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Visualize EDGAR Online Data in Tableau

The CData ODBC driver for EDGAR Online enables you integrate EDGAR Online data into Tableau dashboards.

The CData ODBC Driver for EDGAR Online enables you to access live EDGAR Online data in business intelligence tools like Tableau. In this article, you will integrate EDGAR Online data into a dashboard that reflects changes to EDGAR Online data in real time.

The CData ODBC drivers offer unmatched performance for interacting with live EDGAR Online data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau 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 Tableau data types.

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 reports and visualizations.

Add EDGAR Online Data to a Dashboard

  1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
    Select the CData Data Source Name (for example: CData EdgarOnline Source).
  2. In the Database menu, select CData.
  3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Subscriptions table.
  4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
  5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
  6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  7. Drop the Id column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.
  8. Drag the Name column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

    SELECT Id, SUM(Name) FROM Subscriptions GROUP BY Id

    When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

    To change the summary function, open the Name menu and select the summary you want in the Measure command.

  9. You can create other charts using dimensions and measures to build SQL queries visually:

With the CData ODBC Driver for EDGAR Online, you get live connectivity to your EDGAR Online data, allowing you to build real-time charts, graphs, and more.