Creating XBRL Instance Documents
This topic discusses how to create an XBRL instance document. Page Used to Create Instance Documents.
Page Used to Create an XBRL Instance Document
Page Name |
Definition Name |
Navigation |
Usage |
---|---|---|---|
Create Instance |
XBRL_INST_RUN |
|
Generate an XBRL instance report. |
Create Instance Page
Use the Create Instance page (XBRL_INST_RUN) to generate an XBRL instance report. After all of your setup is complete, and you've imported your taxonomy and financial facts, you can create an XBRL instance document using the Create Instance application engine process.
Image: Create Instance run control page
This example illustrates the fields and controls on the Create Instance run control page. You can find definitions for the fields and controls later on this page.
This page uses all of the set up information to create an XBRL instance report.
The Create Instance process does not use EPM job streams. Instead, the process uses online temporary table instances, and Peopletools manages the assignment of temporary tables. The instance count for the Create Instance process has been set to 3. Make sure that the "Online Temp Table Instances" parameter in PeopleTools Options is configured to at least 3.
To confirm the document is well formed, open it in an XML editor or an Internet browser, such as Internet Explorer or Mozilla Firefox. If it loads without errors, it is well-formed.
After the process is complete, review the process monitor status and the message logs for any logged exceptions. You can access the instance documents using the process monitor or the report manager if the report node is setup properly.
The context IDs are system generated for each segment (dimension member) value of a table schedule.