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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 in the task pane:

    • Report Data – items (Standard plus dimensional items): select a concept, then use the facet panel — Reporting Period, Filter facts, and Dimension facets per axis. See Section 7.2.
    • Report Data – dimensional analysis: choose a Role, then use Breakdown filters (per-axis member dropdowns), Period, and Unit before insert. See Section 7.5.

  • Dimension syntax in BYDIMENSIONS formulas: The dimensions argument uses semicolon-separated axis=member pairs (sorted by axis name), for example srt:ProductOrServiceAxis=us-gaap:ProductMember;srt:StatementGeographicalAxis=country:US. Use "" for non-dimensional facts. The task pane builds this string automatically when you insert from items (dimensional mode), tables, or dimensional analysis.

  • Legacy note: ANUBO.XBRLDimension accepts a single axis name on legacy XBRLValue-style facts; the primary dimensional path today is the BYDIMENSIONS family (Chapter 8).

9.2 Period Types Premium

Standard line items (ANUBO.XBRLValue)

  • Instant: Point-in-time data (balance sheet items). Use empty start and end dates:

    =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")

Dimensional facts (ANUBO.XBRLFACT*BYDIMENSIONS)

BYDIMENSIONS functions use a single period argument (instant, duration, or forever as resolved by the task pane) together with dimensions. You normally do not edit period start/end separately — insert from the task pane and copy formulas for time series work. See Chapter 8.

Link roles are predefined presentation structures that organize concepts into standard statement layouts. Common types include:

  • Balance Sheet (Statement of Financial Position)

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

  • Statement of Cash Flows

  • Notes to Financial Statements

Browse available link roles for the loaded report in Report Data – tables (link role dropdown → Insert) or filter by role in Report Data – dimensional analysis. See Sections 7.3 and 7.5.

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 — including ANUBO.XBRLValue / ANUBO.XBRLLabel (standard items) and ANUBO.XBRLFACTVALUEBYDIMENSIONS (dimensional items, tables, and dimensional analysis). Reader materializes scaled static values; Analyzer keeps live formulas that recalculate with the same rules.

9.5 Custom Report Headers Premium

Analyzer only: Use the Attributes section (Section 7.6) to add header columns beside your data:

  • Insert report header — from a selected ANUBO.XBRLValue(...) or ANUBO.XBRLFACTVALUEBYDIMENSIONS(...) cell, insert optional columns for Company, Report Date, Reporting Period, Scale, and Unit.

  • CHANGE parameters in ANUBO functions — bulk-update company/closing date or reporting period across all ANUBO formulas in the selected Excel range.

In Reader, Attributes is visible but disabled with an upgrade prompt.