2021 FARS Midyear Meeting Sessions - XBRL in Research and XBRL in the Classroom - January 22, 2021

Optional Prep Work for Research and Classroom Sessions

• Introduction to XBRL Video, by Christine Tan, Co-founder and Chief Research Officer of idaciti

XBRL in Research Session Files and Links

• Presentation Slides

• Instructions to Create Calcbench Account

• Link to try Python code accessing XBRL US API during session - Elements and Extensions

• Output Files Referenced in Session

• Github with Python files

Other Resources

Raw Data from SEC

• Parsed Financial Statements datasets

• Parsed Financial Statements and Footnotes datasets

• Example quick-and-dirty SAS code to import one quarter of Financial Statements and Footnotes filings and run two simple queries to return standard and custom extensions for a sample of firms (Referenced in 2020 AAA Spark Conference, XBRL in Research Session)

  • Sample output from the code run on 2020Q1 - Standard tags and Custom tags

XBRL US

• API documentation link - interactive and pdf

• Example API in Python code

• API in Google Sheets

  • XBRL in Research Template Spreadsheet (Make a copy in your own Google Drive to edit and use)

• PostgreSQL

  • Database documentation

  • Simple query examples from XBRL US

Calcbench

• Link to Calcbench login

OpenSource

• Fast XBRL Parser to convert XBRL XML documents to JSON or CSV (programmed in Rust), made by Ties deKok