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Visualize EDGAR Online Data in Sisense

Create an ElastiCube in Sisense app with access to EDGAR Online data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for EDGAR Online makes it easy to integrate with EDGAR Online data in Sisense. This article shows how to create an ElastiCube that connects to EDGAR Online data and use the ElastiCube to visualize EDGAR Online data in Sisense.

Configure the Connection to EDGAR Online

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for EDGAR Online\lib) or copy the jar file (cdata.jdbc.edgaronline.EdgarOnline.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for EDGAR Online, adding required 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 example follows:

    jdbc:edgaronline:AppKey=20dd8ce9904d422ed89ebde1ad40d
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.edgaronline.EdgarOnlineDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add EDGAR Online Data to an ElastiCube

Once you are connected to EDGAR Online, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize EDGAR Online Data

With EDGAR Online tables added to your ElastiCube, you can perform analytics on your EDGAR Online data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for EDGAR Online, you can access EDGAR Online data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with EDGAR Online data in Sisense today!