[Hasnain jaffery]

hi,
I would like to know where can I find the NAICS code for any company registered at SEC. I know this is not the correct place to raise this question, but I am trying to find a Govt based authentic place to find this code. The reason, I have tried many different sources (all private companies, including BIG names), but always got issues. So, to me, they are not 100% trustworthy.
Thanks and Regards,
Hasnain

• This topic was modified 1 year, 6 months ago by Hasnain jaffery.
• This topic was modified 1 year, 6 months ago by Hasnain jaffery.

[David Tauriello]

Hi Hasnain – you can download an NAICS list from the US Census Bureau:

https://www.census.gov/naics/?48967

[Parker Lathrop]

Hello,

I have been able to set up my Google Sheet and it is pulling data. Is there a specific dictionary which lists out the naming conventions of various line items? I was able to access this through the above mentioned Google Drives file.

For example, If I want to pull Interest Expenses in Google Sheets, I have typed [Interest Expense]. Is there a way to find a complete dictionary? I am using IXBRLAnalayst add-on in Google.

Thanks,
Parker

[David Tauriello]

Hi Parker – thanks for writing. SEC filers create their own dictionary when they submit a filing. It includes importing the chosen base taxonomy (US GAAP or IFRS) and adding any company-specific extension concepts that are not defined in the base taxonomy.

I’m not familiar with features of iXBRL Analyst, so can’t advise you on whether these are accessible in that tool. Our XBRL Filed Data extension lets Member institutions create a simple query (either entire base taxonomies or extensions) to return the entire list of concepts (the dictionary). Anyone can search for concepts from the task pane of the extension.

There’s a Taxonomy Viewer link in the Documentation & Discussion section on the right-side of this page that can be used to search the latest US GAAP Taxonomy. This Taxonomy viewer can be used to search IFRS concepts: https://bigfoot.corefiling.com/yeti/resources/yeti-gwt/Yeti.jsp

These are the latest accepted and supported base taxonomies:
https://xbrl.us/2022-us-gaap (an excel of terms can be downloaded from this page)
https://xbrl.us/sec-ifrs-2022

[Jeff Krimmel]

Hi,

Here’s an example of a query that returns 32 instances of a repeated value:

https://api.xbrl.us/api/v1/fact/search?report.document-type=10-K,10-Q,1&entity.code=0001841666&period.fiscal-year=2020&period.fiscal-period=3Q&fact.value=303000000&fields=fact.*

I’m interested in the one that has dimension.local-name=”ProductOrServiceAxis” and member.local-name=”OilAndGasExcludingPurchasedMember”. Even then, I have 8 instances of this particular combination.

Is there a way to gracefully extract just a single instance of the value I need?

Thanks a bunch.

[David Tauriello]

Hi Jeff – the 303000000 values are not identical; one is for the US and one is Egypt, so the only way to show one of these facts is to add fact.limit(1) to the fields. Depending on how you structure the query, you may get a different fact (US or Egypt).

Here’s the entire OilReservesMember ‘story’ – I’ve sorted by fact.value so you can see US and Egypt easily:

https://api.xbrl.us/api/v1/fact/search?report.document-type=10-K,10-Q,1&entity.code=0001841666&period.fiscal-year=2020&period.fiscal-period=3Q&concept.local-name=RevenuesFromCustomersAndNonCustomers&member.local-name=OilReservesMember&fields=concept.local-name,fact.value.sort(ASC),report.id,report.sec-url,dimension-pair

At this level, you’ll need to rely on your application to filter out the unwanted results, or specify additional an additional filter on the fact (fact.id, fact.xml-id, fact.hash) so you get the exact fact you intend.

The report.sec-url is included in the results for this query, so you can open the inline filing, enter ‘303’ (no quotes) in the search and see these facts in the report.

[David Tauriello]

Hi Nik – the SEC started requiring XBRL for portions of DEF 14A to be effective for fiscal years ended on or after December 16, 2022 (see this webinar replay for details)

You can get DEF 14A filings using the XBRL API by including the filter report.document-type=DEF 14A in your query.

https://api.xbrl.us/api/v1/report/search?report.source-name=sec&report.document-type=DEF 14A&fields=report.document-type,report.entity-name,report.filing-date.sort(ASC),report.html-url,report.entry-url

XBRL US Members can use the document endpoint to query the entire document.

[Evgeny Makarov]

I can’t use the Add-In in my desktop Excel (Version 2303 Build 16.0.16227.20202 64-bit – recently updated with my 365 subscription).

I was able to login on the XBRL Filed Data – Query tab.
Then I entered, for example, the following formula using the template on the Query tab:
=XBRL.showData(“https://api.xbrl.us/api/v1/report/search?entity.code=0000320193&report.document-type=10-K,1,E-AR&fields=report.document-type,report.entity-name,report.filing-date,report.html-url,report.id&”,””, “”, “1”)

And received the following error: #NAME.

By the way, the formula works when I use Excel online, therefore I’m sure it’s not a login issue.

[David Tauriello]

Hi Evgeny – there was some maintenance being done yesterday around the time of your post. Please try again.

If you login again on your desktop Excel and are still having issues with the custom formula =XBRL.showData() not being recognized (which causes the #NAME issue), right-click on the gray background of the add-in and look for a < button in the top-right corner of the add-in - use this menu to reload the add-in. If you're still having issues, please try to join me on Monday afternoon from 3:30 - 4:30 PM ET - the link is on the right side of this page.

[Evgeny Makarov]

David,

Thank you for your reply.
I did as you instructed but it didn’t do the trick. I will try to join the online support session next Monday.

[David Tauriello]

Hi Evgeny – you could also try un-installing and re-installing the add-in. If there’s been a file corruption in the cache storing the add-in, this might clear the issue.

[Evgeny Makarov]

David,

Thank you. I just tried with no improvement.
I hope to catch up online on Monday.

[John Senger]

Hello. I have installed this add-in from the microsoft store. How do I uninstall it? I don’t see it listed on my list of add-ins.

[David Tauriello]

Hi John – if the add-in doesn’t appear under the My Add-ins option on the Excel insert menu/ribbon, it is not installed and no action is necessary.

[José Zavala González]

Hi everyone,

I’m glad to find a forum where we can discuss XBRL and help each other out. Recently I’ve been looking into a new tool XBRL US is working on called XINCE. It allows creation of instances rather than only reading existing ones. Particularly, I’ve been reading the Arelle and XULE Github repositories to try to run a XINCE example using arelleCmdLine. However, I still haven’t figured out how to get a working result. Has anyone used XINCE before and could point me in the right direction? Thank you for your time!

Best,
José Zavala

[Author]

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