Selasa, 24 Mei 2011

[smf_addin] Digest Number 1837

Messages In This Digest (9 Messages)

Messages

1a.

Income Statment data from Morningstar (RCHGetTableCell Error)

Posted by: "Greg" xyz.subscriptions@gmail.com   dgregorysmith

Mon May 23, 2011 9:06 am (PDT)



Randy - I was looking for a nice 10yr+TTM template of all 3 statements using Morningstar data and found "RCHGetTableCell-Template-Morningstar-Financial-Statements.xls" in one of the group folders. The balance sheet and Cash Flow Statements populate just fine, but all of the cells in the Income Statement give "Error". I am imagining the income statement URL (http://quicktake.morningstar.com/StockNet/Income10.asp?Symbol="&Ticker) is outdated, but I can't figure out what URL does work.

I've tried searching previous messages for a solution, but couldn't find any. Sorry if this has been addressed before. Thank you for creating and maintaining such a nice add-in! - Greg

1b.

Re: Income Statment data from Morningstar (RCHGetTableCell Error)

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Mon May 23, 2011 9:23 am (PDT)



The income statement data can no longer be retrieved from MorningStar --
see:

http://finance.groups.yahoo.com/group/smf_addin/message/11484

On Mon, May 23, 2011 at 9:06 AM, Greg <xyz.subscriptions@gmail.com> wrote:

> Randy - I was looking for a nice 10yr+TTM template of all 3 statements
> using Morningstar data and found
> "RCHGetTableCell-Template-Morningstar-Financial-Statements.xls" in one of
> the group folders. The balance sheet and Cash Flow Statements populate just
> fine, but all of the cells in the Income Statement give "Error". I am
> imagining the income statement URL (
> http://quicktake.morningstar.com/StockNet/Income10.asp?Symbol="&Ticker) is
> outdated, but I can't figure out what URL does work.
>
> I've tried searching previous messages for a solution, but couldn't find
> any. Sorry if this has been addressed before. Thank you for creating and
> maintaining such a nice add-in! - Greg
>
2a.

Sector for ETF?

Posted by: "KonfusedDesi" mohandesai@yahoo.com   mohandesai

Mon May 23, 2011 5:30 pm (PDT)



Is there any of retrieving Sector information for an ETF?

2b.

Re: Sector for ETF?

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Mon May 23, 2011 7:05 pm (PDT)



See:

http://finance.groups.yahoo.com/group/smf_addin/message/11757

On Mon, May 23, 2011 at 5:30 PM, KonfusedDesi <mohandesai@yahoo.com> wrote:

> Is there any of retrieving Sector information for an ETF?
>
3a.

excel web query

Posted by: "newengwongpeggy" tong82@gmail.com   newengwongpeggy

Mon May 23, 2011 6:33 pm (PDT)



Hi,

I was trying to download some data on a site which need to log-on.
usually when i log-on in internet explorer, then in excel it is logged in as well, so i can download the data.
But in one computer that i am using, even after i log-in in IE, it fails to log-in in excel, so I have to go web query and manually log-in there as well.

Anyone knows if there is any settings that I have to do in order to correct the issue.

thx
Ant

3b.

Re: excel web query

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Mon May 23, 2011 7:13 pm (PDT)



I suspect that you have two versions of IE installed on that computer, and
that somehow installing the multiple versions ended up with EXCEL pointing
to the version other than the one you use to browse the Internet.
Unfortunately, I have no idea how to fix it, although I would think EXCEL
would point to the most recent installed version of IE.

On Mon, May 23, 2011 at 6:33 PM, newengwongpeggy <tong82@gmail.com> wrote:

>
> I was trying to download some data on a site which need to log-on.
> usually when i log-on in internet explorer, then in excel it is logged in
> as well, so i can download the data.
> But in one computer that i am using, even after i log-in in IE, it fails to
> log-in in excel, so I have to go web query and manually log-in there as
> well.
>
> Anyone knows if there is any settings that I have to do in order to correct
> the issue.
>
4a.

Re: stu00537 posted a file "Cash Flow_17S (update).xlsm

Posted by: "toms_mail_box" tom.s.davis1@gmail.com   toms_mail_box

Mon May 23, 2011 8:00 pm (PDT)



The PolyReg add-in (as well as a whole suite of business functions) can be obtained here. http://www.businessfunctions.com/index.php?pageno=2. I downloaded and installed the business functions exe file. Works! Just be aware it adds another top level menu entry to your excel just for the business functions suite. Now, understanding the math is something else again .... Tom

--- In smf_addin@yahoogroups.com, "Theron" <stu00537@...> wrote:
>
>
> Pete is correct. The PolyReg functions were from an addin that I do not have access to. If you have any other questions on the spreadsheet, just drop me a line,
>
> -Theron
>
> --- In smf_addin@yahoogroups.com, "McGinnis" <mrpatmcginnis@> wrote:
> >
> > On the Cash Flow_17S update, INPUT DASHBOARD tab,I am getting errors on the formulas involving "PolyReg" as below. Can you advise what this formula does and any suggestions of what to do to get it to work? Thank you, Pat
> >
> > C D E F G H
> > 70 #NAME? 2,187 #NAME?
> > 71 #NAME? -989 #NAME?
> > 72 #NAME? #NAME?
> > 73 9.89% #NAME?
> > Linear Regression
> > Historical Results Only Projected Next 2yrs Included
> > Fiscal Year T Sales Chg (y/y) T Sales Chg (y/y)
> > 2004 1 2,614 1 2,614
> > 2005 2 2,892 10.6% 2 2,892 10.6%
> > 2006 3 3,882 34.2% 3 3,882 34.2%
> > 2007 4 6,377 64.3% 4 6,377 64.3%
> > 2008 5 12,674 98.7% 5 12,674 98.7%
> > 2009 6 11,556 -8.8% 6 11,556 -8.8%
> > 2010 7 13,639 18.0% 7 10,205 -11.7%
> > 2011 8 15,722 15.3% 8 10,859 6.4%
> > 2012 9 17,805 13.2% 9 #NAME? #NAME?
> > 2013 10 19,888 11.7% 10 #NAME? #NAME?
> > 2014 11 21,971 10.5% 11 #NAME? #NAME?
> > 2015 12 24,054 9.5% 12 #NAME? #NAME?
> > 2016 13 26,137 8.7% 13 #NAME? #NAME?
> > 2017 14 28,220 8.0% 14 #NAME? #NAME?
> > 2018 15 30,304 7.4% 15 #NAME? #NAME?
> > 2019 16 32,387 6.9% 16 #NAME? #NAME?
> > 2020 17 34,470 6.4% 17 #NAME? #NAME?
> > 2021 18 36,553 6.0% 18 #NAME? #NAME?
> >
>

5a.

CEF - Closed End Funds - Dividend and Distributions

Posted by: "schlange.meister" schlange.meister@yahoo.com   schlange.meister

Tue May 24, 2011 2:15 am (PDT)



Hello All

I am trying to get dividend and/or distribution information for Closed End Funds. To get the forward looking Dividend, I am using:

=RCHGetElementNumber(A16;4924)

But for Closed end funds like GAB, UAN, JGT,

I get a Error or NA
Is there a way to get the distribution data and average 5 year distribution grwoth rate for CEFs?

Thanks

5b.

Re: CEF - Closed End Funds - Dividend and Distributions

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue May 24, 2011 2:35 am (PDT)



You'd need to find a better source for the data than Yahoo. The "Error"
results are when they don't even have a Key Statistics web page for the
equity, and the "NA" results are what they are populating the fields with
when they do have a Key Statistics page. So the add-in is returning what it
can from Yahoo.

I don't follow CEF's at all, but I'm pretty sure it's been discussed on the
group before -- MorningStar, perhaps? You could try searching the message
archives for CEF or "closed end funds".

On Tue, May 24, 2011 at 2:15 AM, schlange.meister <
schlange.meister@yahoo.com> wrote:

>
> I am trying to get dividend and/or distribution information for Closed End
> Funds. To get the forward looking Dividend, I am using:
>
> =RCHGetElementNumber(A16;4924)
>
> But for Closed end funds like GAB, UAN, JGT,
>
> I get a Error or NA
> Is there a way to get the distribution data and average 5 year distribution
> grwoth rate for CEFs?
>
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