Senin, 25 Juli 2011

[smf_addin] Digest Number 1897

Messages In This Digest (7 Messages)

1a.
Re: Installation From: Kermit W. Prather
2a.
Re: bloomberg businessweek data From: Bartjan Van Hulten
2b.
Re: bloomberg businessweek data From: Randy Harmelink
2c.
Re: bloomberg businessweek data From: Bartjan Van Hulten
2d.
Re: bloomberg businessweek data From: Randy Harmelink
3a.
Re: Is there a way to get historical closes on commodities? From: Wayne Tarrant
3b.
Re: Is there a way to get historical closes on commodities? From: Randy Harmelink

Messages

1a.

Re: Installation

Posted by: "Kermit W. Prather" kermitp@tampabay.rr.com   kermitpra

Sun Jul 24, 2011 8:13 am (PDT)



First, let me state that existing documentation is adequate for experienced Excel users but not novice.

Randy, thanks to johncblacker for zipping all the doc files into one called Doc-7-6-11.zip This makes it much easier for users to download the entire documentation.
http://f1.grp.yahoofs.com/v1/YCUsTg27lVq6WboFqT7DUpGTbXDYgYWAsxzEMUhJEisRUushnIXG2yHeoMvnoR_Vg3pzhjtElX2vgX3Inr-7hxwLmJ0kVZUL/Documentation/Doc-7-6-11.zip

People need to understand that your skills are in the programming not in at writing user documentation. All the information is there but it does require a little knowledge of excel in order to understand.

I think this person is looking for a STEP BY STEP instruction manual on how to create a useful spreadsheet using the SMF add-in. Unfortunately, that would be almost impossible without knowing exactly what they wish to accomplish.

The SMF-add-in is a fantastic tool but it does require folks to have Excel knowledge. For example, novice and some experienced Excel users may not even know the that putting an = as the first character in a cell is excels way of identifying a macro or a function to be performed.

I think your documentation is perfectly fine for those that understand Excel. I'm not sure what can be done to help those that do not.

Maybe a statement that some Excel knowledge is required might help.

I, too, found it a little overwhelming when I first started using the SMF add-in. It takes a good deal of effort on the user's part to learn because quite frankly most of us don't think out what we want.

I teach folks how to trade stocks and it takes a great deal of prodding to get them to just put in writing what they would like to accomplish. We call it a "Trading Plan".

The folks on this group are extremely helpful. So I would suggest the person who needs guidance with the SMF add-in put in writing a "Simple" example of what they would like the SMF add-in to accomplish for them. Notice I said "SIMPLE" I find it best to start with the idea, list what I want to accomplish and then break it into simple steps. I find it easier if I just start by laying out how I want the information displayed in excel by just typing text into the cells. Then figure out how to fill in each cell with real data. Sometimes it is best to put in on paper and then into the spreadsheet.

It this much easier than trying to solve world hunger or some other major function in one step.

KISS method works for me.

Kermit



From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Saturday, July 23, 2011 6:01 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Re: Installation


The overview document DOES tell you how to set up EXCEL, then points you to some common functions -- each with examples. And the other functions documented in that folder all have examples within their documentation.

Where are you running into a problem?
On Sat, Jul 23, 2011 at 2:11 PM, Me Bellsouth <fullerdj@bellsouth.net> wrote:

My point exactly!!! That info gives me no idea how to setup Excel, how to setup the querys etc. Without some help it's useless to me and many others who would love to use your tool.
On the other hand it is. Great contribution you make to have this freely available.

On Jul 23, 2011, at 1:04 PM, Randy Harmelink <rharmelink@gmail.com> wrote:
Check the Overview document in the "Documentation" folder of the files area. It has links to web pages that talk about add-ins.
On Sat, Jul 23, 2011 at 5:52 AM, Evan <bouncing81mm@yahoo.com> wrote:
Can you explain what an add-in is and what it is used for?

2a.

Re: bloomberg businessweek data

Posted by: "Bartjan Van Hulten" vanhulten@yahoo.com   vanhulten

Sun Jul 24, 2011 10:08 am (PDT)



Hi,
i have recently started using the add-in - which is really an amazing effort - , and looking at the various sources, it seems to me that businessweek provides the most consistent and global information, on stock information, and company financials. Given it seems the data format is consistent across countries, it would make some sense to see how to incorporate this into a format to extract the data. E.g. regarding the below extraction, i wondered how we can get the revenues for a specific year. So i have this formula:

=RCHGetTableCell("http://investing.businessweek.com/research/stocks/"&C14&"/"&C14&".asp?ticker="&B14,1,">"&D14)
where B14 contains the bloomberg ticker (i used ROG:VX). C14 relates to the section ("financials", for pricing you use "snapshot") and D14 relates to the item ("revenues"). - > however in the URL there are several years of data and i dont know how to search for a specific year (e.g. 2009).

So i am looking to expand on this theme so we can get everything out we want - and this, i hope, would then give you a format to get data on every stock listed on every exchange. (i have used bloomberg professionally before and believe this is the most comprehensive source and i think businessweek uses the bloomberg data as source).

Any thoughts on this?

Many thanks!

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Did you try? It's about as straight-forward an extraction as there can be:
>
> =RCHGetTableCell("
> http://investing.businessweek.com/research/stocks/financials/financials.asp?ticker=PAEKY:US
> ",1,">Revenues")
>
> It's just a matter of looking at the source code of the web page to find a
> good search string to key the extraction off of.
>
> On Fri, Jul 15, 2011 at 9:20 PM, alexander <life2539@...> wrote:
>
> > Is it possible or has anybody tried to use the SMF addin to get data from
> > bloomberg businessweek website. here is a link of one company's financials.
> >
> >
> > http://investing.businessweek.com/research/stocks/financials/financials.asp?ticker=PAEKY:US
> >
>

2b.

Re: bloomberg businessweek data

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

Sun Jul 24, 2011 10:15 am (PDT)



The different years would be varying the "1" parameter from 1 to 4.

On Sun, Jul 24, 2011 at 8:17 AM, Bartjan Van Hulten <vanhulten@yahoo.com>wrote:

>
> i have recently started using the add-in - which is really an amazing
> effort - , and looking at the various sources, it seems to me that
> businessweek provides the most consistent and global information, on stock
> information, and company financials. Given it seems the data format is
> consistent across countries, it would make some sense to see how to
> incorporate this into a format to extract the data. E.g. regarding the below
> extraction, i wondered how we can get the revenues for a specific year. So i
> have this formula:
>
> =RCHGetTableCell("http://investing.businessweek.com/research/stocks/
> "&C14&"/"&C14&".asp?ticker="&B14,1,">"&D14)
> where B14 contains the bloomberg ticker (i used ROG:VX). C14 relates to the
> section ("financials", for pricing you use "snapshot") and D14 relates to
> the item ("revenues"). - > however in the URL there are several years of
> data and i dont know how to search for a specific year (e.g. 2009).
>
> So i am looking to expand on this theme so we can get everything out we
> want - and this, i hope, would then give you a format to get data on every
> stock listed on every exchange. (i have used bloomberg professionally before
> and believe this is the most comprehensive source and i think businessweek
> uses the bloomberg data as source).
>
> Any thoughts on this?
>
2c.

Re: bloomberg businessweek data

Posted by: "Bartjan Van Hulten" vanhulten@yahoo.com   vanhulten

Sun Jul 24, 2011 1:05 pm (PDT)



Thanks Randy. That was helpful. on the subject of the rchgettablecell function, i have been trying to get deeper on the bloomberg data: so 2 sources for this are www.bloomberg.com and the other one is www.businessweek.com. I have been able to pull the data from the snapshot windows as below, however there is some data from the main page i dont seem to be able to get - wonder if you had any thoughts as to why. so if you looked at the page

http://www.bloomberg.com/apps/quote?ticker=PFE:US

then the following function would give you the open price

=RCHGetTableCell("http://www.bloomberg.com/apps/quote?ticker=pfe:us",1,">open")

however, i cant seem to find the right way to get the last price, company name, etc...such as you can see on the main webpage, i.e. it is there, also in the source code of the page. If i put in "price:" as search term, it will return the first item from the summary section.

Any idea why? I have similar issues with the businessweek.com section so i guess some direction here could help me sort out this one as well.

Many thanks!

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> The different years would be varying the "1" parameter from 1 to 4.
>
> On Sun, Jul 24, 2011 at 8:17 AM, Bartjan Van Hulten <vanhulten@...>wrote:
>
> >
> > i have recently started using the add-in - which is really an amazing
> > effort - , and looking at the various sources, it seems to me that
> > businessweek provides the most consistent and global information, on stock
> > information, and company financials. Given it seems the data format is
> > consistent across countries, it would make some sense to see how to
> > incorporate this into a format to extract the data. E.g. regarding the below
> > extraction, i wondered how we can get the revenues for a specific year. So i
> > have this formula:
> >
> > =RCHGetTableCell("http://investing.businessweek.com/research/stocks/
> > "&C14&"/"&C14&".asp?ticker="&B14,1,">"&D14)
> > where B14 contains the bloomberg ticker (i used ROG:VX). C14 relates to the
> > section ("financials", for pricing you use "snapshot") and D14 relates to
> > the item ("revenues"). - > however in the URL there are several years of
> > data and i dont know how to search for a specific year (e.g. 2009).
> >
> > So i am looking to expand on this theme so we can get everything out we
> > want - and this, i hope, would then give you a format to get data on every
> > stock listed on every exchange. (i have used bloomberg professionally before
> > and believe this is the most comprehensive source and i think businessweek
> > uses the bloomberg data as source).
> >
> > Any thoughts on this?
> >
>

2d.

Re: bloomberg businessweek data

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

Sun Jul 24, 2011 2:11 pm (PDT)



The other items you're after are not displayed as table cell entries, so
RCHGetTableCell() will not be of help. Try:

=0+smfGetTagContent("http://www.bloomberg.com/apps/quote?ticker=PFE:US","span",1,"Price:
")
=smfStrExtr("|"&smfGetTagContent("
http://www.bloomberg.com/apps/quote?ticker=PFE:US
","h1",1,"id=""company_info"""),"|","<")

On Sun, Jul 24, 2011 at 1:02 PM, Bartjan Van Hulten <vanhulten@yahoo.com>wrote:

> Thanks Randy. That was helpful. on the subject of the rchgettablecell
> function, i have been trying to get deeper on the bloomberg data: so 2
> sources for this are www.bloomberg.com and the other one is
> www.businessweek.com. I have been able to pull the data from the snapshot
> windows as below, however there is some data from the main page i dont seem
> to be able to get - wonder if you had any thoughts as to why. so if you
> looked at the page
>
> http://www.bloomberg.com/apps/quote?ticker=PFE:US
>
> then the following function would give you the open price
>
> =RCHGetTableCell("http://www.bloomberg.com/apps/quote?ticker=pfe:us
> ",1,">open")
>
> however, i cant seem to find the right way to get the last price, company
> name, etc...such as you can see on the main webpage, i.e. it is there, also
> in the source code of the page. If i put in "price:" as search term, it will
> return the first item from the summary section.
>
> Any idea why? I have similar issues with the businessweek.com section so i
> guess some direction here could help me sort out this one as well.
>
3a.

Re: Is there a way to get historical closes on commodities?

Posted by: "Wayne Tarrant" wayne.tarrant@yahoo.com   wayne.tarrant

Sun Jul 24, 2011 6:28 pm (PDT)



Thank you for the potential solution. I must be a real ignoramus, but I'm not getting the template to work when I try to plug anything in at all. I tried the simplest idea by plugging in a symbol at the top, e.g. ZWY00 and trying to change the period from Z3 to A. This left me with a bunch of #NAME? in the columns A through D and ## in E through N. I also have -
in P through V. I assumed it was me until I went back to the original worksheet with nothing changed. I asked Excel to update the workbook rather than using the already defined values. I got exactly the same thing as when I tried the commodities of interest to me. The error I get is that "This workbook contains one or more links that cannot be updated."
 
I checked to make sure the SMF Add-in was working by using another worksheet I have previously programmed. This was fine. Is there something else I need to add in order to get the RCHGetWebData-Template-BarChart-Quotes-Extract.xls to work?
 
I'm hopeful you'll have a good answer for me. I feel like I'm this close to getting the data that I cannot seem to get from anywhere else.
 
Thanks once again for all your help.
 
Wayne Tarrant

--- On Fri, 7/22/11, Randy Harmelink <rharmelink@gmail.com> wrote:

From: Randy Harmelink <rharmelink@gmail.com>
Subject: Re: [smf_addin] Is there a way to get historical closes on commodities?
To: smf_addin@yahoogroups.com
Date: Friday, July 22, 2011, 6:25 PM

 

You could try using BarChart with this template from the files area:

RCHGetWebData-Template-BarChart-Quotes-Extract.xls

On Fri, Jul 22, 2011 at 6:18 AM, Wayne Tarrant <wayne.tarrant@yahoo.com> wrote:

I'm looking for historical daily spot closes on gold, silver, copper and ag commodities like corn, wheat, cattle, chicken, pork bellies, cocoa, sugar, really whatever I can get my hands on. I need a long series of data, preferably something like 30 years. Is it possible with the add-in? Even if these need to come through something other than the add-in, I'd appreciate any suggestions that anyone has, preferably of the zero cost variety rather than paying $1000 for spot corn for 6 years. Yes, I found that offer. 
 
Thank you for any help you can provide.

3b.

Re: Is there a way to get historical closes on commodities?

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

Sun Jul 24, 2011 7:15 pm (PDT)



You'll need to fix those link errors first. See:

http://finance.groups.yahoo.com/group/smf_addin/message/11346

"ZWY00" and "A" did get me some data.

On Sun, Jul 24, 2011 at 6:27 PM, Wayne Tarrant <wayne.tarrant@yahoo.com>wrote:

>
> Thank you for the potential solution. I must be a real ignoramus, but I'm
> not getting the template to work when I try to plug anything in at all. I
> tried the simplest idea by plugging in a symbol at the top, e.g. ZWY00 and
> trying to change the period from Z3 to A. This left me with a bunch of
> #NAME? in the columns A through D and ## in E through N. I also have -
> in P through V. I assumed it was me until I went back to the original
> worksheet with nothing changed. I asked Excel to update the workbook rather
> than using the already defined values. I got exactly the same thing as when
> I tried the commodities of interest to me. The error I get is that "This
> workbook contains one or more links that cannot be updated."
>
> I checked to make sure the SMF Add-in was working by using another
> worksheet I have previously programmed. This was fine. Is there something
> else I need to add in order to get the
> RCHGetWebData-Template-BarChart-Quotes-Extract.xls to work?
>
> I'm hopeful you'll have a good answer for me. I feel like I'm this close to
> getting the data that I cannot seem to get from anywhere else.
>
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