labels can be generated?

Woon Fong Yvonne Mak
1 |
1