The latest on Using XBRL Data

Point of View

Posted Wednesday, June 15, 2022

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]


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Posted Wednesday, June 15, 2022

Point of View

The bank’s losses were not reported in face financials, but were easily available in the notes to the financials. And conveniently machine-readable because of XBRL tagging.


Posted Monday, June 6, 2022

May 2022 Newsletter

May, 2022 With Memorial Day behind us, the start of Summer is right around the corner (officially June 21). Time for barbecues, picnics, heading to the beach… And this year, more rule proposals and final implementations with structured data requirements from the SEC! Two new SEC proposals focused on investment management filers were published in […more]


Posted Monday, May 2, 2022

April 2022 Newsletter

April, 2022 The XBRL US ESG Working Group announces publication of machine-readable corporate sustainability data. The working group, which is responsible for the paper, Supporting ESG Data with Standards, worked closely with Etsy, the company that operates two-sided online marketplaces matching millions of buyers and sellers around the world, and with Moody’s Corporation, the parent […more]


Posted Monday, April 4, 2022

March 2022 Newsletter

March, 2022 Environmental issues remain in the headlines! The SEC has published their long-awaited rule proposal on climate, Enhancement and Standardization of Climate-Related Disclosures, and conducted a special hearing to discuss and vote. The proposal, which passed by a vote of 3-1, establishes requirements for domestic and foreign registrants to disclose certain climate-related information in […more]


Posted Friday, April 1, 2022

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]


Posted Thursday, March 3, 2022

February 2022 Newsletter

February, 2022 More rule proposals with structured data requirements from the SEC. This month the Securities and Exchange Commission published two new proposals that contained structured data requirements, both with comment period due dates of April 22, 2022. Cybersecurity Risk Management for Investment Advisors, Registered Investment Companies, and Business Development Companies proposes that registered investment […more]


Posted Friday, January 28, 2022

January 2022 Newsletter

January, 2022 XBRL US commented on FERC data collection of Forms 6 and 6-Q. Both forms are now required to be reported in XBRL format which renders the data machine-readable, improving the ability of the Commission to perform audits and reviews, and conduct research. It also enhances the usefulness of the data for the public […more]


Posted Wednesday, January 5, 2022

December, 2021 Newsletter

December, 2021 2022 promises to be an exciting year for the XBRL community with new structured data programs coming online from U.S. based public utilities reporting to the Federal Energy Regulatory Commission (FERC), European and UK companies filing through the European Securities Markets Authority (ESMA), and local Florida government entities reporting in XBRL to the […more]


Posted Tuesday, November 30, 2021

November 2021 Newsletter

November, 2021 SEC Commissioner Caroline A. Crenshaw addressed “The Lessons of Structured Data” in her speech at the November 10 XBRL US Investor Forum: Data that Delivers, noting “…XBRL requirements [have] allowed EDGAR to provide machine-readable data that have improved transparency in a number of ways… XBRL has enabled automatic processing and analysis by software […more]


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