Altova Work in Process XBRL Add-in for Excel - User & Reference Manual - Version 2026

Sep 11, 2026

Altova Work in Process (WIP) XBRL Add-in for Excel provides guidance for businesses that submit WIP financial information using the add-in’s reporting workflow. The manual covers system requirements, installation and licensing, creating new reports, entering and mapping data, managing the WIP Report Pane properties, resetting data and restoring formulas, adding XBRL footnotes, validating data, and generating XBRL instances. It also explains the Taxonomy Manager, taxonomy patching and installation, options, and the command line interface, followed by menu commands, settings, and license information.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages64

Reading Time22 min

AccessFree to download

1 Introduction

1.1 System Requirements

1.2 Installation and Licensing

2 New Report

2.1 Create a New Report

2.2 Enter Data

2.3 WIP Report Pane

2.4 Reset Data and Restore Formulas

2.5 Add XBRL Footnotes

2.6 Validate Data

2.7 Generate an XBRL Instance

3 Taxonomy Manager

3.1 Run Taxonomy Manager

3.2 Status Categories

3.3 Patch or Install a Taxonomy

3.4 Uninstall a Taxonomy, Reset

3.5 Options

3.6 Command Line Interface (CLI)

4 Menu Commands

5 Settings

6 License Information

6.1 Electronic Software Distribution

6.2 Software Activation and License Metering

6.3 Altova End-User License Agreement

6.4 Packaging License Files with WIP Add-in Installer

Index

Altova Work in Process XBRL Add-in for Excel, Version 2026 User & Reference Manual Altova Work in Process XBRL Add-in for Excel, Version 2026 User & Reference Manual All rights reserved. No parts of this work may be reproduced in any form or by any means-graphic, electronic, or mechanical , including photocopying , recording , taping , or information storage and retrieval systems-without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners . The publisher and the author make no claim to these trademarks . While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions , or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event s hall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Published: 2025 © 2019-2025 Altova GmbH Table of Contents 1 Introduction 5 1 .1 System Requirements ........................................................................................................................ 6 1 .2 Installation and Licensing................................................................................................................... 7 2 New Report 8 2 .1 Create a New Report ........................................................................................................................... 9 2 .2 Enter Data ............................................................................................................................................... 12 2 .3 W IP Report Pane................................................................................................................................. 15 2 .3 .1 Properties.................................................................................................................................. 15 2 .3 .2 Data Mapping .......................................................................................................................... 19 2.4 Reset Data and Restore Formulas ............................................................................................ 25 2 .5 Add XB RL Footnotes ......................................................................................................................... 26 2 .6 Validate Data.......................................................................................................................................... 27 2 .7 Generate an XB RL Instance .......................................................................................................... 29 3 Taxonomy Manager 30 3 .1 Run Taxonomy Manager.................................................................................................................. 33 3 .2 Status Categories................................................................................................................................ 36 3 .3 Patch or Install a Taxonomy........................................................................................................... 38 3 .4 Uninstall a Taxonomy, Reset......................................................................................................... 40 3 .5 Options...................................................................................................................................................... 41 3.6 Command Line Interface (CLI) ..................................................................................................... 45 3 .6 .1 help ...................................................................................................................................... 45 3 .6 .2 info .........

FAQs

What does the manual cover for creating and validating a new report?

It explains how to create a new report, enter data, use the WIP Report Pane for properties and data mapping, reset data and restore formulas, add XBRL footnotes, validate data, and generate an XBRL instance.

How is the Taxonomy Manager used?

The manual describes how to run Taxonomy Manager, understand status categories, patch or install a taxonomy, uninstall and reset, configure options, and use the command line interface (CLI) commands such as install, list, reset, uninstall, update, and upgrade.

Where can license and activation details be found?

The manual includes a dedicated License Information section covering electronic software distribution, software activation and license metering, the end-user license agreement, and packaging license files with the WIP add-in installer.

Sep 11, 2026

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