Workiva Inc.

Thomas Joseph Wacha

Edward Joseph Cupps

Jason Carl Jones

Dustin John Holmes

Edward Yee Ly

Dana Andrew Oredson

Kent Wesley Iverson

Rick Warren Maples

Kyle James McMorrow

Taylor Wertzberger

Kevin Fox

Timothy Lee Gilbert

Kirsten Baxter-Tjaden

David Baker Winn, Iii

Tucker Douglas Hays

Christopher Flores

Sidney Robert Pitt

Shaun Brockhoff

Provided is a method for review of an XBRL document. An XBRL document is received followed by a request to create an XBRL review for the XBRL document. A selection of an XBRL fact included in the XBRL document is received and a first review status, of a plurality of review statuses, is applied to the selected XBRL fact. The selected XBRL fact is monitored to detect a change to the XBRL fact, and in response to detecting a change to the XBRL fact, the first review status of the XBRL fact is updated to a second review status of the plurality of review statuses.

System and method for XBRL review

A computing device (e.g., a processor executing instructions on the computing device) receives an input (e.g., from a user or from a data stream) into a cell of a table (e.g., a cell of a spreadsheet, worksheet, or workbook). If the input is a sum (e.g., a formula whose result is the sum of previous cells), then the computing device renders a total column representing the sum on a waterfall chart (e.g., on a user interface rendered on an electronic display). Otherwise, if the input is a static value (e.g., an integer or decimal number), then the computing device renders a change column representing the static value.

Methods and a computing device for configuring a waterfall chart

Growing community of inventors

Ames, IA, United States of America

Thomas Joseph Wacha