Updating Taxonomies

When a taxonomy changes you need to update the current taxonomy accordingly. The reason for the update can be an altered schema, an altered linkbase or a new linkbase. After updating the taxonomy, you only need to map the lines for the changed or new lines.

To Update a Taxonomy:

  1. Open the XBRL Taxonomies window.

  2. For updating schemas, click Taxonomy, Schemas.

  3. Select the schema you want to update and then click Schema, Import.

  4. For updating or adding a new linkbase, click Taxonomy, Schemas, Schema, Linkbases.

  5. Select the relevant linkbase or press F3 for a new line, select the type of linkbase, insert a description and then import the linkbase by clicking Linkbase, Import.

  6. Apply the linkbase to the schema by clicking YES.

Related Topics

Setting Up XBRL Lines

Exporting Taxonomy Documents

eXtensible Business Reporting Language