Update linked values

       The process of updating values from spreadsheet which are linked to the documents plays a vital role. The application offers intuitive methods to seamlessly update the document with revised data from one or more spreadsheets.

      This article outlines two primary methods for updating values in documents within the application.

      1. Refreshing values Section by Section.

      2. Refreshing values for the entire document.

Refreshing values Section by Section

      This method allows you to update the linked values in a specific section of the document. Follow the steps below:

            1. Select the required entity and document in the document process screen.

            2. Navigate to the document using the "Content Layer" icon.

            3. Select the section marked with the "Links to be Refreshed" icon, indicating that some links within the section have not been refreshed yet.

            4. Click on the "Refresh Active Section" icon. This action will refresh and update the linked values within the selected section.

Refreshing values for the entire document

      This method synchronizes updated data throughout the document with a single action. Here’s how you can do it:

            1. Click on the "Refresh All Sections" icon. This action will automatically update values across the document.

• Related Articles

• Review updated values

  Once the values are updated in the document via spreadsheet, you can compare the new values with the previous values. Follow the steps below to check the previous values: Click on the "Show or Hide values before Refresh" icon. To ensure transparency ...

• Modify values in the spreadsheet offline and reupload

  Keeping your spreadsheet data up-to-date is crucial for ensuring accurate and reliable information in your documents. Whether you need to make major or minor changes, the application provides a seamless way to modify and update your spreadsheet data. ...

• Spreadsheet Layer

  The Spreadsheet feature in Rainbow enables effortless integration of your source data residing in spreadsheets with the document in the application. Any modifications made to the integrated spreadsheet can be synchronized with the corresponding ...

• Modify values

  Maintaining accurate and up-to-date spreadsheet data is crucial for the reliability of your documents. The application provides an efficient way to make changes to your spreadsheet data. This article outlines the steps required to make these ...

• Link spreadsheet data with the document

  Once data is imported into the application either by uploading a spreadsheet or creating a new spreadsheet, it can then be linked to the document available in the content layer. Follow the steps outlined below to effectively link data: To begin, ...

• Popular Articles

• Sign in to the Rainbow application

  You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...

• Create entity

  An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...

• Create user

  A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...

• Edit user

  In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...

• Create user role

  A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...

• Recent Articles

• Direct Filing

  Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...

• Unable to create return

  The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...

• Download document for offline review

  Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...

• Create or Extend dimension

  Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...

• Build calculation

  In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...