Workiva Inc. · NYSE:WK
Workiva — Investor Presentation (August 2024)
26 slides from Workiva's investor presentation, August 2024
Slide 1: The Document
The Document © CV-Consolidated Financial Statement 2019 NG W/data File Edt View Review XBRL G§j«> S Normat ules Fomat ‘Styles CV-Consolidated Financial Stat Cover Table of Contents Forward Looking Statements Consolidated Financial Statements Consolidated Statements of Op. Consolidated Balance Sheets
Slide 2: The Document - Right Hand Panel - Properties
The Document - Right Hand Panel - Properties YOUR LOGO HERE
Slide 3: The Document - Right Hand Panel - Properties
The Document - Right Hand Panel - Properties YOUR LOGO HERE
Slide 4: The Document - Right Hand Panel - Properties
The Document - Right Hand Panel - Properties YOUR LOGO HERE
Slide 5: The Document - Document Outline
The Document - Document Outline YOUR LOGO HERE
Slide 6: The Document - Document Health
The Document - Document Health YOUR LOGO HERE
Slide 7: The Document
The Document BL Weesk Basis Sides (Pan i) | =) Bridget Lankford Doc-11.12.018 | =) cV-Consotdated Financial Statement 2019 NG Wdata B wee xs @ w a a ee | terms Fomat ‘Styles CV-Consolidated Financial Stat Cover Table of C Dontents Forward Looking Statements Consolidated Financial Statements Consolid
Slide 8: File Tab
File Tab File Edit View Review XBRL Mp xs 2A B&B FF DBA Publish Import ~ | Export 2 | Print Properties ~ Permissions ~ Health Rename 7 ff vot (pdf) Ae / 2 > 2. Fair Value Measurements t EDGAR (.htm) 2. FAIR VALUE} [ O} DOCX Beta (.docx) v The fair value of an YOUR LOGO HERE
Slide 9: Edit Tab
File Publish Edit Tab Edit View Review XBRL > | Normai ~ ‘syles CV-Consolic + Cover Table of Contents Forward Looking Statements Consolidated Financial Statements Consolidated Statements of Op. olidated Balance Sheets Con: Consolidated Statements of Ear... Consolidated Statements of Sto... Con: Note
Slide 10: The File/Edit Tab - Activity
The File/Edit Tab - Activity Your Turn! 1. In the document you created a. Go to Document Properties i. Update Symbol Align to $(1,234.12) ii. Update page margins to Top ".75" b. Go to Permissions i. Filter by Owner ii. Add someone else in the class as viewer c. From the Edit tab i. Insert a Table
Slide 11: Demo Documents
Demo Documents • Continuous Scrolling • Insert • Formatting • Hyperlinks • Audit Trail & Milestones
Slide 12: Documents
?s Documents
Slide 13: Adding Text - Activity
Adding Text - Activity Your Turn! 1. Rename Section 1 to "Table of Contents" 2. Add 2 new sections to the document outline 3. Rename the sections each: a. "Overview" b. "Performance" * Open the Wdesk doc called "Source Information - Copy/Paste" and copy text from there 4. Copy/paste Overview text* i
Slide 14: Document Basics - Formatting
Document Basics - Formatting Formatting Your Text • Style guides • Format painter YOUR LOGO HERE
Slide 15: Demo Documents: Style Guides, Format Painter
Demo Documents • Formatting ◦ Style Guides ◦ Format Painter
Slide 16: Style Guides - Formatting Text - Activity
Style Guides - Formatting Text - Activity Your Turn! 1. From the Styles drop down select "Edit Style Guide" a. Normal i. Change and lock the font style to "Calibri" ii. Update Notes to "Calibri only" b. Headings i. Heading 1: Change Heading 1 to the color purple ii. Heading 2: lock the font size and
Slide 17: Format Painter - Formatting Text - Activity
Format Painter - Formatting Text - Activity Your Turn! 1. In the Overview Section a. Pick some text from the first paragraph - bold it and format it in a different color 2. Highlight that text 3. Double-click on the format Painter 4. Apply that formatting to other pieces of text in the next paragrap
Slide 18: Milestone the Document - Activity
Milestone the Document - Activity Your Turn! 1. From the Right Hand Panel: a. From the History panel b. In the drop down menu for your most recent 5 minutes logged c. Select > Create Milestone i. Name: Draft 1 ii. Remarks: Text Formatting
Slide 19: Document Basics - Tables
Document Basics - Tables Working With Tables • Tables function much like mini spreadsheets • Several additional formatting options appear on the toolbar when a table is activated YOUR LOGO HERE
Slide 20: Demo Documents: Formatting Tables
Demo Documents • Formatting Tables
Slide 21: Working With Tables - Activity
Working With Tables - Activity Your Turn! 1. In your Performance section, insert a table under the text 2. Formatting Tables with text, numbers, formulas, etc: a. From "Source Information - Copy/Paste" > Tables> copy table b. Paste into the table you inserted in your Document NOTE: You will match th
Slide 22: When You Get Done Your Table Should Look Something Like This
When You Get Done Your Table Should Look Something Like This: YTD March 31, March 31, (in thousands) 2019 2018 Gross Income $ 125.00 $ 120.00 Expenses 100.00 100.00 Net Income $ 25.00 $ 20.00 % Profit 20.0 % 16.7 % YOUR LOGO HERE
Slide 23: Document Basics - Hyperlinking & Autotext
Document Basics - Hyperlinking & Autotext Hyperlinks & Autotext • Easily hyperlink to: ◦ other sections within the same document ◦ other Wdesk documents ◦ external url • Set page numbers to auto-update Note: Need to ctrl+click to follow the hyperlink YOUR LOGO HERE
Slide 24: Hyperlinks & Auto-Text - Activity
Hyperlinks & Auto-Text - Activity Your Turn! 1. Demote the Overview & Performance sections underneath of the Table of Contents section 2. From "Source Information - Copy/Paste" a. Copy table contents from "Hyperlinks & Auto-text" table into your Table of Contents blank table 3. Apply a hyperlink to
Slide 25: Demo Documents: Hyperlinks, Auto-text
Demo Documents • Table of Contents ◦ Hyperlinks ◦ Auto-text
Slide 26: Formatting
?s Formatting