Tag financial statements and level 4 facts
The Table Tagging feature is essential to tag the financial tables and Level 4 facts within your financial reports. Follow the provided steps below to tag the facts.
1. First, enable the Table Tagging option by switching it on. This will enable the table tagging function.
If you do not turn on the table tagging, the facts cannot be tagged using the table tagging method.
2. Next, from the dropdown menu, choose the relevant Tree Role.
3. When assigning the period for values in the table, you can do so column-wise. Select all the values in a particular column, as they correspond to the same period.
While selecting the values, select values without currency or empty spaces.
4. Once you’ve selected the values, it’s time to assign the period. Select the appropriate reporting period, and you’ll notice the values turning amber, confirming that the period has been successfully applied.
5. After the period is applied, choose a row to apply an element tag from the presentation tree. Then drag and drop the element from the presentation tree onto the document and the element tag gets applied for the selected values. To add members, select the appropriate member and drag and drop for the selected values as well.
6. Other attributes such as Scale, Currency and Unit Reference need to be set by the user. The default scale applied for any document is Actual. The default currency is set to the currency applied for the document and the Unit Reference is set for each element of the taxonomy. To make any changes for any tagged value, you can edit them here.
7. Once the values for a table are tagged with suitable elements and attributes, click on the "Table Tag" to save the applied element and their attributes. Once tagged, the values are highlighted in an aqua blue shade signaling to the users that the cells have XBRL tags assigned.
Throughout this process, if you need to view any tag details, hover over the values to see them displayed in a Tool Tip.
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