Showing posts with label Financial Performance Indicators for Canadian Business. Show all posts
Showing posts with label Financial Performance Indicators for Canadian Business. Show all posts

Wednesday, November 8, 2017

Financial Performance Indicators

Question:
The latest Financial Performance Indicators on the DLI ftp site goes up to 2011. Is there anything more recent available or has it been superseded by a different product?

Answer:
Now available from Industry Canada as Financial Performance Data: https://www.ic.gc.ca/eic/site/pp-pp.nsf/eng/home

Wednesday, November 23, 2016

Financial Data

Question
I have a user who found industry Canada’s, financial performance data resource http://www.ic.gc.ca/app/sme-pme/bnchmrkngtl/rprt-flw.pub?execution=e1s1

They loved the data they found there, but it only cover recent years (2014)
They are now looking for similar historical data. More precisely, they are seeking information such as gross margins, net margins from 1997 to 2009 in respect of companies with revenues between $5M and $20M for the following NAICS codes:

Codes SCIAN :
2213
23
236
2362
2373
23621
23622
23711

Where might I go to find this?

Answer
I believe the Financial Performance Indicator files are on the EFT site: /MAD_DLI_IDD_DAM/Root/other_autres/2510_FPICB_IPFEC. 

 Also on the WDS under "Business and Financial". I haven't used these for a while. They were (are?) CDs, and I think you will have to install them on your machine.

Monday, February 9, 2009

Financial Performance Indicators

Question

We have received the CD-ROM for FPICB from the DSP and I have downloaded it from the DLI web site.

There is no difference in the two products. Provincial level information is only available for firms with revenue of $30,000 to $5 Million on both products.

If there is supposed to be a difference, I don't see it.

Answer

This has been quite a chase but after many verifications, this is what we were able to confirm with the Subject Matter Division as well as with the DSP:

DSP do get Financial Performance Indicators but only for National level

DLI do get National, Provincial and territorial level.

Friday, January 30, 2009

Licensing Question

Question

I have received a request to access the Financial Performance Indicators for Canadian Business from an external user from the business sector.



Normally, for a DLI product, I would simply turn down the request as this person is not associated with Concordia. But in this case the product is both a DLI and DSP item. In general, depository libraries are responsible for making DSP documents available to the public. So my question is: what rules apply for those hybrid products? DSP or DLI? Or is the answer to provide access to the data but only under strict non-commercial provisions?

Answer

1) In my view we have a real problem with downloading executable programmes. We have had the same kind of request and I have responded to specific questions that the public user needed answered rather than give out the whole programme.. With our DLI users we have used the IDLS with a ezproxy access, however once they have the zip file on their computer we have to rely on the restricted use document that is part of the entry protocol.

2)We have also tussled with this problem at Kwantlen. The short answer is that the DLI license takes precedence over the DSP license. There are examples in the DLI licensing case study collection.

The DSP, despite its central function of making Canadian publications available to the public through depository libraries, has strongly discouraged circulating any DSP CD-ROMs. I disagree with Tony Moren's reasons for not lending DSP CD-ROMs as you'll see from the long chain of emails with the DSP and within Kwantlen appended to this email. At an institution like ours where there are no public/student workstations with CD drives for on-campus use, this essentially make them inaccessible and useless. I was therefore happy to note the DLI override.

Until recently, I would burn a copy of the frequently requested DLI CD-ROMs and place them on reserve for short term loan. Since only Kwantlen borrowers (authorized users) can borrow reserve items, this controlled the access. I also emblazoned the jewel cases and CD's themselves with the license info. We now offer authenticated web-based access to many DLI files through IDLS and CHASS. I am in the midst of setting up a "conditions of access" page for these services that users must accept before being allowed authenticated access to any DLI files on IDLS. I've already set it up for our CHASS Canadian Census Analyser and CANSIM subscriptions.

I hope this helps. We're quite new members of DLI and a relatively small institution, so I've been figuring this out as we go. I'd appreciate hearing how others manage these resources.

Follow-up Question

Just to muddy the waters a bit more, do we have the same level of access to this product through both programs? I have a fuzzy recollection of the DSP version of this product providing only Canada level data, whereas the DLI version allows province-level data…

Follow-up Answer

1) I checked through the listserv archives and your memory served you well. This issue came up in 2005, and it was determined that there were differences between the DLI and DSP versions. According to the message I found, the DSP version only contains national data, whereas the DLI version includes data at the provincial level. This would mean that the provincial level data would be subject to the DLI rules.

DLI contacts can access the full-text of the post at the following link:

http://www.statcan.gc.ca/dli-ild/data-donnees/mhonarc/dli-ild-msg/msg08536.html

The message also notes that the distinction between the DSP and DLI versions is unclear due to the way the product was registered. There is also no way to determine this distinction from any of the documentation.

We would like to investigate this issue further to make sure that we have the full story. We will be sure to keep you posted of what we find out.

2) This discussion on license for the Financial Performance Indicators for Canadian Business has raised some very interesting issues and I think, the DSP vs the DLI license has to be addressed by looking at what community this was designed for. In some cases, this can be confusing but if you go back to the basics, this becomes easier. One must also keep some special circumstances in mind and Chris raised a good example of this taking into account her own reality and what she needs to function with.

I'll take the census for example and the public's perspective:

1- There are data accessible from the StatCan Internet site for everyone. This means that I can go home and access that data directly without going through any intermediary. Census refers to level one access.

2- There are data accessible only through the DSP libraries. This means that in order to access these data, I have to leave home and go to the public library to access that level of information. Census refers to level two access. This is the case where you cannot distribute data or CDROMS and these are only accessible to the public when they access a computer at a public library. In order to identify who has access, Census was provided with all the IP addresses from DSP libraries and this allow them to give access to that level of data with the provision that DSP libraries provide access to these data through a computer on site. Some libraries have dedicated a computer or some computers for accessing data according to the DSP agreement.

3- There are data that are only available through the ROs and in order for anyone from the public to have access to these data, they have to buy it. It refers to level three data.

Now, let look at the DLI's perspective:

The DLI license allow the access to the data for research and training purposes to these institutions which are part of the DLI. Author Divisions including Census have agreed to provide the DLI with standard electronic products. What it means for Census is that DLI has access to all data they produce excluding the data produce from the Census Custom Services. From the Institution's perspective, there are different ways of making the data available to your constituency. You can provide the data on a CD as Chris is doing which is fine. Other institutions have put in place a system that allows their users to access the DLI information through a server which controls access and this is also fine. Others download the data on a CD and provide that CD to the user which is also fine. Some institutions where students have laptops, in some classes they are downloading some files on their laptop and professors indicate or remind students about the use of these data within the DLI license and this is also fine. We have to move with the technology and accommodate users within the environment they are working in.

Overall, I don't think it's one license overriding another but these are licenses directed at providing access to users from different communities.

The problem then is when a smaller institution does not have all the equipment (numbers of computers) they can dedicate or restrict to allow the proper access according the licenses aimed at different communities. They realistically have to choose and this is what Chris has done. (By the way, I greatly appreciate your example, Chris, because it's a reality check and I completely understand and support your position.)

Now for the Financial Performance Indicators for Canadian Business

The DLI version includes data for the provinces, territories and regions, whereas the DSP version only includes national level data. If you look at the "Price note" for the FPICB in the online catalogue, you will see this distinction in terms of price, but not in terms of DLI/DSP availability.

http://www.statcan.gc.ca/bsolc/olc-cel/olc-cel?lang=eng&catno=61-224-X

Furthermore, since both versions are catalogued under the same product number, the "Information for Libraries" page does not help users determine which version is DLI and which version is DSP:

http://www.statcan.gc.ca/bsolc/olc-cel/olc-cel?catno=61-224-XC?=eng

Therefore, we have decided to include the following note on the English and French FPICB pages on the DLI web site and FTP site so that our DLI users will know which product is subject to the DLI licensing rules:

Important: Please note that the version of Financial Performance Indicators for Canadian Business available through the DLI includes data for the provinces, territories and regions. However, the version of FPICB available through the DSP includes data at the national level only.

Wednesday, January 31, 2007

Financial Performance Indicators

Question

Financial Performance Indicators is described as containing up-to-date, reliable and comprehensive data on Canadian businesses. I am having trouble accepting that the sample is truly comprehensive. Does it really include every company in a given sector, or is the sample size just really big?

Answer

It is a Census of all incorporated businesses in Canada. Certain industries are not covered, such as NAICS 55 and all the public institutions under code 9. Additional industries may not be covered as well. Of course, the division only publishes for those industries for which suppression is not an issue.

The methodology is not very clear-cut - I think it has to do with "trade secrets". But they do use the median values to create the quartiles and then calculate averages for the quartile if it does not fall directly on a median point to calculate the value for the quartile.

Tuesday, December 20, 2005

Financial Performance Indicators

Question

The asset range on the Financial Performance Indicators CD ROM is given as A, B, C and D. I cannot find the dollar equivalent for these ranges on the StatCan Web site. Can anyone tell me what the ranges for each letter are please?

Answer

I did some digging in a related publication (Quarterly financial statistics for enterprises) and they used the A,B,C,D codes as coefficients of varation and it was displayed as a superscript note for some data items. See their explanation pasted below.

Coefficients of variation
A excellent (CV range is 0.00% to 4.99%)
B very good (CV range is 5.00% to 9.99%)
C good (CV range is 10.00% to 14.99%)
D acceptable (CV range is 15.00% to 24.99%)

The standard error as a percentage of the estimate is called the coefficient of variation (CV), or the relative standard error. Small CVs are desirable, since the smaller the CV, the smaller the sampling variability relative to the estimate.

The sample for the Quarterly Survey of Financial Statistics for Enterprises was drawn such that the CV at the Level III (67 categories) aggregation, should be no more than 10% for operating revenue or total assets. The CV indicators are shown next to these variables in the tables according to the scale presented on page 2.