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Feed EDGAR Online Data into FineReport

How to set EDGAR Online data as a JDBC data source in FineReport.

The CData JDBC Driver for EDGAR Online fully implements the JDBC standard and can provide EDGAR Online data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set EDGAR Online data as JDBC data source in FineReport and view EDGAR Online data as a table in the Report Designer.

Set Up a JDBC Data Source of EDGAR Online Data

Follow the instruction below to set EDGAR Online data as a FineReport database connection.

  1. Copy the cdata.jdbc.edgaronline.jar file from the lib folder in the CData JDBC Driver for EDGAR Online installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.edgaronline.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.edgaronline.EdgarOnline Driver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.
    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the EDGAR Online JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.edgaronline.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    jdbc:edgaronline:AppKey=20dd8ce9904d422ed89ebde1ad40d
  4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to EDGAR Online set up, you can use it as FineReport data source.

Select EDGAR Online Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The EDGAR Online entities will appear as tables on the left pane.
  4. Write a SELECT statement for the EDGAR Online data tables and columns that you want to load.
  5. Click preview and data is shown as table.

With these simple steps, EDGAR Online can be used as a JDBC data source in FineReport.