fds.analyticsapi.engines.PACalculationsApi

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

Method	HTTP request	Description
cancel_calculation_by_id	DELETE /analytics/engines/pa/v3/calculations/{id}	Cancel PA calculation by id
get_all_calculations	GET /analytics/engines/pa/v3/calculations	Get all calculations
get_calculation_parameters	GET /analytics/engines/pa/v3/calculations/{id}	Get PA calculation parameters by id
get_calculation_status_by_id	GET /analytics/engines/pa/v3/calculations/{id}/status	Get PA calculation status by id
get_calculation_unit_result_by_id	GET /analytics/engines/pa/v3/calculations/{id}/units/{unitId}/result	Get PA calculation result by id
post_and_calculate	POST /analytics/engines/pa/v3/calculations	Create and Run PA calculation
put_and_calculate	PUT /analytics/engines/pa/v3/calculations/{id}	Create or Update PA calculation and run it.

cancel_calculation_by_id

cancel_calculation_by_id(id)

Cancel PA calculation by id

This is the endpoint to cancel a previously submitted calculation.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Create and Run PA calculation endpoint

    # example passing only required values which don't have defaults set
    try:
        # Cancel PA calculation by id
        api_instance.cancel_calculation_by_id(id)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->cancel_calculation_by_id: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	str	from url, provided from the location header in the Create and Run PA calculation endpoint

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: None (empty response body)

Authorization

Basic, Bearer

HTTP request headers

Content-Type: Not defined
Accept: text/plain, application/json, text/json

HTTP response details

Status code	Description	Response headers
204	Expected response, calculation was canceled successfully.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid identifier provided.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	There was no request for the calculation identifier provided, or the request was already canceled for the provided identifier.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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get_all_calculations

CalculationsSummaryRoot get_all_calculations()

Get all calculations

This endpoints returns all calculation requests.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.calculations_summary_root import CalculationsSummaryRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    page_number = 1 # int |  (optional) if omitted the server will use the default value of 1

    # example passing only required values which don't have defaults set
    # and optional values
    try:
        # Get all calculations
        api_response = api_instance.get_all_calculations(page_number=page_number)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->get_all_calculations: %s\n" % e)

Parameters

Name	Type	Description	Notes
page_number	int		[optional] if omitted the server will use the default value of 1

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: CalculationsSummaryRoot

Authorization

Basic, Bearer

HTTP request headers

Content-Type: Not defined
Accept: application/json

HTTP response details

Status code	Description	Response headers
200	List of calculation requests.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid page number.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	No calculation found.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
406	Unsupported Accept header. Header needs to be set to application/json.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
429	Rate limit reached. Wait till the time specified in Retry-After header value to make further requests.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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get_calculation_parameters

PACalculationParametersRoot get_calculation_parameters(id)

Get PA calculation parameters by id

This is the endpoint that returns the calculation parameters passed for a calculation.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.pa_calculation_parameters_root import PACalculationParametersRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Create and Run PA calculation endpoint

    # example passing only required values which don't have defaults set
    try:
        # Get PA calculation parameters by id
        api_response = api_instance.get_calculation_parameters(id)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->get_calculation_parameters: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	str	from url, provided from the location header in the Create and Run PA calculation endpoint

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: PACalculationParametersRoot

Authorization

Basic, Bearer

HTTP request headers

Content-Type: Not defined
Accept: application/json

HTTP response details

Status code	Description	Response headers
200	Expected response, returns the PA calculation parameters.	* Content-Encoding - Standard HTTP header. Header value based on Accept-Encoding Request header. * Content-Type - Standard HTTP header. * Transfer-Encoding - Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid identifier provided.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	Calculation id not found	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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get_calculation_status_by_id

CalculationStatusRoot get_calculation_status_by_id(id)

Get PA calculation status by id

This is the endpoint to check on the progress of a previously requested calculation. If the calculation has finished computing, the location header will point to the result url. Otherwise, the calculation is still running and the X-FactSet-Api-PickUp-Progress header will contain a progress percentage.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.calculation_status_root import CalculationStatusRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Create and Run PA calculation endpoint

    # example passing only required values which don't have defaults set
    try:
        # Get PA calculation status by id
        api_response = api_instance.get_calculation_status_by_id(id)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->get_calculation_status_by_id: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	str	from url, provided from the location header in the Create and Run PA calculation endpoint

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: CalculationStatusRoot

Authorization

Basic, Bearer

HTTP request headers

Content-Type: Not defined
Accept: application/json

HTTP response details

Status code	Description	Response headers
200	Expected response once calculation is completed.	* Content-Encoding - Standard HTTP header. Header value based on Accept-Encoding Request header. * Content-Type - Standard HTTP header. * Transfer-Encoding - Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
202	Expected response returned if the calculation is not yet completed, should contain X-FactSet-Api-PickUp-Progress header.	* X-FactSet-Api-PickUp-Progress - FactSet's progress header. * Cache-Control - Standard HTTP header. Header will specify max-age in seconds. Polling can be adjusted based on the max-age value. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid identifier provided.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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get_calculation_unit_result_by_id

ObjectRoot get_calculation_unit_result_by_id(id, unit_id)

Get PA calculation result by id

This is the endpoint to get the result of a previously requested calculation. If the calculation has finished computing, the body of the response will contain the requested document in JSON.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.object_root import ObjectRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Get PA calculation status by id endpoint
    unit_id = "unitId_example" # str | from url, provided from the location header in the Get PA calculation status by id endpoint

    # example passing only required values which don't have defaults set
    try:
        # Get PA calculation result by id
        api_response = api_instance.get_calculation_unit_result_by_id(id, unit_id)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->get_calculation_unit_result_by_id: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	str	from url, provided from the location header in the Get PA calculation status by id endpoint
unit_id	str	from url, provided from the location header in the Get PA calculation status by id endpoint

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: ObjectRoot

Authorization

Basic, Bearer

HTTP request headers

Content-Type: Not defined
Accept: application/json, application/x-protobuf

HTTP response details

Status code	Description	Response headers
200	Expected response once calculation is completed, returns JSON in the format specified in the Calculation parameters.	* Content-Encoding - Standard HTTP header. Header value based on Accept-Encoding Request header. * Content-Type - Standard HTTP header. * Transfer-Encoding - Standard HTTP header. Header value will be set to Chunked if Accept-Encoding header is specified. * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid identifier provided.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	Calculation was already returned, provided id was not a requested calculation, or the calculation was cancelled	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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post_and_calculate

CalculationStatusRoot post_and_calculate()

Create and Run PA calculation

This endpoint runs the PA calculation specified in the POST body parameters. It can take one or more calculation units as input. Remarks: * Any settings in POST body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding grouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'. Additionally, while 'groupsall' returns all the group levels in the PA component, setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.calculation_status_root import CalculationStatusRoot
from fds.analyticsapi.engines.model.object_root import ObjectRoot
from fds.analyticsapi.engines.model.pa_calculation_parameters_root import PACalculationParametersRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    x_fact_set_api_long_running_deadline = 10 # int | Long running deadline in seconds when only one unit is passed in the POST body. Example value is set to 10s. Please update it as per requirement before triggering a calculation. (optional)
    cache_control = "Cache-Control_example" # str | Standard HTTP header.  Accepts max-stale. (optional)
    pa_calculation_parameters_root = PACalculationParametersRoot(
        data={
            "key": PACalculationParameters(
                componentid="componentid_example",
                accounts=[
                    PAIdentifier(
                        id="id_example",
                        holdingsmode="holdingsmode_example",
                    ),
                ],
                benchmarks=[
                    PAIdentifier(
                        id="id_example",
                        holdingsmode="holdingsmode_example",
                    ),
                ],
                dates=PADateParameters(
                    startdate="startdate_example",
                    enddate="enddate_example",
                    frequency="frequency_example",
                ),
                groups=[
                    PACalculationGroup(
                        id="id_example",
                        frequency="frequency_example",
                    ),
                ],
                currencyisocode="currencyisocode_example",
                columns=[
                    PACalculationColumn(
                        id="id_example",
                        statistics=[
                            "statistics_example",
                        ],
                    ),
                ],
                datasources=PACalculationDataSources(
                    portfoliopricingsources=[
                        PACalculationPricingSource(
                            id="id_example",
                        ),
                    ],
                    benchmarkpricingsources=[
                        PACalculationPricingSource(
                            id="id_example",
                        ),
                    ],
                    useportfoliopricingsourcesforbenchmark=True,
                ),
                componentdetail="componentdetail_example",
            ),
        },
        meta=CalculationMeta(
            contentorganization="SimplifiedRow",
            stach_content_organization="SimplifiedRow",
            contenttype="Json",
            format="JsonStach",
        ),
    ) # PACalculationParametersRoot | Calculation Parameters (optional)

    # example passing only required values which don't have defaults set
    # and optional values
    try:
        # Create and Run PA calculation
        api_response = api_instance.post_and_calculate(x_fact_set_api_long_running_deadline=x_fact_set_api_long_running_deadline, cache_control=cache_control, pa_calculation_parameters_root=pa_calculation_parameters_root)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->post_and_calculate: %s\n" % e)

Parameters

Name	Type	Description	Notes
x_fact_set_api_long_running_deadline	int	Long running deadline in seconds when only one unit is passed in the POST body. Example value is set to 10s. Please update it as per requirement before triggering a calculation.	[optional]
cache_control	str	Standard HTTP header. Accepts max-stale.	[optional]
pa_calculation_parameters_root	PACalculationParametersRoot	Calculation Parameters	[optional]

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: (For 202 status - CalculationStatusRoot)(For 201 status - ObjectRoot)(For 200 status - CalculationStatusRoot)

Authorization

Basic, Bearer

HTTP request headers

Content-Type: application/json
Accept: application/json, application/x-protobuf

HTTP response details

Status code	Description	Response headers
202	Expected response, contains the poll URL in the Location header.	* Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
201	Expected response if the calculation has one unit and is completed in a short span, returns JSON in the format specified in the Calculation parameters.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
200	Expected response, if the calculation has one unit and is completed with an error.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid calculation parameters.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	One or more calculation settings were unavailable.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
415	Missing/Invalid Content-Type header. Header needs to be set to application/json.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
429	Rate limit reached. Cancel older requests using Cancel Calculation endpoint or wait for older requests to finish/expire.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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put_and_calculate

CalculationStatusRoot put_and_calculate(id)

Create or Update PA calculation and run it.

This endpoint updates and run the PA calculation specified in the PUT body parameters. This also allows creating new PA calculations with custom ids. It can take one or more calculation units as input. Remarks: * Any settings in PUT body will act as a one-time override over the settings saved in the PA template. * Account identifiers must have .ACCT or .ACTM extension or BENCH: prefix. Holdings mode can be optionally set for every account. Possible values for holdings mode are B&H (Buy and Hold), TBR (Transaction based returns), OMS (Order Management System), VLT (Vaulted returns) or EXT (External Returns Data). Default holdings mode value is B&H. * If we are overriding the grouping with a frequency, we will be overriding the grouping saved to the original component and also overriding the default frequency of the Beginning of Period to whatever we pass in the request body. * If we are overriding grouping frequency without overriding the group id it will not be applied to the default groupings saved to the original component. * Componentdetail supports securities, groups, groupsall, and totals levels of granularity. However, if no value is passed, the default value is 'securities'. Additionally, while 'groupsall' returns all the group levels in the PA component, setting componentdetail to 'groups' only returns the expanded or collapsed group levels within the PA component.

Example

Basic Authentication (Basic):
Bearer Authentication (Bearer):

import time
import fds.analyticsapi.engines
from fds.analyticsapi.engines.api import pa_calculations_api
from fds.analyticsapi.engines.model.calculation_status_root import CalculationStatusRoot
from fds.analyticsapi.engines.model.object_root import ObjectRoot
from fds.analyticsapi.engines.model.pa_calculation_parameters_root import PACalculationParametersRoot
from fds.analyticsapi.engines.model.client_error_response import ClientErrorResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.factset.com
# See configuration.py for a list of all supported configuration parameters.
configuration = fds.analyticsapi.engines.Configuration(
    host = "https://api.factset.com"
)

# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.

# Configure HTTP basic authorization: Basic
configuration = fds.analyticsapi.engines.Configuration(
    username = 'YOUR_USERNAME',
    password = 'YOUR_PASSWORD'
)

# Configure Bearer authorization: Bearer
configuration = fds.analyticsapi.engines.Configuration(
    access_token = 'YOUR_BEARER_TOKEN'
)

# Enter a context with an instance of the API client
with fds.analyticsapi.engines.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = pa_calculations_api.PACalculationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Create and Run PA calculation endpoint
    x_fact_set_api_long_running_deadline = 10 # int | Long running deadline in seconds when only one unit is passed in the PUT body. Example value is set to 10s. Please update it as per requirement before triggering a calculation (optional)
    cache_control = "Cache-Control_example" # str | Standard HTTP header.  Accepts max-stale. (optional)
    pa_calculation_parameters_root = PACalculationParametersRoot(
        data={
            "key": PACalculationParameters(
                componentid="componentid_example",
                accounts=[
                    PAIdentifier(
                        id="id_example",
                        holdingsmode="holdingsmode_example",
                    ),
                ],
                benchmarks=[
                    PAIdentifier(
                        id="id_example",
                        holdingsmode="holdingsmode_example",
                    ),
                ],
                dates=PADateParameters(
                    startdate="startdate_example",
                    enddate="enddate_example",
                    frequency="frequency_example",
                ),
                groups=[
                    PACalculationGroup(
                        id="id_example",
                        frequency="frequency_example",
                    ),
                ],
                currencyisocode="currencyisocode_example",
                columns=[
                    PACalculationColumn(
                        id="id_example",
                        statistics=[
                            "statistics_example",
                        ],
                    ),
                ],
                datasources=PACalculationDataSources(
                    portfoliopricingsources=[
                        PACalculationPricingSource(
                            id="id_example",
                        ),
                    ],
                    benchmarkpricingsources=[
                        PACalculationPricingSource(
                            id="id_example",
                        ),
                    ],
                    useportfoliopricingsourcesforbenchmark=True,
                ),
                componentdetail="componentdetail_example",
            ),
        },
        meta=CalculationMeta(
            contentorganization="SimplifiedRow",
            stach_content_organization="SimplifiedRow",
            contenttype="Json",
            format="JsonStach",
        ),
    ) # PACalculationParametersRoot | Calculation Parameters (optional)

    # example passing only required values which don't have defaults set
    try:
        # Create or Update PA calculation and run it.
        api_response = api_instance.put_and_calculate(id)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->put_and_calculate: %s\n" % e)

    # example passing only required values which don't have defaults set
    # and optional values
    try:
        # Create or Update PA calculation and run it.
        api_response = api_instance.put_and_calculate(id, x_fact_set_api_long_running_deadline=x_fact_set_api_long_running_deadline, cache_control=cache_control, pa_calculation_parameters_root=pa_calculation_parameters_root)
        pprint(api_response)
    except fds.analyticsapi.engines.ApiException as e:
        print("Exception when calling PACalculationsApi->put_and_calculate: %s\n" % e)

Parameters

Name	Type	Description	Notes
id	str	from url, provided from the location header in the Create and Run PA calculation endpoint
x_fact_set_api_long_running_deadline	int	Long running deadline in seconds when only one unit is passed in the PUT body. Example value is set to 10s. Please update it as per requirement before triggering a calculation	[optional]
cache_control	str	Standard HTTP header. Accepts max-stale.	[optional]
pa_calculation_parameters_root	PACalculationParametersRoot	Calculation Parameters	[optional]

Return type

A tuple with response data, HTTP status code and response headers.
Response datatype: (For 202 status - CalculationStatusRoot)(For 200 status - CalculationStatusRoot)(For 201 status - ObjectRoot)

Authorization

Basic, Bearer

HTTP request headers

Content-Type: application/json
Accept: application/json, application/x-protobuf

HTTP response details

Status code	Description	Response headers
202	Expected response, contains the poll URL in the Location header.	* Location - URL to poll for the resulting calculation * X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
200	Expected response, if the calculation has one unit and is completed with an error.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
201	Expected response if the calculation has one unit and is completed in a short span, returns JSON in the format specified in the Calculation parameters.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
400	Invalid Calculation Parameters.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
404	One or more calculation settings were unavailable.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
409	Duplicate calculation exists with same parameters.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
401	Missing or invalid authentication.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
403	User is forbidden with current credentials	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
415	Missing/Invalid Content-Type header. Header needs to be set to application/json.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets.
429	Rate limit reached. Cancel older requests using Cancel Calculation endpoint or wait for older requests to finish/expire.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication. * X-FactSet-Api-RateLimit-Limit - Number of allowed requests for the time window. * X-FactSet-Api-RateLimit-Remaining - Number of requests left for the time window. * X-FactSet-Api-RateLimit-Reset - Number of seconds remaining till rate limit resets. * Retry-After - Time to wait in seconds before making a new request as the rate limit has reached.
500	Server error. Log the X-DataDirect-Request-Key header to assist in troubleshooting.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.
503	Request timed out. Retry the request in sometime.	* X-DataDirect-Request-Key - FactSet's request key header. * X-FactSet-Api-Request-Key - Key to uniquely identify an Analytics API request. Only available after successful authentication.

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fds.analyticsapi.engines.PACalculationsApi

cancel_calculation_by_id

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

get_all_calculations

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

get_calculation_parameters

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

get_calculation_status_by_id

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

get_calculation_unit_result_by_id

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

post_and_calculate

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details

put_and_calculate

Example

Parameters

Return type

Authorization

HTTP request headers

HTTP response details