Units and Measures
A unit is a quantity that is used as a standard of measurement. A measure is a component that is used to define a unit in XBRL. For example, the unit km/s (kilometers per second) contains two measures: kilometers and seconds. In CDM XBRL, you can define units and measures that are used for tagging.
A unit specifies what the amount reported represents. Units can be simple or complex.
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Simple Units
For example, EUR (Euros), use the numerator. -
Complex Units
For example, Earnings per Share, enter the currency in which the earnings are expressed (such as Euro) as the numerator andxbrli:sharesas the denominator.
After you define the units that you want to use in tagging, you must associate them with a project. If you add a custom measure with no namespace, the measure adopts the target namespace of the taxonomy associated with the project in which it is used.
Important: Currencies such as EUR and USD are shown in ISO4217 currency standard form (for example, iso4217:EURO or iso4217:USD). A unit can consist of only a numerator, or consist of both a numerator and denominator. A unit cannot consist of only a denominator.
Work with Units
You can use CDM XBRL to add, edit, and delete XBRL units.
Add a Unit
- Click the Home tab, then in the Navigation Pane, click Administration.
- Under XBRL, double-click Units. The Units tab opens in the work area.
- Click Home > Add > Unit.
- In the Add Unit window, specify these settings:
- Name - Enter a unique name (one that does not exist) for the unit that you are adding.
- Description - Enter a description of the unit that you are adding.
- Numerator - Select a predefined numerator from the Measures list.
- Denominator - Select a predefined denominator from the Measures list.
- Click OK. The unit is added in the Units pane in the work area.
Edit a Unit
- In the Units pane in the work area, right-click on the unit you want to edit and select Edit.
- Change the information in the window, as needed.
- Click OK. The unit is updated.
Delete a Unit
If you no longer need to use an XBRL unit in a report, you can delete the unit.
Important: If you delete a unit, you cannot undo your action. Proceed with caution.
To delete a unit:
- In the Units pane in the work area, right-click on the unit you want to delete and select Delete.
- In the confirmation window, click Yes.
Work with Measures
You can use CDM XBRL to add, edit, and delete XBRL measures.
Add a Measure
- Click the Home tab, then in the Navigation Pane, click Administration.
- Under XBRL, double-click Units. The Units tab opens in the work area.
- Click Home > Add > Measure.
- In the Add Measure window, specify the following settings:
- Name - Enter a unique name (one that does not exist) for the measure that you are adding.
- Description - Enter a description of the measure that you are adding.
- Namespace - Select a predefined namespace from the list, or leave blank.
- Click OK. The measure is added in the Measures pane in the work area.
Edit a Measure
- In the Measures pane in the work area, right-click on the measure you want to edit and select Edit.
- Change the information in the window, as needed.
- Click OK. The measure is updated.
Delete a Measure
If you no longer need a specific measure, you can delete that measure.
Important: If you delete a measure, you cannot undo your action. Proceed with caution.
To delete a measure:
- In the Measures pane in the work area, right-click on the measure you want to delete and select Delete.
- In the confirmation window, click Yes.
Note: When you delete a measure that is used in a unit, a warning message will open. If that unit is also used in a tag, you cannot delete the measure.