The XBRL Table Linkbase specification provides mechanisms for defining the structure of tables used to present and/or edit XBRL instance data. It goes beyond the standard capabilities of the presentation linkbase – which only provides a simple arrangement of facts in a hierarchy – to define the presentation of multi-dimensional XBRL data in a format that is more familiar to non-technical stakeholders such as accountants, financial professionals, and other business users.
The table linkbase allows the taxonomy author to define a template for displaying (or entering) desired XBRL facts and relationships. The components of axes need not be limited to individual items, but can be defined in terms of a combination of dimensions, time period references, units, entities, or any other property that can be used to identify the financial facts represented by taxonomies.
XBRL Table Linkbases are a popular topic in financial circles since they allow easier access to in-depth data for analysis. By standardizing the ability to present XBRL data, XBRL tables give organizations the ability to take advantage of the benefits of XBRL for the electronic transmission of business and financial data while providing added benefits for human consumers of the same information, who can now add further value though analysis and reporting.
Altova provides comprehensive support for XBRL Table Linkbase in XMLSpy, MapForce, StyleVision for graphical table definition and editing; data mapping; and generation of tables in reports for XML, HTML, PDF, and other formats. These three products are available together in Altova MissionKit at a special price. For lightning-fast validation of XBRL, check out RaptorXML+XBRL Server.
The graphical XBRL Taxonomy editor in XMLSpy includes a specialized tab for viewing and editing XBRL Table Linkbase definitions, as shown in the screenshot above. Here, it’s easy to add and define tables using graphical diagrams, context menus, and the Details entry helper window.
While the standard XBRL linkbases (presentation, calculation, definition) define relations between concepts via locators and standard arcs in standard extended links, a table linkbase defines a number of components (tables, breakdowns, definition nodes, filters, etc.) and the relationships between them via resources and generic arcs in generic extended links. In XMLSpy, it’s easy to view the list of available components and select one to add by clicking the Add New Component button in the graphical XBRL Table Linkbase editor.
The added component is then displayed in the diagram in the Table tab, where table components are divided into sections with relationships to other components displayed within a tree structure. Helpful icons indicate the properties of components and the relationships between them.
Context-sensitive right click menus offer valid choices based on the type of component being defined, and properties may also be viewed and defined via the Details entry helper window.
XMLSpy lets you preview the layout of XBRL tables as you define them, allowing you to see the resulting table as it is built and understand the result of every edit.
A drop-down menu at the top of the table preview window allows you to select a table to view from those defined the active taxonomy. Clicking on a cell in the table will highlight the component’s definition in the XBRL Table Editor above, and vice versa, making it easy to understand and modify table relationships. For quick troubleshooting, validation errors in table node definitions are also reflected via error messages in the table preview.
The XBRL Table layout preview also allows for graphical, point-and-click definition of XBRL Formulas.
When an XBRL Table Linkbase is present in an XBRL document, you can generate the defined table(s) directly in XMLSpy. Simply select the Generate Table command from the XBRL menu to open a dialog where the required table(s) are selected along with the desired output format, either XML or HTML.
Support for generating XBRL Tables is also available on RaptorXML+XBRL Server, Altova's hyper-performance XBRL server - see below for more information.
When it's time to render complete, multi-channel XBRL reports that include sophisticated layouts, charts, and graphs, check out StyleVision. StyleVision supports auto-generation of tables based on XBRL Table Linkbase definitions and other advanced functionalty such as a table wizard, chart wizard, and more.
Full support for XBRL Table Linkbase 1.0 is provided on RaptorXML+XBRL Server, Altova's cross-platform, hyper-performance XBRL processing server. RaptorXML provides strict conformance to XBRL standards including XBRL Dimensions, XBRL Formula, Function Registry, and more, alongside Table Linkbase support. Strong standards compliance is coupled with performance optimized to deliver increased throughput and efficient memory utilization to validate and process large amounts of XBRL data cost-effectively.
Powerful developer-oriented features include superior error reporting, a Python interpreter, a built-in HTTP server, COM and Java APIs, language and Altova-specific extension function support, and much more.
XBRL Table Linkbase support on RaptorXML+XBRL Server includes validation and rendering of tables.