8. ANUBO Custom Functions Premium

ANUBO custom functions are Microsoft Excel formulas that retrieve XBRL data directly. They’re available in the Analyzer edition and provide dynamic, recalculating data.

General Notes on Custom Functions: Normally, users don’t need to worry about the parameters of custom functions, as they are created automatically in the background based on selections made in the task pane. However, it is possible to modify these parameters manually or with automatic assistance at any time. This flexibility proves particularly useful when creating reports with time series or when transferring existing analyses to another company.

Note on Terminology: In anuboXBRL documentation and function parameters, we use the term “concept” to refer to both taxonomy definitions and reported values (facts) in company reports. This simplified terminology is more intuitive for finance professionals. Technically, XBRL distinguishes between concepts (taxonomy definitions) and facts (actual values in reports). For more details, see the Glossary in Chapter 11.

8.1 Core Data Functions Premium

These functions retrieve the main financial/non-financial data from XBRL reports:

Function	Purpose	Returns
`ANUBO.XBRLLabel`	Get human-readable label for a concept	Text (e.g., “Revenue from Contract with Customer”)
`ANUBO.XBRLValue`	Get value for a concept and period	Number or Text (numbers properly scaled)
`ANUBO.XBRLFACTLABELBYDIMENSIONS`	Get label for a fact matched by concept, period, and dimensions	Text
`ANUBO.XBRLFACTVALUEBYDIMENSIONS`	Get value for a fact matched by concept, period, and dimensions	Number or Text (numbers properly scaled)
`ANUBO.XBRLFACTDIMENSIONBYDIMENSIONS`	Get formatted dimension text for a matched fact	Text

The BYDIMENSIONS functions above are the strategic fact-resolution path used by Report Data – tables, Report Data – items (Standard plus dimensional items), Report Data – dimensional analysis, and Attributes headers derived from dimensional facts. Report Data – items (Standard line items only) continues to use ANUBO.XBRLLabel and ANUBO.XBRLValue.

8.2 Metadata Functions Premium

These functions provide additional information about the XBRL report and its data, useful for headers, footnotes, and data validation:

Function	Purpose	Returns
`ANUBO.XBRLReportCompany`	Get the company name from the report	Text (e.g., “Microsoft Corporation”)
`ANUBO.XBRLReportDate`	Get the report closing date	Date (YYYY-MM-DD format)
`ANUBO.XBRLDATASETPERIOD`	Get dataset period information	Text (period description)
`ANUBO.XBRLUNIT`	Get the unit for a specific concept	Text (e.g., “USD”, “shares”, “pure”)
`ANUBO.XBRLDEC`	Get decimal information for a concept	Number (decimal precision)
`ANUBO.XBRLCONTEXTPERIOD`	Get context period information	Text (period context details)
`ANUBO.XBRLDimension`	Get dimension member for a concept	Text (dimension member value)
`ANUBO.XBRLFACTPERIODBYDIMENSIONS`	Get period text for a fact matched by dimensions	Text (human-readable period)
`ANUBO.XBRLFACTUNITBYDIMENSIONS`	Get unit for a fact matched by dimensions	Text (e.g., “USD”, “shares”)
`ANUBO.XBRLFACTDECBYDIMENSIONS`	Get scale/decimals label for a fact matched by dimensions	Text (scale description)

8.3 Function Syntax Premium

About the CompanyAbreviation parameter After you upload an XBRL report, the user assigns it a Company Abbreviation. This abbreviation can contain any information about the type of report, such as “10K” for annual reports. This abbreviation is the value you pass as the CompanyAbreviation parameter in all ANUBO functions (e.g., “DEMO_MICROSOFT_10K” or “MICROSOFT_10K”). You can see and select this abbreviation in Company & Reports → Select. If you want to change it later, use Rename in Company & Reports — the new abbreviation becomes the value to use in your formulas.

Core Data Functions Premium

`ANUBO.XBRLLabel`

Purpose: Retrieve the human-readable label for a concept at a specific period. This function returns the display name (e.g., “Revenue from Contract with Customer, Excluding Assessed Tax”) instead of the technical concept ID (e.g., “us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax”).

Syntax (preferred – using dates) =ANUBO.XBRLLabel(CompanyAbreviation, closingDate, "", [datasetStartDate], datasetEndDate, ConceptID)

Optional (expert – using contextRef) =ANUBO.XBRLLabel(CompanyAbreviation, closingDate, contextRef, "", "", ConceptID)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetStartDate: Optional start date (YYYY-MM-DD) for duration periods. Leave empty for instants.
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “us-gaap:Revenue”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to retrieve the label for that context directly.

Returns A text value with the human-readable label for the concept (e.g., “Revenue from Contract with Customer, Excluding Assessed Tax”). If the concept is not found, returns an error message.

Notes

Provide either dates (preferred) or a contextRef (expert), not both.
With dates, datasetEndDate is required; datasetStartDate is optional and helps disambiguate when multiple duration periods share the same end date.
With contextRef, leave datasetStartDate and datasetEndDate empty.
This function returns labels that are typically used in financial statements, making your Excel reports more readable than using raw concept IDs.
If you pass a linkRole URI (starting with “http://”) as the ConceptID, the function returns the table definition for that link role.

Example – Duration period (preferred)

=ANUBO.XBRLLabel(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-01-01”,“2024-12-31”,“us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax”)

Returns: Revenue from Contract with Customer, Excluding Assessed Tax

Example – Instant period (preferred)

=ANUBO.XBRLLabel(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", "",“2024-12-31”,“us-gaap:Assets”)

Returns: Assets

Example – Expert (using contextRef)

=ANUBO.XBRLLabel(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"","",“us-gaap:Revenue”)

Returns: Revenue from Contract with Customer, Excluding Assessed Tax

`ANUBO.XBRLValue`

Purpose: Retrieve the value for a concept at a specific period. This function returns the actual data value (number or text) instead of the label, with numeric values properly scaled according to the XBRL decimals information. This is the primary function for extracting financial data from XBRL reports into your Excel worksheets.

Syntax (preferred – using dates) =ANUBO.XBRLValue(CompanyAbreviation, closingDate, "", [datasetStartDate], datasetEndDate, ConceptID)

Optional (expert – using contextRef) =ANUBO.XBRLValue(CompanyAbreviation, closingDate, contextRef, "", "", ConceptID)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetStartDate: Optional start date (YYYY-MM-DD) for duration periods. Leave empty for instants.
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “us-gaap:Revenue”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to retrieve the value for that context directly.

Returns A numeric value (properly scaled) or text value depending on the concept type. For example, revenue values are returned as numbers with appropriate scaling (e.g., millions). Text concepts return their text value. If the concept is not found, returns an error message. For abstract concepts, returns an empty string.

Notes

Provide either dates (preferred) or a contextRef (expert), not both.
With dates, datasetEndDate is required; datasetStartDate is optional and helps disambiguate when multiple duration periods share the same end date.
With contextRef, leave datasetStartDate and datasetEndDate empty.
Numeric values are automatically scaled based on the XBRL decimals information. For example, if decimals = -6, the value is displayed in millions.
This is the most commonly used function for extracting actual financial data from XBRL reports into Excel.
Use ANUBO.XBRLLabel in combination with this function to create readable reports with both labels and values.

Example – Duration period (preferred)

=ANUBO.XBRLValue(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-01-01”,“2024-12-31”,“us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax”)

Returns: 51556 (properly scaled, in millions)

Example – Instant period (preferred)

=ANUBO.XBRLValue(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", "",“2024-12-31”,“us-gaap:Assets”)

Returns: 364840 (properly scaled)

Example – Expert (using contextRef)

=ANUBO.XBRLValue(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"","",“us-gaap:Revenue”)

Returns: 51556 (properly scaled)

`ANUBO.XBRLFACTLABELBYDIMENSIONS`

Purpose: Resolve the human-readable label for a concept using semantic aspect matching (concept, period, dimensions, optional unit, optional link role). Used by Report Data – tables, Report Data – items (dimensional mode), and Report Data – dimensional analysis.

Syntax =ANUBO.XBRLFACTLABELBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [lang], [labelRole], [unit], [linkroleURI])

companyAbbreviation: Company abbreviation (e.g., "DEMO_MICROSOFT_10K").
closingDate: Report closing date (YYYY-MM-DD).
conceptQName: Concept QName (e.g., "us-gaap:Revenue").
period: Period selector for the fact (instant, duration, or forever — as inserted by the task pane).
dimensions: Dimensions string or two-column range identifying the fact’s dimensional qualification. Use an empty string ("") for non-dimensional facts.
lang: Optional label language. Default "en" when omitted or empty.
labelRole: Optional label role. Default "standardLabel" when omitted.
unit: Optional unit selector for disambiguation when multiple facts match.
linkroleURI: Optional link role URI for disambiguation within a presentation table.

Returns The resolved label text, or a plain-text error message if no matching fact is found.

Notes

The task pane builds these formulas automatically; manual edits are for power users and time-series workbooks.
Errors are returned as plain text in the format Error: <ERROR_CODE>: <message>.

`ANUBO.XBRLFACTVALUEBYDIMENSIONS`

Purpose: Resolve a fact value using concept, period, dimensions, optional unit, and optional link role. This is the primary value function for table output, dimensional item insertion, and dimensional analysis.

Syntax =ANUBO.XBRLFACTVALUEBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [unit], [linkroleURI])

companyAbbreviation, closingDate, conceptQName, period, dimensions: Same meaning as for ANUBO.XBRLFACTLABELBYDIMENSIONS.
unit: Optional unit selector for disambiguation.
linkroleURI: Optional link role URI for disambiguation.

Returns A numeric value (properly scaled) or text value. Plain-text error if no matching fact is found.

Notes

Numeric scaling follows XBRL decimals information, consistent with ANUBO.XBRLValue.
Attributes → Insert report header can derive header columns from a selected ANUBO.XBRLFACTVALUEBYDIMENSIONS formula.

`ANUBO.XBRLFACTDIMENSIONBYDIMENSIONS`

Purpose: Return formatted dimension member text for a fact identified by concept, period, dimensions, optional unit, and optional link role.

Syntax =ANUBO.XBRLFACTDIMENSIONBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [lang], [labelRole], [unit], [linkroleURI])

Parameters match ANUBO.XBRLFACTLABELBYDIMENSIONS.

Returns Formatted dimension qualification text for the matched fact, or a plain-text error.

`ANUBO.XBRLDimension`

Purpose: Retrieve the dimension member value for a specific concept at a given period. Dimensions break down data into categories (e.g., by geographic region, product line, or business segment). This function returns the specific member value for a given dimension on a concept.

Syntax (preferred – using dates) =ANUBO.XBRLDimension(CompanyAbreviation, closingDate, "", datasetEndDate, ConceptID, DimensionName)

Optional (expert – using contextRef) =ANUBO.XBRLDimension(CompanyAbreviation, closingDate, contextRef, "", ConceptID, DimensionName)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “ifrs-full:Revenue”).
DimensionName: Dimension axis name (e.g., “ifrs-full:GeographicalAreasAxis”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to retrieve the dimension member for that context directly.

Returns The dimension member value as text (e.g., “North America”, “Asia”, “Product A”). If no dimension member is found for the specified concept and period, returns an empty string.

Notes

Provide either dates (preferred) or a contextRef (expert), not both. Exactly one must be provided.
With dates, datasetEndDate is required to identify the period.
With contextRef, leave datasetEndDate empty.
The DimensionName should be the axis name (e.g., “ifrs-full:GeographicalAreasAxis”), not the member name.
This function is useful when you need to know how data is broken down by dimensions, for example to categorize revenue by region or product line.

Example – Using dates (preferred)

=ANUBO.XBRLDimension(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-12-31”,“ifrs-full:Revenue”,“ifrs-full:GeographicalAreasAxis”)

Returns: Asia (or the appropriate geographic member for that revenue concept)

Example – Expert (using contextRef)

=ANUBO.XBRLDimension(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"",“ifrs-full:Revenue”,“ifrs-full:GeographicalAreasAxis”)

Returns: Asia

Metadata Functions Premium

Metadata functions provide information about the data in XBRL reports. This type of information about data is used for labeling, for example in row headers and tables. The anuboXBRL Analyzer creates these UDFs automatically based on the data in the XBRL reports. The following documentation is intended for power users.

`ANUBO.XBRLReportCompany`

Purpose: Retrieve the company abbreviation for a specific report. This function returns the company identifier to display context information in your Excel worksheets. This function is commonly used in column headings and report headers to clearly identify which company’s data is displayed in each column.

Syntax =ANUBO.XBRLReportCompany(CompanyAbreviation, closingDate)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).

Returns The company abbreviation as text (e.g., “DEMO_MICROSOFT_10K”) if the report exists for the specified company and closing date. Returns an error message if the report is not found or if required parameters are missing.

Notes

Both parameters are required.
Use this function in report headers and column headings to clearly identify which company’s data is displayed in each column, especially when working with multiple companies in the same workbook.
If the report is not found, the function returns an error message indicating the report could not be located.

Example – Basic usage

=ANUBO.XBRLReportCompany(“DEMO_MICROSOFT_10K”,“2024-12-31”)

Returns: DEMO_MICROSOFT_10K

Example – In column heading

=ANUBO.XBRLReportCompany(“DEMO_MICROSOFT_10K”,“2024-12-31”)

Use this in a header row to display the company abbreviation above data columns for that company.

`ANUBO.XBRLReportDate`

Purpose: Retrieve the report closing date for a specific report. This function returns the report closing date to display context information in your Excel worksheets. This function is commonly used in column headings and report headers to clearly identify which reporting period’s data is displayed in each column.

Syntax =ANUBO.XBRLReportDate(CompanyAbreviation, closingDate)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).

Returns A text value formatted as “Report on: YYYY-MM-DD” (e.g., “Report on: 2024-12-31”) if the report exists for the specified company and closing date. Returns an error message if the report is not found, if required parameters are missing, or if the date format is invalid.

Notes

Both parameters are required.
The closingDate must be in YYYY-MM-DD format (e.g., “2024-12-31”).
Use this function in report headers and column headings to clearly identify the reporting period for each column, especially when working with multiple reports or time series in the same workbook.
If the report is not found, the function returns an error message indicating the report could not be located.

Example – Basic usage

=ANUBO.XBRLReportDate(“DEMO_MICROSOFT_10K”,“2024-12-31”)

Returns: Report on: 2024-12-31

Example – In column heading

=ANUBO.XBRLReportDate(“DEMO_MICROSOFT_10K”,“2024-12-31”)

Use this in a header row to display the report closing date above data columns for that report period.

`ANUBO.XBRLDATASETPERIOD`

Purpose: Resolve the actual period used by the selected dataset for a concept. Useful for displaying context information (e.g., report header period) or verifying which dates are in effect.

Syntax (preferred – using dates) =ANUBO.XBRLDATASETPERIOD(CompanyAbreviation, closingDate, "", [datasetStartDate], datasetEndDate, ConceptID)

Optional (expert – using contextRef) =ANUBO.XBRLDATASETPERIOD(CompanyAbreviation, closingDate, contextRef, "", "", ConceptID)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetStartDate: Optional start date (YYYY-MM-DD) for duration periods. Leave empty for instants.
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “us-gaap:Revenue”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to resolve that context’s period directly.

Returns Duration: YYYY-MM-DD – YYYY-MM-DD Instant: YYYY-MM-DD

Notes

Provide either dates (preferred) or a contextRef (expert), not both.
With dates, datasetEndDate is required; datasetStartDate is optional and helps disambiguate when multiple duration periods share the same end date.
With contextRef, leave datasetStartDate and datasetEndDate empty.

Example – Duration (preferred)

=ANUBO.XBRLDATASETPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-01-01”,“2024-12-31”,“us-gaap:Revenue”)

Returns: 2024-01-01 – 2024-12-31

Example – Instant (preferred)

=ANUBO.XBRLDATASETPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", "",“2024-12-31”,“us-gaap:Assets”)

Returns: 2024-12-31

Example – Expert (contextRef)

=ANUBO.XBRLDATASETPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"","",“us-gaap:Revenue”)

`ANUBO.XBRLUNIT`

Purpose: Retrieve the measurement unit for a concept at a specific period. This function returns the unit information to display context information in your Excel worksheets. This function is commonly used in column headings and report headers to clearly identify which unit of measure applies to the data in each column.

Syntax (preferred – using dates) =ANUBO.XBRLUNIT(CompanyAbreviation, closingDate, "", [datasetStartDate], datasetEndDate, ConceptID)

Optional (expert – using contextRef) =ANUBO.XBRLUNIT(CompanyAbreviation, closingDate, contextRef, "", "", ConceptID)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetStartDate: Optional start date (YYYY-MM-DD) for duration periods. Leave empty for instants.
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “us-gaap:Revenue”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to retrieve the unit for that context directly.

Returns The unit information as text (e.g., “USD”, “EUR”, “shares”, “pure”). If the concept is not found, returns an error message. For abstract concepts, returns an empty string.

Notes

Provide either dates (preferred) or a contextRef (expert), not both.
With dates, datasetEndDate is required; datasetStartDate is optional and helps disambiguate when multiple duration periods share the same end date.
With contextRef, leave datasetStartDate and datasetEndDate empty.
This function returns the unit of measure that applies to the concept’s values, which is essential for understanding what the numbers represent (currency, shares, etc.).
Common units include currency codes (USD, EUR, GBP), “shares” for share-based metrics, and “pure” for unitless values.

Example – Duration period (preferred)

=ANUBO.XBRLUNIT(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-01-01”,“2024-12-31”,“us-gaap:Revenue”)

Returns: USD

Example – Instant period (preferred)

=ANUBO.XBRLUNIT(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", "",“2024-12-31”,“us-gaap:Assets”)

Returns: USD

Example – Expert (using contextRef)

=ANUBO.XBRLUNIT(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"","",“us-gaap:Revenue”)

Returns: USD

`ANUBO.XBRLDEC`

Purpose: Retrieve decimal precision information (scaling/accuracy) for a concept at a specific period. This tells you how numbers are scaled (e.g., millions, billions) and helps you understand the precision of reported values. This function is commonly used in column headings.

Syntax (preferred – using dates) =ANUBO.XBRLDEC(CompanyAbreviation, closingDate, "", [datasetStartDate], datasetEndDate, ConceptID)

Optional (expert – using contextRef) =ANUBO.XBRLDEC(CompanyAbreviation, closingDate, contextRef, "", "", ConceptID)

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
datasetStartDate: Optional start date (YYYY-MM-DD) for duration periods. Leave empty for instants.
datasetEndDate: Required end/instant date (YYYY-MM-DD) when contextRef is not used.
ConceptID: Concept QName (e.g., “us-gaap:Revenue”).
contextRef: Optional expert parameter. Normally leave empty (""). Use only if you already know a specific contextRef and want to retrieve decimals for that context directly.

Returns A text value describing the decimal precision and scaling, for example: “in millions” (decimals = -6) “in billions” (decimals = -9) “in thousands” (decimals = -3) “Decimals: -6” (if a specific mapping is not available) Negative decimals indicate the numbers are divided by a power of 10. For example, -6 means divide by 1,000,000 (millions).

Notes

Provide either dates (preferred) or a contextRef (expert), not both.
With dates, datasetEndDate is required; datasetStartDate is optional and helps disambiguate when multiple duration periods share the same end date.
With contextRef, leave datasetStartDate and datasetEndDate empty.
This information is automatically applied when using ANUBO.XBRLValue, but this function lets you inspect the scaling explicitly.

Example – Duration period (preferred)

=ANUBO.XBRLDEC(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", “2024-01-01”,“2024-12-31”,“us-gaap:Revenue”)

Returns: in millions

Example – Instant period (preferred)

=ANUBO.XBRLDEC(“DEMO_MICROSOFT_10K”,“2024-12-31”,"", "",“2024-12-31”,“us-gaap:Assets”)

Returns: in millions

Example – Expert (contextRef)

=ANUBO.XBRLDEC(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,"","",“us-gaap:Revenue”)

Returns: in millions

`ANUBO.XBRLCONTEXTPERIOD`

Purpose: Retrieve the period information for a specific context reference (contextRef). Returns either the end/instant date or both start and end dates. Useful when you already know a contextRef and need to display its period details, for example in report headers or verification.

Syntax =ANUBO.XBRLCONTEXTPERIOD(CompanyAbreviation, closingDate, contextRef, [includeStart])

CompanyAbreviation: Company abbreviation (e.g., “DEMO_MICROSOFT_10K”).
closingDate: Report closing date (YYYY-MM-DD).
contextRef: Required expert parameter. The context reference identifier (e.g., “D2024FY”, “I2024-12-31”). You must know the exact contextRef from the report to use this function.
includeStart: Optional. If TRUE, returns both start and end dates. If omitted or FALSE, returns only the end/instant date as text.

Returns If includeStart is omitted or FALSE: A text value with the end/instant date (e.g., "2024-12-31"). If includeStart is TRUE: Both start and end dates are returned, which Excel displays as a two-column result (e.g., start: "2024-01-01", end: "2024-12-31" for duration contexts, or empty start and end: "2024-12-31" for instant contexts).

Notes

This function requires a contextRef parameter. Unlike ANUBO.XBRLDATASETPERIOD, you cannot use date parameters with this function.
Use includeStart=TRUE when you need both start and end dates, for example when building period labels that show full ranges.
Use includeStart=FALSE or omit it when you only need the end date, for example for column headers showing just the period end.
If the contextRef does not exist in the report, the function returns an empty result.

Example – End date only (includeStart omitted or FALSE)

=ANUBO.XBRLCONTEXTPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,FALSE)

Returns: 2024-12-31

Example – Start and end dates (includeStart=TRUE)

=ANUBO.XBRLCONTEXTPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,“D2024FY”,TRUE)

Returns: Start date in first column, end date in second column (2024-01-01, 2024-12-31)

Example – Instant context

=ANUBO.XBRLCONTEXTPERIOD(“DEMO_MICROSOFT_10K”,“2024-12-31”,“I2024-12-31”,TRUE)

Returns: Empty first column, end date in second column (empty, 2024-12-31)

`ANUBO.XBRLFACTPERIODBYDIMENSIONS`

Purpose: Resolve the reporting period of a fact matched by semantic dimensions. Returns a human-readable period string (without a Dataset period: prefix). Used by Attributes → Insert report header when the source cell contains a BYDIMENSIONS value formula.

Syntax =ANUBO.XBRLFACTPERIODBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [unit], [linkroleURI])

Returns Human-readable period text, or a plain-text error.

`ANUBO.XBRLFACTUNITBYDIMENSIONS`

Purpose: Resolve the unit of a fact matched by semantic dimensions.

Syntax =ANUBO.XBRLFACTUNITBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [unit], [linkroleURI])

Returns Unit text (e.g., "USD", "shares"), or a plain-text error.

`ANUBO.XBRLFACTDECBYDIMENSIONS`

Purpose: Resolve scale/decimals information for a fact matched by semantic dimensions (wording consistent with ANUBO.XBRLDEC).

Syntax =ANUBO.XBRLFACTDECBYDIMENSIONS(companyAbbreviation, closingDate, conceptQName, period, dimensions, [unit], [linkroleURI])

Returns Human-readable scale/decimals label, or a plain-text error.

8.4 Error Handling Premium

#VALUE!: Invalid parameters or concept not found
#REF!: Company or report not loaded
#N/A: No data available for the specified criteria

Tip: Use the task pane to insert functions automatically with correct parameters, then copy the formula to other cells.