Rolling Forward XBRL DatesLast updated on 12/17/18
When using documents in multiple filings throughout the year, you need to roll forward XBRL dates to match the current reporting period. The next generation of Wdesk changes the way you roll forward XBRL dates. Now, simply select the new period in the Fiscal Calendar for the XBRL Profile the document uses and Wdesk automatically updates the fiscal dates for all facts.
Example of Rolling Forward XBRL Dates
The following example shows four XBRL dates, each tagged with a different date type. When you change the period from Q3 to Q4 in the fiscal calendar, the XBRL dates that need to change automatically update to the newly selected period.
Rolling Forward Fiscal Calendar Dates
IMPORTANT: Changing dates in a Fiscal Calendar affects all documents using that calendar. For more information about Fiscal Calendar dates, see Using Fiscal Calendars.
To roll forward XBRL fiscal dates:
Open the document and make sure XBRL is on.
Click the XBRL profile on the XBRL toolbar.
In the XBRL Profile Manager, click the pencil icon for the profile you want to change.
Make the necessary date changes and click Save Change.
Click Apply to finish.
To learn about changing Special dates, see Managing Special Dates.