Excel authentication

[Anonymous]

Hi everyone,

apologies, I believe I might be overlooking something fundamental here but I do not understand what exactly has to be done to authenticate within the XBRL XL template and make the query connections work. I tried to follow the steps in the “FAQ” tab but could not really progress.. would be really appreciated if someone could higlight the necessary (first) steps a bit more clearly. Thanks a bunch in advance!

[Jim Truscott]

Hi Francesco. I’m gonna put a video together today that will demo what you need to do. Jim

[David Tauriello]

Here’s an excerpt from our XBRL US Member meeting last week, showing where the values are inserted: https://www.youtube.com/watch?v=pct7PZJsM0c

[Jim Truscott]

Thanks for posting that David. Jim

[Jim Truscott]

Hi there,

I’ve just posted a fuller video – https://youtu.be/taoE_hDq6LM which covers the whole setup from start to finish and a quick whizz around the queries for starters.

Jim

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