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XBRL for the XML-aware (1 day)

This one-day workshop is an intensive, hands-on introduction to the eXtensible Business Reporting Language for those already familiar with XML: delegates should understand well-formed XML and have some familiarity with namespaces and XML Schema. After revising the features of XML and XML Schema leveraged by XBRL, a simple XBRL report and taxonomy schema will be presented and expanded. XLink and XBRL linkbases will be introduced and their application developed to illustrate the full scope of XBRL. Finally, delegates will undertake an extended exercise with help at hand, creating a taxonomy and a report representing a section from a genuine annual report by a major listed company.

The course covers:

  • The need for XBRL: background and history
  • Foundations: XML namespaces, XML Schema substitution groups, IDs, and XLink
  • Simple taxonomy schemas: making items available for use
  • Taxonomy linkbases: adding information and extra validation
  • Advanced concepts: taxonomy extensions and custom links
  • A developed example