Kamis, 30 Agustus 2012

[smf_addin] Digest Number 2331

15 New Messages

Digest #2331
1b
Re: Problems with MSN and BarChart functions by "zarathustra_winced@yahoo.com" zarathustra_winced
1e
Re: Problems with MSN and BarChart functions by "Randy Harmelink" rharmelink
2a
Calling smfForceRecalculation in VBA by "d.sweitzer22" d.sweitzer22
2b
Re: Calling smfForceRecalculation in VBA by "Randy Harmelink" rharmelink
2c
Re: Calling smfForceRecalculation in VBA by "d.sweitzer22" d.sweitzer22
2d
Re: Calling smfForceRecalculation in VBA by "Randy Harmelink" rharmelink
2e
Re: Calling smfForceRecalculation in VBA by "d.sweitzer22" d.sweitzer22
3a
How to Extract Financial Information from Morningstar by "leiliao78@ymail.com" leiliao78@ymail.com
3c
Re: How to Extract Financial Information from Morningstar by "leiliao78@ymail.com" leiliao78@ymail.com

Messages

Thu Aug 30, 2012 5:25 am (PDT) . Posted by:

"mercurio89" mercurio89

I installed you beta version and it seems that the problem concerning those stock it's solved. But I still can't use the msn functions, is it normal? There's a function to have the last price other than MSN?

--- In smf_addin@yahoogroups.com, "mercurio89" <mercurio89@...> wrote:
>
> Thank you for your answers!
>
> Now I'll give you an example on the barchart functions problem. If you type this function =RCHGetElementNumber("GM";1218)you should get the Price change of GM in the last 5 days. But if you check on the barchart website the numbers are different, do you know why? The same thing happens for the functions 1223, 1228, 1233, 1238, 1243.
>
> In addition this morning I found out another thing. When I use the function =RCHGetElementNumber("RSG";3506) it gives me error. I found out that this problem concerns speicifc stocks and the google functions, do you know why? i give you the list of the stocks concerned:
>
> CF
> FAST
> A
> CI
> NTAP
> CERN
> CHK
> SYMC
> HCN
> KSS
> CA
> MAR
> NUE
> ETR
> PXD
> KR
> MAT
> PH
> PAYX
> STJ
> PGR
> NU
> ALTR
> ADI
> EW
> CBE
> JWN
> AMP
> HUM
> FTI
> MTB
> SWK
> CPB
> DLTR
> NTRS
> WDC
> HST
> RHT
> ZMH
> HOT
> SWN
> WU
> IVZ
> DOV
> WPI
> WYNN
> MNST
> RRC
> CAG
> PRGO
> ORLY
> ROK
> SNDK
> MUR
> DTE
> ROP
> RSG
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > For MSN, see: http://finance.groups.yahoo.com/group/smf_addin/message/19709
> >
> > For BarChart, some specific examples of what you're referring to?
> >
> > On Wed, Aug 29, 2012 at 1:28 PM, mercurio89 <mercurio89@> wrote:
> >
> > >
> > > 1. All MSN functions don't work.
> > > 2. the barchart function for the price change and the price % change does
> > > not give the same value as the website. Why?
> > >
> > > I have excel 2010 and all other functions work pretty grteat!! so i think
> > > there's something wrong with those two.
> > >
> >
>

Thu Aug 30, 2012 5:48 am (PDT) . Posted by:

"zarathustra_winced@yahoo.com" zarathustra_winced

The example you posted is using a semicolon, it should be a comma.

Sent via BlackBerry by AT&T

-----Original Message-----
From: "mercurio89" <mercurio89@yahoo.it>
Sender: smf_addin@yahoogroups.com
Date: Thu, 30 Aug 2012 11:08:31
To: <smf_addin@yahoogroups.com>
Reply-To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: Problems with MSN and BarChart functions

Thank you for your answers!

Now I'll give you an example on the barchart functions problem. If you type this function =RCHGetElementNumber("GM";1218)you should get the Price change of GM in the last 5 days. But if you check on the barchart website the numbers are different, do you know why? The same thing happens for the functions 1223, 1228, 1233, 1238, 1243.

In addition this morning I found out another thing. When I use the function =RCHGetElementNumber("RSG";3506) it gives me error. I found out that this problem concerns speicifc stocks and the google functions, do you know why? i give you the list of the stocks concerned:

CF
FAST
A
CI
NTAP
CERN
CHK
SYMC
HCN
KSS
CA
MAR
NUE
ETR
PXD
KR
MAT
PH
PAYX
STJ
PGR
NU
ALTR
ADI
EW
CBE
JWN
AMP
HUM
FTI
MTB
SWK
CPB
DLTR
NTRS
WDC
HST
RHT
ZMH
HOT
SWN
WU
IVZ
DOV
WPI
WYNN
MNST
RRC
CAG
PRGO
ORLY
ROK
SNDK
MUR
DTE
ROP
RSG

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> For MSN, see: http://finance.groups.yahoo.com/group/smf_addin/message/19709
>
> For BarChart, some specific examples of what you're referring to?
>
> On Wed, Aug 29, 2012 at 1:28 PM, mercurio89 <mercurio89@...> wrote:
>
> >
> > 1. All MSN functions don't work.
> > 2. the barchart function for the price change and the price % change does
> > not give the same value as the website. Why?
> >
> > I have excel 2010 and all other functions work pretty grteat!! so i think
> > there's something wrong with those two.
> >
>



------------------------------------

Yahoo! Groups Links



Thu Aug 30, 2012 6:36 am (PDT) . Posted by:

"Randy H" rharmelink



On Thu, Aug 30, 2012 at 4:08 AM, mercurio89 <mercurio89@yahoo.it
<mailto:mercurio89@yahoo.it> > wrote:

Now I'll give you an example on the barchart functions problem. If you
type this function =RCHGetElementNumber("GM";1218)you should get the
Price change of GM in the last 5 days. But if you check on the barchart
website the numbers are different, do you know why? The same thing
happens for the functions 1223, 1228, 1233, 1238, 1243.

I just checked those elements for ticker MMM and they match the web
site. Is it possible you are getting stale data because either IE or the
add-in is saving old copies of the web pages? See the two items on
smfForceRecalculation in the LINKS area of the Yahoo group.

In addition this morning I found out another thing. When I use the
function =RCHGetElementNumber("RSG";3506) it gives me error. I found out
that this problem concerns speicifc stocks and the google functions, do
you know why? i give you the list of the stocks concerned:

CF
FAST
A

Not sure what to tell you -- I tried the first few tickers above and
they all worked fine for me...

I installed you beta version and it seems that the problem concerning
those stock it's solved. But I still can't use the msn functions, is it
normal? There's a function to have the last price other than MSN?
You can't just say "msn functions" -- that gives me no idea what you're
talking about. But, yes, the "Last Price" at MSN is bad. For some
reason, MSN is posting the previous day's closing as the "Last Price".

I usually suggest using the RCHGetYahooQuotes() function for current
quotes on stocks.

Thu Aug 30, 2012 7:54 am (PDT) . Posted by:

"mercurio89" mercurio89

Thank you guys because I solved all the problems except for the msn problem. So, i'll make an example. If i use the =RCHGetElementNumber("IBM",27) it gives me error. the same thing happens with function 28 and 29. What should i do to solve the problem? do you have the sameproblem? is there an alternative way to get the 12, 6, 3 and 1 month price % change?

--- In smf_addin@yahoogroups.com, "Randy H" <rharmelink@...> wrote:
>
>
>
> On Thu, Aug 30, 2012 at 4:08 AM, mercurio89 <mercurio89@...
> <mailto:mercurio89@...> > wrote:
>
> Now I'll give you an example on the barchart functions problem. If you
> type this function =RCHGetElementNumber("GM";1218)you should get the
> Price change of GM in the last 5 days. But if you check on the barchart
> website the numbers are different, do you know why? The same thing
> happens for the functions 1223, 1228, 1233, 1238, 1243.
>
> I just checked those elements for ticker MMM and they match the web
> site. Is it possible you are getting stale data because either IE or the
> add-in is saving old copies of the web pages? See the two items on
> smfForceRecalculation in the LINKS area of the Yahoo group.
>
> In addition this morning I found out another thing. When I use the
> function =RCHGetElementNumber("RSG";3506) it gives me error. I found out
> that this problem concerns speicifc stocks and the google functions, do
> you know why? i give you the list of the stocks concerned:
>
> CF
> FAST
> A
>
> Not sure what to tell you -- I tried the first few tickers above and
> they all worked fine for me...
>
> I installed you beta version and it seems that the problem concerning
> those stock it's solved. But I still can't use the msn functions, is it
> normal? There's a function to have the last price other than MSN?
> You can't just say "msn functions" -- that gives me no idea what you're
> talking about. But, yes, the "Last Price" at MSN is bad. For some
> reason, MSN is posting the previous day's closing as the "Last Price".
>
> I usually suggest using the RCHGetYahooQuotes() function for current
> quotes on stocks.
>

Thu Aug 30, 2012 8:07 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Elements 27, 28, and 29 all work for me with IBM. Try running the
smfForceRecalculation macro and getting a fresh copy of the web page from
MSN, and see if that fixes the issue.

The data comes from this web page:

http://investing.money.msn.com/investments/stock-report?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=IBM

On Thu, Aug 30, 2012 at 7:54 AM, mercurio89 <mercurio89@yahoo.it> wrote:

> Thank you guys because I solved all the problems except for the msn
> problem. So, i'll make an example. If i use the
> =RCHGetElementNumber("IBM",27) it gives me error. the same thing happens
> with function 28 and 29. What should i do to solve the problem? do you have
> the sameproblem? is there an alternative way to get the 12, 6, 3 and 1
> month price % change?
>

Thu Aug 30, 2012 1:07 pm (PDT) . Posted by:

"d.sweitzer22" d.sweitzer22

Hi I am new to VBA. I wrote a macro to copy data from one sheet, insert a new column and paste the data. I am trying to call the smfForceRecalculation function to update the data before I copy it. Here is what I have:

Sub Update_Copy()
'
' Update_Copy Macro
' Updates DATA and copies data to Main Page
'

'
Columns("B:B").Select
Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
Sheets("DATA").Select
Call smfForceRecalculation
Range("B1:B61").Copy
Sheets("Sheet1").Select
Range("B1").PasteSpecial xlPasteValues
Columns("B:B").EntireColumn.AutoFit
End Sub

When I run the macro I get the error:

"Compile error: Sub or Function not defined"

Since smfForceRecalculation is a public sub shouldn't that work?

Any help would be greatly appreciated. Thanks in advance.

Thu Aug 30, 2012 1:20 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

You do need to set up a reference to the add-in in the VBA project in order
to use its functions and macros...

On Thu, Aug 30, 2012 at 1:07 PM, d.sweitzer22 <d.sweitzer22@yahoo.com>wrote:

> Hi I am new to VBA. I wrote a macro to copy data from one sheet, insert a
> new column and paste the data. I am trying to call the
> smfForceRecalculation function to update the data before I copy it. Here is
> what I have:
>
> Sub Update_Copy()
> '
> ' Update_Copy Macro
> ' Updates DATA and copies data to Main Page
> '
>
> '
> Columns("B:B").Select
> Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
> Sheets("DATA").Select
> Call smfForceRecalculation
> Range("B1:B61").Copy
> Sheets("Sheet1").Select
> Range("B1").PasteSpecial xlPasteValues
> Columns("B:B").EntireColumn.AutoFit
> End Sub
>
>
> When I run the macro I get the error:
>
> "Compile error: Sub or Function not defined"
>
> Since smfForceRecalculation is a public sub shouldn't that work?
>
> Any help would be greatly appreciated. Thanks in advance.
>

Thu Aug 30, 2012 1:41 pm (PDT) . Posted by:

"d.sweitzer22" d.sweitzer22

How would I do that? I already have the add-in and all its functions, including smfForceRecalculation, working in this workbook.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> You do need to set up a reference to the add-in in the VBA project in order
> to use its functions and macros...
>
> On Thu, Aug 30, 2012 at 1:07 PM, d.sweitzer22 <d.sweitzer22@...>wrote:
>
> > Hi I am new to VBA. I wrote a macro to copy data from one sheet, insert a
> > new column and paste the data. I am trying to call the
> > smfForceRecalculation function to update the data before I copy it. Here is
> > what I have:
> >
> > Sub Update_Copy()
> > '
> > ' Update_Copy Macro
> > ' Updates DATA and copies data to Main Page
> > '
> >
> > '
> > Columns("B:B").Select
> > Selection.Insert Shift:=xlToRight, CopyOrigin:=xlFormatFromLeftOrAbove
> > Sheets("DATA").Select
> > Call smfForceRecalculation
> > Range("B1:B61").Copy
> > Sheets("Sheet1").Select
> > Range("B1").PasteSpecial xlPasteValues
> > Columns("B:B").EntireColumn.AutoFit
> > End Sub
> >
> >
> > When I run the macro I get the error:
> >
> > "Compile error: Sub or Function not defined"
> >
> > Since smfForceRecalculation is a public sub shouldn't that work?
> >
> > Any help would be greatly appreciated. Thanks in advance.
> >
>

Thu Aug 30, 2012 1:49 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

You've activated for the EXCEL environment, but VBA environment needs its
own permissions. You need to go to >Tools>References in the VBA project to
give it permission.

On Thu, Aug 30, 2012 at 1:41 PM, d.sweitzer22 <d.sweitzer22@yahoo.com>wrote:

> How would I do that? I already have the add-in and all its functions,
> including smfForceRecalculation, working in this workbook.
>

Thu Aug 30, 2012 1:53 pm (PDT) . Posted by:

"d.sweitzer22" d.sweitzer22

Thank you very much!

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> You've activated for the EXCEL environment, but VBA environment needs its
> own permissions. You need to go to >Tools>References in the VBA project to
> give it permission.
>
> On Thu, Aug 30, 2012 at 1:41 PM, d.sweitzer22 <d.sweitzer22@...>wrote:
>
> > How would I do that? I already have the add-in and all its functions,
> > including smfForceRecalculation, working in this workbook.
> >
>

Thu Aug 30, 2012 3:44 pm (PDT) . Posted by:

"leiliao78@ymail.com" leiliao78@ymail.com

Hi Randy (and all others),

Do you know how to extract the income statement information from Morningstar into excel?

Such as the revenue for Google from 2002-2011 shown on this link below:
http://financials.morningstar.com/income-statement/is.html?t=GOOG&region=USA&culture=en-us

Thanks a lot

Thu Aug 30, 2012 4:54 pm (PDT) . Posted by:

"Randy H" rharmelink

The add-in can't do it, because the web page is generated dynamically.

I can give you alternatives though, based on the "Export" button on the
page:

=smfGetCSVFile("http://financials.morningstar.com/ajax/exportKR2CSV.html\
?t=GOOG
")

...or:

=smfGetCSVFile("http://financials.morningstar.com/ajax/ReportProcess4CSV\
.html?t=GOOG&reportType=is&period=12&dataType=A&order=asc&columnYear=10&\
rounding=3&denominatorView=raw
")

...where:

-- "reportType" can be "is", "bs", or "cf" (which statement you want).
-- "period" can be 3 or 12 (quarterly or annual).
-- "dataType" can be "A" or "R" (As Reported or Restated).
-- "order" can be "asc" or "desc" (order of the years/quarters going
across).
-- "columnYear" can be 5 or 10 (number of columns of data).
-- "denominatorView" can be "raw" or "percentage"

So you could do any of those in an individual worksheet and then
reference the items you want to present.

On Thu, Aug 30, 2012 at 3:16 PM, leiliao78@ymail.com
<liaolei78@gmail.com <mailto:liaolei78@gmail.com> > wrote:

Do you know how to extract the income statement information from
Morningstar into excel?

Such as the revenue for Google from 2002-2011 shown on this link below:
http://financials.morningstar.com/income-statement/is.html?t=GOOG&region\
=USA&culture=en-us

<http://financials.morningstar.com/income-statement/is.html?t=GOOG&regio\
n=USA&culture=en-us
>

Thu Aug 30, 2012 5:41 pm (PDT) . Posted by:

"leiliao78@ymail.com" leiliao78@ymail.com

Hi Randy,

Thanks for your reply. I tried the method you showed me, and i got "GOOGLE, INC. CLASS A (GOOG) CashFlowFlag INCOME STATEMENT" as the result. I thought i would get the specific data with regard to each item.

You said I could reference the items i want to present, but i am really lost about how to do that.

For example, if I want to get the annual revenue raw data as reported for Google from 2002 to 2011, how should i write the codes to retrieve this kind of results?

Thanks a lot

Lei

--- In smf_addin@yahoogroups.com, "Randy H" <rharmelink@...> wrote:
>
> The add-in can't do it, because the web page is generated dynamically.
>
> I can give you alternatives though, based on the "Export" button on the
> page:
>
> =smfGetCSVFile("http://financials.morningstar.com/ajax/exportKR2CSV.html\
> ?t=GOOG")
>
> ...or:
>
> =smfGetCSVFile("http://financials.morningstar.com/ajax/ReportProcess4CSV\
> .html?t=GOOG&reportType=is&period=12&dataType=A&order=asc&columnYear=10&\
> rounding=3&denominatorView=raw")
>
> ...where:
>
> -- "reportType" can be "is", "bs", or "cf" (which statement you want).
> -- "period" can be 3 or 12 (quarterly or annual).
> -- "dataType" can be "A" or "R" (As Reported or Restated).
> -- "order" can be "asc" or "desc" (order of the years/quarters going
> across).
> -- "columnYear" can be 5 or 10 (number of columns of data).
> -- "denominatorView" can be "raw" or "percentage"
>
> So you could do any of those in an individual worksheet and then
> reference the items you want to present.
>
> On Thu, Aug 30, 2012 at 3:16 PM, leiliao78@...
> <liaolei78@... <mailto:liaolei78@...> > wrote:
>
> Do you know how to extract the income statement information from
> Morningstar into excel?
>
> Such as the revenue for Google from 2002-2011 shown on this link below:
> http://financials.morningstar.com/income-statement/is.html?t=GOOG&region\
> =USA&culture=en-us
> <http://financials.morningstar.com/income-statement/is.html?t=GOOG&regio\
> n=USA&culture=en-us>
>

Thu Aug 30, 2012 5:52 pm (PDT) . Posted by:

"Randy H" rharmelink

You need to array-enter the function over a range. If you just enter it
into a single cell, you just get the first row and first column of the
CSV file.

Here are the first few rows after I enter the first formula:

Growth Profitability... Financials
2002-12 2003-12 2004-12 2005-12 2006-12 2007-12 2008-12 2009-12 2010-12
2011-12 TTM Revenue USD Mil 440 1466 3189 6139 10605 16594 21796 23651
29321 37905 43162 Gross Margin % 70.1 57.3 54.3 58.1 60.2 59.9 60.4
62.6 64.5 65.2 63.2 Operating Income USD Mil 186 342 640 2017 3550
5084 6632 8312 10381 11742 13156 Operating Margin % 42.4 23.4 20.1
32.9 33.5 30.6 30.4 35.1 35.4 31 30.5

On Thu, Aug 30, 2012 at 5:41 PM, leiliao78@ymail.com
<liaolei78@gmail.com <mailto:liaolei78@gmail.com> > wrote:

Thanks for your reply. I tried the method you showed me, and i got
"GOOGLE, INC. CLASS A (GOOG) CashFlowFlag INCOME STATEMENT" as the
result. I thought i would get the specific data with regard to each
item.

You said I could reference the items i want to present, but i am really
lost about how to do that.

For example, if I want to get the annual revenue raw data as reported
for Google from 2002 to 2011, how should i write the codes to retrieve
this kind of results?

Thu Aug 30, 2012 6:32 pm (PDT) . Posted by:

"Minh" minh0279

hi all,

I am looking for the S&P 500 historical daily dividend. Please let me know if you know how to get it.

Thanks

Minh

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