Build a repeatable data load or repair a refresh that no longer reaches the report. We design Wdata tables, mappings, and queries, automate supported transfers with Chains, and test the source-to-report path with your team.
Your Workiva licensing, permissions, and source systems shape what is possible. We confirm those capabilities as part of the project scope.
Organize your source data in Wdata so your team can query it, reconcile it, and use it across reports. Build tables and mappings you can extend as requirements change.
Collect inputs from multiple teams with clear contributor tasks and review steps. Use the collection and roll-up capabilities available in your Workiva setup.
Reduce manual exports and imports with supported connections between your systems and Workiva. Define refresh schedules, checks, and failure handling; scope transfers back to a source system only where supported and authorized.
Create a reporting, budget-book, or cross-team workflow that fits your requirements, with review steps and operating instructions built in.
Explore a fictional workflow that combines system data with team inputs. Available connectors and transfer capabilities depend on your systems and Workiva license.
Scheduled connectors bring in ERP and HR data so your team can reduce manual file exports.
Give each team a task and its own input section in a Workiva spreadsheet, with a clear way to mark it complete.
An approver reviews each section and returns anything that needs correction. Approved inputs feed a Wdata table.
Keep source loads in separate Wdata tables and check row counts and totals before refreshing downstream results.
Use mappings to translate source codes and a period parameter to select the data your report needs.
Feed the linked report and deck from a connected spreadsheet. Where supported, send the approved plan back to the planning system. Document the process for its owner.
Use Chains to run the steps in order each period: retrieve ERP data, load the table, run the query, and export the result to the spreadsheet.
Operations headcount: 142, from the team’s input cell to the report line.
Follow a number:
Bring a representative source extract, its control totals, the report it feeds, and details of the current refresh. We confirm licensing, permissions, and supported interfaces before agreeing the build or repair.
The source and object map, table schemas, mappings, query parameters, refresh order, and agreed boundary between Workiva and the source systems.
Test source totals, missing and duplicate mappings, period selection, and reruns. Agree which exceptions stop the downstream refresh and who resolves them.
Document manual steps, unsupported connections, and open decisions rather than hiding them behind a successful run status.
Run a cycle and a failed-run recovery with your team. Leave instructions for refreshes, corrections, and safe reruns, with named owners.