Tuesday, January 8, 2019
A Look at Climate Change Disclosures

Wednesday, January 2, 2019
Quants: Point-in-Time Data for Backtesting

Friday, December 28, 2018
Now Showing: Controls & Procedures

Thursday, December 27, 2018
A Reminder on Non-GAAP Reporting Rules

Monday, December 17, 2018
Researching PG&E’s Wildfire Risk

Wednesday, December 12, 2018
Tracking Brexit Disclosures

Thursday, December 6, 2018
Campbell Soup: Looking Behind the Label

Sunday, December 2, 2018
SEC Comment Letters: The Amazon Example

Wednesday, November 28, 2018
Measuring Big Pharma’s Chemical Dependency

Monday, November 26, 2018
Analysts, Can You Relate? A True Story

Monday, November 19, 2018
Digging Up Historical Trend Data: Quest Example

Sunday, November 11, 2018
Cost of Revenue, SG&A: Q3 Update

Monday, November 5, 2018
Lease Accounting: FedEx vs. UPS

Saturday, November 3, 2018
New Email Alerting Powers

Wednesday, October 31, 2018
PTC and Two Tales of Revenue

Tuesday, October 30, 2018
10-K/Q Section Text Change Detection

Sunday, October 28, 2018
Finding Purchase Price Allocation

Sunday, October 21, 2018
Charting Netflix Growth in Three Ways

Wednesday, October 17, 2018
Interesting Data on Interest Income

Thursday, October 11, 2018
The Decline of Sears in Three Charts

Archive  |  Search:

We love data here at Calcbench, but we also understand the importance of the written word—especially in footnote disclosures, where all the juicy stuff is. So today we will walk through a few points on how to search for specific pieces of text in our databases.

Q: Wait a minute, text searches—we can do that???
A: Yes, you can. Calcbench offers quite a lot of text search functionality; we always have. Lately we’ve been improving how you can search and what you can find; hence this friendly How To post.

Q: OK, so how do I search?
A: For starters, know the text you want to search for. Then go to the Interactive Disclosures page; this is the database crammed full of text-based information. You’ll see a search box on the far right side (circled in blue below) that says “Full Text Search.”

Go to that box, enter your text string, and press Enter or that little magnifying glass logo. It’s that simple.

Q: What do I get after I press Enter?
A: Actually, you can get quite a lot—possibly too much, so you will probably want to refine your search parameters a bit before taking the big Full Text plunge.

Q: Right. I knew that. But, um… why don’t you walk me through those again.
A: For example, if you enter operating leases into the search box without putting the whole term in quotes, you’ll get all results that mention either operating, or leases, or operating leases. Therefore, decide whether you want to search for “operating leases” in quotes to narrow the list of results.

Likewise, our default is to search the disclosures of the Dow Jones Industrial Average companies, in their most recent annual filings (currently for the year 2016). Sometimes you might find another default setting of, say, the S&P 500 or the “Whole Universe” of all filings, or even an industry sector, depending on how you configured your search settings the last time you were on this page.

You can change all of that as you like: search for prior years, search for quarters within those years, search for different industry sectors or a peer group you created yourself—just be aware that all those settings will drive the results you see.

Q: And what about searching specific types of disclosures?
A: You can do that by scanning the pull-down menu on the far right side of the page. That lists all sorts of disclosure types, from standard 10-K disclosures (controls & procedures, MD&A, and so forth); to disclosures on Form 8-K or a proxy statement; to the long, long list of disclosures buried in footnotes.

Once you specify the exact type of disclosure you want, be sure to tick the small check-box under the Full Text Search field, where you’ll see “restrict to specified disclosure type.” That ensures you only see the text you’re searching for, in the exact disclosure type you want.

If you’ve also set the peer group of companies you want to search, and the exact time period—you’ll get the results you want, not a haystack of results with a few good needles in there somewhere.

Q: OK, thank you!
A: Happy to help.

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