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Platform

Excel table tagging

Pick a named table in the workbook, insert it into the document as a spreadsheet, and tag it once: each row takes its concept, each column its period, unit and scale.

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Illustrative Pick a named table from the workbook and bring it into the document as a spreadsheet.

How it works

Two kinds of decision tag the whole table

You decide once per row and once per column; the platform writes a fact for every figure where they meet.

  1. Start from suggested concepts

    Run Auto-tag and the platform suggests a US GAAP concept for each untagged row of the spreadsheet. Accept, change or reject each one; nothing is tagged until a person accepts it.

    See assisted tagging
    Illustrative A suggested concept for each untagged row of an imported table; nothing is tagged until you accept one.

  2. Give each row its concept

    Assign the row's concept and, where the table breaks a figure down, its dimension members. Every cell in the row takes them.

    Illustrative Give a row its concept and its dimensions once; every cell in the row inherits them.

  3. Give each column its context

    Set the column's period, unit and scale once. Every row's fact in that column follows.

    Illustrative Give a column its period, unit and scale; every row's fact in that column takes them.

  4. Check every fact the table produced

    The tags list groups each fact by its table and its row, so the whole table can be checked in one place.

Why it matters

The table is tagged by its structure

A note of 40 rows over three periods is 40 row decisions and 3 column decisions, and the 120 facts follow from them.

  • One concept per row and one context per column, applied the same way to every figure
  • A correction to a row or a column reaches every figure it covers
  • Fewer places for a figure and its tag to disagree
Illustrative Forty row assignments and three column contexts, not 120 separate tags.

Works with

  • Prior-period tagging

    Match each untagged figure to the prior filing's tag, see why, and accept it.

  • Assisted tagging

    Suggested US GAAP concepts for tables imported from Excel; nothing is tagged until a person accepts it.

  • Review and validation

    Fact-level review, blocking errors and warnings, and one view of what is left.

  • Import and compare

    Bring in an existing iXBRL filing and compare a draft with it, concept by concept.

Read more

  • Tagging a financial table from Excel

    How to tag an Excel table in XBRL for an SEC filing: give each row its concept and dimension members, give each column its context, then check the facts.

See one section, end to end.

We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.

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