Data

There are several options for obtaining data for eVal:

  1. Enter data manually from 10-K filings. This option is tedious, but we recommend it, because you will understand the 'as reported' data underlying the 'standardized' data. See Chapter 2 of the textbook for step-by-step instructions.

  2. Use Datamaker to import data from a standardized data provider. Datamaker is available from the Software section of this website. It provides a custom template for importing data from WRDS (available at many business schools). It also has a template that allows you to build standardized data from any financial statements that have been downloaded in Excel format.

  3. Case Data in eVal. For the cases in the book that require data, copy and paste the appropriate data block from the 'Case Data' worksheet in the eVal workbook into the designated area at the bottom of eVal's 'Financial Statements' worksheet.

  4. Use eVal workbook with XBRL data. This version of eVal incorporates XBRL data for publicly listed companies that is downloaded on a quarterly cycle directly from the SEC's 'Structured Data' library. You can access this workbook on the Software section of this website.