Inserting a Smart Slice Function Grid

Data source members can be mapped to XBRL concepts in a Smart Slice function grid using the Disclosure Management XBRL Taxonomy Mapping Tool, to provide reusable XBRL mappings within Financial Management, Planning, and Essbase. A Smart Slice is a perspective of a data source that contains a restricted set of dimensions or dimension members. A Smart Slice can be used in a regulatory submission to provide supporting information.

  To create a data source map to a Smart Slice function grid:

  1. From the Smart View pane, select Smart Slice.

  2. In the Action pane, select Insert Smart Slice.

    Image shows Smart Slice in the Report Designer pane.
  3. From Image shows Insert command, select Function Grid.

  4. On the Smart View ribbon, select Refresh.

  5. Select the Disclosure Management tab.

  6. Select Connect to connect to the Disclosure Management server.

  7. In the Name and Password fields, enter the user name and password, and then click OK.

  8. On the Disclosure Management ribbon, select Map.

  9. Map the data source member using the Disclosure Management Mapping Tool.

    For more information about the Disclosure Management Mapping Tool, see Generating XBRL Instance Documents .

    The graphic below shows a Smart Slice function grid integrated with the Disclosure Management Mapping Tool.

    Image shows mapped data sources in Smart View.