Skip to main content

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.

  • 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 and xbrli:shares as 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

  1. Click the Home tab, then in the Navigation Pane, click Administration.
  2. Under XBRL, double-click Units. The Units tab opens in the work area.
  3. Click Home > Add > Unit.
  4. 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.
  5. Click OK. The unit is added in the Units pane in the work area.

Edit a Unit

  1. In the Units pane in the work area, right-click on the unit you want to edit and select Edit.
  2. Change the information in the window, as needed.
  3. 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:

  1. In the Units pane in the work area, right-click on the unit you want to delete and select Delete.
  2. In the confirmation window, click Yes.

Work with Measures

You can use CDM XBRL to add, edit, and delete XBRL measures.

Add a Measure

  1. Click the Home tab, then in the Navigation Pane, click Administration.
  2. Under XBRL, double-click Units. The Units tab opens in the work area.
  3. Click Home > Add > Measure.
  4. 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.
  5. Click OK. The measure is added in the Measures pane in the work area.

Edit a Measure

  1. In the Measures pane in the work area, right-click on the measure you want to edit and select Edit.
  2. Change the information in the window, as needed.
  3. 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:

  1. In the Measures pane in the work area, right-click on the measure you want to delete and select Delete.
  2. 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.

Was this article helpful?

We're sorry to hear that.