Connecting to Edgar Online

Edgar Online is a solution that creates and distributes financial data and public filings for equities, mutual funds, and other publicly traded assets. You can use the Edgar Online data connector to import data your organization's Edgar Online data.

Before you start

To connect to Edgar Online, you must gather the AppKey of the currently authenticated user to connect to the Edgar Online account.

For help gathering the connection prerequisites, contact the Edgar Online administrator in your organization. If your administrator cannot help you, you or your administrator should contact Edgar Online Support.

Create an Edgar Online connection

1. From the Analytics main menu, select Import > Database and application.
2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Edgar Online.

   Tip

   You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

   The DSN Configuration dialog box appears.

3. In the DSN Configuration dialog box, click Show Required.
4. Provide values for the required fields, if any.
5. Click Test Connection.

   Note

   When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

   The log-in page for Edgar Online appears.

6. Provide the connection details and authenticate your log-in.

   When the connection is successful, a dialog box opens displaying a success message.

7. Click OK in the dialog box that appears.

   The connection to Edgar Online is established successfully.

8. In the DSN Configuration dialog box, click OK.

The connection for Edgar Online is saved to the Existing Connections tab. In the future, you can reconnect to Edgar Online from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Edgar Online, see Working with the Data Access window.

Rename the connection

When you create the Edgar Online data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Edgar Online and select Rename connection.