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Transfer Data from Excel to EDGAR Online

This article explains how to transfer data from Excel to EDGAR Online using the Excel Add-In for EDGAR Online.

The CData Excel Add-In for EDGAR Online enables you to edit and save EDGAR Online data directly from Excel. This article explains how to transfer data from Excel to EDGAR Online. This technique is useful if you want to work on EDGAR Online data in Excel and update changes, or if you have a whole spreadsheet you want to import into EDGAR Online. In this example, you will use the Subscriptions table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new EDGAR Online connection by clicking From EDGAR Online on the ribbon.

  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.

Retrieve Data from EDGAR Online

To insert data into EDGAR Online, you will first need to retrieve data from the EDGAR Online table you want to add to. This links the Excel spreadsheet to the EDGAR Online table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From EDGAR Online button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Subscriptions table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to EDGAR Online

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySubscriptionsSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to EDGAR Online, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Subscriptions sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.