xbrlValues: Values

Description Usage Arguments Details References Examples

Description

This API allows the user to fetch XBRL facts from the XBRL US database by passing financial statement parameters to define the data returned.

Usage

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xbrlValues(AccessionID = NULL, Accession = NULL, CIK = NULL,
  Restated = NULL, Element = NULL, Axis = NULL, Member = NULL,
  Dimension = NULL, DimReqd = NULL, ExtensionElement = NULL,
  ExtensionAxis = NULL, ExtensionMember = NULL, Period = NULL,
  StartYear = NULL, NoYears = NULL, Year = NULL, Ultimus = NULL,
  Small = NULL, as_data_frame = TRUE)

Arguments

AccessionID

Internal Accession identifier used by the XBRL US database.

Accession

Filing accession number. This is the accession number used as the filing identifier used by the SEC.

CIK

CIK of the Company. This must be 10 digits in length. Can be a character vector.

Restated

A value of false will exclude amounts subsequently restated, a value of true will include amounts that were restated. If no value is defined the API defaults to false.

Element

The element name in the base taxonomy. Can be a character vector.

Axis

The XBRL axis element. Can be a vector. If defined the API will return facts which use this axis. If DimReqd is set to false this parameter will be ignored

Member

The XBRL member element. Can be a vector. If defined the API will return facts which use this member. If DimReqd is set to false this parameter will be ignored.

Dimension

Axis and member i.e. DimensionID:IncomeTaxAuthorityAxi:AbasMember. Can be a vector.

DimReqd

True returns all facts with and without dimensions associated with fact, false returns records with no dimensions. If no value is defined the API defaults to true.

ExtensionElement

=[base|extension] - base will return non extension elements and extension will return extension elements. If no value is provided then all elements are returned.

ExtensionAxis

=[base|extension] - base will return non extension axes and extension will return extension axes. If no value is provided then all axes are returned. If DimReqd is set to false this parameter is ignored.

ExtensionMember

=[base|extension] - base will return non extension members and extension will return extension members. If no value is provided then all members are returned. If DimReqd is set to false this parameter is ignored.

Period

=[Y|1Q|2Q|3Q|3QCUM|4Q|1H|2H|Other] - Period required, if not provided all periods are returned. This parameter allows a comma separated list.

StartYear

[integer] - First Year of data to return a range used in conjunction with the Year parameter to define a range.

NoYears

[integer] - Use to define the number of years of data returned based on value provided for Year. For example if NoYears is set to 3 and Year is set to 2014 then fact values will be returned for 2012, 2013, and 2014. If Year is not provided then NoYears is ignored.

Year

Year of the data required

Ultimus

[boolean] - True returns the latest value, false returns all values. If no value is defined the API defaults to true.

Small

[boolean] - If this parameter is set to true the number of columns in response is cut down.

as_data_frame

If a data frame is wanted (TRUE by default)

Details

All calls to the API must include at least a CIK or Filing Accession Number. You can pull data for multiple entities by listing them as comma separated values. It's not possible to call all values for an element such as Assets as the response will be too large.

References

https://github.com/xbrlus/data_analysis_toolkit/blob/master/api/xbrlValues.md

Examples

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## Not run: 
  xbrlValues(
    CIK="0000732717",
    Element="Assets",
    Period="Y",
    Year=2014,
    NoYears=3,
    DimReqd = FALSE,
    Small = TRUE,
    Ultimus = TRUE
  )

## End(Not run)

bergant/xbrlus documentation built on May 12, 2019, 3:06 p.m.