Ready to get started?

Learn more about the CData Excel Add-In for EDGAR Online or download a free trial:

Download Now

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for EDGAR Online provides formulas that can edit, save, and delete EDGAR Online data.The following three steps show how you can automate the following task: Search EDGAR Online data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the EDGAR Online data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as EdgarOnlineConnection1, or a connection string. The connection string consists of the required properties for connecting to EDGAR Online data, separated by semicolons.

    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.
  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search EDGAR Online data, such as SubscriberEmail.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM Subscriptions WHERE SubscriberEmail = '"&B2&"'","AppKey="&B1&";Provider=EdgarOnline",B3)
  4. Change the filter to change the data.