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Implementing XBRL in Your Organization: A Hands-On Introduction

 
Course: 989     Type: Hands-On Training     Duration: 3 Days

Quick Enroll    

You Will Learn How To
  • Leverage XBRL technology for enhanced business and financial reporting
  • Identify facts to be reported with a taxonomy concept file
  • Define relationships between concepts with taxonomy relationship files
  • Create business report instance documents
  • Render XBRL documents as HTML or Excel formats
  • Design new and custom taxonomies by extending an existing taxonomy

Course Benefits
XBRL (Extensible Business Reporting Language) is an XML-based, open standard language for the electronic communication of business and financial data. XBRL is becoming a standard for recording, storing and transmitting financial information due to its potential to deliver major cost savings, gains in efficiency and process improvements. In this course, you learn to implement XBRL in your organization for streamlined business and financial reporting.

Who Should Attend
Anyone wanting to gain more knowledge about XBRL, including IT professionals, accounting personnel, and financial or business analysts. Experience with XML is helpful but not required.

Hands-On Training
Throughout this course, you gain extensive hands-on experience with XBRL (Extensible Business Reporting Language). Practical exercises include:
  • Creating a financial report in XBRL
  • Developing a taxonomy
  • Validating and sending XBRL reports
  • Generating XBRL reports from existing sources
  • Mapping traditional reports to XBRL taxonomies
  • Rendering XBRL as HTML and Excel
  • Extending a taxonomy

Course 989 Content
Introduction to XBRL
Purpose, goals and objectives
  • Standardizing electronic reporting
  • Moving from document-centric to data-centric financial reports
  • Tagging financial information with metadata
  • Enabling interoperability and dynamic comparison of financial data
  • Taxonomies and instance documents
XBRL in the real world
  • Surveying the legal and regulatory landscape
  • XBRL jurisdictions
  • Leveraging available taxonomies
  • Eliminating the ability to obscure business reporting
Establishing a Foundation for XBRL
Identifying the XML document structure
  • Working with XML documents
  • Elements
  • Attributes
  • Differentiating between well-formed and valid documents
XML design and data mapping
  • Eliminating document ambiguity with namespaces
  • Encapsulating business rules in XML schemas
  • Validating documents with XML schemas
  • Creating links between resources with XLink
Applying Standard Taxonomies
Components of a taxonomy
  • Defining the concepts of a business report
  • Specifying relationships between reported information
  • Attaching metadata to values
Utilizing the taxonomy document structure
  • Employing XML schemas
  • Defining data to be reported with elements
  • Classifying relationships between data
  • Illustrating business rules
Taking advantage of defined taxonomies
  • Investigating taxonomies defined by XBRL jurisdictions
  • Identifying regulatory and industry requirements
  • Leveraging published reports in your business sector
  • Easily navigating taxonomies with viewers
Building Instance Documents
Working with interactive data
  • Creating an instance of a taxonomy
  • Encapsulating business data
  • Defining numeric and non-numeric contexts
  • Specifying attributes for contexts
  • Representing complex values with tuples
Validating with taxonomy documents
  • Performing XML schema validation
  • Implementing XBRL relationship validation
Generating Financial Reports in XBRL
Reporting process guidelines
  • Identifying the team
  • Assessing the scope of reporting
  • Mapping traditional reports to taxonomies
  • Validating instance documents
  • Publishing reports
Creating XBRL reports from existing sources
  • Tagging data with a common list of taxonomies
  • Reviewing XBRL-enabled tools for creating instance documents
Analyzing and Rendering XBRL
Improving financial analysis
  • Performing research with XBRL
  • Enabling near real-time analysis of company information
  • Dynamic comparisons of companies across business sectors
  • Sharing information between different systems
  • Simplifying summary analysis of data submitted to regulators
Rendering XBRL reports
  • Generating visual reports
  • Displaying instance documents as HTML Web pages
  • Importing taxonomies into Excel
Creating Custom Taxonomies
Identifying limitations
  • When existing taxonomies fall short
  • Leveraging the extensibility of XBRL
Extending existing taxonomies
  • Building upon jurisdictional taxonomies
  • Defining a namespace for a new taxonomy

Related Courses
XBRL is a registered trademark of XBRL International, Inc.
  
 
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Implementing XBRL in Your Organization: A Hands-On Introduction
Upcoming Dates
Dec 10 - 12, 2008
 Washington, DC (Alexandria, VA)
Dec 17 - 19, 2008
 New York
Jan 14 - 16, 2009
 Washington, DC (Rockville, MD)
Jan 21 - 23, 2009
 Los Angeles
Feb 4 - 6, 2009
 Chicago (Schaumburg)
Feb 18 - 20, 2009
 Washington, DC (Reston, VA)
Mar 18 - 20, 2009
 Washington, DC (Alexandria, VA)
Mar 25 - 27, 2009
 New York
Apr 22 - 24, 2009
 Washington, DC (Rockville, MD)
May 13 - 15, 2009
 Chicago (Schaumburg)

Implementing XBRL in Your Organization: A Hands-On Introduction
Bring Learning Tree On-Site

Course Tuition
$ 2,390 Standard Tuition
Tuition with a Savings Plan
$ 1,350 10-Day Pass
$ 1,670 Training Passport
$ 1,700 Premium-Pass
$ 2,200 Voucher 10-Pack
$ 2,155 Alumni Gold Discount
$ 2,124 Government Discount
 

 

Implementing XBRL in Your Organization: A Hands-On Introduction
Implementing XBRL in Your Organization: A Hands-On Introduction
Participants mapping a financial report to an XBRL taxonomy.


CPE 17 Credits 1 Hour(s) College Credit
Customer Service or Enroll: 1-800-843-8733