Altova Work in Process XBRL Add-in for Excel, Version 2023r2

This topic shows you how to create a new WIP report and familiarizes you with the graphical user interface of the WIP Add-In. It is possible to create a blank WIP report and fill it out manually. Alternatively, you can import data automatically from various existing spreadsheets. For more information, see Import Data.


To create a new WIP report, take the following steps:


1.In the Excel ribbon, click the WIP tab.

2.Click Insert.

3.Select the Blank WIP Report check box (this is the default option) and click OK. Whenever you create a blank report, a new Excel sheet called WIP In Process becomes available. The WIP In Process sheet is bound to the XBRL taxonomy file and enables you to enter data directly in the supplied cells.


If you need to produce a WIP Complete report in addition to the WIP In Process report, click the WIP tab in the Excel ribbon and select the check box Report Completed Contracts. This adds a new sheet to the Excel workbook called WIP Complete. When clicked, each XBRL-bound cell inside the WIP In Process or WIP Complete sheets displays a description in the Cell Documentation box of the WIP Report pane. This description comes from the underlying XBRL taxonomy.


Several XBRL report properties are available in the WIP Report pane. These properties directly affect the content of the XBRL instance file that will be created when you export the XBRL instance. To view what each property does, click it and observe the description displayed at the bottom of the WIP Report pane. For more information, see XBRL US Work In Process Taxonomy 2016 Preparers Guide, primarily Section 4: DEI Taxonomy Logical Structure.


Because the sheets WIP In Process and WIP Complete are bound to the XBRL taxonomy, they must not be deleted. It is not recommended to rename these sheets. If necessary, you can add new sheets to the workbook. However, such sheets will not be bound to the XBRL taxonomy. As a result, they will be ignored when you generate the XBRL instance file.


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