Executive Report Template for SOX/Internal Controls Teams
Think of this template as the fast lane to building configurable slide decks for executive reports filled with internal controls and SOX data.
The template aggregates, calculates, and summarizes multiple tabular datasets from the Workiva SOX/Internal Controls Management Solution in a spreadsheet, then automatically populates a Workiva presentation for you. You can easily link and convey that data in charts, graphs, dashboards of team KPIs, and summary text blocks.
- Initial spreadsheet you can use as a staging ground for source data
- Presentation template with linked data placeholders
- A workflow chain to automatically refresh data flowing into the slides (optional)
Frequently Asked Questions
How do I get data out of the database into a spreadsheet?
With Connected Sheets. First, make sure you have “Owner” permissions on the spreadsheet. Navigate to a blank section, go up to the "Data" toolbar, select the "Connect" option, and choose "Wdesk Database." From the pop-up window, select the desired dataset, and click "Next." Please note, all content on the sheet will be replaced by the connected dataset.
How do I change the report data source(s)?
Connect the desired dataset to a new spreadsheet section using Connected Sheets.
How do I change the formatting to align to my organization's brand/marketing guidelines?
Navigate to the "View" toolbar, and select "Layouts" to open the Slide Layouts editor view where you can design slide templates. Add colors, shapes, logos, images, and text blocks to modify existing templates. Workiva supports custom color codes to match your branding. Alternatively, you can go to the "File" toolbar, select "Import" to import a PowerPoint file with your brand look and feel, and build slide templates from there.