Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Importing stock Income statement, balance sheet and cash flow

Hi all,

Is there a way to dynamically import financial statements (Balance sheets, income statements, cash flow) of stocks into PBI, such that I will only need to type in the ticker in the visuals selector and it'll show these data automatically, instead of having to manually change the ticker in the url option everytime I want to view something different or load up the data of all fixed stocks I want into query?

I know another way is to importhtml the statements into google sheets and connect it to PBI. I tried that, but I kept getting 'Could not find solutions to column of table not found & loading blocked by failures with other query' errors. I posted this issue separately: https://community.powerbi.com/t5/Power-Query/Could-not-find-solutions-to-column-of-table-not-found-amp/m-p/1891781/highlight/true#M56023 

 

Also, what getdata options would you recommend best for stock trading financial portfolios that will include importhtml data? Excel, google sheets etc?

 

Thank you so much.

Need Help

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Anonymous 

    I am not quite understand how is the original data table looks like.

     

    Lets you have those tickers and relevant data in others columns in a table on a website. You can just use web connector in power bi to import the data table. Then you can create a table or matrix in power bi using a slicer or filter to type in or selected a specific ticker. 

    Tutorial: Import and analyze data from a webpage - Power BI | Microsoft Docs

     

     

    Paul Zheng _ Community Support Team
    If this post helps, please Accept it as the solution to help the other members find it more quickly.