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