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 12,000 US listed public companies

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

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")
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)
=CalcbenchXBRLTagFiscalPeriod("SalesRevenueNet", "INTC", 2015, "Y", "ChinaIncludingHongKongMember")
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)
As-Originally-Reported ? Calendar
Fiscal
CalcbenchXBRLTagTagAsOriginallyReported(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.
=CalcbenchXBRLTagTagAsOriginallyReported("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")

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


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.

FREE Calcbench Premium
Two Week Trial

Research Financial & Accounting Data Like Never Before. More features and try our Excel add-in. Sign up now to try the Premium Suite.