Copying and Pasting Tags

You can copy tags from one fact and paste them onto another fact.

Use copy and paste from the XBRL Detail Tagging dialog box.

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When you paste, there are options to include line item concepts, dates, axes and members (dimensions), and fact properties. Uncheck anything you don’t want to include when pasting.

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When you copy tags, Wdesk detects where you are copying from, such as a table, and the valid paste scenarios for that data. When clicking the Paste XBRL button, the drop-down menu describes those scenarios.

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Copying Tags from Table to Table

Sometimes you have the same type of facts in many tables throughout a document, but some instances may have different dates. Use copy and paste to quickly and consistently tag the facts. When copying and pasting from one table to another, you can copy and paste from:

  • A single cell to another single cell (one-to-one).
  • A range to another range (many-to-many).
  • One cell’s data to other cells (one-to-many).

To copy and paste tags from a table, select the single cell or range of cells that you want to copy. In the XBRL Detail Tagging dialog box, click the Copy XBRL button.

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In the table where you want to paste the tag, select the cell range and click Paste XBRL in the XBRL Detail Tagging dialog box. In the paste options that appear, clear the Dates/Date Ranges check box if it is selected, then click Paste.

IMPORTANT: Select the destination cell range carefully because you cannot undo this action. If you paste tags to the wrong location, you have to retag those values. You can paste again with the correct XBRL data, or discard your XBRL changes.

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After pasting, select the cells again and select the appropriate date/date range for the pasted tags in the XBRL Detail Tagging dialog box. Share your document and XBRL changes.

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Copying from Text Blocks and Links

When copying tags from text blocks or links, you can copy tags from only one text block or link at a time. When pasting, you can paste into one or more text blocks, links, or table cells at one time. You do not need to copy the same tag each time you want to paste it.

From the XBRL Text Block dialog box, click the Actions menu to use copy or paste.

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Copying from Document to Document

When copying tags from one document to another, make sure both documents are using the same taxonomy.

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With the two documents in Wdesk, turn on XBRL. Select the fact you want to copy and click Copy XBRL from the XBRL Detail Tagging dialog box (for a text block or link, click Actions to use copy).

In the other document, select the fact you are pasting to. Then click Paste XBRL in the XBRL Detail Tagging dialog box (for a text block or link, click Actions to use paste). Select the paste options for that tag and click Paste.

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