Items tagged with "analytics"

Tools and Techniques for the XBRL Data Pipeline

3PM ET Wednesday, July 27, 2022
XBRL US Webinar
Watch / listen to replay

Join the XBRL US Team to find out what’s new with the XBRL Filed Data add-in, XBRL API, and resources available that anyone can use to explore the deep, growing pool of standardized financial data produced in XBRL. Topics covered will include: demonstration of updates in the XBRL Filed Data add-in for Excel and Google […more]


XBRL Case Study: Are Big Companies Paying their Fair Share?

By Christine Cheng*, Assistant Professor, Patterson School of Accountancy at University of Mississippi; and Campbell Pryde, President and CEO, XBRL US Resources Teaching Case (PDF) Data script (Python) XBRL API provisioning Academic Member Benefits Controversial questions require the right dataset. Case studies are often the best tool for students to learn how to untangle the […more]


Consistency + Change = Opportunity

By David Tauriello, Vice President of Operations, XBRL US “… consistency is the hobgoblin of little minds … “ -Ralph Waldo Emerson As Emerson suggested, consistency in thought can limit imagination and innovation – consistency in data is a different story altogether. In the last six months, the global financial data environment has seen an […more]


Working with SEC Data for Analysts

1:00 PM ET Monday, October 25, 2021
XBRL US Webinar
Watch / listen to replay

Learn how to work with highly detailed, structured SEC reporting data during this 60-minute session. Find out how “normalization”  structures as-reported data in accordance with a set of norms to reduce data redundancy and improve data integrity, so that all the data looks and reads the same way across records in a relational database.


XBRL API Update

3PM ET Wednesday, August 11, 2021
XBRL US Webinar
Watch / listen to replay

We’ve updated our XBRL Filed Data Add-in for Excel – join the XBRL US Team for a look at what’s new. Take better control over data returned by queries created in the taskpane; select new output options from a greater number of endpoints, and use the validate functionality to check SEC filings for DQC and SEC Filer Member rulesets.

Plus, we’ll take a look at recent enhancements to Tools for SEC Filers, the XBRL API and your questions on techniques, suggestions for enhancement and all things related to standardized financial data.


XBRL API Update – New Excel Add-in Now Available!

3PM ET Wednesday, March 10, 2021
XBRL US Webinar
Watch / listen to replay

XBRL data can now be used through a Microsoft Excel Add-in! Joint us for this webinar to learn how to get started with the XBRL Filed Data Add-in for Microsoft Excel in M365 and Office 365. We’ll also discuss how the XBRL API can be used for: whole document text search fact text search fixes […more]


Database of Public Filings

Features: data analysis • data reporting • financial information analysis •

Power User Individual Members and all XBRL US Organizational Members have access to our Database of Public Filings – a Postgres resource of filings submitted to the SEC since 2009. Not an XBRL US Member, yet? Maybe it’s time to consider joining for yourself or your organization.

Learn more about XBRL US as an XBRL US Member.
Additional details: https://xbrl.us/filings-database


The XBRL API

Features: data analysis • data reporting • financial information analysis •

The XBRL API (Application Program Interface) is a set of endpoints developed to help data users access timely, highly granular, structured XBRL data. This standardized API allows developers and data utilities, with limited XBRL knowledge, to learn a single interface to access data from any database that contains XBRL data. The XBRL API is a […more]

Learn more about XBRL US as an XBRL US Member.
Additional details: https://xbrl.us/xbrl-api


XBRL Data Community

Features: data analysis • financial information analysis •

This community is designed to help developers, analysts, and business intelligence professionals connect and use the XBRL API (Application Program Interface), Public Filings Database, Google Sheet resources and other tools more effectively. The XBRL API is a set of endpoints developed to help all data users access timely, highly granular, structured XBRL data. This standardized […more]

Learn more about XBRL US as an XBRL US Member.
Additional details: http://xbrl.us/xbrl-api-community


Video: XBRL for Analysts and Investors

Analysts and investors gain from widespread availability of structured (XBRL) data. Find out how from: Adrien Cloutier, CFA, Global Director of Equity Data, Morningstar Pranav Ghai, CEO, Calcbench Diana Serbu, Head of Company Data Strategy and Management, Refinitiv (formerly Thomson Reuters) See excerpts from the video below. Pranav Ghai, CEO, Calcbench: “We can make data […more]