XBRL Examples and References

Wdesk provides a read-only site that contains example documents with complete XBRL tagging and reference materials to help you through tagging and formatting your document with XBRL.

Example XBRL Documents

The example XBRL documents show how you can map, model, and structure an outline for XBRL.

Example documents include:

  • Derivatives, Offsetting, Debt
  • Earnings Per Share and Income Taxes
  • Equity - Disclosure Focus (Share-based Compensation, Equity transactions)
  • Equity - Statement Focus (Equity Statement, OCI Statement, AOCI based disclosures)
  • Financials Breakdown (Quarterly, Segment, Consolidating Financials, Concentration Risk)
  • Industry Specific (banking, insurance)
  • Investments and Fair Value
  • Long Lived and Other Assets
  • Other Disclosures (Pensions, Schedule II, Commitments & Contingencies, Subsequent Events)
  • Transactions (Acquisitions, Disposal/Divestitures, Restructurings, Discontinued Operations)

Viewing XBRL Example Documents

  1. Go to XBRL example and reference documents.

  2. If you are not currently logged in to Wdesk, enter your user id and password. This link opens in a separate browser tab or window and will not affect your current Wdesk session.

    NOTE: You are signed in to the example site as an anonymous user with read-only permissions. You will not be able to edit or create documents on this site.

  3. Click Files to view the example documents.

    image alt text

  4. Find and open the XBRL Examples document that matches your disclosure.

  5. Turn on XBRL and select the current taxonomy.

The XBRL Examples documents provide additional tips and explanations at the bottom of each section.

XBRL References

XBRL references include:

  • XBRL DIY Guide
  • XBRL Review Checklist
  • XBRL Period ISO 8601 Formatting

Viewing the XBRL References

NOTE: Some of the XBRL References are specific to Workbooks. If you are using Spreadsheets, please contact your Customer Success Manager (CSM) to get Spreadsheet versions of the XBRL Examples and References.

  1. Go to XBRL example and reference documents.

  2. Open the files to review their information. While you can open the files in Wdesk, they are read-only versions.

    image alt text

  3. To use these files, export them from this site and import them into your Wdesk account.

Remember: You are signed in to the XBRL examples and references site anonymously, with read-only permissions, so you don’t have to worry about affecting the documents or other viewers of the site.