Company Fundamental FundUpdType sometimes returns NaT, sometimes value (ie Original, Restated)

Drast
Drast Newcomer

I am downloading basic company fundamental information, but having problems with FundUpdType (this returns if the financial statements are Original, Restated, ect. For the example I am using IBM.N and M.N because M.N — ie Macys, restated their last 3 years in March 2025)

Anyway, during the weekdays the following code (i didnt get rid of the other extraneous data requests), returns "NaT" for both of the FundUpdType requests in the fields below. However, this last weekend the code correctly returned "Original" for all IBM fiscal years and both FundUpdType requests, as well as "Restated" for M.N. Note i have tried eliminating the other fields (especially the non TR.F. fields), but no difference.

What i want is a way to get if the data i am requested is restated or not for every year (and there will be many more tickers than 2). The solution can involve other codes, i really dont care.

import refinitiv.data as rd
rd.open_session()
df = rd.get_data(
universe = ['M.N', 'IBM.N'],
fields = [
'TR.TotalRevenue',
'TR.TotalRevenue.calcdate',
'TR.TotalRevenue.currency',
'TR.TotalRevenue.date',
'TR.TotalRevenue.periodenddate',
'TR.TotalRevenue.source',
'TR.TotalRevenue.PeriodLength',
'TR.F.SourceDate',
'TR.F.SourceDate.FundUpdType',
'TR.F.SourceDate.stType',
'TR.TotalRevenue.FundConsol',
'TR.PCINCPeriodDuration',
'TR.F.TotRevenue.FundUpdType',
'TR.TotalRevenue.fperiod'],parameters = {'SDate':'0','EDate':'-2','Period': 'FY0','ConsolBasis':'Consolidated'}
)
df.T

with today output of … notice the NaTs under Update Type. Those had "Original" and "Restated" this weekend:

Instrument M.N ... IBM.N
Total Revenue 23006000000 ... 60530000000
Calc Date 2025-06-18 00:00:00 ... 2025-06-18 00:00:00
Currency USD ... USD
Date 2025-02-01 00:00:00 ... 2022-12-31 00:00:00
Period End Date 2025-02-01 00:00:00 ... 2022-12-31 00:00:00
Source 10-K ... 10-K
Period Length 52 ... 12
Source Filing Date Time 2025-03-21 20:07:39 ... 2023-02-28 23:28:50
Update Type NaT ... NaT
Statement Type Income Statement ... Income Statement
Consolidation Basis Consolidated ... Consolidated
Income Statement Period Duration (Pvt) 52 Weeks ... 12 Months
Update Type NaT ... NaT
Financial Period Absolute FY2025 ... FY2022

[15 rows x 6 columns]

Any thoughts?, and thank you

Best Answer

  • Jirapongse
    Jirapongse ✭✭✭✭✭
    Answer ✓

    @Drast

    Thank you reaching out to us.

    Please add this code before calling the rd.open_session method.

    config = rd.get_config()
    config.set_param("apis.data.datagrid.underlying-platform", "rdp")
    
    rd.open_session()