This community helps developers, analysts, and business intelligence professionals connect and use the XBRL API, Public Filings Database, Google Sheet resources and other tools more effectively.

Data Community Resources:

Watch an introductory webinar replay about retrieving data with the XBRL API
  1. Member-contributed XBRL Spreadsheet templates
    Anyone is welcomed to share in the collection of customizable spreadsheets, developed by XBRL US Members that conform to the standards on this page. XBRL US Members can earn discounts for contributing to the XBRL API Template library. Got an idea? Email info@xbrl.us so we can discuss it with you (we may have helpful tips, too).

    Most of the resources linked below use our Google Sheets Add-on – follow these instructions to get started.

API Template

 

Balance Sheet Compare – SEC Filers contributed by Power User Peter Guldberg
This template features a customizable Taxonomy Map that lets analysts compare financials for US GAAP and IFRS filers.

API Template

 

Margin Comparison / Time Series from XBRL US
This template queries common Revenue and Income/Loss elements for up to 10 tickers and displays pivot tables for high-level graphic comparison. The Margin Time Series focuses on the ‘default’ ticker from the Margin Comparison, with override cells that can quickly change company and/or element screen.

API Template

Excel Power Query Template (.zip download) contributed by Power User Jim Truscott
This template uses Microsoft’s Power Query functionality to retrieve data (Excel 2013 or later on a Windows PC). The setup requires a Client ID and secret, so use your XBRL US Web account to request provisioning in the lower-right of this page after downloading and extracting the .xlsx file from the .zip.

API Template

 

XBRL Spreadsheet from XBRL US
A Google Sheet with several basic queries and a simple Balance Sheet Comparison for companies filing with US GAAP Taxonomies

  1. Work with the API in Excel's Power Query, or with your own system or app

    Contact us at info@xbrl.us to have your existing XBRL US Web account provisioned to generate client ID/Secret pairs to work with the XBRL API in a REST client or other application, including Excel's Power Query.

    NOTE: You do not need to generate client ID/Secret pairs if you use the Google Add-on and Google Sheet exclusively to access data - the XBRL API Authentication Add-on handles this automatically.

    Your account needs to be provisioned before you can login and generate client ID/secret pairs.

    Login or register for a free account.

  2. Periodic Member-only web meetings
    Engage in an open forum to learn about new functionality and techniques for using XBRL API, get questions answered, and let members preview XBRL Spreadsheets in development and other applications. The list of upcoming and prior meeting replays is at the right-side of this page.
  3. Discussion forum

    Home Forums Home Using Data Search

    All visitors can exchange ideas and pose questions to XBRL data users in a community forum

    Home Forums Home Using Data The XBRL API

    This forum contains 37 topics and 123 replies, and was last updated by  David Tauriello 1 week, 4 days ago.

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Interested in getting deep into the data? Anyone can use the tools to get a feel for queries and results from the database with our updated API. Your XBRL US Membership unlocks greater results from the API with the resources listed at right.

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