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The fastest and easiest way to get SEC filing data in Excel:
  • Hundreds of standardized metrics
  • Raw XBRL tags
  • Entire as-reported financial statements
  • Over 9,000 US listed public companies

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Calcbench Function Syntax

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")
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)
metric 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)
=CalcbenchXBRLTagFiscalPeriod("SalesRevenueNet", "INTC", 2015, "Y", "ChinaIncludingHongKongMember")
Fiscal CalcbenchXBRLTagFiscalPeriod(XBRLTag, ticker, year, period, dimension)
metric 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)
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")

Refresh All Data

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Getting Started

Open the Search Metrics And Create Formulas menu

Tracing

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

As-Reported Face Financial Statements

Download 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.