Publishing A Taxonomy:

  To publish a taxonomy:

  1. Open Excel or Word, and click the High Volume XBRL tab.

  2. Click Connect.

    1. Enter a user name that includes, at minimum, a Disclosure Management user and a password.

    2. Verify that the Financial Management POV has the correct settings. the section called “Setting Up the POV”.

  3. Click Publish.

    The publish dialog box is displayed.

    publish dialog box
  4. In Report Name, enter the name of the report.

  5. In Diagnostics Location, enter the location of the log file.

  6. In Publish Option, Select Worksheets.

    A new dialog box is displayed, select the required worksheet for publishing, and then click OK

  7. Optional: Select Publish empty cells, and then click OK

    Publishing begins. HFM data is retrieved, Financial Management data, and then Oracle Hyperion Financial Data Quality Management processing and XBRL Instance Generation will occur.

    Once the report is on the server, the status can be viewed. Click Running Reports and you will see the following window.

  8. To view report status, Click Running Reports.

    Click Running Reports to view the Running Reports dialog box, which displays the list of successfully completed reports and errors, if any exist.

    Running Reports

    Note:

    You can store maximum of 50 reports at time.

    After upgrading the Disclosure Management High–Volume XBRL client, you may not able to view the previously stored reports in the Running Reports dialog. Oracle recommends you to download the results and archive it in the different location, which helps you to view the report results even after upgrading the software. However, the Running Reports dialog is not meant for long term storage.

    (Optional): After the report has finished, you can download the package, an then click Download for the zipped file containing the XBRL instance and a validation log.

    (Optional): You can delete a report. Select a report in the Running Reports dialog box, and then click Delete.

    Note:

    You can delete only Completed and Failed status reports.

    (Optional): You can cancel a report from running at the background. Select a report in the Running Reports dialog, and then click Cancel.