Alteryx Designer Desktop Discussions

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SEC Edgar API Service

neelp0816
6 - Meteoroid

Does anyone know how to get segment data via the SEC Edgar API? For example, I am trying to pull Pepsi's revenue by its different segments. I can pull the overall revenue number without an issue using the following URL in Alteryx (https://data.sec.gov/api/xbrl/companyconcept/CIK0000077476/us-gaap/Revenues.json). I am not sure how to get the segment level details. I tried to rearrange the URL with other attributes given from the SEC but no luck. 

 

Any help is greatly appreciated! Thank you! 

5 REPLIES 5
Luke_C
17 - Castor

Hi @neelp0816 

 

I looked at these APIs a while back, if memory serves you probably want to look into using the CompanyFacts endpoint rather than CompanyConcepts. 

 

https://www.sec.gov/edgar/sec-api-documentation

 

neelp0816
6 - Meteoroid

Hi @Luke_C 

 

Thanks for the suggestion! I just tried this and unfortunately I am not getting that sub detail level of information that I am looking for :( - all of the numbers that are coming in are overarching figures.

BrandonB
Alteryx
Alteryx

@neelp0816 are you taking the same approach that I am in the screenshot below and attached workflow? 

 

BrandonB_0-1668457482668.png

 

 

This is the deepest level of detail that I have seen from the APIs. If you want document level information I would recommend that you take a look at the SEC filings workflow in the Alteryx Business and Financial Services Analytics Starter Kit which is set up to analyze quarterly SEC 13-F filings from institutional managers managing over $100M in qualifying assets. You could cater this workflow to your specific needs:

 

BrandonB_1-1668458048223.png

 

 

You can find a link to the Alteryx starter kit here: 

 

https://www.alteryx.com/starter-kit/banking-and-financial-services 

 

neelp0816
6 - Meteoroid

Hi @BrandonB 

 

Thanks for sharing your flow. My flow looks exactly the same as yours, but unfortunately I am not getting any luck with the data that I am looking for. I attached an image of the data that I am looking to pull from the API. This is a sub revenue line item for Pepsi. I noticed that the sub line items have a couple more dimensions (member and explicit member) vs. the annual figure. The fact that there is a tagging makes me believe that this data should be available. 

 

Also, thank you for sharing the starter kit. Right now I am only looking for annual data but I am sure this will come in handy in the future. 

jacobg0121
5 - Atom

Hey I am running into this same issue

 

Were you able to ever find a solution to this?

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