From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 ›...

23
From rich design PDF to rich design xHTML Prakash Ramachandran DataTracks Member of XBRL Europe

Transcript of From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 ›...

Page 1: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

From rich design PDF to rich design xHTML

• Prakash Ramachandran

• DataTracks

• Member of XBRL Europe

Page 2: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

AFR’s of EU listed companies

Page 3: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Not just financials & audit reports

AFR’s of EU listed companies

Represent the company’s vision

Showcase their culture

Innovativeness of the company

Impress investors through presentation

through Design

Page 4: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

ESEF requirement

➢ all AFR’s to be submitted in XHTML format.

Page 5: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

How to prepare in XHTML?

How can companies prepare the AFR in XHTML format?

To analyze this, it is necessary to understand their current process.

Page 6: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Listed Companies’ Current Workflow

Listed company

Page 7: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Listed Companies’ Current Workflow

• Majority of listed companies work closely with creative teams / Design Studio’s.

• The tools most of them use are InDesign (or similar products).

• Some listed companies preparer AFR’s using MS Word. For them, there wouldn’t be much of an issue as word documents are easily converted to XHTML format (even for SEC, most of the inputs are in Word format)

Page 8: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

How to prepare AFR in XHTML format?

OPTION METHOD PROS CONS

1 Prepare using InDesign (or similar products) and then generate XHTML output from those products

Existing workflow is maintained

Minimum disruption

Technology is still evolving

Quality of XHTML generated is not WYSIWYG

Page 9: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

How to prepare AFR in XHTML format?

OPTION METHOD PROS CONS

2 Prepare full AFR using HTML editors

Extremely good HTML can be prepared

Significant changes to workflows of Issuers

Maximum disruption in workflow

Page 10: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

How to prepare AFR in XHTML format?

OPTION METHOD PROS CONS

3 Tone down on design content and prepare HTML using Word documents

Easy to do Companies that are used to glossy PDF's may not like this option

Page 11: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

How to prepare AFR in XHTML format?

OPTION METHOD PROS CONS

4 Prepare PDF using existing tools. Then, convert them to XHTML using reliable converters.

Minimum changes to client’s existing workflows

Output is great, as desired

Bolt-on approach

Page 12: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Possible workflow for rich design PDF

1) Prepare PDF using existing process and existing tools

2) Convert PDF to XHTML using reliable converters

3) Load them into applications which have HTML editors

4) Apply XBRL tags to the HTML content (for IFRS filers)

5) Validate the file (for IFRS filers)6) Generate ESEF compliant rich

design XHTML output

Page 13: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Rich design PDF to rich design XHTML

Challenges faced in PDF conversion to XHTML:

1. Overlapping of content in the source file

2. Presence of hidden layers

3. Some indentations (when manually composed without indent declaration)

4. Some positions of superscripts / subscripts

Solutions:

1. Make corrections in source InDesign file, OR

2. Correct them in the HTML editor

Page 14: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Applying XBRL tags to XHTML

Page 15: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 16: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 17: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 18: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 19: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 20: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 21: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 22: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

Sample outputs

Page 23: From rich design PDF to rich design xHTML › wp-content › uploads › 2020 › 02 › 7-24th… · 2) Convert PDF to XHTML using reliable converters 3) Load them into applications

5-6th February, 2020 24th XBRL Europe Day Milan

THANK YOU

For any queries, please contact:[email protected]

www.datatracks.euwww.datatracks.com