XBRL to EXCEL - Join Calcbench & Download Our Excel Add‑In

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

Join Calcbench for free and get started in a matter of seconds.

Best Way To Get Started?

Download an example spreadsheet,
or open the formula builder
to create your own model:
Remember, RIGHT CLICK any
Calcbench formula for more options,
like TRACE or Refresh:

Example Spreadsheets

To open the examples, click on the link and save the file (remember where you saved it). Then, go to Excel and open the example spreadsheet.

Excel functions for retrieving data from Calcbench

Retrieve standardized metrics: =CalcbenchData(metric, ticker, year, period)
=CalcbenchData("Revenue", "MSFT", 2013, "Y")
Retrieve numerical XBRL data by tag: =CalcbenchXBRLTag(XBRLTag, ticker, year, period)
=CalcbenchXBRLTag("CapitalizedComputerSoftwareAmortization", "MSFT", 2012, 0)
Retrieve numerical XBRL data by tag and dimension: =CalcbenchXBRLTag(XBRLTag, ticker, year, period, dimension)
=CalcbenchXBRLTagFiscalPeriod("SalesRevenueNet", "INTC", 2015, "Y", "ChinaincludingHongKongMember")
Retrieve textual XBRL data by tag (will not work with text blocks or policy tags): =CalcbenchXBRLTextTag(XBRLTag, ticker, year, period)
=CalcbenchXBRLTextTag("EntityRegistrantName", "0000789019", 2014, "Q1")
ticker
ticker symbol OR 10 digit CIK code
year
Calendar year
period
Calendar period - (Q1, Q2, Q3, Q4, Y, 1H, 3QCUM) OR (1, 2, 3, 4, 0, 5, 6), OR (MRQ, MRY) for Most Recent Quarter or Year. Quarterly values can be followed by ttm for trailing twelve months (e.g. Q1 TTM). Also, you can specify -1 for most recent quarter.

More Examples

=CalcbenchData("Revenue", "MSFT", 2013, "Q2 TTM") - Trailing 12 months ending in Q2 2013
=CalcbenchData("Revenue", "MSFT", 0, "MRY") - Most recent full year
=CalcbenchData("Revenue", "MSFT", 0, "MRQ") - Most recent quarter
=CalcbenchData("Revenue", "MSFT", 1, "MRQ") - 1 quarter prior to most recent quarter
=CalcbenchData("Revenue", "MSFT", 0, "MRQ TTM") - most recent trailing 12 months

Using Fiscal Periods Instead Of Calendarized Periods

=CalcbenchDataFiscalPeriod("Revenue", "AAPL", 2013, "Y")
=CalcbenchXBRLTagFiscalPeriod("CapitalizedComputerSoftwareAmortization", "AAPL", 2012, 0)
   (More about fiscal and calendarized periods here)

Using 'As-Originally-Reported' Data

   'As-Originally-Reported' or 'First Reported Values' are available for face and footnote financial metrics. These are 'unrevised' values, captured the first time the company reported the item.
=CalcbenchDataAsOriginallyReported("Revenue", "MSFT", 2013, "Y")
=CalcbenchDataFiscalPeriodAsOriginallyReported("Revenue", "MSFT", 2013, "Y")

Refresh All Data

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

As-Reported 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.

Footnotes

Search for footnote and disclosures and insert formulas directly into Excel.

Search for footnote using the same menu as our footnote page. Click on highlighted numbers in the footnotes to insert the =calcbenchXBRLTag formula for that point.