Taxonomy Exploration Tool for Accountants
I have updated a taxonomy exploration toolwhich is useful to accountants who want to learn about XBRL taxonomies by comparing/contrasting different taxonomies.
The tool is Microsoft Excel-based, 100% modifiable/configurable (i.e. the VBA code can be edited to your heart's content.
There are 1480 SEC XBRL 10-K and 10-K/A filings which were filed between January 1, 2011 and November 30, 2011, per the SEC RSS archive, which this tool reads. Well actually, the tool reads infosets generated (thank you to XBRL Cloud for providing this conversion) from the SEC XBRL filings, so access to the taxonomies is quite fast.
Features include:
- 1480 SEC XBRL 10-K and 10-K/A filings categorized into sector
- The ability to load the taxonomy presentation relations into Excel where you can further tweak how you interact with the filings
- The ability to read the taxonomy presentation relations within a treeview-type interface
You may have to configure the application to work with the version of the Microsoft XML parser on your computer.
This version is unsupported. If you desire to have a supported version or are looking for some specific functionality, contact me and we may be able to work something out. Other such analysis and query applications are available should you need them to meet some specific need. Contact me for more information.
There are two additional interfaces into this information.
The first is a set of HTML pages. This is a simple, static interface which lets you look at the taxonomies of the filers. A table of contents is provided which lists the filers in alphabetic order.
The second is an RDF file. This XML file basically lets you create whatever user interface you want, given the metadata and data available. This set of XML infoset files is basically what drives the Excel-based application above.
Reader Comments