Import tables

The "Tables" tab of the SECSift Excel add-in imports any table from a company's annual or quarterly reports into your workbook, with a "Source" row that links back to the table on SECSift.

How to import a table

Select the cell where the table should start, then:

  1. On Excel's "Home" tab, select "SECSift".
  2. Search for the company by ticker, name, or CIK, and select the company.
  3. Choose "Annual" or "Quarterly", then choose the filing. The newest is selected for you.
  4. Select the tables you want, then select "Import Table".

"Annual" lists 10-K, 20-F, and 40-F filings. "Quarterly" lists 10-Qs, and the 6-Ks that foreign companies file their quarterly reports on. Each list holds the company's 40 newest filings, without amendments.

A foreign company can file more than one 6-K for a quarter, like an earnings release and then its financial statements. When a quarter has more than one, each 6-K shows the date it was filed, like "Q2 2026 6-K (Jul 16)".

By default, each table merges the company's 8 most recent filings of that form, with the oldest period first and labels like FY2025. The line under the import button sums up how the tables will come in, and import options changes those settings.

Find a table

A filing can hold dozens of tables. The tools above the list help you find one:

  • Search tables: Type words from a table's name, its item, its row labels, or its headers.
  • Filter by item: Show only the tables from one item, like Item 8 of a 10-K. The button appears when the filing has more than one item.
  • AI table names: Name every table in the filing with AI, so a table without a title gets a name and the rest read in one style.

AI table names cost 2 API calls for each table in the filing, so naming Apple's FY2025 10-K, with 46 tables, costs 92 calls. With the "AI table names" button (sparkle icon) off, hover over the button with your cursor to see a filing's cost.

"AI table names" turns off when you open another company or filing, so the add-in never names a filing you didn't choose. The add-in keeps the names for the last 60 filings named, so naming one of those again is free.

Tables are grouped by item. Select an item's checkbox for all of the item's tables, or "Select all" for every table in view. To select a run of tables, select the first, then hold Shift and select the last.

What an import writes

Each table comes in as plain values, not formulas, in this order:

  • Title: The table's name, in bold.
  • Subtitle: The company, the filings, and the units, like "Apple Inc. (AAPL), FY2018 to FY2025 10-K filings. In millions, as filed."
  • Period labels: A bold row that names each column, with a line underneath.
  • Rows: The table's line items, with every figure as a number.
  • Source: A row after a blank line, with a link to each filing's copy of the table on SECSift.

Import options turns each of those parts on or off. When some filings have no matching table, the log at the bottom of the pane names the filings the import left out.

Placement

The table starts at the selected cell, and several tables stack down from there with two blank rows between them. With "New sheet" chosen under "Place at" in import options, each import gets a sheet of its own, named for the company and form, like "AAPL 10-K".

When cells the import needs aren't empty, the pane names them and offers "Write Over Them", which clears those cells and imports the table. Blank cells inside another imported table count as in use, and an imported table that gets written over is removed whole.

Large imports

An import holds up to 100 tables. An import of more than 10 tables asks first, with the tables listed by item and the API calls the import will use.

Each table costs 1 API call, or 2 when the table merges more than 12 filings.

Insert a formula instead

With one table selected, "Insert Formula" puts a SECSIFT.HISTORY formula for the table in the selected cell, or SECSIFT.TABLE when "Import from" is set to "One filing". The formula takes the filings, period order, and units from import options, but none of the formatting. See SECSIFT formulas.

Workbook tab

The "Workbook" tab lists every table you've imported, by sheet. Each entry shows where the table starts, its filings, its units, and when the table was imported or last refreshed:

  • Jump to a table: Select the entry, and the add-in opens the table's sheet and selects the table.
  • Refresh a sheet: Select "Refresh this sheet" (circular arrow icon) beside the sheet's name.
  • Remove a table: Select "Remove from the sheet" (✕) beside the entry.

Removing a table clears the table's cells right away, with no question first. A sheet the import made is deleted once the sheet is empty, unless the sheet is the workbook's last.

The add-in finds each table by its row labels, so a table you moved still refreshes. A table whose rows or labels you changed can't be found, so remove the table from the list and import the table again.

Refresh tables

A refresh brings each imported table up to date. A table that merges filings moves to the newest filing that has the table, so a refresh after the company's next report adds the new period.

The refresh question's "Settings" menu chooses how the tables are redrawn. "Keep table settings" (the default) keeps each table's own settings. "Update table settings" switches each table to the settings on the "Options" tab, and the table keeps them for later refreshes.

You can refresh the whole workbook or one sheet:

  • Workbook: Select "Refresh this workbook" (circular arrow icon) at the top of the pane.
  • Sheet: Select "Refresh this sheet" beside the sheet on the "Workbook" tab.

Each refresh asks first. The question lists the sheets and their tables, and the cells that hold SECSIFT formulas, with the API calls the refresh will use. A refresh can't start with fewer calls left today than the refresh needs.

A refresh rewrites each table's values and formatting, so changes you made inside a table are replaced. A workbook refresh also recalculates every formula in the workbook, and SECSIFT formulas get fresh answers and keep their formatting.

A table that can't refresh is skipped and named on the "Workbook" tab and in the log, like a table whose labels changed, or a table that would grow into cells already in use.