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Altova Work in Process XBRL add-in for Excel, version 2022

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Creating a new WIP Report

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This topic shows you how to create a new (blank) 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 Importing Data.

To create a new WIP report:

 

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.

wip_select_template

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.

wip_gui

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 Report Completed Contracts check box. 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 to the right. 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 in the lower area of the WIP Report pane. For more information, refer to the "XBRL US Work In Process Taxonomy 2016 Preparers Guide", primarily to Section 4, "DEI Taxonomy Logical Structure".

 

Because the "WIP In Process" and the "WIP Complete" sheets are bound to the XBRL taxonomy, they must not be deleted. It is also 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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