Links to example spreadsheets using XBRL to XL or other useful XBRL tools are shown below. These spreadsheets may well be referred to elsewhere on the website or in blog posts. Links to any
discussions about their usage are also shown. Feel free to download, customize or improve.
Download the latest version above. This is the one you want if you need access to our premium standiZd data as well.
Please note you don't have to be a standiZd subscriber to use this version. The whole "macro" thing is discussed below as it was introduced
with Xbrl sheet 2.
Xbrl sheet containing built in web queries that enable direct access to XBRL to XL data from within Excel.
This spreadsheet in effect replicates downloading 5 filings from our website and therefore contains 5 queries. If you click on any of the data in the "Filing" sheets, you can modify the query. In particular you can
modify the parameters. Parameters are currently set to take values from cells in the first "Search" tab for the latest version. Change the values in this tab to get different filings. For previous versions,
values are in the first "Model" tab. Watch this video
to see it in action or read this blog post for a bigger discussion of it's use and purpose.
Xbrl sheet 2 included changes to increase transparency and to allow drill downs through the data.
There is a version (discussed below) that includes macros to exploit these new possibilities. The older download Sheet 1 is retained for completeness.
This version of Sheet 2 enables you to whizz around the data to understand the underlying the values and validate their accuracy. This is made possible via 2 macros included in this sheet. Watch this video to see
them in use and read this blog post for a fuller explanation. The macro code can also be downloaded here and could be used in any Excel spreadsheet to evaluate layered ratios or audit values. It is just a text file that
can be imported into visual basic from the devloper ribbon or you can just copy and paste the code.
The web queries in the above sheets were seeded from the following matching query files. So you could use this file to setup an Excel web query from scratch. When a connection is made using a query file, this is saved in the
the spreadsheet and the query file itself is no longer necessary.