Inline Spreadsheet Comments now available! 已完成

Inline Spreadsheet comments give users the ability to view comments directly in their sheets by clicking the comment indicator instead of having to navigate to the panel. If you'd be interested in signing up for this beta program, please comment b...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Setting Page Margins in Spreadsheets? 已计划

Is there a way to adjust the standard 1" all around margins on a PDF created from a spreadsheet?  My worksheets that should print on two pages are stretching over four because the margins on the PDFs are huge.  Changing the orientation from landsc...

Sarah Gorman Rock Star Idea Generator
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Spreadsheet - Dragging Cells 已完成

We recommend that their software engineers create spreadsheet functionality to allow us to select certain cells and drag (move) them to other cells. To be more clear, we're asking for functionality similar to Excel where we can drag a cell (or mul...

Tremain Crutcher Rising Star Idea Generator
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3
nützliche Funktionen im Spreadsheet (Gruppieren, fixieren)

Guten Tag, für ein übersichtliches Arbeiten im Spreadsheet finde ich es hilfreich über zwei folgende Funktionen zu verfügen: > Gliedern (Gruppieren) von Daten in einem Arbeitsblatt bzw. einfügen von Ebenen.  > Fenster fixieren: Die fixierte Spalte...

Tanja Wilfert
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Shorter dash for zero linked value 已完成

Would it be possible to have the option of amending the dash from the 'Em dash' to 'En dash' in a linked cell when the value is zero? Currently only the 'Em dash' is available and this is very long and does not match our required formatting.

Mikaela Lehvonen Rising Star Idea Generator
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3
External links in Imported Excel formulas

Hi, I Imported an Excel file (.xlsx) into a Wdesk Spreadsheet with cells linked to other files saved in my local PC. Workiva shows the imported cells with #SHEET in spite of keeping the link to my locally saved files. Is there any other way to kee...

ibon Clavero clavero ugarte
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0
Has anyone successfully used a SUM(SUMIFS) formula in spreadsheets? 已回答

I imported a spreadsheet into Wdesk and it has SUM(SUMIFS) formulas all over the place, but I can't seem to get them to work in spreadsheets.  So currently I have #VALUE in all the cells.  Does anyone know if Wdesk supports the use of this formula...

Kellie Volpicelli
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2
Leading zero in tables 已回答

Hello, Is there a way to show the leading zero in a table? I'm trying to display "0408" but it keeps returning "408" even when I use excel files tricks it doesn't work. Thanks. 

Sean Manning
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1
Copying one sheet in a spreadsheet to another spreadsheet 已完成

We would like to create one combined spreadsheet for our quarterly and year end reporting. What is the best method in Workiva Next Gen to copy portions of our quarterly spreadsheet file to another spreadsheet (e.g. year end spreadsheet)? Thank you.

Jill Yaspan
2 |
1
Add support for XLOOKUP formula 已完成

The following enhancement was shared by a Workiva user: We are really excited for this new formula in Excel and wants to know if we would consider adding it too. https://techcommunity.microsoft.com/t5/Excel-Blog/Announcing-XLOOKUP/ba-p/811376 I...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Conditional Formatting 已回答

Is there a way to set up conditional formatting between spreadsheets?  Not just within the same spreadsheet?

Robert Walsh
1 |
0
Using if/then for images

We have a document that we would like to use if/then statement to show an image depending on whether or not a criteria is met. So if the criteria is met we would like to show yes/no with a circle around yes and if the criteria is not met i would l...

Jenniffer Vielman-Vasquez Beta Buddy Rock Star Idea Generator Community Champion
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Concatenate & Text Formula - Parenthetical Text 已回答

I am attempting to add a decimal place into the parenthetical text in the comprehensive financial statement. It appears correct for anything that isn't a zero, where it just leaves the value blank (see column A below). Any suggestions on how to fi...

Murphy Sauceman Beta Buddy Rock Star Idea Generator Community Champion
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0
Hyperlinking in Spreadsheets 已回答

Is it possible to have the hyperlinking functionality in Spreadsheets to function similar to Documents, where it's possible to link to a specific section? Currently, I believe you can only link to a web address, which works initially, but now that...

Kyle Panos Beta Buddy Rising Star Idea Generator
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Spreadsheet filters 已完成

Excel has the =filter function which allows you to filter a range or an array.  You can use it to return multiple rows based on a value or values. For example, from your current sheet you could return all rows from a connected sheet where "FY2020"...

Greg Barnard Workiva Advocate All Star Idea Generator Community Champion
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2
Table -> Multiple Row Insert Functionality? 已完成

In the NexGen editor, is there a way to insert multiple rows in a table after the initial table is inserted?  The standard table comes with 10 rows, but there are times I would need 35+ rows. (For example, building out a compensation table in the ...

Peter Molnar Workiva Advocate Rock Star Idea Generator Community Champion
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1
Find & Replace All in Spreadsheets 已完成

Is there any timeline on when the Find & Replace All feature will be available in Workiva spreadsheets? Currently the only option is to find and replace, and this has resulted in our team having to manually find and replace for several thousands o...

Kevin Weyant Idea Generator
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Ability to Lock Column Widths in Next Gen 已计划

Hello - is there any way to lock the column widths in Next Gen spreadsheets as well as tables in Next Gen documents?  Users are changing them on us and we do not want that.

Shawn Tays All Star Idea Generator
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1
Best Method - Single Source Spreadsheet to multiple Documents for Next Gen 已回答

Hello, I'm looking at ways to improve setup for our documents and spreadsheets. We have 2 separate spreadsheets (Financial Statements and MD&A) linking to the respective documents of the same name. How can we set up a single source spreadsheet and...

Linda Lo All Star Idea Generator Community Champion
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2
"Transpose" option when pasting information 已完成

The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I would love to s...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Copy and paste images in spreadsheets 已完成

Be able to simply copy (CTR-C) and paste (CTR-V) a screenshot in spreadsheets (similar to the capability in presentations) for support backup purposes. The current way of attaching a screenshot has too many steps and you can't easily visually...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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42
Unable to paste long text into spreadsheet cells or table cells in documents 已回答

I am unable to paste long text into spreadsheet cells and table cells in documents. To work around this, I have to take the text, open MS Excel, paste the text in the cell, select all the content in that cell, Ctrl+c, then paste it into the wdesk ...

Kristin Esbrandt
1 |
0
Authorship in spreadsheets - filtering and updating by multiple users 已回答

When multiple users are in a spreadsheet to make updates at the same time, users are encountering issues when trying to make edits when one user has the file filtered. Is there a way that multiple users can sort the same file at the same time and ...

Kristin Esbrandt
1 |
0
Calendar/Date Selector as Data Validation option 未计划

Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)? 

Scott Paasch
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1
Is there a way to insert symbols in a spreadsheet 已回答

Is there a way in a spreadsheet to use tick marks. For example, arrows, lines, symbols.. When creating a tie-out of a footnote, it would be useful to have the spreadsheet set up with the tick marks for ease of exporting to a PDF. We can change the...

Cheryl Portesan
8 |
1
Trial Balance 已回答

Any plans create a feature to upload a trial balance or financial statements to WDesk in order to map internal controls to FSLI's? 

Dustan Nalder
1 |
1
Array Formulas 已完成

Does Workiva support array formulas in the spreadsheets? I uploaded an excel workbook that uses array formulas and I cannot seem to get my formulas to calculate in Workiva.

Joey Estrada Idea Generator
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