API Query for Private Company Data

Fisher

I have previously pulled Screener data in R using the API (see code snippet #1), but for some reason I am retrieving zero observations when I do the same using formulas from the Private Companies universe (code snippet #2). Can someone help me get this query working properly?

Code snippet #1:

screener_formula <- 'SCREEN(
U(IN(DEALS)),
TR.MnAHasLeveragedBuyout == true,
IN(TR.MnAStatus, "U", "C"),
TR.MnATargetNation == "US"
)'

fields <- paste(
"TR.MNASDCDealNumber,TR.MnAAnnDate,TR.MnATarget,",
"TR.MnAAcquiror,TR.MnADealValue(Scale=6),TR.MnAHasLeveragedBuyout",
sep = ""
)

df_screen <- eikonapir::get_data(
instruments = screener_formula,
fields = fields
)

Code snippet #2:

screener_formula <- 'SCREEN(
U(IN(Equity(private))/UNV:Private/),
IN(TR.HQCountryCode,"US"),
TR.F.EmpFTEEquivPrdEnd(Period=FY0)<5,
TR.F.TotAssets(Period=FY0,Scale=6)<0.5,
TR.OrganizationStatusCode="Act",
CURN=USD
)'

fields <- paste(
"TR.CommonName,TR.HeadquartersCountry,TR.F.EmpFTEEquivPrdEnd(Period=FY0),",
"TR.F.TotAssets(Period=FY0,Scale=6),TR.F.PretaxROEPct(Period=FY0),",
"TR.F.CAPEXTotPctTotAssets(Period=FY0),TR.F.TotRevAnnized(Period=FI0),",
"TR.F.SalesPerEmp(Period=FY0),TR.ISIN,TR.BusinessSummary,",
"TR.AlsoKnownAsName,TR.FormerlyKnownAsName,TR.DoingBusinessAsName,",
"TR.RegistrationNumber,TR.NAICSSector,TR.NAICSSubsector,TR.RIC,",
"TR.PrivateEquityBacked,TR.OrganizationID,",
"TR.NAICSSectorAllCode,TR.NAICSSubsectorAllCode,",
"TR.NAICSSectorCode,TR.NAICSSubsectorCode",
sep = ""
)

df_screen <- eikonapir::get_data(
instruments = screener_formula,
fields = fields
)

Jirapongse

@Fisher

Thank you for reaching out to us.

Typically, the Screener formula used in the eikonapir is similar to the Screener formula used in the Workspace Excel.

We recommend contacting the Workspace Excel support team directly to confirm the formulas or to obtain the correct ones for accessing the necessary data.

FisherFinance1

Thank you. Discussing with the Excel team did not resolve the issue. They directed me back to you as I seem to be using the correct excel formula. Here is what I shared in my last message with them, in case it helps.

Even a minimal query like the one below produces an empty result, because the get_data() function is failing (despite it working fine for the DEALSMNA universe).

screener_formula <- 'SCREEN(

  U(IN(Equity(private))/*UNV:Private*/),

  IN(TR.HQCountryCode,"US")

)'

fields <- "TR.CommonName"

df_screen <- eikonapir::get_data(

    instruments = screener_formula,

    fields = fields

)