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yaokoffi.kouassi avatar image
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Report dates for the balance sheet are wrong

Hello,

Can someone help with this question coming from one prospect ?

Thanks



Hi,


As mentioned in our conversation, so far I’ve been unable to get a balance sheet item (i.e Total Assets) with its associated actual report date. For some strange reason the data does come through but is not aligned properly. In the example below I get TSLA.O total assets (TR.F.TotAssets) and its report date (TR.TotalAssetsActualReportDate). However, the latest report date is associated to the total assets value of 5 quarters ago. Also in some cases the report date seems limited to the last 10 years? In the below example I’ve color coded the value with the correct actual report date. Sharing the python request code and link to TESLA’s investor relation website to check the source of truth of information.


Could you please advise?


Best,

Pedro


1690982996924.png


Here is the request the client runs



df = rd.get_data(universe='TSLA.O', fields=["TR.F.TotAssets", "TR.F.TotAssets.date", "TR.F.TotAssets.calcdate", "TR.F.TotAssets.periodenddate","TR.TotalAssetsActualReportDate], parameters={"SDate":"1999-01-01", "EDate":"2023-07-31", "Period":"FQ0", "Frq":"FQ"})



and here is the expected data result


1690983158824.png



Thanks

api#contentpython apireports
1690982996924.png (197.3 KiB)
1690983158824.png (418.5 KiB)
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raksina.samasiri avatar image   raksina.samasiri

Hi @yaokoffi.kouassi ,

Thank you for your participation in the forum. Is the reply below satisfactory in resolving your query?

If so please can you click the 'Accept' text next to the appropriate reply? This will guide all community members who have a similar question.

Thanks,
AHS

1 Answer

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Jirapongse avatar image
79.3k ●253 ●52 ●74

@yaokoffi.kouassi

Thank you for reaching out to us.

You may need to select fields that are in the same category. For example, the TR.TotalAssetsActualReportDate field is in the "Refinitiv I/B/E/S Estimates"/"Actuals" category. Therefore, you can use the TR.TotalAssetsActual field instead.

1691043624807.png

The code looks like this:

df = rd.get_data(universe='TSLA.O', 
                 fields=[
                     "TR.TotalAssetsActual", 
                     "TR.TotalAssetsActual.date", 
                     "TR.TotalAssetsActual.calcdate", 
                     "TR.TotalAssetsActual.periodenddate",
                     "TR.TotalAssetsActualReportDate"], 
                 parameters={
                     "SDate":"1999-01-01", 
                     "EDate":"2023-07-31", 
                     "Period":"FQ0", 
                     "Frq":"FQ"})
df

The output is:

1691043732849.png

Otherwise, you can contact the HelpDesk support team directly via MyRefinitiv to check which fields that can provide the required data.


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