Revenue Pull

[Jeremie Hicks]

i got it linked up with google sheets, and now i just want to pull a company annual revenue. is that to simple?

[David Tauriello]

Hi Jeremie – after you login and re-open the the spreadsheet extension, there are a number of filters to guide this search. On the fact function, you’ll want to use the ‘Get Facts by Entity Name’ for the company (ie. type and select Adobe Inc. when it appears), remove all but the 10-K value in the Filter by Document Type field and add the fiscal year 2022 and period Y (for year) in the corresponding form fields for the search.

Adobe Inc. uses Revenues * in its reporting, so put that in the Filter by Concept Name field, set “Get Latest Facts’ to true and then click ‘Get’ for a result. If you remove the year from the query, you’ll get Adobe’s revenues for all years as reported in XBRL.

We’ve posted several templates on the Data Community page linked at right, along with documentation for the parameters and fields you can use with the XBRL API.

* There are a number of concepts companies can use to report revenue – this decision-making process is guided by the company’s research of the Financial Accounting Standards Board’s US GAAP Taxonomy, where these concepts are defined. Annual versions of the taxonomy are available from the XBRL API, and you can also get details from the ‘Taxonomy Viewer’ link on the right side of this page.

Some of the most common concepts used are:

• Revenues
• RegulatedAndUnregulatedOperatingRevenue
• InterestAndDividendIncomeSecurities
• ResultsOfOperationsRevenueFromOilAndGasProducingActivities
• LeaseIncome
• RevenueFromContractWithCustomerIncludingAssessedTax
• RevenueNotFromContractWithCustomerExcludingInterestIncome
• RevenueFromContractWithCustomerExcludingAssessedTax
• RevenueFromCollaborativeArrangementExcludingRevenueFromContractWithCustomer

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