Taxonomy analyzer

The Taxonomy Analyzer lets you browse, select, and bookmark taxonomy concepts.

Open the taxonomy analyzer

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

1

Open the Workiva menu.

2

Click XBRL Taxonomy Analyzer. The analyzer opens in a separate browser tab.

Use the taxonomy browser

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

1

Select your taxonomy from the dropdown menu at the top.

2

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

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.

4

View more information for a selected concept on the right.

5

Copy or bookmark concepts using the icons that appear when hovering over the concept.

Search 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

  

3

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

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.

• Details covers the Properties and Additional Labels of the concept.
• Presentations shows 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.
• Calculations shows how the concept can be organized into relationships where concepts are aggregated into totals.
• References lists 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.

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.

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

Select and apply a concept

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

1

Click the Copy Concept button next to the concept in the Taxonomy Analyzer.

2

Click Paste copied concept in the Detail Tagging window or Concept Search panel.