1.1_account_statistics.ipynb

{
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   "cell_type": "markdown",
   "id": "061053a6-ab6c-41a2-9086-31e5c8be960b",
   "metadata": {},
   "source": [
    "# Creating an `AccountInfo` Instance and Understanding Statistics\n",
    "\n",
    "This notebook uses mainly the class `AccountInfo` from the Python Library. This class allows to retrieve not only basic information but also historical activity from multiple services.\n",
    "\n",
    "In this notebook...\n",
    "* [Dependencies and Initialisation](#dependencies-and-initialisation)\n",
    "* [The AccountInfo Class](#the-accountinfo-class)\n",
    "* [Extraction History](#extraction-history)\n",
    "* [Stream History](#stream-history)\n",
    "* [Next Steps](#next-steps)"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "4f68bf53-8693-4981-ac81-330d6e219896",
   "metadata": {},
   "source": [
    "## Dependencies and Initialisation\n",
    "Import statements and environment initialisation using the package `dotenv`. More details in the [Configuration notebook](0.2_configuration.ipynb)."
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 1,
   "id": "a2da0d24-c8b6-498e-8905-bf994ef329b0",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "Done!\n"
     ]
    }
   ],
   "source": [
    "from factiva.analytics import AccountInfo\n",
    "from dotenv import load_dotenv\n",
    "load_dotenv()\n",
    "print('Done!')"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "7f0dc3ad-1817-43bf-a391-67f5daf51345",
   "metadata": {},
   "source": [
    "## The AccountInfo Class\n",
    "\n",
    "The AccountInfo class has two parameters:\n",
    "- **user_key**: str, optional. (default None)\n",
    "        String containing the 32-character long APi Key. If not provided, the\n",
    "        constructor will try to obtain its value from the FACTIVA_USERKEY\n",
    "        environment variable.\n",
    "       \n",
    "Examples:\n",
    "\n",
    "```Python\n",
    "# Gets the key value from the FACTIVA_USERKEY env variable. Do not load statistics.\n",
    "ai = AccountInfo()\n",
    "# Uses the provided user_key value and load the account information.\n",
    "ai = AccountInfo(user_key='abcd1234abcd1234abcd1234abcd1234')\n",
    "```\n",
    "\n",
    "The constructor can take several seconds to complete."
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 2,
   "id": "426b1fe9-bffa-418e-8ca7-2d55d9d01f86",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "<'factiva.analytics.AccountInfo'>\n",
      "  ├─user_key: <'factiva.analytics.UserKey'>\n",
      "  │  ├─key: ****************************nQdu\n",
      "  │  └─cloud_token: **********************YKB22sJCkHXX\n",
      "  ├─account_name: DJCSE-322525\n",
      "  ├─account_type: account_with_contract_limits\n",
      "  ├─active_product: DNA\n",
      "  ├─max_allowed_extracted_documents: 200,000,000\n",
      "  ├─max_allowed_extractions: 300\n",
      "  ├─currently_running_extractions: 0\n",
      "  ├─total_extracted_documents: 152,315,291\n",
      "  ├─total_extractions: 300\n",
      "  ├─total_stream_instances: 0\n",
      "  ├─total_stream_subscriptions: 0\n",
      "  ├─extractions_list: <NotLoaded>\n",
      "  ├─streams_list: <NotLoaded>\n",
      "  ├─enabled_company_identifiers:\n",
      "  │  ├─[1]: sedol\n",
      "  │  ├─[3]: cusip\n",
      "  │  ├─[4]: isin\n",
      "  │  └─[5]: ticker_exchange\n",
      "  ├─remaining_documents: 47,684,709\n",
      "  └─remaining_extractions: 0\n"
     ]
    }
   ],
   "source": [
    "ai = AccountInfo()\n",
    "print(ai)"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "0620c9e4",
   "metadata": {},
   "source": [
    "The displayed output shows most account configurations, and in particular the last two properties that are the most common ones customers monitor on a regular basis: `remaining_documents` and `remaining_extractions`."
   ]
  },
  {
   "cell_type": "markdown",
   "id": "7da5a1e2-2cec-4339-897e-d2df12875ce6",
   "metadata": {},
   "source": [
    "## Extractions List\n",
    "Shows the list of historical of Snapshot Extraction objects from the `extractions_list` property from the AccountInfo instance."
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 3,
   "id": "e36ecd7c-c960-4f31-bb58-67df2c9f8b48",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "<'factiva.analytics.SnapshotExtractionList'>\n",
       "  ├─     short_id     job_status       format  \n",
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       "  ├─[198] mgtypbqqjn   JOB_STATE_DONE   json    \n",
       "  ├─[199] mgydewxdif   JOB_STATE_DONE   json    \n",
       "  ├─[200] mph5ap4ddi   JOB_STATE_DONE   avro    \n",
       "  ├─[201] mqcahmvvuc   JOB_STATE_FAILED json    \n",
       "  ├─[202] mwsoubmlfa   JOB_STATE_DONE   json    \n",
       "  ├─[203] n5bmguwola   JOB_STATE_DONE   avro    \n",
       "  ├─[204] nivganzhha   JOB_STATE_DONE   json    \n",
       "  ├─[205] nlljkhgabk   JOB_STATE_DONE   json    \n",
       "  ├─[206] nmdsy3s3cv   JOB_STATE_DONE   json    \n",
       "  ├─[207] novc8n8ocz   JOB_STATE_DONE   json    \n",
       "  ├─[208] nqc9uv8xg6   JOB_STATE_DONE   json    \n",
       "  ├─[209] nvzu43fccv   JOB_STATE_DONE   avro    \n",
       "  ├─[210] nwsyqbpjqn   JOB_STATE_DONE   json    \n",
       "  ├─[211] nxeziyzt2f   JOB_STATE_DONE   json    \n",
       "  ├─[212] nzirvmciyf   JOB_STATE_DONE   avro    \n",
       "  ├─[213] o4g5ldo90d   JOB_STATE_DONE   json    \n",
       "  ├─[214] o4h2forrqx   JOB_STATE_DONE   avro    \n",
       "  ├─[215] oafe3fycya   JOB_STATE_DONE   csv     \n",
       "  ├─[216] oaxyezkrvb   JOB_STATE_FAILED json    \n",
       "  ├─[217] obp4usznfb   JOB_STATE_DONE   json    \n",
       "  ├─[218] ofzwajo2iy   JOB_STATE_DONE   json    \n",
       "  ├─[219] oml4mdxu6f   JOB_STATE_DONE   csv     \n",
       "  ├─[220] omnqmjynww   JOB_STATE_DONE   json    \n",
       "  ├─[221] oohfk6lkn8   JOB_STATE_DONE   json    \n",
       "  ├─[222] opfb4b53pj   JOB_STATE_DONE   json    \n",
       "  ├─[223] oyqxnbqu7m   JOB_STATE_DONE   csv     \n",
       "  ├─[224] oza0bwugre   JOB_STATE_DONE   json    \n",
       "  ├─[225] p294fbypro   JOB_STATE_DONE   avro    \n",
       "  ├─[226] p2uxy6ovqm   JOB_STATE_DONE   avro    \n",
       "  ├─[227] p7ejalzstk   JOB_STATE_DONE   csv     \n",
       "  ├─[228] pb2cadbrc0   JOB_STATE_FAILED json    \n",
       "  ├─[229] pdshakbbfd   JOB_STATE_DONE   csv     \n",
       "  ├─[230] pgbucdzyp4   JOB_STATE_DONE   avro    \n",
       "  ├─[231] pixrweuke0   JOB_STATE_DONE   avro    \n",
       "  ├─[232] pjrol9hzcm   JOB_STATE_DONE   avro    \n",
       "  ├─[233] pnvl6bln6g   JOB_STATE_DONE   json    \n",
       "  ├─[234] prxfs0ywfb   JOB_STATE_DONE   json    \n",
       "  ├─[235] pvvrcgvwnw   JOB_STATE_DONE   csv     \n",
       "  ├─[236] pyg6zigsjp   JOB_STATE_DONE   json    \n",
       "  ├─[237] q30lj0nbss   JOB_STATE_DONE   json    \n",
       "  ├─[238] q8koiktlql   JOB_STATE_DONE   avro    \n",
       "  ├─[239] q8xwc29r4j   JOB_STATE_DONE   json    \n",
       "  ├─[240] qc8ll45f9i   JOB_STATE_DONE   avro    \n",
       "  ├─[241] qgw9pwjz4n   JOB_STATE_DONE   json    \n",
       "  ├─[242] qmpipf9tog   JOB_STATE_DONE   json    \n",
       "  ├─[243] qoxtknvx0l   JOB_STATE_DONE   json    \n",
       "  ├─[244] qpjjnbsh2r   JOB_STATE_DONE   json    \n",
       "  ├─[245] qqvpe9i6b4   JOB_STATE_DONE   json    \n",
       "  ├─[246] qt9ikmqoui   JOB_STATE_DONE   json    \n",
       "  ├─[247] quvic8e514   JOB_STATE_FAILED csv     \n",
       "  ├─[248] qyboj3ouxx   JOB_STATE_DONE   csv     \n",
       "  ├─[249] r3u6ovnwvt   JOB_STATE_DONE   json    \n",
       "  ├─[250] rczbtrbc52   JOB_STATE_DONE   avro    \n",
       "  ├─[251] rktfacasvk   JOB_STATE_DONE   json    \n",
       "  ├─[252] rku7pdlmmp   JOB_STATE_DONE   avro    \n",
       "  ├─[253] rm1jctwyyg   JOB_STATE_DONE   json    \n",
       "  ├─[254] rmacgycsqf   JOB_STATE_DONE   avro    \n",
       "  ├─[255] rojqjfzptx   JOB_STATE_DONE   avro    \n",
       "  ├─[256] rt3ywcnfrc   JOB_STATE_DONE   json    \n",
       "  ├─[257] rtajqxjedd   JOB_STATE_DONE   json    \n",
       "  ├─[258] rukn74flmj   JOB_STATE_DONE   csv     \n",
       "  ├─[259] seabkvgud4   JOB_STATE_DONE   json    \n",
       "  ├─[260] shoc7ci6uy   JOB_STATE_DONE   json    \n",
       "  ├─[261] sqxzg6hruh   JOB_STATE_DONE   json    \n",
       "  ├─[262] sscoyc5xz9   JOB_STATE_DONE   avro    \n",
       "  ├─[263] suinlfcdom   JOB_STATE_DONE   csv     \n",
       "  ├─[264] sve8s4vblo   JOB_STATE_DONE   json    \n",
       "  ├─[265] svn2lb6ok0   JOB_STATE_DONE   json    \n",
       "  ├─[266] syb6x7zyvi   JOB_STATE_DONE   avro    \n",
       "  ├─[267] t8zxnef7jb   JOB_STATE_FAILED csv     \n",
       "  ├─[268] t9p5drlitp   JOB_STATE_DONE   json    \n",
       "  ├─[269] tbp0uwdo2e   JOB_STATE_DONE   avro    \n",
       "  ├─[270] ti2w8djomo   JOB_STATE_DONE   avro    \n",
       "  ├─[271] tiejwr2lcm   JOB_STATE_DONE   json    \n",
       "  ├─[272] tjmjoivjp4   JOB_STATE_DONE   avro    \n",
       "  ├─[273] tkt9bc1gpn   JOB_STATE_DONE   json    \n",
       "  ├─[274] tlrnebbmis   JOB_STATE_DONE   json    \n",
       "  ├─[275] tst2ejdpzk   JOB_STATE_DONE   csv     \n",
       "  ├─[276] tu3o7hekfy   JOB_STATE_DONE   json    \n",
       "  ├─[277] twfvdzqnom   JOB_STATE_DONE   json    \n",
       "  ├─[278] ubemyxly2o   JOB_STATE_DONE   json    \n",
       "  ├─[279] ui10wta36m   JOB_STATE_DONE   avro    \n",
       "  ├─[280] uo194i3xx6   JOB_STATE_DONE   json    \n",
       "  ├─[281] ux0xhigvdm   JOB_STATE_DONE   avro    \n",
       "  ├─[282] uxptsnv0vx   JOB_STATE_DONE   json    \n",
       "  ├─[283] uyv6ibxifs   JOB_STATE_DONE   json    \n",
       "  ├─[284] uzoaadbr40   JOB_STATE_DONE   json    \n",
       "  ├─[285] v4g6fkeeyk   JOB_STATE_FAILED csv     \n",
       "  ├─[286] vdarseyww3   JOB_STATE_DONE   json    \n",
       "  ├─[287] vouz84ktka   JOB_STATE_DONE   csv     \n",
       "  ├─[288] vqvbsxxhcr   JOB_STATE_DONE   avro    \n",
       "  ├─[289] vwlmo8vcyt   JOB_STATE_DONE   json    \n",
       "  ├─[290] vxvbcwckmu   JOB_STATE_DONE   avro    \n",
       "  ├─[291] vz815gkgtl   JOB_STATE_DONE   json    \n",
       "  ├─[292] wbxdqk3a9u   JOB_STATE_FAILED csv     \n",
       "  ├─[293] wnfsn1ygtr   JOB_STATE_DONE   json    \n",
       "  ├─[294] woyupkbrwn   JOB_STATE_DONE   csv     \n",
       "  ├─[295] wrejnlukpf   JOB_STATE_DONE   json    \n",
       "  ├─[296] wrpouewe3g   JOB_STATE_DONE   json    \n",
       "  ├─[297] wthtllqxhy   JOB_STATE_DONE   json    \n",
       "  ├─[298] wumoekwici   JOB_STATE_DONE   avro    \n",
       "  ├─[299] xaaicqvvy3   JOB_STATE_DONE   avro    \n",
       "  ├─[300] xbpacgdycr   JOB_STATE_DONE   json    \n",
       "  ├─[301] xbs3b9bhnt   JOB_STATE_FAILED csv     \n",
       "  ├─[302] xma9j54gcy   JOB_STATE_DONE   csv     \n",
       "  ├─[303] xnpj0xsq5a   JOB_STATE_DONE   json    \n",
       "  ├─[304] xq7ruvcn18   JOB_STATE_DONE   json    \n",
       "  ├─[305] xrfv4qem8v   JOB_STATE_DONE   avro    \n",
       "  ├─[306] xunz5zhorm   JOB_STATE_DONE   json    \n",
       "  ├─[307] xwsq81vn3k   JOB_STATE_DONE   csv     \n",
       "  ├─[308] xwz2udmnhn   JOB_STATE_DONE   json    \n",
       "  ├─[309] xza5jhrjpx   JOB_STATE_DONE   json    \n",
       "  ├─[310] y1lbeijr5f   JOB_STATE_DONE   json    \n",
       "  ├─[311] y5jnplnjup   JOB_STATE_DONE   avro    \n",
       "  ├─[312] y9qk5zg7zu   JOB_STATE_DONE   json    \n",
       "  ├─[313] yaxzdoyyyz   JOB_STATE_DONE   avro    \n",
       "  ├─[314] yewpodewov   JOB_STATE_DONE   json    \n",
       "  ├─[315] ykefgy2ssu   JOB_STATE_DONE   avro    \n",
       "  ├─[316] ywk2wdd9my   JOB_STATE_DONE   avro    \n",
       "  ├─[317] z65bo8nbkp   JOB_STATE_FAILED avro    \n",
       "  ├─[318] ze9xq88syg   JOB_STATE_DONE   avro    \n",
       "  ├─[319] zfbf3eacz8   JOB_STATE_DONE   json    \n",
       "  ├─[320] zfo1knvzpi   JOB_STATE_DONE   json    \n",
       "  ├─[321] zlu9usi4jd   JOB_STATE_DONE   json    \n",
       "  ├─[322] zmhsvx20tl   JOB_STATE_DONE   json    \n",
       "  ├─[323] zonrtw2hbe   JOB_STATE_DONE   json    \n",
       "  ├─[324] zpxgqyrqgr   JOB_STATE_DONE   avro    \n",
       "  ├─[325] zthhcbexwm   JOB_STATE_DONE   json    "
      ]
     },
     "execution_count": 3,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "ai.extractions_list"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "1cb7f496",
   "metadata": {},
   "source": [
    "A `SnapshotExtraction` instance can be created with the following code."
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "id": "1fce1bc7",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "<'factiva.analytics.SnapshotExtraction'>\n",
      "  ├─user_key: <'factiva.analytics.UserKey'>\n",
      "  │  ├─key: ****************************nQdu\n",
      "  │  └─cloud_token: **********************YKB22sJCkHXX\n",
      "  ├─query: <NotRetrieved>\n",
      "  └─job_response: <'factiva.analytics.SnapshotExtractionJobReponse'>\n",
      "     ├─job_id: *****************************************************-0zkwjps778\n",
      "     ├─job_link: https://api.dowjones...0zkwjps778\n",
      "     ├─job_state: JOB_STATE_DONE\n",
      "     ├─short_id: 0zkwjps778\n",
      "     ├─files: <list> - [1] elements\n",
      "     └─errors: <NoErrors>\n"
     ]
    }
   ],
   "source": [
    "ext = ai.extractions_list[10]\n",
    "print(ext)"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "6f9e43a8",
   "metadata": {},
   "source": [
    "For more details about working with `SnapshotExtraction` objects, please check out the notebook [Snapshot Extraction](1.6_snapshot_extraction.ipynb)."
   ]
  },
  {
   "cell_type": "markdown",
   "id": "6549f50e-88dd-4804-9c28-11d9a79c074d",
   "metadata": {},
   "source": [
    "## Stream History\n",
    "Gets/Shows all historical and currently running Stream instances. There are two functions that can be used for this purpose:\n",
    "\n",
    "- **show_streams(running=True)**:\n",
    "        Prints the list of streams for the UserKey. By default it\n",
    "        filters the list to only those running stream instances\n",
    "        (running=True). If running=False, the full list of cancelled,\n",
    "        failed and running streams is displayed."
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "7fa9228f-ed2c-4b91-beb5-644c7ab6f1c7",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "           job_status   stream_id stream_type                 subscriptions  \\\n",
      "38  JOB_STATE_RUNNING  6eayhbhlhh      stream  [6eayhbhlhh-filtered-opQa8u]   \n",
      "39  JOB_STATE_RUNNING  ndalpk2jrt      stream                            []   \n",
      "42  JOB_STATE_RUNNING  twbt7f8cju      stream                            []   \n",
      "50  JOB_STATE_RUNNING  wyqpfded1p      stream                            []   \n",
      "\n",
      "    n_subscriptions  \n",
      "38                1  \n",
      "39                0  \n",
      "42                0  \n",
      "50                0  \n"
     ]
    }
   ],
   "source": [
    "ai.streams_list"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "d552174f",
   "metadata": {},
   "source": [
    "For more details about working with `StreamingInstance` objects, please check out the notebook [StreamingInstances](3.1_streaming_instances.ipynb)."
   ]
  },
  {
   "cell_type": "markdown",
   "id": "68902d53",
   "metadata": {},
   "source": [
    "# Next Steps\n",
    "\n",
    "* Take a look at the different [taxonomies](1.2_taxonomies_djid.ipynb) applied to the data, which can be used to select and later work with the downloaded content.\n",
    "* Understand how [companies](1.3_company_identifiers.ipynb) are identified and how those can be mapped to a predefined list.\n",
    "* Run an [explain](1.4_snapshot_explain.ipynb) to get a quick idea about how to query the archive.\n",
    "* Explore the available fields in the archive and how to apply conditions on them according to the [query reference](2.1_complex_large_queries.ipynb)."
   ]
  }
 ],
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