File size: 2,990 Bytes
af136d8 | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 | USE sec_fsnds;
GO
/*
============================================================================
dbo.usp_sec_get_segment_values
============================================================================
Returns dimensional (segmented) numeric facts from a filing. These are
the rows with dimn > 0 -- the ones that have axis/member breakdowns,
e.g. revenue by geographic region or by product line.
Important caveat
----------------
sec_fsnds.dim carries only a dimID column. The axis/member text that
would describe what each dimID actually MEANS (e.g.
"us-gaap:StatementBusinessSegmentsAxis / msft:ProductivityAndBusinessProcessesMember")
is NOT stored in this database. This SP can tell you WHICH rows are
dimensional and their dimID / dimn, but the axis/member labels are
not available here.
If you need the axis/member text you'll need to augment the database
with a dim_text table keyed by dimID. The original SEC raw dim.tsv
contains the text and can be loaded separately.
Parameters
----------
@adsh accession, required
@tagFilter optional LIKE pattern on tag name, e.g. 'Revenue%'
@top max rows (default 1000)
Shape
-----
adsh | stmt | tag | plabel | ddate | qtrs | dimID | dimn | uom | value
============================================================================
*/
IF OBJECT_ID('dbo.usp_sec_get_segment_values', 'P') IS NOT NULL
DROP PROCEDURE dbo.usp_sec_get_segment_values;
GO
CREATE PROCEDURE dbo.usp_sec_get_segment_values
@adsh VARCHAR(20),
@tagFilter NVARCHAR(400) = NULL,
@top INT = 1000
AS
BEGIN
SET NOCOUNT ON;
DECLARE @subID INT = (SELECT subID FROM dbo.sub WHERE adsh = @adsh);
IF @subID IS NULL
BEGIN
RAISERROR('No sub row for adsh=%s', 16, 1, @adsh);
RETURN;
END;
SELECT TOP (@top)
@adsh AS adsh
,ls.stmt
,t.tag
,p.plabel
,n.ddate
,n.qtrs
,n.dimID
,n.dimn
,u.uom
,IIF(p.negating = 1, n.value * -1, n.value) AS value
FROM dbo.pre p
INNER JOIN dbo.lkp_stmt ls ON ls.stmtID = p.stmtID
INNER JOIN dbo.num n
ON n.subID = p.subID
AND n.tagID = p.tagID
INNER JOIN dbo.tag t ON t.tagID = n.tagID
INNER JOIN dbo.lkp_uom u ON u.uomID = n.uomID
WHERE p.subID = @subID
AND n.dimn > 0 -- dimensional rows only
AND n.value IS NOT NULL
AND (@tagFilter IS NULL OR t.tag LIKE @tagFilter)
ORDER BY ls.stmtID, p.report, p.line, n.dimID, n.ddate;
END;
GO
/*
============================================================================
Example calls
============================================================================
-- All segmented rows from a filing
EXEC dbo.usp_sec_get_segment_values @adsh = '0000320193-23-000106';
-- Only segmented revenue breakdowns
EXEC dbo.usp_sec_get_segment_values
@adsh = '0000320193-23-000106',
@tagFilter = N'Revenue%';
*/
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