XBRLFact vs Finvalue Functions

Both Finvalue and XBRLFact functions load financial data to Excel from live SEC database, with the same syntax below:

  • Tickers/CIKs Object[,] specifies company name or symbol/ticker or other company identifier, e.g. CIK.
  • Tags or TIDs Object[,] is a financial concept (e.g. [Revenue]) or XBRL tag (e.g. SalesRevenueNet)
  • Years or Period Codes (Optional) Object[,] is year(s) of the filing or period code(s), e.g. Q2-2013.
  • Period (Optional) String is Fiscal period, e.g. "Y" for annual or "Q1" for first quarter.
  • Members (Optional) String is a comma separated list of XBRL Dimension Members, e.g. "PensionPlansDefinedBenefitMember" or "All" for all Members
  • Scaling (Optional) Object scaling factor expressed in numeric coefficient or code: k, thousands, mln, bln

The main differences are:

  • Finvalue returns negated values if specified by filing company (as seen on HTML report)
  • When there is no data, Finvalue returns blank result instead of N/A error
  • Finvalue formats the output value

​Use  FinValue if you do not have much idea about XBRL or do not want to monitor debit/credit context of XBRLFact value

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