Oracle Hyperion Disclosure Management 11.1.2: Create XBRL Documents
Currently, no providers in North America have scheduled a date for this course. We can schedule a class at one of our regional offices or on-site at your location.
- Vendor:
- Oracle Corporation
- Course:
- D68635GC10
- Start Date:
- Unscheduled
- Length:
- 2 Days
- Location:
- Expired Class Date
- Tuition:
- $1,600
No Dates
Scheduled
Course Description
In this course, you learn the principal techniques and processes for the generation of XBRL instance documents using Oracle Hyperion Disclosure Management (Disclosure Management). You explore the use of XBRL in the preparation, analysis and communication of business information. You extend and register XBRL taxonomies for use in the Disclosure Management Mapping Tool. You explore methods of collating data for financial statements, with Smart View, Financial Reporting, and Microsoft Office. You create master documents and embed Word and Excel content. You perform, review and validate XBRL mappings in financial statements and create a reporting package for business reporting submissions. You also modify existing XBRL mappings. Design discussions and hands-on activities help you practice the skills taught.Learn To: Create, and extend XBRL taxonomiesConfigure Disclosure ManagementPerform and review report-level and data source-level XBRL mappingsValidate and generate XBRL instance documentsManage existing XBRL mappingsDescribe Disclosure Management architecture and functionality
Skills Gained
- Explain XBRL and taxonomies
- Describe Disclosure Management architechture and components
- Create, modify, and extend taxonomies
- Validate and register XBRL taxonomies
- Perform report-level and data source-level XBRL mappings
- Validate and generate XBRL instance documents
- Create and manage master documents
- Search and modify existing XBRL mappings
- Configure Disclosure Management
Who Can Benefit
- Administrator
- Project Manager
- Reports Developer
Prerequisites
- Basic knowledge of finance and accounting concepts
- Basic understanding of regulatory reporting requirements
- Basic knowledge of Microsoft Windows
Syllabus
XBRL and Taxonomy Overview
- Getting Started with XBRL Filing
- XBRL Overview
- XBRL Taxonomies
- XBRL Dimensions
- Tuples
- Calculations
- SEC Text Block and Detailed Tagging
- XBRL Resources
Disclosure Management Overview
- Oracle’s Enterprise Performance Management System
- Disclosure Management Overview
- XBRL Taxonomy Designer
- Disclosure Management Mapping Tool
- Disclosure Management Mapping Manager
- Disclosure Management Report Manager
- Instance Viewers
- Disclosure Management Services
Creating Taxonomies
- XBRL Taxonomy Designer
- Authoring Taxonomies
- Validating Taxonomies
- Modeling Dimension Taxonomies
- Saving Taxonomies
- Modifying Taxonomies
Extending Taxonomies
- Process Workflow for XBRL Instance Documents
- Approved XBRL Taxonomies
- Extracting Taxonomies
- Taxonomy Folder Structures
- Creating Extension Taxonomies
- Opening Extension Taxonomies
- Validating Extension Taxonomies
Configuring Disclosure Management
- Registering Taxonomies
- Configuring Units
- Configuring Taxonomy Caching
- Configuring XPE Web Caching
- Activity Logging
- Disclosure Management Server Logs
Navigating Mapping Tool
- Mapping Tool
- Setting Disclosure Management Server Options
- Navigating the Mapping Tool Panel
- Selecting and Expanding XBRL Taxonomies
- Navigating XBRL Taxonomies
- Changing XBRL Taxonomy Views
- Searching for XBRL Taxonomy Concepts
Performing and Reviewing Report-Level XBRL Mapping
- Financial Statements
- Report-Level vs. Data Source-Level Mapping
- Performing XBRL Mappings in Microsoft Office
- Dimensional Taxonomies
- Document-Level Mapping in Financial Reporting
- XBRL Mapping Storage
- Reviewing and Modifying XBRL Mappings
Performing and Reviewing Data Source-Level Mapping
- Data Source-Level Mapping
- Opening Smart View
- Inserting Smart Slice Function Gridss
- Importing Function Grids
- Performing Data Source-Level Mapping in Office
- Changing Taxonomies
- Removing XBRL Mappings
- Suppressing Taxonomy Mappings
Generating XBRL Instance Documents
- Process Workflow for XBRL Instance Documents
- Validating XBRL Instance Documents
- Generating XBRL Instance Documents
- Opening XBRL Instance Documents
- Viewing Instance Documents in XBRL
- Rolling Forward XBRL Mappings
Creating Master Documents and Doclets
- Creating Master Documents
- Performing XBRL Mapping in Doclets
- Master Document and Doclet Contexts
- Validating Master Documents
- Generating XBRL Instance Documents from Master Documents
Maintaining XBRL Mappings
- Mapping Manager Overview
- Searching for XBRL Taxonomy Concept Mappings
- Maintenance Tasks
- Deleting XBRL Mappings
- Changing the Data Source
- Changing Taxonomies
- Changing Taxonomy Element Values
- Viewing Mapping Manager Changes
