Home › Forums › The XBRL API › Searching Fiscal Periods
- This topic has 3 replies, 2 voices, and was last updated 5 years, 12 months ago by David Tauriello.
-
AuthorPosts
-
-
Thursday, December 13, 2018 at 8:31 AM #118510Jim TruscottParticipant
/api/v1/fact/search?concept.local-name=Assets&fact.has-dimensions=false&report.type=10-Q&period.fiscal-period=Y&entity.cik=0000789019&fields=concept.local-name,fact.value,fact.has-dimensions,report.id,period.instant.sort(DESC),report.period-end,entity.name,report.type,period.calendar-period,period.fiscal-period,period.year,period.fiscal-year,report.restated-index,report.restated,fact.ultimus-index,fact.ultimus
API call returns values such as…
{
“concept.local-name”: “Assets”,
“fact.value”: “256003000000”,
“fact.has-dimensions”: false,
“report.id”: 204168,
“period.instant”: “2018-01-01”,
“report.period-end”: “2017-12-31”,
“entity.name”: “MICROSOFT CORPORATION”,
“report.type”: “10-Q”,
“period.calendar-period”: “Y”,
“period.fiscal-period”: “2Q”,
“period.year”: 2017,
“period.fiscal-year”: 2018,
“report.restated-index”: 1,
“report.restated”: 1,
“fact.ultimus-index”: 1,
“fact.ultimus”: 1
},But I thought I’d searched only on period.fiscal-period=Y values. And if I change report.type to 10-K, I get no values that have a period.fiscal-period=Y yet if I remove period.fiscal-period parameter altogether and just search on 10-K values, I get values back that have period.fiscal-period=Y. What am I missing?…
{
“concept.local-name”: “Assets”,
“fact.value”: “258848000000”,
“fact.has-dimensions”: false,
“report.id”: 218986,
“period.instant”: “2018-07-01”,
“report.period-end”: “2018-06-30”,
“entity.name”: “MICROSOFT CORPORATION”,
“report.type”: “10-K”,
“period.calendar-period”: “2Q”,
“period.fiscal-period”: “Y”,
“period.year”: 2018,
“period.fiscal-year”: 2018,
“report.restated-index”: 1,
“report.restated”: 1,
“fact.ultimus-index”: 2,
“fact.ultimus”: 2
}, -
Thursday, December 13, 2018 at 11:00 AM #118518David TaurielloKeymaster
Hi Jim – please double check what’s returned from the initial query; I get
period.calendar-period
= 2Q
andperiod.fiscal-period
= y
forreport.id
= 204168
and other records returned for this 6/30 year end filer.Check out this thread for more details about calendar and fiscal periods – I believe the exchange influenced the work of a ‘lookup’ query that notes period and year on Peter’s Balance Sheet Compare – SEC Filers template.
-
Thursday, December 13, 2018 at 1:05 PM #118526Jim TruscottParticipant
Yep. I searched on period.fiscal-period=Y but double checking using a copied version of the call posted at the start of this post, I get 9 records back in insomnia including records with “period.fiscal-period”: “2Q”.
I’m wondering whether it has anything to do with the fact that asset facts have instant dates so technically speaking there is no period associated with an asset fact.
Yep familiar with the issues around calendar and fiscal years. Similarly we bypass whatever the filing entity tells us and calculate our own consistently comparable fiscal year and quarter dates.
-
Thursday, December 13, 2018 at 1:35 PM #118530David TaurielloKeymaster
hmm – with the query posted above, I get 28 records and none have fiscal period 2Q – can you post
report.id
for one or more records where this is happening – ?the details you want returned in
fields
(likeperiod.instant
) shouldn’t impact the screen you’ve set – I’ll confirm and clarify if my understanding is not correct.Also, please check to make sure site_url in insomina is pointed to api.xbrl.us and not betaapi.xbrl.us
-
-
-
AuthorPosts
- You must be logged in to reply to this topic.
Search Forums
Recent Topics
Recent Replies
-
Spreadsheet Commands: Query Worksheet and Query Workbook Query Workbook 1 month, 1 week ago
-
Query for multiple dimensions 3 months, 1 week ago
-
Query for multiple dimensions 3 months, 2 weeks ago
-
Showdata function 6 months ago
-
Showdata function 6 months ago
Documentation & Discussion
- Get started with Google Sheets OR
- Get started with Microsoft Excel OR
- Get access to as-filed data from us for other tools or your own app
- XBRL API Interactive Documentation
- Ten Tips & Techniques
- The XBRL API
- XBRL Data Community
- 2024 US GAAP Taxonomy Viewer
- Live support - Monday, 3:30 - 4:30 PM ET
Who's using this free data?
API Use 2024 || API Use 2023 || API Use 2022 || API Use 2021 || API Use 2020 || API Use 2019 || API Use 2018
Join XBRL US
- Individual Options - Basic, Power User & Sole Practitioner
- For Your Team - Startup, Non-Profit, Academic & Corporate options
- Member Benefits Comparison Table
Using the XBRL API with the Public Filings Database
Unless otherwise agreed to in writing, any and all use of the XBRL API to authenticate and retrieve data from the XBRL US Database of Public Filings implies user consent and agreement with the XBRL US API Agreement. If you are unable to agree to these terms, do not use the XBRL API.
To use the XBRL API outside of Google Sheets, your account needs to be provisioned for OAuth2 access.