Data wrangling for tidy fundamental data from EDGAR

Usage

prepare_data(df = NULL, quarterly = TRUE, ...)

Arguments

df: A dataframe, output from get_qdata() or get_ydata().
quarterly: Boolean indicating if quarterly data is present.
...: Additional dataframes to be combined from other accounts (NetIncomeLoss, OperatingIncomeLoss, etc).

Value

A dataframe

Examples

revenue <- data.frame(
taxonomy = rep("us-gaap", 3),
tag = rep("Revenues", 3),
ccp = rep("CY2020", 3),
uom = rep("USD", 3),
label = rep("Revenues", 3),
description = rep("Amount of revenue recognized from goods sold, services rendered, ...", 3),
pts = rep(2762, 3),
data.accn = c("0001564590-22-012597", "0000002178-23-000038", "0001654954-22-005679"),
data.cik = c(2098, 2178, 2186),
data.entityName = c("ACME CORP", "ADAMS RESOURCES, INC.", "BK TECHNOLOGIES"),
data.loc = c("US-CT", "US-TX", "US-FL"),
data.start = rep("2020-01-01", 3),
data.end = rep("2020-12-31", 3),
data.val = c(164003040, 1022422000, 44139000),
year = rep(2020, 3))
netincome <- data.frame(
taxonomy = rep("us-gaap", 3),
tag = rep("NetIncomeLoss", 3),
ccp = rep("CY2020", 3),
uom = rep("USD", 3),
label = rep("NetIncomeLoss", 3),
description = rep("Net Income from operating activities", 3),
pts = rep(2762, 3),
data.accn = c("0001564590-22-012597", "0000002178-23-000038", "0001654954-22-005679"),
data.cik = c(2098, 2178, 2186),
data.entityName = c("ACME CORP", "ADAMS RESOURCES, INC.", "BK TECHNOLOGIES"),
data.loc = c("US-CT", "US-TX", "US-FL"),
data.start = rep("2020-01-01", 3),
data.end = rep("2020-12-31", 3),
data.val = c(100000, 200000, 4000000),
year = rep(2020, 3))
prepare_data(revenue,netincome, quarterly = FALSE)
#> taxonomyccpuomdata.cikdata.entityNamedata.locdata.startdata.endyearrevenuenet_income
#> # A tibble: 3 × 17
#>   data.cik data.entityName       ccp     year taxonomy uom   data.loc data.start
#>      <dbl> <chr>                 <chr>  <dbl> <chr>    <chr> <chr>    <chr>     
#> 1     2098 ACME CORP             CY2020  2020 us-gaap  USD   US-CT    2020-01-01
#> 2     2178 ADAMS RESOURCES, INC. CY2020  2020 us-gaap  USD   US-TX    2020-01-01
#> 3     2186 BK TECHNOLOGIES       CY2020  2020 us-gaap  USD   US-FL    2020-01-01
#> # ℹ 9 more variables: data.end <chr>, revenue <dbl>, net_income <dbl>,
#> #   change_NI <dbl>, change_R <dbl>, change_OI <lgl>, gross_margin <lgl>,
#> #   operating_margin <lgl>, net_margin <dbl>