Using Default Units and Accuracies

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Each tagged number in a document requires a unit of measure. Set up default units and accuracies that all facts will use by default for an XBRL profile.

If you need to create units, see Selecting Units and Accuracies for Facts.

NOTE: Accuracy scaling is based on the XBRL defaults, not scaling shown in the document.

Setting Default Units and Accuracies

If you do not set default units and accuracies, they are automatically set when creating the first fact for each data type.

For example, if you create a new monetary fact and set the unit to US Dollars and the accuracy to -3, then USD and -3 automatically become the default unit and accuracy for all monetary facts if one does not already exist.

To set default units and accuracies:

Open the document, click the XBRL tab, and make sure Show XBRL is on.
Choose an XBRL profile if one is not already applied.
Click the gear icon next to the XBRL Profile in the XBRL toolbar.
Click Add Data Type and search for the concept type, such as monetary.
Select the unit and accuracy for the type and click Create to finish.

Set default units and accuracies for XBRL facts

Use these steps to set as many default units and accuracies as you need.

Changing or Removing Defaults Units and Accuracies

To change or remove a default unit and accuracy:

Click the gear icon next to the XBRL Profile in the XBRL toolbar.
To make changes:
  • Change the default by selecting a different unit or accuracy for the type and close the dialog box.

  • Remove the default by hovering over the default and clicking Remove to finish.

Changing or removing default units and accuracies