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Updates to Table Linkbase Model-based Overview

This document provides an overview of the Table Linkbase Model updates presented during the 16th Eurofiling Workshop on December 12, 2012, by Herm Fischer from the Rendering Working Group. It discusses the purpose and functionality of the Table Linkbase as an abstract model for viewing, its implementation in reporting, and how it replaces the presentation linkbase. The analysis covers the development of structural and rendering models, the significance of table content, and the relationship between definitions, instances, and their respective taxonomies.

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Updates to Table Linkbase Model-based Overview

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  1. Updates to Table LinkbaseModel-based Overview 16th EurofilingWorkshop 12 December 2012 Herm Fischer Rendering Working Group (Models by Jon Siddle, CoreFiling)

  2. What is Table Linkbase? • Abstract model for viewing (~presentation) • Implementation of tables and form • Replaces presentation linkbase • Yes – for case of specifying rendering (e.g., SEC viewer) • No – for case of concept-to-concept hierarchy definition • Two 2 ½ versions circulating • Eurofiling (2010) • Montreal PWDs (2011) (½) Oxford model-based updates (Nov. 2012)

  3. Table Models (Oxford)

  4. Table Models • Definition model • Models content of the linkbase • Independent of syntax • Independent of instance and its DTS • Structural model • Represents structure of the table • Captures meaning of business information table • Independent of definition • Rendering model • Structure and values for final output • All values and breakdowns projected onto X/Y/Z axes

  5. Processes • Resolution • Transform definition model into structural model • May require instance and its DTS • Rendering • Transform structural model to rendering model • Project breakdowns onto X, Y, or Z axis • Create table headers (often from DTS labels) • Populate cell values (usually from instance)

  6. Other participants • Input linkbase • Syntax describing table definition model • DTS • Taxonomies, linkbases to resolve definition into structure • Instance • Source of facts, to populate rendering model

  7. Structural model • Each axis is a series of trees • Tree defines logical breakdown of facts • Nodes specify constraints of aspects for cells • Closed node constrains single column/row • Open node expands during rendering to multiple columns/rows

  8. Breakdown trees

  9. Two dims Y axis

  10. Table set • A sequence of tables with a common definition • Example, financial schedules of 2 link roles, balance sheets of assets and shares • Each table has different y axes despite having common definition

  11. Definition axis-node model

  12. Table set definition model

  13. Rendering model, X-axis

  14. Rendering model, Y-axis

  15. Resolving X-axis

  16. Resolving Y-axis

  17. Resolving double X breakdown

  18. Resolving table set Z-axis

  19. Resolving table set Y-axes

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