Getting statements and searching on network.role-description

[Arthur Olevskiy]

Hi,

Sorry if it was asked already.
I use this endpoint to get concept.local-name and fact.value data:

https://api.xbrl.us/api/v1/report/11572/fact/search?fields=period.calendar-period,concept.local-name,fact.value

Unfortunately, I didn’t figure out with following issues:
1. How I can get only facts from cash flow/income/balance sheet statement?
1.1 By the way, what parameters I can use for network.role-description= …
2. Can I get both facts base taxonomy and company specific taxonomy?

Thank you so much.

[David Tauriello]

Hi Arthur – please see https://xbrl.us/forums/topic/extracting-data-from-a-particular-financial-statement for how to get statement data. There’s also a Google Sheet template – https://xbrl.us/xbrl-api-explorer with queries that might be helpful.

The network.role-description parameter is a text field. It can be manipulated with a stringmatch parameter using a couple of options (this needs to be added to our documentation):

• use like to find the string – https://api.xbrl.us/api/v1/relationship/search?dts.id=306447&network.link-name=presentationLink&network.role-description=consolidate income&stringmatch=network.role-description(like)&fields=network.role-description,relationship.id.sort(ASC),relationship.tree-sequence.sort(ASC),relationship.target-name

  returns nothing because the string consolidate income doesn’t exist in this network.role-description – remove one of the terms and you get results.

• use ts to find when each word in the string exists – https://api.xbrl.us/api/v1/relationship/search?dts.id=306447&network.link-name=presentationLink&network.role-description=consolidate income&stringmatch=network.role-description(ts)&fields=network.role-description,relationship.id.sort(ASC),relationship.tree-sequence.sort(ASC),relationship.target-name

Last, unless you’re using the ‘concept.is-base’ parameter to filter facts, the query will return both base and extension concepts (see documentation https://xbrl.us/xbrl-api-documentation).

[Arthur Olevskiy]

Thank you David. It clarifies a lot.

By the way, using “stringmatch” can I exclude Disclosures and etc?

And I think last question. If I want to get fact of particular statement, can I put following values for “network.role-description”: consolidate income, cash flow and balance sheet, and it will be valid?

[David Tauriello]

Arthur – sorry for the slow response. The stringmatch parameter is simple text only – no regex or wildcards are currently possible, so excluding results can be complex, especially given that the network.role-description is a user-defined field, with each company permitted to describe statements and disclosures as they see fit.

I hope by now you tried the query with multiple statements – IMO, you might get a closer approximation to face financials if you use (ts) with something like ‘statement balance cash income’ – ?

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