Install

  • Windows Full featured Add-in for users with desktop Excel or desktop Office 365 Download
  • Apple Limited version for Office 365, browser or desktop Office 365 Add-In

Contents


Getting Started

Open the Search Metrics And Create Formulas menu to easily start building a spreadsheet model. You can click to insert formulas.

Or, launch the disclosure viewer to click numbers directly from an SEC document to populate your spreadsheet.

Calcbench Excel How-To Video

Function Reference

Data Set Period Type ? Function Example
Standardized ?
All Metrics 		Calendar CalcbenchData(metric, companyIdentifier, year, period)
metric Calcbench Standardized Metric
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Calendar period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
  • =CalcbenchData("Revenue", "MSFT", 2013, "Y")
  • =CalcbenchData("Revenue", "MSFT", 2013, "Q2 TTM")
  • =CalcbenchData("Revenue", "MSFT", 0, "MRY")
  • =CalcbenchData("Revenue", "MSFT", 1, "MRQ")
  • =CalcbenchData("Revenue", "MSFT", 0, "MRQ TTM")
  • =CalcbenchData("CAPEX", "DAL", 2013, "1H")
Fiscal CalcbenchDataFiscalPeriod(metric, ticker, year, period)
metric Calcbench Standardized Metric
companyIdentifier ticker or 10-digit CIK
year Fiscal year e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Fiscal period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
=CalcbenchDataFiscalPeriod("Revenue", "MSFT", 2013, "Y")
As-Originally-Reported ? Calendar
Fiscal
CalcbenchDataAsOriginallyReported(metric, ticker, year, period)
metric Calcbench Standardized Metric
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Calendar period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
=CalcbenchDataAsOriginallyReported("revenue", "msft", 2015, 0)
CalcbenchDataFiscalPeriodAsOriginallyReported(metric, ticker, year, period)
metric Calcbench Standardized Metric
companyIdentifier ticker or 10-digit CIK
year Fiscal year e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Fiscal period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
=CalcbenchDataFiscalPeriodAsOriginallyReported("revenue", "msft", 2015, 0)
XBRL Tag - Numeric Calendar CalcbenchXBRLTag(XBRLTag, ticker, year, period, dimension (optional))
XBRLtag XBRL Tag- find tags here
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Calendar period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
dimension (optional) XBRL dimension
=CalcbenchXBRLTag("CapitalizedComputerSoftwareAmortization", "MSFT", 2012, 0)
Fiscal CalcbenchXBRLTagFiscalPeriod(XBRLTag, ticker, year, period, dimension (optional))
XBRLtag XBRL Tag - find tags here
companyIdentifier ticker or 10-digit CIK
year Fiscal year e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Fiscal period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
dimension (optional) XBRL dimension
  • =CalcbenchXBRLTagFiscalPeriod("assets", "msft", 2015, 0)
  • =CalcbenchXBRLTagFiscalPeriod("SalesRevenueNet", "INTC", 2015, "Y", "ChinaIncludingHongKongMember")
As-Originally-Reported ? Calendar
Fiscal
CalcbenchXBRLTagAsOriginallyReported(XBRLtag, ticker, year, period, dimension (optional))
XBRLtag XBRL Tag - find tags here
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Calendar period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
=CalcbenchXBRLTagAsOriginallyReported("assets", "msft", 2017, 0)
CalcbenchXBRLTagFiscalPeriodAsOriginallyReported(XBRLtag, ticker, year, period, dimension (optional))
XBRLtag XBRL Tag - find tags here
companyIdentifier ticker or 10-digit CIK
year Fiscal year e.g. 2017. Or 0, -1, -2... with MRQ/MRY period for trailing year/quarter.
period Fiscal period {Q1, Q2, Q3, Q4, Y, 1H, 3QCUM} /{1, 2, 3, 4, 0, 5, 6}. Or {MRQ, MRY} for most recent quarter/year. Quarterly values can be followed by TTM for trailing twelve months. e.g. Q1 TTM.
=CalcbenchXBRLTagFiscalPeriodAsOriginallyReported("assets", "msft", 2017, 0)
Disclosure Text Available Disclosures Calendar CalcbenchDisclosureText(disclosureName, ticker, year, period)
metric Disclosure Name list
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017.
period Calendar period {Q1, Q2, Q3, Q4, Y}/ {1, 2, 3, 4, 0}.
=CalcbenchDisclosureText("ManagementsDiscussionAndAnalysis", "goog", 2015, "Y")
Fiscal CalcbenchDisclosureTextFiscalPeriod(disclosureName, ticker, fiscalYear, fiscalPeriod)
metric Disclosure Name list
companyIdentifier ticker or 10-digit CIK
year Fiscal year, e.g. 2017.
period Fiscal period {Q1, Q2, Q3, Q4, Y}/ {1, 2, 3, 4, 0}.
=CalcbenchDisclosureTextFiscalPeriod("IncomeTaxes", "goog", 2015, "Y")
XBRL Text Block Calendar CalcbenchXBRLTextTag(XBRLTag, ticker, year, period)
metric XBRL Text Tag, find tags here
companyIdentifier ticker or 10-digit CIK
year Calendar year, e.g. 2017.
period Calendar period {Q1, Q2, Q3, Q4, Y}/ {1, 2, 3, 4, 0}.
=CalcbenchXBRLTextTag("EarningsPerShareTextBlock", "GOOG", 2017, "Y")
Fiscal CalcbenchXBRLTextTagFiscalPeriod(tag, ticker, year, period)
metric XBRL Text Tag, find tags here
companyIdentifier ticker or 10-digit CIK
year Fiscal year e.g. 2017.
period Fiscal period {Q1, Q2, Q3, Q4, Y}/ {1, 2, 3, 4, 0}.
=CalcbenchXBRLTextTagFiscalPeriod("EarningsPerShareTextBlock", "GOOG", 2017, "Y")
Share Price From IEX Daily CalcbenchIEXPrice(ticker, date)
ticker ticker or 10-digit CIK
date Excel Date, "1/21/2020"
=CalcbenchIEXPrice("goog", "1/21/2020")

Tracing

RIGHT CLICK any Calcbench formula and select Trace This Metric to see the source document.

Refresh All Data

Ctrl-Alt-F9 will reload all formulas in Excel. You may also need to close and reopen your spreadsheet to make sure nothing is cached.

To reget data from the Calcbench Servers, right click on a number or group of numbers and hit 'Refresh Cell(s)'

Resources

Example Spreadsheets

As-Reported Face Financial Statements

as-reported income statements, balance sheets and statements of cash flows for multiple companies directly into Excel. This is the same data that is on the Company-In-Detail page.

Use the menu to download any of the three statement types for any number of companies.

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