Taxonomy Analyzer

next generation

The Taxonomy Analyzer lets you browse, select, and bookmark taxonomy concepts. You can also see how other companies used those concepts, and, if appropriate, reuse the concepts as they did.

IMPORTANT: If you have pop-up blockers enabled on your internet browser, you will need to add app.wdesk.com to the list of allowed sites to use this feature.

Opening the Taxonomy Analyzer

You can quickly open the XBRL Taxonomy Analyzer from the main Wdesk menu.

Open the Wdesk menu and click XBRL Taxonomy Analyzer. The analyzer opens in a separate browser tab.

Open the XBRL taxonomy analyzer

Using the Taxonomy Browser

You can also use the Taxonomy Analyzer to browse for concepts:

  1. Select your taxonomy from the drop-down menu at the top.

  2. Enter a taxonomy section name in the Filter Taxonomy Section search box.

    image alt text

    A view of the concept in the hierarchical taxonomy tree appears.

  3. Expand or collapse the taxonomy tree to get to the concept you are looking for.

    image alt text

  4. View more information for a selected concept on the right.

  5. Copy or bookmark concepts using the icons on the top right.

    image alt text

Searching the Taxonomy

You can search for concepts you wish to use in the taxonomy analyzer.

  1. Select your taxonomy from the drop-down menu at the top.

  2. Choose Display Options to refine your search:

    • Deprecated Indicators for deprecated concepts
    • New Indicators for new concepts
    • Labels or Identifiers changes how you see the name of the concpet

    image alt text

  3. Click the Search icon and enter a concept name or keyword in the Search for a concept box.

    image alt text

  4. Click the filter button to see your results based on Type, Period, Data Type and Section as well as Deprecated, Extensions, and New.

  5. Select a concept to look at details associated with that concept. The panel to the right shows additional information including Details, Presentations, Calculations, and References.

    image alt text

    Details covers the Properties and Additional Labels of the concept.

  6. Click the Presentations tab to see all the presentation groups that a particular concept is included in. Concepts can be included in multiple places in the taxonomy, and this shows how the concept can be organized with other elements.

  7. Information on the Calculations tab shows how the concept can be organized into relationships where concepts are aggregated into totals.

  8. Review information on the References tab to see authoritative resources for more information on a concept.

Bookmarks in the Taxonomy Analyzer

Concepts can be bookmarked or copied from either the Browse Taxonomy panel or the Search Taxonomy panel.

  1. Choose the Bookmark this concept icon on the far right for one or more concepts.

    image alt text

    You can also bookmark concepts by clicking the icon next to a concept in the Browse or Search panes.

  2. To see all of your chosen bookmarks, click the vertical bookmark icon on the far left. Basic information about the concepts are displayed in the Bookmarked Concepts panel.

    image alt text

If you select a concept, you can get further details about the concept in the larger panel to the right.

Selecting and Applying a Concept

When you find the concept you want to use to tag the selected fact:

  1. Click the Copy Concept button next to it in the Taxonomy Analyzer.

    image alt text

  2. In your Wdesk browser tab, you can now click Paste copied concept in the detail tagging window or Concept Search pane.

    image alt text

NOTE: If you copy a concept from a taxonomy different than that of your document, the Taxonomy Analyzer will automatically migrate it to the current taxonomy. Some concepts may be removed or deprecated from an older taxonomy, please call your CSM if you need guidance.