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anubo User Guide for anuboXBRL Reader and anuboXBRL Analyzer - Add-ins for Microsoft Excel

7. Task Pane Tour

7.1 Company & Reports

Manage which XBRL report (the structured financial/non-financial data file) you work with in Microsoft Excel.

  • Demo reports: Two demo datasets are available out of the box: US‑GAAP (United States GAAP)

  • ESEF/IFRS (European Single Electronic Format / IFRS)

  • Upload (ZIP file): Click Upload to add your own report as a single .zip file.

  • After uploading, the report appears in the Company dropdown list.

  • Uploaded reports are stored in your personal cloud space (only you can access them). Personal cloud is your private online storage space for uploaded reports.

  • Storage limits (per user): anuboXBRL Reader: up to 10 reports

  • anuboXBRL Analyzer basic: up to 100 reports

  • Select a report: Choose a company/report and Closing Date from the dropdowns.

  • Selection automatically triggers either: Processing of the XBRL report (first time) - Processing converts the raw XBRL data into a format that Microsoft Excel can work with

  • Or retrieval of the already processed dataset from your personal cloud

  • Rename: You can rename a report (e.g., to a clear, short Company Abbreviation).

  • The Company Abbreviation is what appears in ANUBO custom functions (e.g., =ANUBO.XBRLValue(CompanyAbreviation, ...) or =ANUBO.XBRLValue("DEMO_MICROSOFT_10K", ...)).

  • Delete: Remove an uploaded report from your personal cloud when it’s no longer needed.

  • This action removes it from the Company dropdown and frees personal storage.

Tip: After uploading, allow processing to complete before inserting items or tables. Processing status is shown in the task pane.

7.2 Report Data – Items

  • Search/select a concept (reported item).

  • Choose period (instant/duration).

  • Actions: Insert Label (name of the concept)

  • Insert Value (number, scaled based on decimals)

  • Insert All (batch for the current selection)

7.3 Report Data – Tables

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

  • Choose axes and members (breakdowns like region/product).

  • Select period pairs for columns (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]

7.4 Report Data – Sections

  • Insert curated sections (groups of items) in one step.

  • Behavior mirrors Items (Reader static / Analyzer dynamic).

7.5 Attributes Premium

  • Analyzer only: Insert a professional report header; change parameters in ANUBO Custom Functions.

  • In Reader, this section is visible but disabled with an upgrade prompt.

7.6 Settings and Status

  • Edition badge (Reader/Analyzer), session status, diagnostics.

  • Links to learn more and support.