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Hidden Tags

A hidden tag in CDM XBRL is a tag which has been created in a non-printable area of an Excel object in an inline XBRL project. A hidden tag can be connected to a cell in an Excel object or any part of a Word object in the same project. That way the hidden tag's information can be used by the value to which it is connected when an inline XBRL document is generated.

If a hidden tag is not connected, it is still included and can be found in a hidden section of the inline XBRL document. However, it is not connected (linked) to any of the printed content.

You can view what hidden tags are in a report object or project in the Tag Inspector tab.

Before you can work with hidden tags in CDM XBRL, at least one inline XBRL project must be created for your report. A project is an instance document in progress and is contributed to by Excel and Word objects in different ways.

You can select Excel object data that is required for XBRL, and then add a tag to it to specify that it is data that is required for XBRL. For example, if your Excel object contains monetary data, you can tag each related item of data for XBRL.

Add a Hidden Tag to an Excel Object

You can create a hidden tag in CDM in an Excel object that is part of an inline XBRL project. A hidden tag is a tag which has been created in a non-printable area of an Excel object in an inline XBRL project. It can be connected to a cell in an Excel object or any part of a Word object in the same project so that the hidden tag's information can be used by the value to which it is connected.

To add a hidden tag to an Excel object:

  1. Open the project that you want to work with.
  2. In the Data Tools area on the ribbon, click Pivot Grid.
  3. Above the Tag Inspector tab, click Pivot Grid.

    Tip: To simplify your tagging work, you can pivot or filter the Pivot Grid to approximate the appearance of the data in the Excel object. For example, you can change the Pivot Grid to move columns to rows, and rows to columns. If the Pivot Grid contains extra rows or columns that are not visible in your Excel object, you can filter them so that they are no longer visible in the Pivot Grid.

  4. Open and check out the Excel object and toggle on tagging mode for it.
  5. In the non-printable area of the Excel object, highlight the data that you want to tag.

    Tip: You can save time by adding multiple tags to a range of cells in an Excel object, if the range is contiguous. To select multiple cells, click the first cell in the range, and then press SHIFT and click the last cell in the range.

  6. In the Pivot Grid, select an intersection or a range of intersections where you want to add tags for the data that you selected in the non-printable area in the Excel object.
    1. Find the intersection where you want to add the tag. You can adjust your view of the Pivot Grid to help locate the area. If you do not know the role and table of the concept you want to tag, you can click Search to find it.
    2. In the Pivot Grid, select one or more intersections that match the type of data that you selected in the Excel object, for example, numeric data. If you select a range of intersections, all intersections must be contiguous, and they must all have the same data type. Also, the concept's time period type must match the time period you are tagging against. If the selected concept has a period type of Instant, you must select an intersection with a time period of Instant.

      There are several ways to view information about an intersection:

      • Click Highlight Item Types. Intersections of different types are highlighted with different colors, which are described in the Legend pane that opens. The colors in the Legend pane represent the data types: Monetary Item Type, Decimal Item Type, Integer Item Type, Pure Item Type, String Item Type, Date Item Type, HTML Item Type, Fractional Item Type, and Numeric Item Type.
      • With your mouse, hover over the label for the intersection. A window opens with information about the intersection, including the data type.
      • Some intersections are not suitable for tagging. Unsuitable intersections are shaded gray. When you hover over an unsuitable intersection, you can see a message that explains why it is unsuitable.
  7. To create the tag, complete the following steps:
    1. Click Tag.
    2. If the data is numeric, in the Data area, select values for Unit and Decimal accuracy.
    3. Select Negated if you want the data changed from positive to negative or from negative to positive when you generate the instance document.
    4. Select a transformation set or specify a default transformation set. For example, if you are tagging a monetary value, you might want to scale your value to millions.
    5. The Preview area contains a view of the data as it will appear in the Pivot Grid. If necessary, make changes in the Data area.
    6. Click OK. In the Pivot Grid, the data is visible in the intersection or intersections that you selected.

    Tip: If you want to create multiple tags at the same time, you can repeat the previous three main steps as many times as necessary before you continue with the following steps.

  8. To view details of the hidden tag that you added, click Report Object Hidden Tags in the Show all tags in the following location section of the Tag Inspector tab. All hidden tags in the Excel report object are listed, including the one you just added.
  9. Click the Excel object, and click Save to save your changes.
  10. Check in the Excel object. The hidden tag can now be connected to a cell in an Excel object or any part of a Word object so that the hidden tag's information can be used by the value to which it is connected.

Connect a Hidden Tag

You can connect a hidden tag to a cell in an Excel object or any part of a Word object in the same inline XBRL project. The hidden tag's information can then be used by the value to which it is connected when an inline XBRL document is generated.

If a hidden tag is not connected, it is still included and can be found in a hidden section of the inline XBRL document. However, it is not connected (linked) to any of the printed content.

A hidden tag is a tag which has been created in a non-printable area of an Excel object in an inline XBRL project.

To connect a hidden tag:

  1. Open the project that you want to work with.
  2. To view details of the hidden tag that you added, click All Hidden Tags In Project in the Show all tags in the following location section of the Tag Inspector tab. All hidden tags in the project are listed.

    Note: Hidden tags that are not connected show a 0 in the # of Connections column. A hidden tag that displays a 1 is already connected and cannot be connected to another cell or value until you disconnect it.

  3. Select the hidden tag in the Tag Inspector tab that you want to connect and click Show In Report Object. The Excel report object containing the hidden tag opens, displaying its location.
  4. Click the Excel object, click the Report Object tab on the ribbon and click Check Out to check out the report object.
  5. If you are connecting the hidden tag to a cell or value in another report object, open the report object and ensure it is checked out.
  6. Click on the hidden tag listed in the Tag Inspector tab to select it.
  7. Select the cell or highlight the value that you want to connect it to and click Connect in the Tag Inspector tab. The value in the # of Connections column is changed to 1 to show the hidden tag is now connected.
  8. Save and check in the report objects you were working with to save the connection.

Disconnect a Hidden Tag

You can disconnect a hidden tag in CDM that has been connected to a cell in an Excel object or any part of a Word object in the same inline XBRL project. When connected, the hidden tag's information can be used by the value to which it is connected when an inline XBRL document is generated.

If a hidden tag is not connected, it is still included and can be found in a hidden section of the inline XBRL document. However, it is not connected (linked) to any of the printed content.

A hidden tag is a tag which has been created in a non-printable area of an Excel object in an inline XBRL project.

To disconnect a hidden tag:

  1. Open the project that you want to work with.
  2. To view details of the hidden tag that you added, click All Hidden Tags In Project in the Show all tags in the following location section of the Tag Inspector tab. All hidden tags in the project are listed.

    Note: Hidden tags that are not connected show a 0 in the # of Connections column. A hidden tag that displays a 1 is already connected and cannot be connected to another cell or value until you disconnect it.

  3. Select the connected hidden tag in the Tag Inspector tab that you want to disconnect to highlight it.
  4. Right-click the connected hidden tag and select Navigate To Report Object and then select the report object where the hidden tag's connection is located. The report object opens displaying the location of the cell or value that is connected to the hidden tag.
  5. Select the report object that was opened.
  6. Click the Report Object tab on the ribbon and click Check Out to check out the report object so it can be edited.
  7. In the Tag Inspector tab, select the connected hidden tag and then select Disconnect and then the report object where the connection is located. In the # of Connections column a 0 is displayed to show that the hidden tag is disconnected.

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