Map Elements Between Taxonomies

When two taxonomies are loaded into the Add Taxonomy Mapping window, you can use the element ID or the element local name to determine the method for mapping the elements. You must be familiar with how the taxonomy was created to select the better method.

When you use the element ID method, any elements whose IDs are the same in both taxonomies are automatically mapped together, based on that ID. Mapped elements display the arrow icon. Any elements whose local name does not exactly match is not mapped and can be manually mapped, as needed.

When you use the local names method, CDM XBRL searches the two taxonomies for the namespace:localname string for each element, and maps elements by using the local name part of the string. Any elements whose local names are the same in both taxonomies are automatically mapped together. Mapped elements display the arrow icon. Any elements whose local name does not exactly match is not mapped and can be manually mapped, as needed.

Mapping Tips

When you are mapping, keep in mind these tips:

• To help locate elements in the taxonomies, you can select the Sync Scrolling option to scroll through both taxonomies at the same rate. When you scroll through the Map from Taxonomy column, the Map to Taxonomy column scrolls the same distance up or down.
• Mapped elements must be the same type.
• More strict elements cannot be mapped to less strict elements. This list explains the concept of strictness, from most strict to least:
  • Abstract (is abstract = true)
  • Not nillable (is nillable = false)
  • Nillable (is nillable = true)
• Mapped elements must have the same period type.

Map Elements Between Taxonomies Using Element IDs

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Under XBRL, double-click Taxonomy Mapping.
3. In the Taxonomy Mapping tab in the work area, right-click the taxonomy you want to map to a different taxonomy and select Add. The Add Taxonomy Mappings window displays the objects in the current taxonomy in the Map from Taxonomy column.
4. From the Map to Taxonomy list, select the new taxonomy to which you want to map elements. The objects in the new taxonomy display in the Map to Taxonomy column.
5. From the Match Type list, select Match by Element ID. CDM XBRL maps all elements that are the same and display the appropriate map icon.

   

6. For any unmatched elements, complete one of the following tasks:
   • To map two elements, select the unmapped element in the Map from Taxonomy column and select an element in the Map to Taxonomy column. Then, click Map.
   • To merge multiple element mappings, select more than one unmapped elements in the Map from Taxonomy column and select one matching element in the Map to Taxonomy column. Then, click Map. If elements in the current taxonomy are replaced by a single element in the new taxonomy because less detail is required, you can merge elements.
   • To split an element mapping, select a single element in the Map from Taxonomy column and select multiple matching elements in the Map to Taxonomy column. Then, click Map. You might need to split an element if that element in the current taxonomy was replaced by multiple elements in the new taxonomy because more detail is needed.
   • To ignore an element in the current taxonomy, select the element and click Ignore.
   • To clear a mapping, select an element in the Map from Taxonomy column and click Clear.
   • To remove all mappings, clicking Clear All.

     Important: If you remove all mappings, any manually mapped elements are removed. You cannot undo this action. Proceed with caution.

7. When you finish mapping elements, click OK.

Map Elements Between Taxonomies Using Element Local Names

1. In the Taxonomy Mapping tab in the work area, select the taxonomy that you want to map to a different taxonomy.
2. Click Home > Add > Taxonomy Mapping. The Add Taxonomy Mapping window displays the objects in the current taxonomy in the Map from Taxonomy column.
3. From the Map to Taxonomy list, select the new taxonomy to which you want to map elements. The objects in the new taxonomy display in the Map to Taxonomy column.
4. From the Map Type list, select Match by Local Name. The Map Namespaces section is displayed.

   

5. For the source taxonomy, select the namespace that applies to the current taxonomy, then select the namespace that applies to the new taxonomy, and click Map.
6. Click OK.