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How to remove section breaks without losing the data

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  • Mike

    Hi David!

    Thanks for the question. The good news is you can get rid of the sections and keep the data, but the process here would be a bit manual.

    Often the best way to remove sections is to cut and paste the data into the section you are going to keep (whether that be the prior section, or a new one) and then once pasted and empty, delete the unwanted section from the outline. Cut and paste of data will keep your links intact, should you have any, as well as the XBRL, if applied. If you have a lot of sections, a tip to bulk delete would be to first cut and paste the data out, then once all the sections are empty and ready for deletion, move them under another parent section to act as the "parent", then set the others as "children" or sub-sections of the parent. Finally, delete the parent section and all the child sections (all the blank ones) will also be deleted.

    Hopefully this helps some. Do let me know what questions you have, and if you need anything else. Thanks for your contributions and have a great day!

     

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  • David Lerio

    Thanks Mike, the above is very helpful. It is quite easy to create new sections (simply right click and split to a new section) so, as a user, I would have expected that 'undoing' that would be straightforward as well; i.e. something like 'combine with previous section' would be available as an option in the Section Properties. Maybe something for the pipeline! Thanks! :) 

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