To generate XBRL output with the Financial Statement Generator, you must load one or more taxonomies into your Oracle instance. Once loaded, you select the taxonomy to use for a row set then assign XBRL elements to FSG row definitions.

Taxonomies are available from a number of sources, for example at www.xbrl.org.

To Download a Taxonomy to Your Oracle Instance

1. Create a new directory on the same server where the database is to be used for storing taxonomy files. The directory can be an existing directory but it is recommended you create a new one.

   Using SQL*PLUS, run:

       create directory XMLDIR as <directory name>.

2. Make the directory public for read access.

   Using SQL*PLUS run:

       grant read on directory XMLDIR to public with grant option.

3. Place the taxonomy files (usually there are six) in the directory. You can transfer them using FTP, copy, or download from a URL.

4. Determine if the codeset of the taxonomy files are in the same codeset as that used in the database. If they are not the same, you must convert the taxonomy files so that they use the same codeset as the database instance. For example, run the Unix utility 'iconv' or other utility.

Loading XBRL Taxonomies

Launch the XBRL - Load Taxonomy program from the Submit Request window. The program has three parameters:

Taxonomy Name: Enter a unique name for the taxonomy.

Taxonomy xsd File Name: Enter the file name, with or without the .xsd extension.

Taxonomy Description: Enter a description for the taxonomy.

If a taxonomy has imports (links to other taxonomies), you must load the imports first then load the parent taxonomy.

Removing XBRL Taxonomies

To remove an XBRL taxonomy, launch the XBRL - Remove Taxonomy program from the Submit Request window. The program has one parameter:

Taxonomy Name: Enter the taxonomy name or choose from the List of Values.

Remove a parent taxonomy before you remove its imports (links to other taxonomies).

If you remove a taxonomy already linked to a row set, the program will complete with a warning and the log file will list the relevant row sets. You must manually remove all links to the row sets first then rerun the program to remove the taxonomy.