Patent Document ID: 7822769
Application ID: 11848177

Base Claim:
1. A computer-implemented method comprising: receiving, by a folio module of a reporting/analysis application integrated with a spreadsheet application, information regarding a user selection event identifying a plurality of taxonomy objects to be imported into the reporting/analysis application; responsive to the user selection event, retrieving by the folio module, business data corresponding to the plurality of taxonomy objects from a plurality of data sources, including a first data source containing financial reporting (FR) level information and a second data source containing general ledger (GL) level information; generating and displaying an aggregated result, by the folio module, within a single cell of a spreadsheet representing a combination of at least a portion of business data retrieved from the first data source and a portion of business data retrieved from the second data source; and wherein the reporting/analysis application and the spreadsheet application are implemented in one or more processors and one or more computer-readable storage media of one or more computer systems, the one or more computer-readable storage media having instructions tangibly embodied therein representing the reporting/analysis application and the spreadsheet application that are executable by the one or more processors.

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Claim 4:
4. The method of claim 1 , further comprising storing a summary of the business data in an XBRL document.