Constructing a presentation tree

Constructing a presentation tree

            Constructing a presentation tree is crucial in the process of arranging and organizing your financial data. We recommend consulting your financial document prior to its creation. This ensures that the presentation tree mirrors the order of your financial document, preventing any risk of omitting content during tagging or experiencing confusion. In this section, we will delve into efficient methods for building a presentation tree and effectively managing its components.

Add Elements in the Presentation Tree
  1. ​Choose the relevant tree role where you want to add elements from the presentation tab. If the relevant tree role is not available, you may click on create tree role and create it.
  2. Once the right tree role is selected for your financial data, right-click the Tree Role and select "Set as Parent" to establish the starting point.
  3. After that switch to the Taxonomy tab and locate the element you need, either by navigating through the Taxonomy Tree or using the search bar. The taxonomy tab is like a dictionary which contains the elements provided by the regulator.
  4. Right-click the desired element and select "Map". This action will place the element within the Tree Role on the Presentation tab.
  5. Continue this process until your entire presentation tree is fully constructed.

 



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