Connect to EDGAR Online in Power Automate Desktop via ODBC

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EDGAR Online ODBC Driver

The EDGAR Online ODBC Driver is a powerful tool that allows you to connect with live data from EDGAR Online, directly from any applications that support ODBC connectivity.

Access EDGAR Online data like you would a database - read, write, and update EDGAR Online Companies, Financials, Taxonomies, etc. through a standard ODBC Driver interface.



The CData ODBC Driver for EDGAR Online enables you to integrate EDGAR Online data into workflows built using Microsoft Power Automate Desktop.

The CData ODBC Driver for EDGAR Online enables you to access live EDGAR Online data in workflow automation tools like Power Automate. This article shows how to integrate EDGAR Online data into a simple workflow, moving EDGAR Online data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live EDGAR Online data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate 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 client-side (e.g. SQL functions and JOIN operations).

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.

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 workflows.

Integrate EDGAR Online Data into Power Automate Workflows

After configuring the DSN for EDGAR Online, you are ready to integrate EDGAR Online data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the actions to connect to EDGAR Online, query EDGAR Online using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

  • Connection string: DSN=CData EDGAR Online Source

After configuring the action, click Save.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM Subscriptions

After configuring the action, click Save.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the action, click Save.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to move EDGAR Online data into a CSV file.

With the CData ODBC Driver for EDGAR Online, you get live connectivity to EDGAR Online data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article walks through using the CData ODBC Driver for EDGAR Online with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):