Migrating to a New Taxonomy

next generation

To migrate to a new taxonomy, Wdesk copies the existing XBRL profile that uses the old taxonomy into a new XBRL profile that uses the new taxonomy and applies the new profile to the document. The old XBRL profile remains in your account, so you can go back to it any time.

Migrating to a New Taxonomy

To migrate an XBRL profile from an old taxonomy to a new taxonomy:

  1. Open the document with the old taxonomy that you want to migrate and make sure the correct XBRL profile is selected.

  2. Click the profile name to open the Manage XBRL Profiles dialog box.

  3. Click the drop-down for the selected profile and select Migrate.

  4. Select the new taxonomy you want to migrate to and click Migrate. The current profile is copied into a new profile and migrated to the new taxonomy. Wdesk automatically applies the new profile to the document and archives the old profile.

  5. Rename the new profile when the Manage XBRL Profiles dialog box opens after the migration is complete.

  6. Click View Log in the Migration Completed message in the lower right to see a summary of all the changes and actions you need to take to complete the migration. For example, there might be deprecated concepts to resolve or extensions that need some changes.

Migrating to a new taxonomy