Getting started with the XBRL Google Sheet and add-on

[David TaurielloKeymaster]

Watch an introductory webinar replay about retrieving data with the XBRL API

Please follow these steps to get data from the XBRL US Database of Public Filings in a Google Sheet:

1. install the XBRL API Access Add-on to your Google Account first, using Chrome browser

   We’ve had some users report issues when they have installed the add-on with Firefox and Edge.

2. open the XBRL Spreadsheet and use the make a copy option under the File menu from within your Google account

   Do not use the ‘request edit access’ option under the view button or ‘Add to My Drive’ under the file menu – these will not work. Using “Make a copy…” under the File menu creates an independent copy of the XBRL Spreadsheet in your Google Account

3. activate the add-on with the XBRL API Access >> Authentication Menu

   Click the login link in the panel that opens, and a browser window shows the XBRL US login prompt, where you can either login with your XBRL US Web account, or click ‘continue with Google’. Once you’re authenticated, a ‘Success! You can close this window.’ appears, and you can close the browser window that opened.

4. after you’ve activated the Add-on, change the drop-down on the Main Sheet to a different query, OR change the tickers in the green background of the BScompare tab

   A ‘loading…’ message should appear (replacing the #ERROR or #NAME? text), and you should see data populate cells and rows within 30 seconds, depending on network connectivity and the size of the result set queried.

5. once you’ve confirmed the data is flowing to this file, try other Google Sheet resources linked at right

Troubleshooting:
If you’re having trouble getting data to appear in your copy of the Google Sheet, try the following:

1. Choose the ‘Config’ tab and copy / delete and restore the URLs in cells B2 and B3, then return to the ‘Main Sheet’ tab and change the query in cell B1 (make sure Display is set to ‘Query Results’).
2. If that doesn’t work:
   1. Open your copy of the XBRL API Sheet
   2. Choose the Add-ons >> XBRL API Access >> Authentication Menu and click Login, then login with either you XBRL US Web Account or Google Account (the Google Account MUST have a password)
   3. If “Main Sheet” data flows, switch to BScompare and change all of the tickers in row two (there are samples in the instructions to the right), making sure to press the tab or enter key on your keyboard to initialize the third change
3. If neither of those fixes works, delete and remove from your Google Drive trash ALL copies of the XBRL US API sheet and then download a fresh copy.
4. Still stuck? Clear the cache in your browser.

Tried everything and it still won’t work? Post a reply here.

• This topic was modified 8 months ago by  David Tauriello.
• This topic was modified 8 months ago by  David Tauriello.
• This topic was modified 8 months ago by  David Tauriello.

[Natasha PchelkoParticipant]

Getting error while activating the Add-on:

‘Error: Error retrieving token: unsupported_scope_type, Unsupported Scope Type (line 467, file “Service”, project “OAuth2”)’.

As a result can’t activate the add-on with the XBRL API Access >> Authentication Menu

[David TaurielloKeymaster]

Hi Natasha – thanks for writing and apologies for the issue you had getting the add-on to authenticate. I’ve reset your record in our system – please try to use the add-on authentication again, and reply back if you’re still having issues.

[Ashutosh PandeyParticipant]

Data is not being loaded even after all the troubleshoots. Though CIK gets loaded for selected ticker.

[David TaurielloKeymaster]

Hi Ashutosh – on the Main Sheet of the XBRL Spreadsheet, what do you see when you change the query dropdown (cell B2) to a different query?

Have you tried removing the add-on from your Google account (Add-ons >> Manage Add-ons) and then re-installing it to your Google account – ? If not, please try that and post a reply if you continue to have an issue (and please share the specific text that’s displayed where data should appear on Main Sheet (cell A11)

[Ashutosh PandeyParticipant]

It Displays on A11 cell of main sheet as well as on A24 of BSCompare Sheet “No information returned”.

I have tried removing and reinstalling the add on also but did not work.

As I mentioned in the earlier post; when I change the ticker in the green cell of BSCompare Sheet the CIK also changes but other than that nothing happens.

[David TaurielloKeymaster]

On the XBRL API Access add-on’s Authentication menu that appears on the side of the Google Sheet, do both the ‘Authorize the API’ and ‘Logout’ links appear to work properly?

After clicking the ‘Authorize the API’ link, have you tried both login options (XBRL US Web Account / Continue with Google) with the same result?

If you’re able to use Chrome web browser, do you get the same result (no information returned)?

If you have downloaded multiple copies of the XBRL API Spreadsheet, please delete all but one of them, or at least move them to a folder in your Google Drive account.

The ticker uses a different call, so it will function regardless of the status of the XBRL API Access add-on.

[Ashutosh PandeyParticipant]

I am able to fetch the data by using google authentication. Thank you.

[David TaurielloKeymaster]

Getting ‘No Information Returned’ – ? Try this:

1. Make (or open) a copy of this file in your Google account: https://xbrl.us/xbrl-api-spreadsheet
2. Open the XBRL API add-on and click the authentication link so that your account is logged out
3. Close and re-open Chrome browser (Chrome will work best here)
4. Open the browser’s settings and clear the cache (maybe just the last 24 hours)
5. Open your copy of the file in the link above
6. Open the XBRL API add-on and click the link to authenticate – confirm you are logged out, first
7. Select either authentication option (XBRL US web account or Continue with Google)
8. Change the Main Sheet Query dropdown (cell B1) to any other query – data should now be flowing through the API via your account again.

Tried everything in this thread and it’s still not working? Post back and let us know you’re still not able to use the API with your account.

[Kevin DonaghyParticipant]

Hi

At the following step:

activate the add-on with the XBRL API Access >> Authentication Menu
Click the login link in the panel that opens, and a browser window shows the XBRL US login prompt, where you can either login with your XBRL US Web account, or click ‘continue with Google’. Once you’re authenticated, a ‘Success! You can close this window.’ appears, and you can close the browser window that opened.

I receive the following error:

Sign in with Google temporarily disabled for this app
This app has not been verified yet by Google in order to use Google Sign In.

I am using my Google account and Google password. I have also tried my XBRL.US password (username is identical to Google username).

Any suggestions?
Thanks
Kevin

[Kevin DonaghyParticipant]

It appears that logging into to the XBRL.US website via my Google account resolved the issue. Thanks anyway

[David TaurielloKeymaster]

Kevin – thanks for confirming you’re all set. This was actually caused by Google’s team, looking for additional details from us about the add-on.

[James McKinneyParticipant]

I could not get to work on Firefox – At the Authentication Menu, I was never given a menu to login – including following all of the steps anove. It did work on Chrome.

[David TaurielloKeymaster]

Hi James – I’m confirming there’s an issue with the link to the Authentication Menu with Firefox. As a work-around, right-click (Windows) and open the Authentication Menu in a new tab or window, then proceed with credentials and close the tab upon ‘success’ messaging.

[ElmhurstParticipant]

Getting an invalid request re-inserting URLs to Config sheet B2 and B3 “expired token.”

[David TaurielloKeymaster]

Elmhurst – thanks for writing; open a ‘private’ or ‘incognito’ window and login to your copy of the XBRL API Spreadsheet. You’ll also need to login to the XBRL API add on under the tools menu.

Change at least one of the tickers from the default – this will trigger queries.

[ElmhurstParticipant]

Here is the correct image:

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