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

9. Advanced Features

9.1 Working with Dimensions Premium

XBRL reports often break down data by dimensions (axes) like product lines, geographic regions, or business segments.

  • Finding dimensions: Use the task pane’s table view to see available axes and members

  • Dimension syntax: “AxisName:MemberName” (e.g., “srt:ProductOrServiceAxis:us-gaap:ProductMember”)

  • Multiple dimensions: Separate with semicolons in custom functions

9.2 Period Types Premium

  • Instant: Point-in-time data (balance sheet items) Use empty startDate and endDate: ANUBO.XBRLValue("COMPANY", "2024-12-31", "", "", "", "concept")

  • Duration: Period data (income statement items) Specify both dates: ANUBO.XBRLValue("COMPANY", "2024-12-31", "", "2024-01-01", "2024-12-31", "concept")

Link roles are predefined table structures that organize data into standard formats. Common types include:

  • Balance Sheet (Statement of Financial Position)

  • Income Statement (Statement of Income / P&L)

  • Statement of Cash Flows

  • Notes to Financial Statements

Use the task pane’s table view to browse available link roles for your selected report.

9.4 Scaling and Decimals Premium

XBRL values include decimal information for proper scaling:

  • Negative decimals (e.g., -6): Divide by 1,000,000 (millions)

  • Positive decimals (e.g., 2): Round to 2 decimal places

  • Pure units: No scaling applied

ANUBO functions automatically apply correct scaling based on the XBRL data.

9.5 Custom Report Headers Premium

Analyzer only: Use the Attributes section to insert professional report headers with:

  • Company name and logo

  • Report date and period

  • Currency and units

  • Regulatory information