5. Quick Start

5.1 Open the add-in panel

Microsoft Excel → Insert tab → Add-ins → anuboXBRL (under My Add-ins). The add-in panel appears on the right.

5.2 Load a report

• In Company & Reports, choose a report from Select report (company abbreviation and closing date).

• Selection automatically starts processing (first time) or loads the already processed dataset from your personal cloud.

5.3 Insert a label and a value

• Go to Report Data – items (leave Item list mode on Standard line items only for this quick start).

• Filter ID or scroll to select a concept (e.g., Revenue), then choose Reporting Period (instant = single date; duration = date range).

• Select a cell in the sheet and click Insert Label or Insert Value.

Reader: inserts the final number. Analyzer: inserts a dynamic formula that recalculates. For dimensional breakdowns, switch to Standard plus dimensional items — see Section 7.2.

5.4 Create a table

• Open Report Data – tables.

• Pick a link role (the layout of a table inside the report).

• Click Insert. The add-in builds the table automatically: main lines, dimensional breakdowns, and remaining role concepts.

• For finer control over period, unit, or axis members before insert, use Report Data – dimensional analysis (Section 7.5).

Reader: writes static, properly scaled values. Analyzer: writes dynamic formulas for labels and values.