This community helps developers, analysts, and business intelligence professionals connect with and use the XBRL API, Public Filings Database, staff and community-sourced resources and tools more effectively.

Get Started.

Using the XBRL Filed Data extension for Google Sheets or Office 365 Excel is the quickest way to get started understanding how to use the XBRL API and our Public Filings Database. Scroll down for free spreadsheet templates you can customize, as well as other resources for using the XBRL API with programming languages like PHP, Python and R.

 

Watch introductory videos to help get started with Google Sheets Add-on or Excel.

Anyone can explore our Database with the XBRL API without cost or obligation. Most XBRL US Members enjoy unlimited access and no quotas. Consider XBRL US Membership options for yourself or your team.

Templates and Tools

XBRL US Members can earn discounts for contributing to the resources below.
Got an idea?
Email info@xbrl.us so we can discuss it with you (we may have helpful tips, too).

Excel Template

OAuth2 access

Google Sheets

updated Jun 10, 2022

Simple Statement or Disclosure Query Template for Excel Office 365 (.zip download) or Google Sheets
Filter a single report to review a specific SEC statement or disclosure, or FERC Schedule. XBRL US Members can use a check box option to view all Statements in an SEC report.

 

Excel Template

OAuth2 access

Google Sheets

updated Aug 10, 2022

FERC Schedule Compare and Report Template for Excel Office 365 (.zip download) or Google Sheets
Get a side-by-side comparison of FERC Schedule data – including dimensions – for multiple companies, a pivot table display of the schedule detail for improved readability, or XBRL US Members can get a full report for a public utility using the cube endpoint for the hypercube of facts and taxonomy details.

 

Excel Template

OAuth2 access

Google Sheets

updated Dec 9, 2021

Classroom Learning Activity for Excel Office 365 (.zip download) or Google Sheets
Use warm up queries to get students acclimated, then graduate to an exercise with answer key to learn how to build API queries (also available in Google Sheets). XBRL US Academic Memberscontact us for help with prep and/or rollout.

Excel Template

OAuth2 access
updated Mar 12, 2022

Multi-Company Comparison (.zip download)
Compare financial schedules, statements or disclosures for up to 3 companies. This template will let you compare reports among regulators in a single worksheet (SEC and FERC).

 
 

Google Sheets

updated Dec 11, 2021

Margin Comparison / Time Series
Extract margin, revenue, and income elements for up to 10 tickers in table and graphical display.

 

Google Sheets

 

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.

Code Resource

updated May 10, 2022
OAuth2 access

ITEP Case Study (Jupyter Notebook – IPython – )
Use this web-based interactive Python loop to gather data for the teaching case presented by Christine Cheng and Mitch Wenger from The University of Mississippi at AAA’s Data and Analytics Summer Workshop. The script can be used online or downloaded and run from a local computer, so the output can be saved as a .csv file.

 

Code Resource

updated Dec 20, 2021
OAuth2 access

Jupyter Notebook – IPython –
Use this web-based interactive Python loop to gather all available data points for a query. Run the script from a local computer and the output can be saved to a .csv file.

 

Code Resource

OAuth2 access

Jupyter Notebook – R –
Use this sample open-source web-based front end as a starting point to create an interactive, versioned, distributable resource for your research using R programming language.

Code Resource

OAuth2 access

XBRLUSCall for PHP (v0.1)
Download the .zip from GitHub and use XBRLUSCall to simplify the task of creating programatic requests in PHP to the XBRL US API. This class:

  • Handles requesting and managing OAuth tokens (access_token and refresh_token)
  • Handles multiple calls (pagination) to the API to obtain the full results of the data set rather than the per-request limit
  • Automatically handles potential errors
  • Certain functions can be overridden to allow token persistence between initializations
Code Resource

OAuth2 access

Sample Queries (Insomnia workspace)
This set of XBRL API queries is designed to be loaded from Insomnia software.

Discussion forum

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All visitors can exchange ideas and pose questions to XBRL data users in a community forum. Browse the latest topics below or use the link or search box above to get answers on other topics.

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Periodic 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.


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