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Integrate EDGAR Online Data into Automated Tasks with Microsoft Flow

Use the CData Cloud Hub to create a virtual SQL Server database for EDGAR Online data and integrate live EDGAR Online data into your Microsoft Flow tasks.

Microsoft Flow is an online workflow service that automates events (known as workflows) across the most common apps and services. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to EDGAR Online data for visualizations, dashboards, and more. This article shows how to connect to the Cloud Hub from Microsoft Flow and integrate live EDGAR Online data into your workflows and tasks.

The CData Cloud Hub provides a pure SQL, cloud-to-cloud interface for EDGAR Online, allowing you to easily integrate with live EDGAR Online data in Microsoft Flow — without replicating the data. The CData Cloud Hub looks exactly like a SQL Server database to Microsoft Flow and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to EDGAR Online, leveraging server-side processing to quickly return EDGAR Online data.

Create a Virtual SQL Database for EDGAR Online Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "EDGAR Online" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to EDGAR Online.
    1. Navigate to https://developer.edgar-online.com/ and create an account.
    2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
      Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
    3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the CData Cloud Hub

To use the Cloud Hub to integrate EDGAR Online data into your Flow tasks, you need a new SQL Server connection:

  1. Log in to Microsoft Flow
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Cloud Hub instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual EDGAR Online database you created earlier (like edgaronlinedb)
    • Set the Username and Password and click Create

Integrating EDGAR Online Data into MS Flow Tasks

With the connection to the Cloud Hub configured, you are ready to integrate live EDGAR Online data into your Microsoft Flow tasks.

  1. Log in to Microsoft Flow
  2. Click My flows -> New and choose to create the flow from blank or template
  3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Cloud Hub connection
  4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
  5. Configure any actions to follow and test, then save the flow

SQL Access to EDGAR Online Data from Cloud Applications

Now you have a direct connection to live EDGAR Online data from Microsoft Flow tasks. You can create more connections and workflows to drive business — all without replicating EDGAR Online data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.