Tagging with 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.

We use a Statement of Changes in Equity as the example throughout this article.

The Statement of Changes in Equity has values across one row that amount to the total in the final column. Adding a dimension (axis and member) to the concept and date shows 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 you want to dimensionalize in the table.

  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 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 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.

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  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.

Tagging with 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. You use typed dimensions when concept names include [grouping] or when using Further item concepts from balance Components headings.

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  1. To apply a typed dimension to a concept, 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.

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

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  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.

    In this case, we have one typed dimension for Further item of tax increase (decrease) [component of adjusting items]. So we type 1 for the dimensions for both the current and previous year periods. If we used this same concept three times, we would type 1 for the first reported value, 2 for the second reported value, and so on.

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  5. Close the XBRL Detail Tagging dialog box.

  6. Share XBRL changes.