Table Tools

Use Table Explorer and Table Tools to extract quantitative data from documents in AlphaSense.

Mark Jones avatar
Written by Mark Jones
Updated over a week ago

AlphaSense significantly expedites extracting valuable data from tables in SEC filings, Broker Research, and other content sets, allowing you to expedite your quantitative analysis and assisting you when building financial models via Table Tools.

Table Tools at the Document Level

Table Explorer

Table Explorer automatically stitches similar tables together to create a single historical view of any numeric chart in major SEC filings (10Q/K, 8K, 20F, 40F) without ever having to leave the AlphaSense platform.

Once you locate a filing that you would like to investigate further, hovering over the chart will pull up this feature in addition to the “View Similar Tables” and “View All Tables” navigation tabs.

By clicking the three-dot menu in the upper right-hand corner of Table Explorer, you can customize the page layout to view up to three documents side-by-side or view all the charts in ‘Cards View’

Table Explorer offers various options so you can customize your preferred view. Access the "Customize" dropdown to select the cell content, the position of the Full Year column, and the sorting and grouping of years and quarters.

Use Quarterize to convert YTD numbers to quarterly to save time when analyzing cash flow

statements or any other tables reported in 3M, 6M, 9M, and 12M format. Similarly, you can configure the table to have the fourth quarter display the FY-YTD number via the Q4 Columns dropdown.

Comparing restated and original values have also been made easy. Pink-flagged cells indicate a restatement while yellow-flagged cells indicate a unit change. Clicking these cells will display the original document on the left and the restated document on the right for easy auditing.

Clicking the ‘Export’ button in the top right corner will allow you to download the same data shown on your screen. You can also go into “Advanced options” in the export window and customize the settings to export something other than your window view.

Table Explorer is a tool that saves you time when analyzing financial data and starting your financial model. It auto-calculates metrics and helps you identify trends and seasonality quickly, which gives you more time to do higher-value analysis.

View All Tables

Looking at an SEC filing such as a 10Q that contains numerous tables, you can click View All Tables (#1), which will open a pop-up window showing a list of all the exportable tables in the document (#2). You can then select one, multiple, or all of the tables from the list and export to Excel.

View Similar Tables

Looking at SEC documents that contain similar tables across time, such as a 10Q, you can click on the View Similar Tables button (#1), which will open a pop-up window showing that table, as well as the historical data contained in this table from past calls (#2). You can then select one, multiple, or all of the tables from the list and export to Excel (#3).

Table Clipper

You can also clip tables, charts, and images from global filings, ESG reports, and company publications, directly to Excel. Include key quantitative data in your models, analyses, and presentations, using Table Clipper.

  1. Open any document from Global Filings, ESG reports, or Company Publications.

  2. Enable 'Table Clipper Mode' by clicking the scissors icon.

3. Select the table or chart to clip from the document.

4. After clicking 'Export Object', the table or chart will be downloaded as an Excel file.

5. The Excel file will include the data as well as an image of the chart/graph clipped from the document.

Table Tools at the Company Level

After entering a specific company (ex: Tesla (NASDAQ: TSLA) in the Company & Ticker search bar, a Company Overview will appear in the Document Viewer. Our Company Overviews gives you the ability to extract multiple tables using the Export All Tables to Excel button (#1) in the upper right-hand corner of the Document Viewer or extract tables individually using the Export Table to Excel button (#2) in the upper right-hand corner of each module. By clicking on either button, an Excel file with one or multiple worksheets (depending on how many table(s) you wish to export) will automatically be generated and downloaded.

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