Oracle Hyperion Disclosure Management 11.1.2: Create XBRL Documents

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Oracle Hyperion Disclosure Management 11.1.2: Create XBRL Documents

Oracle University
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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 …

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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:
  • Describe Disclosure Management architecture and functionality
  • Create and extend XBRL taxonomies
  • Configure Disclosure Management
  • Perform and review report-level and data source-level XBRL mappings
  • Validate and generate XBRL instance documents
  • Manage existing XBRL mappings

Audience
  • Project Manager
  • Reports Developer
  • Administrator

Course Topics Introduction to Disclosure Management
  • About External Reporting
  • About Disclosure Management
  • Disclosure Management Architecture
  • Disclosure Management Business Process
XBRL and Taxonomy Overview
  • XBRL Overview
  • XBRL Taxonomies
  • XBRL Dimensions
  • Tuples
  • Calculations
  • XBRL Resources SEC Text Block and Detailed Tagging
  • XBRL Specification
  • XBRL Resources
Creating Taxonomies
  • XBRL Taxonomy Designer
  • Authoring Taxonomies
  • Validating 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
  • Dimensional Taxonomies
  • Validating Extension Taxonomies
Configuring Disclosure Management
  • Registering Taxonomies
  • Configuring Units
  • Configuring Mapping Overrides
  • 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
  • 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 Report-Level XBRL Mappings in Microsoft Office
  • Performing XBRL Dimensional Mappings
  • Document-Level Mapping in Financial Reporting
  • XBRL Mapping Storage
  • Reviewing and Modifying XBRL Mappings
Performing and Reviewing Data Source-Level Mapping
  • Data Source-Level Mappings
  • Opening Smart View
  • Inserting Smart Slice Function Grids
  • Performing Data Source-Level Mapping in Office
  • Changing Taxonomies
  • Removing XBRL Mappings
  • Suppressing Taxonomy Mappings
  • Data Source-Level Mapping Considerations
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

Course Objectives
  • Describe Disclosure Management architechture and components
  • Explain XBRL and taxonomies
  • Create, modify, extend and validate XBRL taxonomies
  • Configure Disclosure Management
  • 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

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