Standard and Custom Units

Units of measure are applied to XBRL fact values as part of the tagging process. This article describes the standard units that are available, as well as how to create a custom XBRL unit.

Using Predefined Units

Select units for facts in the XBRL Fact Properties panel, such as:

  • Shares
  • Common currencies
  • R Per Share
  • Number (such as percentages, rates, and ratios)

To use predefined units:

  1. Click the XBRL Fact Properties (X) button at the bottom of the Wdesk window.

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  2. Select the appropriate unit from the the Unit drop-down list. This list shows only the units that fit the selected concept.

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  3. To select a different unit, click the search symbol next to the Unit setting and search for another symbol.

Creating a Custom Unit

If you need to use a unit that isn’t available on the default list, you can create a custom unit.

  1. In the XBRL Fact Properties dialog box, click the search symbol next to the Unit setting.

  2. Click Create New Unit and enter the necessary information:

    • Advanced: Check this box when you need to specify unit measure.

    • Unit ID: The technical name of the unit, as referenced by XBRL. For consistency, always enter the ID in lowercase letters. The ID cannot contain spaces.

    • Unit Type: This is either Simple measure or Ratio measure. Simple measure, the most common, represents a measure of just one type. For example, ZAR or shares. Ratio measure represents a complex unit composed of a numerator and a denominator, each of which is assigned its own unit (such as ZA Rand per share).

    • Unit Measure: Type the text that indicates the value of the unit, such as employee.

      NOTE: If you plan to use the same unit as both numerator and denominator, such as ZAR to ZAR, create a unit of simple measure rather than a ratio measure.

    • Unit Description: Enter a brief definition for this unit, for example, Number of Employees.

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  3. Click Save to add it to the Unit drop-down list on the XBRL Fact Properties tab.

The new unit is now available for all XBRL facts in your account.