Create Reports from EDGAR Online Data in Google Data Studio

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for EDGAR Online data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to EDGAR Online data for visualizations, dashboards, and more. This article shows how to create a virtual database for EDGAR Online and build reports from EDGAR Online data in Google Data Studio.

CData Connect Cloud provides a pure cloud-to-cloud interface for EDGAR Online, allowing you to easily build reports from live EDGAR Online data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to EDGAR Online, leveraging server-side processing to quickly return EDGAR Online data.

This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Data Studio. Get more information on the CData Connect Cloud and sign up for a free trial at https://www.cdata.com/connect.


Connect to EDGAR Online from Connect Cloud

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

  1. Log into Connect Cloud 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.

With the virtual database created, you are ready to connect to EDGAR Online data from Google Data Studio.

Visualize Live EDGAR Online Data in Google Data Studio

The steps below outline connecting to CData Connect Cloud from Google Data Studio to create a new EDGAR Online data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
  2. Authorize the Connector to connect to an external service (your Connect Cloud instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
    • Username: myinstance/username
    • Password: your Connect Cloud password
  4. Select a Database (e.g. EdgarOnline1) and click Next.
  5. Select a Table (e.g. Subscriptions) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Cloud instance (server address, port, username, and password).

SQL Access to EDGAR Online Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live EDGAR Online data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating EDGAR Online data.

Try CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.