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Instance Dashboard

This tool, Instance Dashboard provides side-by-side data comparison with various cutting points. This application can consume multiple instance documents and allows user to compare those instances among companies, periods or many other combinations. This application represents the strength, capability and potential for XBRL as well.

Features

Multiple XBRL Instance Documents Support

The application can consume multiple instance documents. By specifying base taxonomy, users can add any number of instances for comparison analysis.

Extension Taxonomy Used Instance Data Support

Extension taxonomy used instances also can be used to compare.

Customizable Layout

Instance Dashboard provides function to customize its comparison result layout.

Snapshot

Main view

The application screen has three pane. Bottom pane is the console message pane which tells user to report various kinds of message such as loading errors. Left pane is the taxonomy presentation linkbase tree to be used to compare. Right pane is the detailed comparison result pane which users can see the comparison result. This comparison table layout can be customized by user. See "Customize Layout".

Fig.1 : Main view

Open documents

The dialog box shows how to start comparison. By specifying base taxonomy to compare and instances to view, the application start loading the data then show their comparison result.

Fig.2 : Open base taxonomy and instances

Customize Layout

This application provides the function to customize the layout to view comparison result. Simple drag & drop operation and transpose button make users to create their own comparison layout.

Fig.3 : Changing Layout

Select tree node

This application have a function which can select nodes in a taxonomy presentation tree to compare. By simply checking on/off in the tree, users can specify the nodes you want to compare and see the comparison result in its main view.

Fig.4 : Selecting tree node to view

Select Period

This application have a function which can select periods in contexts to compare. By simply checking on/off in the list, users can specify the periods you want to compare and see the comparison result in its main view.

Fig.5 : Selecting periods to view

Select identifier

This application have a function which can select identifiers in contexts to compare. By simply checking on/off in the list, users can specify the identifiers you want to compare and see the comparison result in its main view.

Fig.6 : Selecting identifier to view

Limitation

  • User friendly functions still need to be prepared.

How to get the program

It can be obtained from the Download page.