5. Quick Start

5.1 Open the task pane

Microsoft Excel ribbon → Add‑ins → anuboXBRL. The task pane appears on the right.

[Screenshot placeholder: Task pane collapsed with section headers]

5.2 Load a report

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

• Click Load.

[Screenshot placeholder: Company & Reports selection]

5.3 Insert a label and a value

• Go to Report Data – Items.

• Select a concept (e.g., Revenue) and a 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.

[Screenshot placeholder: Insert Label/Value]

5.4 Create a table

• Open Report Data – Tables.

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

• Optionally choose axes/members (breakdowns like region/product) and period pairs (e.g., Q vs PY).

• Click Insert Table.

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

[Screenshot placeholder: Tables setup and result]