Segments/Dimensional

Data from dimensionalized tables, operating and geographic segments for example. The data behind the Calcbench Segment page www.calcbench.com/segments.

pydantic model calcbench.dimensional.DimensionalDataPoint

The data returned by calls to the dimensional api end-point

field container: str [Required]
field dimensions: Dict[str, str] [Required]
class calcbench.dimensional.Metric(value, names=None, *, module=None, qualname=None, type=None, start=1, boundary=None)
AcquiredFiniteLivedIntangibleAssetsWeightedAverageUsefulLife = 123
AssetsAndLiabilitiesAtFairValue = 21
AssetsAndLiabilitiesAtFairValueLevel1 = 22
AssetsAndLiabilitiesAtFairValueLevel2 = 23
AssetsAndLiabilitiesAtFairValueLevel3 = 24
BusinessAcquisitionCostOfAcquiredEntityCashPaid = 108
BusinessAcquisitionCostOfAcquiredEntityTransactionCosts = 132
BusinessAcquisitionEquityInterestsIssuedOrIssuableNumberOfSharesIssued = 111
BusinessAcquisitionsProFormaRevenue = 131
BusinessCombination = 94
BusinessCombinationAcquisitionDate = 104
BusinessCombinationAcquisitionRelatedCosts = 112
BusinessCombinationAdjustment = 95
BusinessCombinationAsAdjusted = 96
BusinessCombinationAssetsAcquiredCashAndEquivalents = 116
BusinessCombinationAssetsAcquiredInventory = 118
BusinessCombinationAssetsAcquiredPropertyPlantAndEquipment = 119
BusinessCombinationAssetsAcquiredReceivables = 117
BusinessCombinationAssetsAquiredGoodwill = 120
BusinessCombinationBargainPurchaseGainAdjustment = 130
BusinessCombinationBargainPurchaseGainRecognizedAmount = 129
BusinessCombinationConsideration = 93
BusinessCombinationConsiderationTransferredEquityInterestsIssuedAndIssuable = 110
BusinessCombinationConsiderationTransferredIncludingEquityInterestInAcquireeHeldPriorToCombination1 = 109
BusinessCombinationContingentConsiderationArrangementsRangeOfOutcomesValueHigh = 115
BusinessCombinationContingentConsiderationArrangementsRangeOfOutcomesValueLow = 114
BusinessCombinationContingentConsiderationLiability = 113
BusinessCombinationIntangibleAssetsAcquired = 97
BusinessCombinationIntangibleAssetsAcquiredWeightedAverageUsefulLife = 98
BusinessCombinationLiabilitiesAssumed = 128
BusinessCombinationLiabilitiesAssumedCurrentLiabilitiesAccountsPayable = 125
BusinessCombinationLiabilitiesAssumedDeferredRevenue = 127
BusinessCombinationLiabilitiesAssumedLongTermDebt = 126
BusinessCombinationPurchasePrice = 105
BusinessCombinationRecognizedIdentifiableAssetsAcquiredAndLiabilitiesAssumedAssets = 124
ConcentrationRiskPercentageCustomer = 91
ConcentrationRiskPercentageSupplier = 92
DebtInstrumentCarryingAmount = 49
DebtInstrumentFaceAmount = 47
DebtInstrumentInterestRateEffectivePercentage = 51
DebtInstrumentInterestRateStatedPercentage = 50
DebtInstrumentMaturityDate = 52
DebtInstrumentMaturityYear = 53
DebtInstrumentUnamortizedDiscountPremiumNet = 48
DeferredTaxAssets = 17
DeferredTaxLiabilities = 18
DefinedBenefitPlanAccumulatedBenefitObligation = 156
DefinedBenefitPlanActualReturnOnPlanAssets = 158
DefinedBenefitPlanActuarialGainLoss = 147
DefinedBenefitPlanAmortizationOfGainsLoss = 140
DefinedBenefitPlanAmortizationOfPriorServiceCostCredit = 139
DefinedBenefitPlanAmortizationOfTransitionObligationsAssets = 138
DefinedBenefitPlanAssetsOtherChanges = 164
DefinedBenefitPlanBenefitObligation = 143
DefinedBenefitPlanBenefitsPaid = 148
DefinedBenefitPlanBenefitsPaid_Asset = 161
DefinedBenefitPlanBusinessCombinationsAndAcquisitionsBenefitObligation = 151
DefinedBenefitPlanChangeInBenefitObligationInterestCost = 145
DefinedBenefitPlanChangeInBenefitObligationServiceCost = 144
DefinedBenefitPlanChangeInDiscountRate = 152
DefinedBenefitPlanContributionsByEmployer = 159
DefinedBenefitPlanContributionsByPlanParticipants = 146
DefinedBenefitPlanContributionsByPlanParticipants_Asset = 160
DefinedBenefitPlanDBOOtherChanges = 155
DefinedBenefitPlanDirectBenefitsPaid = 149
DefinedBenefitPlanExpectedReturnOnPlanAssets = 137
DefinedBenefitPlanFairValueOfPlanAssets = 157
DefinedBenefitPlanForeignCurrencyExchangeRateChangesBenefitObligation = 154
DefinedBenefitPlanForeignCurrencyExchangeRateChangesPlanAssets = 163
DefinedBenefitPlanInterestCost = 136
DefinedBenefitPlanNetPeriodicBenefitCost = 134
DefinedBenefitPlanOtherCosts = 142
DefinedBenefitPlanPlanAmendments = 150
DefinedBenefitPlanPurchasesSalesAndSettlements = 162
DefinedBenefitPlanRecognizedNetGainLossDueToSettlementsAndCurtailments = 141
DefinedBenefitPlanServiceCost = 135
DefinedBenefitPlanTransfers = 153
DerivativeAssetNotionalAmount = 55
DerivativeFairValueOfDerivativeAsset = 57
DerivativeFairValueOfDerivativeLiability = 58
DerivativeLiabilityNotionalAmount = 56
DerivativeNotionalAmount = 54
DisposalGroup = 75
EffectiveIncomeTaxReconciliation = 20
EquityMethodInvestmentDividendsOrDistributions = 101
EquityMethodInvestmentRealizedGainLossOnDisposal = 102
EquityMethodInvestments = 99
FairValueMeasurementWithUnobservableInputsReconciliationLiabilityTransfersIntoLevel3 = 38
FairValueMeasurementWithUnobservableInputsReconciliationLiabilityTransfersOutOfLevel3 = 39
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetGainLossIncludedInEarnings = 31
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetGainLossIncludedInOtherComprehensiveIncomeLoss = 32
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetIssues = 36
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetPurchases = 33
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetSales = 34
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetSettlements = 35
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetTransfersIntoLevel3 = 29
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetTransfersOutOfLevel3 = 30
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisAssetValue = 37
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInEarnings = 40
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityGainLossIncludedInOtherComprehensiveIncome = 41
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityIssues = 45
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilityPurchases = 42
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilitySales = 43
FairValueMeasurementWithUnobservableInputsReconciliationRecurringBasisLiabilitySettlements = 44
FairValueMeasurementWithUnobservableInputsReconciliationsRecurringBasisLiabilityValue = 46
FairValueOfPensionPlanAssets = 25
FairValueOfPensionPlanAssetsLevel1 = 26
FairValueOfPensionPlanAssetsLevel2 = 27
FairValueOfPensionPlanAssetsLevel3 = 28
FiniteLivedIntangibleAssetsAccumulatedAmortization = 77
FiniteLivedIntangibleAssetsGross = 76
FiniteLivedIntangibleAssetsNet = 78
FinitelivedIntangibleAssetsAcquired = 121
GeographicalSegmentAssets = 10
GeographicalSegmentCapitalExpenditures = 12
GeographicalSegmentDepreciation = 13
GeographicalSegmentGeographicalIncome = 14
GeographicalSegmentGoodwill = 16
GeographicalSegmentInterestExpense = 15
GeographicalSegmentLongLivedAssets = 11
GeographicalSegmentRevenue = 9
ImpairmentOfIntangibleAssetsExcludingGoodwill = 79
IncomeLossFromEquityMethodInvestments = 100
IncomeTaxReconciliation = 19
IndefiniteLivedIntangibleAssetsExcludingGoodwill = 80
IndefinitelivedIntangibleAssetsAcquired = 122
OperatingSegmentAssets = 2
OperatingSegmentCapitalExpenditures = 4
OperatingSegmentDepreciation = 5
OperatingSegmentGoodwill = 8
OperatingSegmentInterestExpense = 7
OperatingSegmentLongLivedAssets = 3
OperatingSegmentOperatingIncome = 6
OperatingSegmentRevenue = 1
PaymentsToAcquireBusinessesGross = 106
PaymentsToAcquireBusinessesNetOfCashAcquired = 107
PlanName = 133
RealEstateAccumulatedDepreciation = 89
RealEstateAndAccumulatedDepreciationAmountOfEncumbrances = 81
RealEstateAndAccumulatedDepreciationCarryingAmountOfBuildingsAndImprovements = 88
RealEstateAndAccumulatedDepreciationCarryingAmountOfLand = 87
RealEstateAndAccumulatedDepreciationCostsCapitalizedSubsequentToAcquisitionCarryingCosts = 84
RealEstateAndAccumulatedDepreciationInitialCostOfBuildingsAndImprovements = 83
RealEstateAndAccumulatedDepreciationInitialCostOfLand = 82
RealEstateGrossAtCarryingValue = 90
SECScheduleIIIRealEstateAndAccumulatedDepreciationCostsCapitalizedSubsequentToAcquisitionBuildingsAndImprovements = 86
SECScheduleIIIRealEstateAndAccumulatedDepreciationCostsCapitalizedSubsequentToAcquisitionLand = 85
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsForfeitedInPeriod = 61
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsForfeituresWeightedAverageGrantDateFairValue = 66
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsGrantsInPeriod = 60
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsGrantsInPeriodWeightedAverageGrantDateFairValue = 64
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsNonvestedNumber = 59
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsNonvestedWeightedAverageGrantDateFairValue = 63
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsVestedInPeriod = 62
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsVestedInPeriodTotalFairValue = 67
ShareBasedCompensationArrangementByShareBasedPaymentAwardEquityInstrumentsOtherThanOptionsVestedInPeriodWeightedAverageGrantDateFairValue = 65
ShareBasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeLowerRangeLimit = 68
ShareBasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeNumberOfExercisableOptions = 73
ShareBasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeNumberOfOutstandingOptions = 70
ShareBasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeUpperRangeLimit = 69
SharebasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeExercisableOptionsWeightedAverageExercisePrice = 74
SharebasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeOutstandingOptionsWeightedAverageExercisePriceBeginningBalance = 72
SharebasedCompensationSharesAuthorizedUnderStockOptionPlansExercisePriceRangeOutstandingOptionsWeightedAverageRemainingContractualTerm = 71
filing_date = 103
calcbench.dimensional.dimensional(company_identifiers=[], metrics=[], start_year=None, start_period=None, end_year=None, end_period=None, period_type=PeriodType.Annual, all_history=True, trace_url=False, as_originally_reported=False)

Segments and Breakouts in a DataFrame

The data behind the breakouts/segment page, https://www.calcbench.com/breakout.

If there are no results an empty dataframe is returned

Parameters:
  • company_identifiers (sequence) – Tickers/CIK codes. eg. [‘msft’, ‘goog’, ‘appl’, ‘0000066740’]

  • metrics (Sequence[Metric]) – list of dimension tuple strings, get the list @ https://www.calcbench.com/api/availableBreakouts, pass in the “databaseName”

  • start_year (int) – first year of data to get

  • start_period (Union[Period, Literal[0, 1, 2, 3, 4], None]) – first period of data to get. 0 for annual data, 1, 2, 3, 4 for quarterly data.

  • end_year (int) – last year of data to get

  • end_period (Union[Period, Literal[0, 1, 2, 3, 4], None]) – last period of data to get. 0 for annual data, 1, 2, 3, 4 for quarterly data.

  • period_type (PeriodType) – only applicable when other period data not supplied.

  • trace_url (bool) – include a column with URL that point to the source document.

  • as_originally_reported (bool) – Show the first reported, rather than revised, values

Returns:

A list of points. The points correspond to the lines @ https://www.calcbench.com/breakout. For each requested metric there will be a the formatted value and the unformatted value denote bya _effvalue suffix. The label is the dimension label associated with the values.

Return type:

pd.DataFrame

Usage:

>>> cb.dimensional(
>>>   company_identifiers=cb.tickers(index="DJIA"),
>>>   metrics=["OperatingSegmentRevenue", "OperatingSegmentOperatingIncome"],
>>>   period_type="annual",
>>> )
calcbench.dimensional.dimensional_raw(company_identifiers=[], metrics=[], start_year=None, start_period=None, end_year=None, end_period=None, period_type=PeriodType.Annual, all_history=True, as_originally_reported=False)

Segments and Breakouts

The data behind the breakouts/segment page, https://www.calcbench.com/breakout.

Parameters:
  • company_identifiers (Sequence[Union[str, int]]) – Tickers/CIK codes. eg. [‘msft’, ‘goog’, ‘appl’, ‘0000066740’]

  • metrics (Sequence[Metric]) – list of dimension tuple strings, get the list @ https://www.calcbench.com/api/availableBreakouts, pass in the “databaseName”

  • start_year (Optional[int]) – first year of data to get

  • start_period (Union[Period, Literal[0, 1, 2, 3, 4], None]) – first period of data to get.

  • end_year (Optional[int]) – last year of data to get

  • end_period (Union[Period, Literal[0, 1, 2, 3, 4], None]) – last period of data to get.

  • period_type (PeriodType) – Only applicable when other period data not supplied.

  • all_history (bool) – Get data for all history

  • as_originally_reported (bool) – Show the first reported, rather than revised, values

Return type:

Sequence[DimensionalDataPoint]

Usage::
>>> cb.dimensional_raw(company_identifiers=['fdx'],
>>>   metrics=['OperatingSegmentRevenue'],
>>>   start_year=2018
>>> )