This article is for:
- SEC
- HMRC
- CIPC
- ESEF
- FERC
Sometimes the concept alone does not show the full meaning of a numeric value. Adding a dimension provides extra information to clearly define the fact and group related facts together.
Basics of dimensions
Each dimension applied to a fact has an axis and a member:
- Axis is the characteristic that applies to the fact.
- Member is the specific detail related to the characteristic.
For example, if you disclose the useful life of buildings as a range of time, then apply the same concept to the lower and upper end of the range. Use an axis to identify that you are disclosing a range and the members to identify which value is the lower end (minimum) of the range and which value is the upper end (maximum) of the range.
Before adding a dimension to a fact, make sure:
- There is a table structure in the appropriate section of the XBRL outline for each fact you need to dimensionalize.
- All facts you want to dimensionalize are tagged with the correct concept and date.
Add dimensions
To add dimensions to facts:
- 1
- Select the fact that you want to dimensionalize. You can tag cells individually, or you can select multiple cells to tag together.
- 2
- Choose a dimension:
- If using an axis already in the XBRL outline, drag it from the XBRL outline to Select Dimension in the Fact Details panel.
- If adding a new axis from the taxonomy, click Select Dimension in the Fact Details panel. Then find and Apply the dimension.
Add members
You can have one member per dimension. When a fact needs multiple members for the same dimension, add a copy of that dimension for each member.
To add a member:
- 1
- Choose a member:
- If using a member already in the XBRL outline, drag the member from the XBRL outline to the Select Member button.
- If selecting a new member from the taxonomy, click Select Member in the Fact Details panel. Then find and Apply the member.
- 2
- Add a dimension for each additional member the fact needs to differentiate them in the document.