Add filiering using query

dgunning · Aug 22, 2024 · 9f9aee2 · 9f9aee2
1 parent 2c06cea
commit 9f9aee2
Showing 1 changed file with 62 additions and 9 deletions.
diff --git a/notebooks/Extract-Earnings-Releases.ipynb b/notebooks/Extract-Earnings-Releases.ipynb
@@ -177,12 +177,12 @@
    "id": "943c2aaf-994e-426e-87e8-8edcf70e2141",
    "metadata": {},
    "source": [
-    "Select an exhibit by index"
+    "## Select an exhibit by index"
    ]
   },
   {
    "cell_type": "code",
-   "execution_count": 5,
+   "execution_count": 10,
    "id": "f70fa521-b80d-44a2-9913-8f179679fc7d",
    "metadata": {
     "scrolled": true
@@ -201,20 +201,35 @@
     {
      "data": {
       "text/plain": [
-       "╭───────────────────┬─────────────┬──────┬─────────╮\n",
-       "│\u001b[1m \u001b[0m\u001b[1mDocument         \u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mDescription\u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mType\u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mSize   \u001b[0m\u001b[1m \u001b[0m│\n",
-       "├───────────────────┼─────────────┼──────┼─────────┤\n",
-       "│ aapl-20240801.htm │ 8-K         │ 8-K  │ 40.2 KB │\n",
-       "╰───────────────────┴─────────────┴──────┴─────────╯"
+       "╭─────────────────────────────┬─────────────┬─────────┬──────────╮\n",
+       "│\u001b[1m \u001b[0m\u001b[1mDocument                   \u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mDescription\u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mType   \u001b[0m\u001b[1m \u001b[0m│\u001b[1m \u001b[0m\u001b[1mSize    \u001b[0m\u001b[1m \u001b[0m│\n",
+       "├─────────────────────────────┼─────────────┼─────────┼──────────┤\n",
+       "│ a8-kex991q3202406292024.htm │ EX-99.1     │ EX-99.1 │ 164.5 KB │\n",
+       "╰─────────────────────────────┴─────────────┴─────────┴──────────╯"
       ]
      },
-     "execution_count": 5,
+     "execution_count": 10,
      "metadata": {},
      "output_type": "execute_result"
     }
    ],
    "source": [
-    "exhibits[0]"
+    "exhibits[1]"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "id": "2bca1b22-c010-4b6b-bad1-c7f427dc48de",
+   "metadata": {},
+   "source": [
+    "## Query for just exhibit EX-99.1\n",
+    "Alternatively, you can use the query function to make sure you are selecting only EX-99.1. Not all filings have this exhibit\n",
+    "\n",
+    "```python\n",
+    "results = exhibits.query(\"document_type in ['EX-99.1', 'EX-99', 'EX-99.01']\")\n",
+    "if len(results) > 0:\n",
+    "    print(results[0])\n",
+    "```"
    ]
   },
   {
@@ -415,6 +430,44 @@
     "exhibit_text = HtmlDocument.from_html(exhibits[1].download()).text\n",
     "print(exhibit_text)"
    ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 9,
+   "id": "7e066bd2-8904-44cb-b3f7-db91a95b2e51",
+   "metadata": {},
+   "outputs": [
+    {
+     "data": {
+      "text/html": [
+       "<pre style=\"white-space:pre;overflow-x:auto;line-height:normal;font-family:Menlo,'DejaVu Sans Mono',consolas,'Courier New',monospace\"></pre>\n"
+      ],
+      "text/plain": []
+     },
+     "metadata": {},
+     "output_type": "display_data"
+    },
+    {
+     "data": {
+      "text/plain": [
+       "╭─────────────────────────────────────────────────────────────────────────────────────────────────────────────────╮\n",
+       "│ \u001b[3m                               Documents                                \u001b[0m                                        │\n",
+       "│                                                                                                                 │\n",
+       "│  \u001b[1m \u001b[0m\u001b[1mSeq\u001b[0m\u001b[1m \u001b[0m \u001b[1m \u001b[0m\u001b[1mDocument                   \u001b[0m\u001b[1m \u001b[0m \u001b[1m \u001b[0m\u001b[1mDescription\u001b[0m\u001b[1m \u001b[0m \u001b[1m \u001b[0m\u001b[1mType   \u001b[0m\u001b[1m \u001b[0m \u001b[1m \u001b[0m\u001b[1mSize    \u001b[0m\u001b[1m \u001b[0m                                         │\n",
+       "│  ──────────────────────────────────────────────────────────────────────                                         │\n",
+       "│   2     a8-kex991q3202406292024.htm   EX-99.1       EX-99.1   164.5 KB                                          │\n",
+       "│                                                                                                                 │\n",
+       "╰─────────────────────────────────────────────────────────────────────────────────────────────────────────────────╯"
+      ]
+     },
+     "execution_count": 9,
+     "metadata": {},
+     "output_type": "execute_result"
+    }
+   ],
+   "source": [
+    "exhibits.query(\"document_type in ['EX-99.1', 'EX-99', 'EX-99.01']\")"
+   ]
   }
  ],
  "metadata": {