Items tagged with "analytics"

Working with SEC Data for Analysts

1:00 PM ET Monday, October 25, 2021
XBRL US Webinar
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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, 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]


We can be better prepared – let’s get ready now.

Shannon Sohl, CPA, PhD, Senior Research Analyst, Northern Illinois University Center for Governmental Studies
Crisis situations like COVID-19 have big implications for how we should run businesses and set government policy. Get connected to COVID-19 relief resources for businesses.


Filing Results & Quality Checks

We evaluate every financial report submitted to the SEC in XBRL format with Data Quality Committee checks and XBRL US SEC Filer Member Rules as soon as the reports are made available. Browse the list of most-recent filings, search for your favorite company to see how well they’ve done historically to create quality XBRL, or learn more about error rates over time for a selection of approved Data Quality Committee Rules.


Can you name the top 10 filings in 2017?

Campbell Pryde, President and CEO, XBRL US
Conducting simple queries, like identifying the filings that contain the most reported facts, used to be extremely time-consuming and labor-intensive to perform. Today, the availability of structured, machine-readable (XBRL) data and the XBRL API makes getting answers – using simple or complex queries – EASY.