BI dashboard recipe

SEC API Power BI Dashboard

A self-serve Power BI recipe for analysts who want SEC filing watchlist tables and dashboard visuals from the live RapidAPI endpoint without maintaining a custom EDGAR pipeline.

Subscribe on RapidAPI Try demo JSON Download workflow starter View code examples

GET /v1/sec/watchlist/changes?tickers=AAPL,MSFT,NVDA&since=2026-07-01&limit=25

let
    Source = Json.Document(
        Web.Contents(
            "https://sec-event-intelligence.p.rapidapi.com",
            [
                RelativePath = "v1/sec/watchlist/changes",
                Query = [
                    tickers = "AAPL,MSFT,NVDA",
                    since = "2026-07-01",
                    limit = "25"
                ],
                Headers = [
                    #"x-rapidapi-host" = "sec-event-intelligence.p.rapidapi.com",
                    #"x-rapidapi-key" = RapidAPIKey
                ]
            ]
        )
    ),
    TickerGroups = Table.FromRecords(Source[data], null, MissingField.UseNull),
    ExpandedChanges = Table.ExpandListColumn(TickerGroups, "changes"),
    ExpandedChange = Table.ExpandRecordColumn(
        ExpandedChanges,
        "changes",
        {"changeType", "observedAt", "filing"},
        {"changeType", "observedAt", "filing"}
    ),
    ExpandedFiling = Table.ExpandRecordColumn(
        ExpandedChange,
        "filing",
        {"ticker", "companyName", "form", "filedAt", "accessionNo", "filingUrl"},
        {"ticker", "companyName", "form", "filedAt", "accessionNo", "filingUrl"}
    )
in
    ExpandedFiling

Workflow Setup

This recipe shows how to move SEC filing data into automation tools using live HTTPS endpoints and standard API credentials.

Subscribe on RapidAPI and copy the generated RapidAPI key.
Create a Power Query parameter named RapidAPIKey in Power BI Desktop.
Use Get Data > Blank Query, open Advanced Editor, and paste the M query.
Load the table and build visuals by ticker, form, filed date, and accession number.

Endpoints Used

The integration uses live SEC Event Intelligence endpoints available through RapidAPI subscriptions.

GET /v1/sec/watchlist/changes
GET /v1/sec/changes
GET /v1/sec/companies/search

Integration FAQ

Is this a certified Power BI connector?

No. It is a Power Query recipe that calls the live RapidAPI endpoint from Power BI Desktop.

Can the dashboard refresh automatically?

Refresh depends on the buyer's Power BI workspace, credentials, gateway, and schedule settings. The API side remains standard HTTPS JSON through RapidAPI.

No investment advice. These recipes move public SEC filing metadata into automation tools. They do not provide recommendations, ratings, signals, or personalized financial guidance. The starter workflow file is available at /downloads/sec-filings-power-bi-power-query.pq.