Primary Tags Panel - Applying Secondary Tags

Applying a Secondary Tag for a Fixed Taxonomy

When working with a fixed taxonomy, dimensionality is predetermined by the taxonomy’s hypercubes. Secondary tags (dimension members) can only be applied where the taxonomy explicitly permits them for the target primary tag.

Drag-and-drop from Primary Tags Panel

• Select one or more primary tags in the report.
• Drag the desired secondary tag onto the selection.

Key rules

• Dimensional validity required

  A secondary tag can be applied only if its dimension/member is valid for the primary tag’s hypercube(s). Invalid combinations are ignored.

• Default member behaviour

  Dropping/applying a default member clears any existing member from the same dimension.

• Incremental assignment

  Members from different dimensions may be assigned in steps (e.g., first Dimension A, then Dimension B).

The system validates each target; valid members are applied, invalid ones are skipped.

Tips

• If a member will not apply, check the primary tag’s table (hypercube) to confirm that the axis–member is allowed.
• Dragging and dropping a default member onto a tag clears any existing member assignment from the same dimension.
• For bulk updates, work in logical batches (by table/sheet) to reduce invalid attempts.

Applying a Secondary Tag in Extended Taxonomies

(This applies only to documents with a taxonomy loaded that requires taxonomy extensions, such as ESMA's ESEF Taxonomy)

Default behaviour for new documents

• When a new document is created, all roles start with no dimensionality (including Statement of financial position).

• Dimensionality can then be created in two ways:

  (a) via the existing Configure Table form; or

(b) by dragging secondary tags (dimension members) from the Primary Tags panel onto existing primary tags.

The user drags a member (e.g., Previously stated [member]) from Primary Tags onto a selection of primary tags in the role.

System action

• If the role currently has no axis for that member, the system adds the axis (e.g., Retrospective application and retrospective restatement [axis]) to the role and inserts its default member (e.g., Currently stated [member]).
• The dragged member is then added as a child of the axis’s default member.
• The dragged member is applied to the selected primary tags.

Subsequent members

When the user drags another member for the same axis onto another column/selection, the axis and its default already exist, so the system just adds the new member as a child of the default member and applies it to the selection. Dragging and dropping a default member onto a tag clears any existing member assignment from the same dimension.