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Update EDGAR Online Data with a Microsoft Access Linked Table

Update EDGAR Online data by creating a linked table in Microsoft Access with the CData EDGAR Online ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for EDGAR Online, you can update live EDGAR Online data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to EDGAR Online as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

  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.

Create a Linked Table to Subscriptions Data

Follow the steps below to create a linked table, which enables you to access live Subscriptions data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Subscriptions table.
  3. Select the CData EDGAR Online data source from the Machine Data Source tab.

  4. Select the Subscriptions table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.