Examples of financial models built with XBRLAnalyst

Examples of how to use XBRLAnalyst to build robust and auto-updating financial models

1. Accounting Research with XBRLAnalyst
   
   

   The way Microsoft reported Deferred Tax Assets on the Balance Sheet in the last 5 years(Excel , Video)
   – It used “DeferredTaxAssetsNetCurrent” from 2009 to 2011
   – It switched to “DeferredTaxAssetsLiabilitiesNetCurrent” since 2012.
   
   

   Goodwill XBRL tags in Television Industry (Excel , Video)
   This example shows that CBS is unique in its industry sector in terms of reporting “us-gaap: DisposalGroupIncludingDiscontinuedOperationGoodwill“
2. Financial analysis with XBRLAnalyst
   
   

   Cross-check financials of Fortune 500 companies(Excel , Video)
   – Highlighted cells indicate differences from reported values
   – Point at any number and see it’s description as reported
   – Click “View Statements” and review the value on the original Financial Statement
   
   

   Horizontal Analysis (Excel )
   Analyzing the company current performance in comparison with the previous year
3. Different styles for Compare Companies report (Excel , Video)
   

   Style 1
   Different companies are listed row-wise and financials are in columns
   

   Style 2
   Financials metrics are listed row-wise and the companies are in different columns
   

   Style 3
   Companies are identified by ticker and the focus company is highlighted in gray

4. Examples of using built-in function XBRLFact in various applications
   
   

   DuPont Analysis (Excel , Video)
   Automating DuPont analysis and calculation of P/E, PEG and other ratios
   

   XBRL Dimensions (Excel , Video)
   Business Segment and Geographical information of Revenue streams

   

   Valuation Model (Excel , Video, PDF)
   Building valuation model in XBRLAnalyst
   (add new my_definitions – tutorial)

   

   One Page Report (Excel , Video)
   One page report of company financial performance using XBRLFact

   

   Historical Report (Excel , Video)
   Simple way to build Historical report using Period codes