How to get the mapping relation between xbrl tag and name shown in financial statement? - tags

The name shown in financial statement and xbrl tag name are different,take apple's 2019 financial statement as example.
apple 2019 financial statement
Click sections--financial statement--consolidated statements of operations and move mouse at the 274,515 ,
You can see
Tag
us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Fact
274,515,000,000
The tag name is RevenueFromContractWithCustomerExcludingAssessedTax in xbrl term, it is called as Total net sales, maybe there exists a table mapping every xbrl tag name with name shown on financial statements,where can i get it?

Yes, there is a mapping between tag names (they are called concepts) and user-readable English names (they are called labels) in what is called the label linkbase.
You can click on the right arrow in the pop-up window that can be seen on your screenshot, which will display all the associated labels.
However, there is no guarantee that these labels match exactly what is seen on the HTML page, because this is Inline XBRL and the text surrounding the tagged data is completely free, as opposed to the tabular view an XBRL processor would automatically reconstruct from the taxonomy attached to the report. Ideally, the filings should be created in a way that the two should match, though.
In this case, "Total net sales" would be a Total label (i.e., used when the data is displayed in context as a total), but it does not seem that this label appears in the label linkbase here, at least as shown in the window.
Regarding a large, flat, tabular representation of the entire label linkbase of a filing: I did not manage to find it for this specific (version of the) viewer, however there are many XBRL processors that do offer this (e.g., export to CSV or Excel).

Related

Filemaker: behavior of portal rows

I am creating a contacts database using FileMaker Pro 19. Part of the relationship diagram is shown below:
For each Person record, I have zero or more Phone records, each corresponding to exactly one IDDCode record.
In the layout for editing Person records, I have a portal (with all default options) pointing to the Phone table. In each portal row I have edit boxes for the Phone::Label and Phone::PhoneNumber fields, and a drop-down control with "Display data from" = IDDCode::DisplayCode and the "Values from" list set up as:
Hopefully it is clear enough what I am aiming for. What actually happens is not even close to that. Among the many unexpected behaviors:
Changing one drop-down sets the value in all rows
The values shown in the drop-down do not necessarily correspond to the values in the Phone table
When I open the drop-down list, the highlighted default is off by one (e.g. if IDDCodeID is 39, the value for IDDCodeID 40 is highlighted)
Some of the edit boxes are missing, e.g. the second row in the example image should have a phone number filled in
The portal does correctly display the existing (imported) data, though. Here is an example of what I see when I try to use the layout:
QUESTION:
Obviously the way I have set this up is wrong (I am familiar with databases but brand new to Filemaker). Rather than address the problems with my setup point by point, I am hoping to find out what is the right way to do this in Filemaker?

In sheets, duplicating responses into specific tab(s)

In forms collection, users provide me data. Most importantly in the data given is the date(s) they select (or sign up for, in my instance). I've created new tabs in the spreadsheet that are associated with the dates. I'm copying and pasting the exact information that they provide into the correct date(s) tab. Sometimes they select multiple dates. However, at this rate, I'm moving so slow and making many mistakes.
Is there a code that can duplicate what I'm doing to avoid the simple mistakes I'm making and save time?
Updated: here is the link to a mock sheet (I hope I did it right): Mock Sheet
(quick pic of what I'm working with)
https://imgur.com/a/NErREzU
Thank you for sharing your spreadsheet. Here is what I recommend:
1.) In your existing individual date sheets, select and delete whichever columns you will not be using; likewise, select and delete all rows beyond the maximum number of rows you might ever need per sheet. Keeping sheets trim is the professional standard, makes it easier to focus on the important information, and assures maximum processing speed.
2.) Delete everything from your existing individual date sheets, including the headers.
3.) Place the following formula into cell A1 of each sheet:
=FILTER({Sheet1!A:D,Sheet1!F:F},(ROW(Sheet1!A:A)=1)+(REGEXMATCH(Sheet1!E:E,"December 17, 2021")))
Adjust the date in quotation marks to match the sheet. It seems that all of your events may be happening from 5:00 - 9:00, so you don't need to include that if my assumption is correct. However, if there are different times on the same day (and will therefore be two different sheets for that day), you will need to include the start time in the formula's quotes as well, exactly as it will come in from the form (e.g., "December 17, 2021 Friday, 5:00pm"). The hyphen and end time seems it would be superfluous and can be left off.
4.) To create a new individual date sheet, simply duplicate an existing individual date sheet, rename the copy, color your header row as desired, and change the formula section between those quotes in the A1 formula (which will already be in place from the duplicate sheet.
5.) Since you will be adding further notes or other information in additional columns within each individual date sheet, be sure that you never delete information from Sheet1; otherwise, the formula-produces row information will collapse to eliminate deleted rows, and your manually entered data will not match up. For this reason, I recommend simply Hide-ing Sheet1 entirely, as this will cut down on the chance that someone may accidentally tamper with the data coming into that sheet. There is not reason to have Sheet1 showing, since all data will be included in some other sheet due to the formulas there.
The formula FILTERs in only the five target columns, which are included in the opening virtual array formed between the curly brackets { }; and it will include rows that match either one of two conditions (shown between sets of parentheses, where the plus symbol means 'OR'): either A.) the row is Row 1 (i.e., the header row information) or B.) the part in quotes can be found in Sheet1!E:E.

Prevent a text field within a portal from being truncated, filtering portal contents to display in another layout

I am already using Filemaker Pro 10, I have two questions:
I have a text field in a portal, and whenever I am entering values like "B12C45" in it, it works well, but when the string is longer like "BC12F42, B45z87" it doesn't show whole the strings and omits the letters from it. what Can I do?
My second question is that: I have a portal in a layout, in this portal every row has an id sometimes the id is repeated in other rows but the value of another field called Position is changing. Now I want to have those rows of this portal which have the same id in another layout. I have tried using scripts for it, but scripts don't work well in this case, and they are entering whole the portal in the new layout not the parts I want . How can I write a script which does this?
I will really appreciate any help.
For the first question there are many ways you could display more data in a field and the best one will depend on the particular implementation in your database. There are three main ways to solve this problem: field-size adjustments, text-size adjustments and programming adjustments to dynamically change the text-size.
Field-size adjustments include:
Making the field longer
Using the autosizing aspect of a field so that as the window grows, so does the field
Text-size adjustments include:
Making the font size for that field smaller.
Setting the font style for that field to condensed.
Programatically, though, three things stand out to me as possibilities. I like the third one the best for most of my solutions:
Set the tooltip for the field to "Self" (without the quotes). A user can see the entire contents of the field by hovering the mouse over the field.
In "Define Database" set the field's calculated value to: "TextStyleAdd(self;Condense)" (without the quotes) and make certain that "Do not replace existing value of field" is turned off
Use Conditional formatting to add the Condense style or use a smaller font when the number of the characters in the field gets long.
The steps for using conditional formatting are as follows:
In layout mode select the field and select 'Conditional Formatting...' from the pop-up menu
Add a new condition
Change the condition to 'Formula is'
In the text field enter "Length(Self) > 8" (without the quotes)
Press the "More Formatting..." button
Select "Condense" as the Style from the text
You can add multiple conditions, so you might have "Condense" only for Length(Self) > 8 and another condition for Length(Self) > 16 where you set both "Condense" and reduce the Font Size.
As for your second question, I'm not able to get a picture of what you're trying to do from the question you asked. You might be able do the following in a script:
Go to Related Record [the portal relationship]
Sort Records [by ID]
And then use a summary field (Count of ID) to determine how many of each ID you have.
If you clarified what you were trying to do, gave more information about your tables and table occurrences, we might be able to provide a better answer for this instance.

Field text is being truncated inconsistently

I created a label report (2 columns). The fields used are, Suffix, Contact Name, Company Name, Job Title and Department – simple contact data.
The Department field is the last one and in the report of 78 records the Department field decided not to display the entire field text twice.
I have "Can Grow" set as default on all fields, I checked the margins and label width to ensure the text is not being truncated because of the labels being too wide for the margins. I modified the data in the database by abbreviating certain words and it shows the change but it still truncates after 50 characters. Other times the Department name is 80+ characters and it displays all of the data.
This problem is happening onscreen when I preview the report and also when various users print it. The default printers have not changed.
This one has me stumped. Is this an application bug (if so is there a Service Pack for CR 11.5?) or does it have anything to do with printer drivers in need of update?
Thanks in advance for your help on this puzzle.
Update
I did specify data source
The text in the database is without any special characters or anythig else that might be out of place
No I am not using Underlaying Following sections anywhere in the document
11.5.8.998 is my version of CR (lloks like I am behind - however, when I click on verify for updates it tells me there aren't any. Do you ahve a link to the SP2 download?)
No formula in the Custom string option
Mine worked by simply going to the Database Menu option: Database-->Verify Database, and the field sizes were updated
It could happen if the length of the field in the Data Source is less than your string. To check this:
In the Field Explorer right click on the data source name and choose "Show Field Type"
The length of the field is written between ( ). If it is less than your string length, you have to re-build your data source. For example, if your data source is a view, you have to drop and create it again and then verify your data base in crystal report.
Hope it helps.
Random troubleshooting thoughts. One of these could even work :)
You didn't specify your datasource, but can you preview your data before it goes into Crystal? If the actual data is randomly truncated, then the problem isn't Crystal, it's the data.
Does this data have any special characters, i.e. accents, foreign currencies, etc? That could be a problem (I don't know if this could even create problems, never used them in Crystal)
In the Section Expert, are you using the Underlaying Following Sections option for fancy formatting? If so, your 'grown' fields may be hidden by some other field in the following section.
My Crystal Reports XI Developer Edition is 11.5.12.1838 (that's service pack 2). Is your Crystal up to date?
In the Format Field pane, there is an option to make a custom Display String. Sometimes I forget I have a formula and then don't understand why it's not doing what i want.

Crystal report - Conversion from text to decimal?

I have a crystal report, which takes data from an XML template. For a particular field of report, say 'Cost' the database stored procedure send data to XSD file in decimal format , but when the crystal report displays data picking from XSD, it is rounded off.
When i right click on other data fields of report, I can see 'Field:table1.columnname',. But when i click on 'Cost' field, it shows 'Text:'.
To my understanding, this is a text field which is mapped to pick data from XSD and since the type is text, it gives result in text hence truncating the decimal.
Please suggest how can I get decimals here.
P.S: This code was created by someone else, so i have no idea on what they had set at that time. I have to fix it and i have no clue about it.
(This sounds like one of those problems which is probably fixable in 20 seconds if I stood over your shoulder. Or not. Since that's not possible, let's do some background first:)
When you right-click on a field and see Text:, that means it's just a Text Object which may or may not display data from the database (if you just roll your mouse over it, it should say Text Object). When you want a report to say something generic like "Hello, my name is", this is how you'd do it. But you can also drag & drop data fields into it as well.
The other data fields that say 'Field:table1.columnname' when you right-click are indeed pulled (almost) directly from the database
Try this:
Go into your Field Explorer (If it's not open already, from the menu bar, choose View->Field Explorer). Check the Field Type of your field of interest. If it's a number field, then that's how it's being pulled from the database, which is good.
Try deleting the original field in the report and drag&dropping your field directly from the field explorer. Preview the report. Right click to Format Field. There, you'll see display options to add/remove decimals, insert currency symbols, etc.
That's enough for now. Let us know how it goes.