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Prepare, Blend, and Analyze EDGAR Online Data in Alteryx Designer

Build workflows to access live EDGAR Online data for self-service data analytics.

The CData ODBC Driver for EDGAR Online enables access to live data from EDGAR Online under the ODBC standard, allowing you work with EDGAR Online data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to EDGAR Online data using an ODBC connection in Alteryx Designer to perform self-service BI, data preparation, data blending, and advanced analytics.

The CData ODBC drivers offer unmatched performance for interacting with live EDGAR Online data in Alteryx Designer due to optimized data processing built into the driver. When you issue complex SQL queries from Alteryx Designer to EDGAR Online, the driver pushes supported SQL operations, like filters and aggregations, directly to EDGAR Online and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze EDGAR Online data using native Alteryx data field types.

Connect to EDGAR Online Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    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.

    When you configure the DSN, 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.

  2. Open Alteryx Designer and create a new workflow.
  3. Drag and drop a new input data tool onto the workflow.
  4. Click the new input data tool and under Connect a File or Database, select Database Connection -> New ODBC Connection.
  5. Select the DSN that you configured for use in Alteryx.
  6. In the wizard that opens, select the fields you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to EDGAR Online, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
  7. If you wish to further customize your dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the EDGAR Online data you want.

With the query defined, you are ready to work with EDGAR Online data in Alteryx Designer.

Perform Self-Service Analytics on EDGAR Online Data

You are now ready to create a workflow to prepare, blend, and analyze EDGAR Online data. The CData ODBC Driver performs dynamic metadata discovery, presenting data using Alteryx data field types and allowing you to leverage the Designer's tools to manipulate data as needed and build meaningful datasets. In the example below, you will cleanse and browse data.

  1. Add a data cleansing tool to the workflow and check the boxes in Replace Nulls to replace null text fields with blanks and replace null numeric fields with 0. You can also check the box in Remove Unwanted Characters to remove leading and trailing whitespace.
  2. Add a browse data tool to the workflow.
  3. Click to run the workflow (CTRL+R).
  4. Browse your cleansed EDGAR Online data in the results view.

Thanks to built-in, high-performance data processing, you will be able to quickly cleanse, transform, and/or analyze your EDGAR Online data with Alteryx.