Adding Dimensions (Axis and Members)

Sometimes a fact needs more context than the concept and date to make its meaning clear. You can use dimensional tagging to add an axis and member that provide that context.

For example, a particular statement in your document might have two or more values that are the same, but represent different items. Adding a dimension (axis and member) to the fact for each of the individual values further clarifies what each value really is.

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Tagging with an Axis and Member

  1. Make sure all facts you want to dimensionalize are tagged with the correct concept and date.

  2. Select a cell in a table or text link that you want to dimensionalize.

  3. In the XBRL Detail Tagging dialog box that appears, click the Manage Dimensionality icon.

    NOTE: The Manage Dimensionality tool shows only valid axis and members for the concept applied to the fact you selected.

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  4. Expand the Available Members sections to look for the correct axis and member.

  5. Click the green Apply plus sign for the member you want to use.

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  6. Close the XBRL Detail Tagging dialog box and click the cell to see the axis and member you applied.

  7. Share XBRL changes.

The number of dimensions you can add to a fact (both axis and member) depend on the concept you select.

For example, you may need to apply more than one axis to clearly show the differences among additional values on an Equity Statement (such as multiple classes of stock, adjustments, and so on).

Normally, you do not tag the Total column with an axis or member because it is the sum total of each of the line item values.

Adding a Typed Dimension

Some concepts have dimensions that require you to type a number for the dimension’s member. This is referred to as typed dimensions. There are typed dimensions for certain values, such as Director's Remuneration.

To apply a typed dimension to a concept:

  1. Click the fact to open the XBRL Detail Tagging dialog box.

  2. Click the Manage Dimensionality icon in the XBRL Detail Tagging dialog box. The Available Members list appears below the date.

  3. From the Available Members list, click the green Accept plus sign for the correct dimension axis.

  4. In the Enter value field, type the number for this dimension and press Enter. The number you type is based on the number of times you use the same typed dimension for the concept.

    For example, we have one typed dimension for Director’s remuneration. So we type 1 for the dimensions for the first director and type 2 for the second director, and so on.

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  5. Close the XBRL Detail Tagging dialog box.

  6. Share XBRL changes.