Remove/Replace elements
Effectively managing elements in the presentation tree is crucial for maintaining a well-structured and organized financial report. Whether you're removing outdated elements or replacing them with more accurate ones, follow the provided steps below.
Remove Elements
- Before removing any elements, ensure that the associated facts are untagged.
- Navigate to the element you wish to remove. Right-click on the element and select the "Remove Element" option. The element will be removed.
When removing a parent element, it's important to remove any child elements it contains.
Replace Elements
1. Start by selecting the element in the presentation tree that you wish to replace. Right-click and choose the "Replace Element" option.
2. You have two options for selecting a replacement element: Standard or Custom
Standard: This option allows you to choose elements from the existing taxonomy.
Custom: This option enables you to select elements from a list of extensions, giving you the flexibility to incorporate custom elements into the presentation tree.
3. Depending on your choice (Standard or Custom), browse the taxonomy or extension list and select the required replacement element.
4. When you select the element to be replaced, you will have the option: Replace or Replace All
Replace: Replace the element within the current role only.
Replace All: Replace the element across all roles within the Presentation Tree.
Make your selection based on the scope of the replacement required.
By following these detailed steps, you can effectively manage your Presentation Tree, ensuring that your financial data remains accurate, organized, and aligned with the required standards. Whether you're updating elements or restructuring your tree, these processes help maintain the integrity and clarity of your financial reporting.
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