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Your school’s XBRL US Membership offers a number of significant benefits – timely communication, tools and resources, and networking with faculty and other segments of our diverse membership – to help you with research and introduce your students to the wealth of standardized data available for educational activities.

Take a look at the brief video and resources assembled below and don’t hesitate to reach out if you have questions or need help getting started.

Resources shown in this video Using our data in your classroom and research

To use our data resources in your classroom, please make sure you and your students create a free XBRL US Web account with your school-assigned email address. The XBRL Data Community page linked at left has videos showing users how to install the Google Sheets and Excel extensions.

After installing the XBRL Filed Data Google Sheet Add-on, log in to the Add-on with the XBRL US Web account.

To use the XBRL Filed Data Excel 365 Add-in, Jupyter notebooks or any other application, create a Client ID and secret pair with the XBRL US Web account; these details are necessary during the login process for the add-in or to authenticate an application.

Email info@xbrl.us or call 202-448-1985 to schedule a walk-through of resources, or to discuss how we can support your classroom objectives – in many cases, we can help work out queries and build templates.

If your findings are being published in a scholarly resource, please cite the XBRL US Public Filings Database (https://xbrl.us/filings-database) and email info@xbrl.us a URL to the finished work.

Glossary
APIApplication Programming Interface: A set of programming codes that queries data, parse responses, and sends instructions between one software platform and another. APIs are used extensively in providing data services across a range of fields and contexts.

CSVComma Separated Value: A text format that structures data through the use of the comma character.

Inline XBRL – An XBRL transport format that embeds XBRL tagging directly into an XHTML document. This produces a single human-readable and machine-readable document.

JSONJavascript Object Notation: A text format that provides for the expression of complex structured data through parameter:value pairs. A number of programming languages will natively create and read JSON.

Python – An interpreted, object-oriented, high-level computer programming language with dynamic semantics that does not require compilation in order to be executed.

R – A computer programming language and environment for statistical computing and graphics.

XBRLExtensible Business Reporting Language: An XML-based standard for electronic communication of financial and business data that provides for both machine and human-readability.

XHTMLExtensible HyperTextMarkup Language: HTML defined as an XML application, developed to make HTML more flexible in working with other data formats, with more strict error handling than HTML to ensure data integrity.

XMLExtensible Markup Language: Used to describe and define data by allowing users to define their own elements (in contrast to HTML where the tags are predefined). XBRL is an XML-based standard.

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