Ownership Function

Ownership function returns ownership data for selected Filer from Forms 3, 4 submitted to SEC. It is an array function that returns an array of values listing how much shares

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Values from original report

Financial reports present values from the latest reporting period as well as from several prior periods. Some statements and disclosures may provided values for up to 1-2 years back. When

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Relative Periods

In many financial models, we build Excel templates leveraging relative periods with respect to the latest reported financials. This makes the templates automatically updating whenever a new

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XBRLBlock

XBRLBlock is an Excel function provided by XBRLAnalyst for getting text blocks from XBRL reports. Its syntax is very similar to XBRLFact but you need to consider 2 main

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Detecting Report Errors

Report errors can make companies susceptible to the disapproving reactions of outside users or entities, particularly SEC. And as data provider heavily relying on companies'

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Restatements - Reissuance or Revision

Financial Accounting Standards Board (FASB) describes restatement as a revision of a previously submitted financial statement to correct an error. Though it clearly defines restatement, it

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Trace to Report

As the name says, Trace to Report  allows you to trace/track any returned XBRL data back to its source document. Point to the value you wanted to view the source document

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