fds.sdk.FactSetEstimatesReportBuilder 0.21.0

FactSet Estimates Report Builder client library for Python

FactSet Estimates Report Builder client library for Python

No description provided (generated by Openapi Generator https://github.com/openapitools/openapi-generator)

This Python package is automatically generated by the OpenAPI Generator project:

• API version: 1.0.0
• Package version: 0.21.0
• Build package: org.openapitools.codegen.languages.PythonClientCodegen

Requirements

• Python >= 3.7

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.FactSetEstimatesReportBuilder

pip

pip install fds.sdk.utils fds.sdk.FactSetEstimatesReportBuilder

Usage

1. Generate authentication credentials.
2. Setup Python environment.

   1. Install and activate python 3.7+. If you're using pyenv:

      pyenv install 3.9.7
      pyenv shell 3.9.7
      

   2. (optional) Install poetry.

3. Install dependencies.
4. Run the following:

from fds.sdk.utils.authentication import ConfidentialClient
import fds.sdk.FactSetEstimatesReportBuilder
from fds.sdk.FactSetEstimatesReportBuilder.api import all_estimates_api
from fds.sdk.FactSetEstimatesReportBuilder.models import *
from dateutil.parser import parse as dateutil_parser
from pprint import pprint

# See configuration.py for a list of all supported configuration parameters.

# Examples for each supported authentication method are below,
# choose one that satisfies your use case.

# (Preferred) OAuth 2.0: FactSetOAuth2
# See https://github.com/FactSet/enterprise-sdk#oauth-20
# for information on how to create the app-config.json file
# See https://github.com/FactSet/enterprise-sdk-utils-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.FactSetEstimatesReportBuilder.Configuration(
    fds_oauth_client=ConfidentialClient('/path/to/app-config.json')
)

# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.FactSetEstimatesReportBuilder.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.FactSetEstimatesReportBuilder.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = all_estimates_api.AllEstimatesApi(api_client)
    id = "FDS" # str | Company Ticker
    periodicity = "ANN" # str | Periodicity or frequency of the fiscal periods. (optional) if omitted the server will use the default value of "ANN"
    schema = "table_parent_child_columns" # str | The schema that the data is returned as. The following are descriptions for the accepted values: - table_group_level - STACH 2.0 row organized package format with parent-child relationships represented using STACH group level cell metadata - table_parent_child_columns - STACH 2.0 row organized package format with parent-child relationships represented using STACH parent-child columns  (optional) if omitted the server will use the default value of "table_parent_child_columns"

    try:
        # Balance Sheet
        api_response = api_instance.get_estimates_balance_sheet(id, periodicity=periodicity, schema=schema)
        pprint(api_response)
    except fds.sdk.FactSetEstimatesReportBuilder.ApiException as e:
        print("Exception when calling AllEstimatesApi->get_estimates_balance_sheet: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Balance Sheet
    #     api_response, http_status_code, response_headers = api_instance.get_estimates_balance_sheet_with_http_info(id, periodicity=periodicity, schema=schema)
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.FactSetEstimatesReportBuilder.ApiException as e:
    #     print("Exception when calling AllEstimatesApi->get_estimates_balance_sheet: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Balance Sheet
    #     async_result = api_instance.get_estimates_balance_sheet_async(id, periodicity=periodicity, schema=schema)
    #     api_response = async_result.get()
    #     pprint(api_response)
    # except fds.sdk.FactSetEstimatesReportBuilder.ApiException as e:
    #     print("Exception when calling AllEstimatesApi->get_estimates_balance_sheet: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Balance Sheet
    #     async_result = api_instance.get_estimates_balance_sheet_with_http_info_async(id, periodicity=periodicity, schema=schema)
    #     api_response, http_status_code, response_headers = async_result.get()
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.FactSetEstimatesReportBuilder.ApiException as e:
    #     print("Exception when calling AllEstimatesApi->get_estimates_balance_sheet: %s\n" % e)

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/report/estimates/v1

Class	Method	HTTP request	Description
AllEstimatesApi	get_estimates_balance_sheet	GET /balance-sheet	Balance Sheet
AllEstimatesApi	get_estimates_cash_flow	GET /cash-flow	Cash Flow
AllEstimatesApi	get_estimates_geographic_segments	GET /geographic-segments	Geographic Segments
AllEstimatesApi	get_estimates_income_statement	GET /income-statement	Income Statement
AllEstimatesApi	get_estimates_industry_metrics	GET /industry-metrics	Industry Metrics
AllEstimatesApi	get_estimates_per_share	GET /per-share	Per Share
AllEstimatesApi	get_estimates_product_segments	GET /product-segments	Product Segments
AllEstimatesApi	get_estimates_valuation	GET /valuation	Valuation
EstimateTablesApi	get_estimate_tables_table	GET /table	Interim/Annual Estimate Table

Documentation For Models

• Category
• CategoryCategory
• CurrencyCode
• CurrencyCodeCurrencyCode
• CurrencySymbol
• CurrencySymbolCurrencySymbol
• Description
• DescriptionDescription
• ErrorObject
• ErrorObjectLinks
• ErrorObjectSource
• ErrorResponse
• Frequency
• FrequencyFrequency
• Meta
• MetadataEntry
• MetricEstimates
• MetricEstimatesMetricEstimates
• Response
• Scale
• ScaleScale
• ValueType
• ValueTypeValueType

Documentation For Authorization

FactSetApiKey

• Type: HTTP basic authentication

FactSetOAuth2

• Type: OAuth
• Flow: application
• Authorization URL:
• Scopes: N/A

Notes for Large OpenAPI documents

If the OpenAPI document is large, imports in fds.sdk.FactSetEstimatesReportBuilder.apis and fds.sdk.FactSetEstimatesReportBuilder.models may fail with a RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:

Solution 1: Use specific imports for apis and models like:

• from fds.sdk.FactSetEstimatesReportBuilder.api.default_api import DefaultApi
• from fds.sdk.FactSetEstimatesReportBuilder.model.pet import Pet

Solution 2: Before importing the package, adjust the maximum recursion limit as shown below:

import sys
sys.setrecursionlimit(1500)
import fds.sdk.FactSetEstimatesReportBuilder
from fds.sdk.FactSetEstimatesReportBuilder.apis import *
from fds.sdk.FactSetEstimatesReportBuilder.models import *

Contributing

Please refer to the contributing guide.

Copyright

Copyright 2022 FactSet Research Systems Inc

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.