Mapping Concepts

Mapping enables you to correlate taxonomy concepts with financial statement data. The same item can now be mapped multiple times to create multiple fact values.

To map a taxonomy concept to data in a Microsoft Office document (report/document level mapping):

Select the data point to map.
To select multiple data points in Excel table cells, press Ctrl + Shift. A word, sentence, or paragraph of free-form text in Microsoft Word can be selected.
For Microsoft Word tables, you must select the data value or multiple cells before mapping.
Taxonomy concepts can be mapped by dragging in Microsoft Word or Excel.
Navigate to the taxonomy concept in the Taxonomy pane and click .
When a report/document level mapping is created, the cell is shaded yellow.

To map a taxonomy concept for a data source from a Smart View Office document:

Select the data source member (metadata label).
Navigate to the taxonomy concept in the Taxonomy pane, and click .
Color cues indicate the type of mapping you have performed in Financial Reporting grids. If the cell is shaded blue, a data source mapping is indicated.