The Taxonomy Analyzer lets you browse and search the taxonomy, view details about concepts, and select and bookmark concepts.
IMPORTANT: If you have pop-up blockers enabled on your web browser, make sure to add app.wdesk.com to the list of allowed sites in order to use the Taxonomy Analyzer.
Opening the Taxonomy Analyzer
There are three ways to open the Taxonomy Analyzer:
From Wdesk Home, click your name in the lower left corner and select XBRL Taxonomy Analyzer. The analyzer opens in a separate browser tab.
From the XBRL Concept Search box, click Taxonomy Analyzer - Click to open button to the left of the search field.
Navigate directly to https://app.wdesk.com/taxonomy-analyzer/.
Next, make sure you select the correct taxonomy from the drop-down menu at the top right of the window. If you skip this step, you may not be able to apply concepts to your document.
Browsing the Taxonomy
You can use the Taxonomy Analyzer to browse for concepts.
Click the Browse Taxonomy icon in the left navigation to open the taxonomy browser. The hierarchical view of the taxonomy appears below the Filter field.
You can expand or collapse the taxonomy to see which concepts are in each section and subsection. Click a concept to select it and see additional information to help you decide if it’s the correct concept.
You can also filter the taxonomy by typing the exact name of the taxonomy section or concept in the Filter Taxonomy Section search box. The results automatically list only the sections that match your filter.
The filter option only works when you know the name of the concept or section exactly as it appears in the taxonomy. If no results appear, you may have typed an inaccurate name. Try your search as a keyword in the Search option instead.
Searching the Taxonomy
You can search for concepts when you have an idea of what you are looking for, but aren’t exactly sure where to find it.
Click the Search icon. Type a concept name or keyword in the Search for a Concept box and press Enter.
You can click the filter button to selection additional options to narrow down your results, such as Type, Period, Data Type, and Section.
Viewing Additional Concept Information
Click a concept to see additional information for it in the panel on the right. Additional information includes:
- Details: Properties of the concept.
- Presentations: Sections that a particular concept is in. Concepts can be included in multiple taxonomy sections, and this shows how the concept is organised with other elements.
- References: Provides authoritative resources for more information on a concept.
Members: This lists additional information when a concept is dimensionalised.
You can bookmark concepts that you use often or want to find quickly to store them in the Bookmarked Concepts view.
Click the Bookmark this Concept icon next to the concept title when you hover over it in the browse or search results.
You can also click the Bookmark icon next to the title at the top of the concept details panel on the right.
To see all of your bookmarks, click the Bookmarked Concepts icon in the left navigation panel.
Selecting and Applying a Concept
When you find the concept you want to use, click the Copy Concept icon next to the concept title when you hover over it in the browse or search results.
You can also click the Copy Concept icon next to the title at the top of the concept details panel on the right.
Go to your document in Wdesk and click the Paste from Analyzer icon on the right of the Search Line Items Concepts field. This pastes the copied concept and applies it to your fact. Now your fact is tagged with a concept and you need to complete it by adding a date.