About XBRL Units

In the instance document, each numeric value must specify its unit of measurement. The unit of measurement can either be a simple unit of measure shown as a single measure value (currency or monetary code), or a ratio of products of units of measures. The ratio is depicted with a divide element containing a numerator and denominator. Examples of a simple unit are the USD (U.S. dollar), CAD (Canadian dollar), kilograms, FTE (Full-Time Equivalents), meters or share. A ratio of products, for example, could be Euros per share (numerator: EUR; denominator:shares).

Adding XBRL Units

To add a unit:

1. Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View.

2. From the Disclosure Management ribbon, click .

3. On the Disclosure Management Mapping Tool, select the Concept tab.

4. On the Disclosure Management Mapping Tool panel, select the Unit tab.

5. Click .

6. In Name, enter the name of the unit.

7. In Measure, select the unit type or enter a unit type.

   The displays a list of unit types.

8. If you selected a ratio of products of units of measures unit type in the Measure field, check Divide by, and then specify the denominator in Denominator.

9. Click OK.

   The table below provides more information on the Unit entry fields.

Table 7-3 Unit Pane Fields and Descriptions

Field	Description
*Name	Enter a label for the unit. For example, enter USD for U.S. dollars or EUR for Euros. This value is not persisted to instance documents. Required.
Measure	Select the unit in which numeric items have been measured; for example, dollars, shares, Euros, or dollars per share. Currency values must have currency unit types recognized by the International Standards Organization standard ISO 4217. For more information, see: http://www.iso.org/iso/home.html that were valid at the time the measurement occurred. Shares values must have a unit measure of "shares". Rates, percentages, and ratios, not with values multiplied by one number and which are shown using a pure or percentage data type must have a unit measure of "pure".
Divide by	Optional: Enables the division of measured values using the measure shown in the Denominator field.
Denominator	Optional: Select the measure that functions as the divisor of the measure shown in the Measure field. For example if "iso4217:USD" is in the Measure field, you could select "shares".

Mapping Units

To map a data point in the Office document (report/document level or function grid in Oracle Smart View for Office):

1. Select the data point to map.

   To select multiple data points in Microsoft Excel table cells, press Ctrl + Shift.

   A word, sentence or paragraph of free-form text in Microsoft Word can be selected as well.

   For Microsoft Word tables, you must select the data value or multiple cells before mapping.

   You can map units by dragging in Microsoft Word or Excel.

2. On the Disclosure Management Mapping Tool panel, click the Unit tab and select a unit from the list.

3. Click .

   The mapped data point is highlighted.

Removing Mapped Units

You can remove a mapped unit for a single data point or multiple data points in an Office document.

Note:

Removing a mapped unit cannot be undone, and you must remap the XBRL context to recreate the mapping.

To remove a mapped unit for one or multiple data points in an Office document:

1. Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View.

2. From the Disclosure Management ribbon, click .

3. On the Disclosure Management Mapping Tool, select the Unit tab.

4. Click to display the Remove Mappings dialog.

5. Select a mapped unit and click .

6. Click OK.

Updating Unit Detail

To update a unit:

1. Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View.

2. From the Disclosure Management ribbon, click .

3. On the Disclosure Management Mapping Tool, select the Unit tab.

4. On the Unit Listing pane, select the unit and then click to display the Unit dialog.

5. Update the unit detail and then click OK.

Deleting Units

You can remove an XBRL unit. Deleting a unit affects all existing mappings that are associated with the deleted unit; they no longer have a unit association.

To remove a unit:

1. Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View.

2. From the Disclosure Management ribbon, click .

3. On the Disclosure Management Mapping Tool pane, select the Unit tab.

4. On the Unit Listing pane, select a unit.

5. Click .

6. Click Yes on the confirmation message.

Looking up Units

Use the Lookup feature to find a selected unit by unit name, measure, divide by attribute, or denominator value.

To look up a selected unit:

1. Open the Disclosure Management report in Smart View Microsoft Office. See Connecting to Narrative Reporting in Smart View.

2. From the Disclosure Management ribbon, click .

3. On the Disclosure Management Mapping Tool pane, select the Unit tab.

4. In Lookup field, enter the lookup by unit value.

   Available values: unit name, measure, divide by attribute, or denominator value.

5. Select to search up in the listing or to search down in the listing.

   The found unit is highlighted in the Unit listing pane.