<i class="icon-match-section w-icon w-icon-50 w-icon-twfr-file-sheet-g2 w-icon-color"></i><i class="icon-match-section w-icon w-icon-50 w-icon-twfr-link"></i><br><i>General discussion and Q&A for next generation Spreadsheets, including linking to and from next gen content, Sync for Spreadsheets, formulas, filters, comments, data connections, data validations, conditional formatting, attachments, imports and exports, and general formatting.
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...
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...
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...
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...
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...
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.
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...
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...
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.
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.
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...
Is there a way to set up conditional formatting between spreadsheets? Not just within the same spreadsheet?
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...
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...
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...
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"...
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 ...
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...
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.
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...
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...
