Workiva Training Online

SKU: 3327
10 Lesson
|
30 Hours
igmGuru provides the best Workiva Training Online worldwide, and the course content is designed by certified professionals with extensive hands-on experience in Workiva and regulatory reporting solutions. In this Workiva course, you will learn all the key topics such as Workiva platform overview, Wdesk documents and spreadsheets, collaborative reporting, data linking, workflows, controls, and compliance reporting, and more. After completing this course, you can confidently use Workiva for financial, risk, and compliance reporting and build job-ready skills for real-world Workiva projects.

Overview

Prerequisites

  • Any degree or basic educational qualification required
  • No programming knowledge is required
  • Basic understanding of financial, compliance, or business reporting
  • Familiarity with spreadsheets and documents
  • Knowledge of ERP or reporting tools is beneficial

What Will You Learn

  • Understand the Workiva platform, workspace structure, and navigation
  • Create and manage documents and spreadsheets in Workiva
  • Link data across files to maintain accuracy and consistency
  • Collaborate with teams using comments, tasks, and review workflows
  • Build financial, compliance, and management reports
  • Manage structured data using Wdata tables and queries
  • Automate reporting processes using Workiva Chains
  • Import and integrate data from ERP and external systems
  • Workiva AI (AI-powered content generation, summarization, document assistance and data analysis)
  • Documents, Spreadsheets, and Presentations
  • Audit trails, governance, and permissions

Key Features

Course Curriculum

1. Overview of the Workiva cloud platform
2. Use cases for financial, risk, and compliance reporting
3. Workspace structure and navigation
4. User roles and permissions
1. Creating and managing documents
2. Text editing and formatting
3. Tables and embedded content
4. Document collaboration features
1. Creating spreadsheets
2. Sheets, cells, and formulas
3. Managing tables and data views
4. Spreadsheet collaboration
1. Creating and managing links
2. Linking across documents and spreadsheets
3. Source and destination links
4. Maintaining data accuracy and consistency
1. Real-time collaboration
2. Comments and discussions
3. Tasks and review cycles
4. Version history and audit trails
1. Financial and management reporting
2. Regulatory and compliance reporting basics
3. Document assembly and publishing workflows
1. Introduction to Wdata
2. Tables and datasets
3. Queries and relationships
4. Managing structured reporting data
1. Introduction to Workiva Chains
2. Automating data updates
3. Workflow automation basics
4. Monitoring and managing processes
1. Importing data from external sources
2. ERP and system data integration
3. Refreshing and validating data
1. Advanced linking techniques
2. Cross-report references
3. Security and access best practices
4. Audit readiness and governance
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Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 04 Jul 2026
  • Weekday Batch 06 Jul 2026
  • Weekend Batch 04 Jul 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

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Want to know Today's Offer

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Workiva Certification

Workiva Platform Certification

This certification validates your skills in using the Workiva platform for reporting, collaboration, data management, and compliance workflows.

Exam / Assessment Format:

  • Assessment Type: Online knowledge and practical assessments
  • Question Type: Scenario-based and practical application questions
  • Mode: Online via Workiva Learning Hub
  • Language: English
Workiva Certification

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