Location
There are no error or warning messages in this case.
Explanation
There is usually only one scale for all numeric values included in one report. However in some cases dividends disclosed in the Notes section have a different scale from the rest of the values in the Primary Financial Statements. This article explains how to override the scale for dividends.
How to solve it
- Open the Excel file and go to the General Data tab to check the scale of your report.
- Confirm that your dividends require a different scale, and find which one below:
- 0 = whole amounts
- 3 = amount in thousands
- 6 = amount in millions
- 9 = amount in billions
- Select the Notes sheet, and find the element related to dividends that you want to adjust (usually Dividends proposed or declared before financial statements authorised for issue but not recognised as distribution to owners)
- Right-click column A, and select New note.
Add the following note to the column label:
[scale=x]
(“x” is the number of the scale you would like to use.)Note: you will also need to delete your Name if it appears automatically in the note.
In this example, we want the dividends to be in millions.
- Save the Excel file, and upload it together with your PDF/EPUB report in the Workiva Report Tagging Tool.
- Confirm that the correct scale has been applied via either the Facts or Viewer tab.