Visualize Live EDGAR Online Data in Tableau

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EDGAR Online Tableau Connector

The fastest and easiest way to connect Tableau to EDGAR Online data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.



Use the CData Tableau Connector for EDGAR Online and Tableau Desktop to visualize live EDGAR Online data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for EDGAR Online, you can easily get access to live EDGAR Online data within Tableau. This article shows how to connect to EDGAR Online in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live EDGAR Online data in Tableau. Once you install the connector, you simply authenticate with EDGAR Online and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing EDGAR Online data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to EDGAR Online data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver for EDGAR Online. If you wish to connect to EDGAR Online data in Tableau Online, you will need to use CData Connect Cloud.

Connect to EDGAR Online in Tableau

Open Tableau and click More under Connect -> To a Server. Select "EDGAR Online by CData," then configure the connection and click "Sign In."

  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.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select EdgarOnline from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for EDGAR Online with Tableau, you can easily create robust visualizations and reports on EDGAR Online data. Download a free, 30-day trial and get started today.