Please make a project export before changing the taxonomy
Perform a replacement
The ReportFactory offers the opportunity to change the taxonomy of a fact collection, with acquisition of compatible data.
Starting from the HGB taxonomy version 5.0 it is possible to change the taxonomies with newer versions.
Hereby the maintenance of a variant (core industries, banks, insurance companies) is necessary, for example, Replacing the HGB Kerntaxonomie 5.0 with the HGB Kerntaxonomie 5.1.
Perform a replacement
To replace the taxonomy the project configuration has to be opened (tab taxonomy). By clicking in the left box on the line with the desired target taxonomy ,this is selected and added by pressing the "Add" button to the available taxonomies in the project.
After that the tab fact collections has to be opened. By double clicking on the row of the desired collection of facts it is opened for editing. In the "taxonomy" column can now the previously added taxonomy be selected.
By pressing save, the exchange process is started.
Referring to the size of data the exchange process can last several minutes.
If data for the new Taxonomieversion could not be applied, a report is displayed, describing the individual effects.
After the taxonomy change, the old taxonomy has to be removed from the project. For this, go the project configuration and open the tab "taxonomies" again. In the right box the old taxonomy must be selected and by clicking the "Remove" button it is removed from the project. By pressing the "Save" button, the change is adopted.