Jumat, 08 Februari 2013

[smf_addin] Digest Number 2501

12 New Messages

Digest #2501
1b
Re: Get Error using rchgetelementnumber by "Randy Harmelink" rharmelink
2a
Re: Office 365 by "Bob" rkdmon
4a
Re: BarChart by "T" thomas777crown
4b
Re: BarChart by "Randy Harmelink" rharmelink
4c
Re: BarChart by "T" thomas777crown
5a
Re: Historic PE and BRK.B ticker problem by "raniersfury" raniersfury
5b
Re: Historic PE and BRK.B ticker problem by "Randy Harmelink" rharmelink
6
(no subject) by "Aubrey Williams" aubreyfsu

Messages

Thu Feb 7, 2013 2:10 pm (PST) . Posted by:

"webz1984" webz1984

One way to work around the error message is to open Excel from office, go to options ->add-in to go through the add-in process, then the error msg will pop out. Just click OK,and it will redirect to the following reference page.

http://imgur.com/ZsGZGUW

Uncheck the box of MISSING:HTML.XLAM, then open the worksheet from this excel window. It seems works fine afterwards.

Regards,
Wz

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> Not good. Someone else reported that issue with the latest release...
>
> But I haven't changed any reference libraries.
>
> On Thu, Feb 7, 2013 at 2:54 PM, webz1984 wrote:
>
> >
> > Also, sometimes when I open the spreadsheet, it gave me an error of "Can't
> > find project or Library"
> >
>

Thu Feb 7, 2013 2:34 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Hmmm. That's the Internet Assistant. Since it's an XLAM file, it never
would have been part of my initial add-in.

In fact, it wasn't late last year, when I listed these items as part of my
reference libraries:

http://finance.groups.yahoo.com/group/smf_addin/message/20312

I'm pretty sure I wouldn't have added it. But I have since updated my ASAP
Utilities add-in. I wonder if it somehow added it? Hmmm.

On Thu, Feb 7, 2013 at 3:10 PM, webz1984 bozi1984@gmail.com> wrote:

> One way to work around the error message is to open Excel from office, go
> to options ->add-in to go through the add-in process, then the error msg
> will pop out. Just click OK,and it will redirect to the following reference
> page.
>
> http://imgur.com/ZsGZGUW
>
> Uncheck the box of MISSING:HTML.XLAM, then open the worksheet from this
> excel window. It seems works fine afterwards.
>
> Regards,
> Wz
>

Thu Feb 7, 2013 3:19 pm (PST) . Posted by:

"Bob" rkdmon



So far (2 days) the RCH Stock Market Functions seem to be working perfectly in the released version of Office 365 Home Premium. Using the 29 Dec 12 2.1 release of RCH in 32-bit Office version running on Windows 8 64-bit.

Thanks for a wonderfully useful utility.

Bob

--- In smf_addin@yahoogroups.com, David Van Aken wrote:
>
> works on the excel 2013 preview
>
> -dave
>
>
> On Sat, Feb 2, 2013 at 7:28 PM, Randy Harmelink wrote:
>
> >
> >
> > Sounds like it should -- I just did a Google search and found this on an
> > MSFT forum:
> >
> > "Office Pro Plus in Office 365 is the same Office bits as Office 2010, so
> > any VBA development you've done that works with Office 2010 today will
> > continue to work in Office 365."
> >
> > However, I've also seen comments that VBA doesn't work with the Cloud
> > apps...
> >
> > So maybe the answer is yes AND no?
> >
> > Has anyone tried it?
> >
> >
> > On Sat, Feb 2, 2013 at 8:07 PM, cgrablew wrote:
> >
> >> Will the smf_addin work in new Office 365?
> >>
> >
> >
> >
> >
>

Thu Feb 7, 2013 3:47 pm (PST) . Posted by:

"bingouser" bingouser

Right, I see. I tried with a longer list of tickers, and it was very slow. I'm not familiar enough with VBA to write my own code and in any case was looking for a simpler solution. On to the next idea! Thanks for your help.

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> On Thu, Feb 7, 2013 at 5:38 AM, bingouser wrote:
> > Even if each one requires a new access, as historical quotes and
> historical divs do now, if the
> > smfUpdateDownloadTable cells have values instead of formulas, presumably
> they wouldn't refresh when
> > adding/deleting rows or columns or opening or closing a workbook?
>
> But it would be much faster to let the data refresh than to get it piece by
> piece, if you're getting hundreds of data items, since one Internet access
> can get thousands of pieces of data.
>
> If you need a lot of RCHGetYahooQuotes() data items, you'd be better off
> writing your own VBA to load the data into the workbook. For example,
> something like:
>
> Sub Test()
> Range("C3:M202") = RCHGetYahooQuotes(Range("B3:B202"), Range("C2:M2"),
> pDim1:=200, pDim2:=24)
> End Sub
>
> ...which gives me:
>
> l1 d1 t1 s IBM 201.02 2/6/2013 4:01pm IBM MMM
> 102.69 2/6/2013 4:00pm MMM
> However, then your ranges are hard-coded, so inserts/deletions of
> rows/columns won't adjust them. You'd be better off using range names,
> which would adjust. Another way to go about it, keying off only a single
> cell:
>
> Sub Test()
> Dim rStart As Range, rOutput As Range, rTickers As Range, rCodes As
> Range
> Set rStart = Range("B2")
> Set rOutput = Range(rStart.Offset(1, 1), rStart.Offset(200, 24))
> Set rTickers = Range(rStart.Offset(1, 0), rStart.Offset(200, 0))
> Set rCodes = Range(rStart.Offset(0, 1), rStart.Offset(0, 24))
> rOutput = RCHGetYahooQuotes(rTickers, rCodes, pDim1:=200, pDim2:=24)
> End Sub
>
> Then, if you have multiple sets of 200 ticker symbols, you could just put
> that in a loop and modify your rOutput and rTickers ranges relative to the
> loop counter.
>
> > The historical data doesn't need to be refreshed, so I'm happy to let it
> sit there.
>
> Using your own VBA routine, correct? Not smfUpdateDownloadTable.
> smfUpdateDownloadTable won't work well with historical quotes, unless
> you're getting a single closing quote.
>
> > Is there a way to enter a formula in row 2 of the smfUpdateDownloadTable
> to access that info? I tried a few
> > variations of =RCHGetYahooQuotes() (with l1 in C3), but all I get in the
> column is NAME? or random numbers.
>
> RCHGetYahooQuotes("~~~~~","l1")
>
> It's technically NOT a formula, but a text string that
> smfUpdateDownloadTable will process as a formula, after substituting in the
> ticker symbol where the five tildas are..
>

Thu Feb 7, 2013 3:47 pm (PST) . Posted by:

"bingouser" bingouser

Right, I see. I tried with a longer list of tickers, and it was very slow. I'm not familiar enough with VBA to write my own code and in any case was looking for a simpler solution. On to the next idea! Thanks for your help.

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> On Thu, Feb 7, 2013 at 5:38 AM, bingouser wrote:
> > Even if each one requires a new access, as historical quotes and
> historical divs do now, if the
> > smfUpdateDownloadTable cells have values instead of formulas, presumably
> they wouldn't refresh when
> > adding/deleting rows or columns or opening or closing a workbook?
>
> But it would be much faster to let the data refresh than to get it piece by
> piece, if you're getting hundreds of data items, since one Internet access
> can get thousands of pieces of data.
>
> If you need a lot of RCHGetYahooQuotes() data items, you'd be better off
> writing your own VBA to load the data into the workbook. For example,
> something like:
>
> Sub Test()
> Range("C3:M202") = RCHGetYahooQuotes(Range("B3:B202"), Range("C2:M2"),
> pDim1:=200, pDim2:=24)
> End Sub
>
> ...which gives me:
>
> l1 d1 t1 s IBM 201.02 2/6/2013 4:01pm IBM MMM
> 102.69 2/6/2013 4:00pm MMM
> However, then your ranges are hard-coded, so inserts/deletions of
> rows/columns won't adjust them. You'd be better off using range names,
> which would adjust. Another way to go about it, keying off only a single
> cell:
>
> Sub Test()
> Dim rStart As Range, rOutput As Range, rTickers As Range, rCodes As
> Range
> Set rStart = Range("B2")
> Set rOutput = Range(rStart.Offset(1, 1), rStart.Offset(200, 24))
> Set rTickers = Range(rStart.Offset(1, 0), rStart.Offset(200, 0))
> Set rCodes = Range(rStart.Offset(0, 1), rStart.Offset(0, 24))
> rOutput = RCHGetYahooQuotes(rTickers, rCodes, pDim1:=200, pDim2:=24)
> End Sub
>
> Then, if you have multiple sets of 200 ticker symbols, you could just put
> that in a loop and modify your rOutput and rTickers ranges relative to the
> loop counter.
>
> > The historical data doesn't need to be refreshed, so I'm happy to let it
> sit there.
>
> Using your own VBA routine, correct? Not smfUpdateDownloadTable.
> smfUpdateDownloadTable won't work well with historical quotes, unless
> you're getting a single closing quote.
>
> > Is there a way to enter a formula in row 2 of the smfUpdateDownloadTable
> to access that info? I tried a few
> > variations of =RCHGetYahooQuotes() (with l1 in C3), but all I get in the
> column is NAME? or random numbers.
>
> RCHGetYahooQuotes("~~~~~","l1")
>
> It's technically NOT a formula, but a text string that
> smfUpdateDownloadTable will process as a formula, after substituting in the
> ticker symbol where the five tildas are..
>

Thu Feb 7, 2013 3:48 pm (PST) . Posted by:

"bingouser" bingouser

Right, I see. I tried with a longer list of tickers, and it was very slow. I'm not familiar enough with VBA to write my own code and in any case was looking for a simpler solution. On to the next idea! Thanks for your help.

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> On Thu, Feb 7, 2013 at 5:38 AM, bingouser wrote:
> > Even if each one requires a new access, as historical quotes and
> historical divs do now, if the
> > smfUpdateDownloadTable cells have values instead of formulas, presumably
> they wouldn't refresh when
> > adding/deleting rows or columns or opening or closing a workbook?
>
> But it would be much faster to let the data refresh than to get it piece by
> piece, if you're getting hundreds of data items, since one Internet access
> can get thousands of pieces of data.
>
> If you need a lot of RCHGetYahooQuotes() data items, you'd be better off
> writing your own VBA to load the data into the workbook. For example,
> something like:
>
> Sub Test()
> Range("C3:M202") = RCHGetYahooQuotes(Range("B3:B202"), Range("C2:M2"),
> pDim1:=200, pDim2:=24)
> End Sub
>
> ...which gives me:
>
> l1 d1 t1 s IBM 201.02 2/6/2013 4:01pm IBM MMM
> 102.69 2/6/2013 4:00pm MMM
> However, then your ranges are hard-coded, so inserts/deletions of
> rows/columns won't adjust them. You'd be better off using range names,
> which would adjust. Another way to go about it, keying off only a single
> cell:
>
> Sub Test()
> Dim rStart As Range, rOutput As Range, rTickers As Range, rCodes As
> Range
> Set rStart = Range("B2")
> Set rOutput = Range(rStart.Offset(1, 1), rStart.Offset(200, 24))
> Set rTickers = Range(rStart.Offset(1, 0), rStart.Offset(200, 0))
> Set rCodes = Range(rStart.Offset(0, 1), rStart.Offset(0, 24))
> rOutput = RCHGetYahooQuotes(rTickers, rCodes, pDim1:=200, pDim2:=24)
> End Sub
>
> Then, if you have multiple sets of 200 ticker symbols, you could just put
> that in a loop and modify your rOutput and rTickers ranges relative to the
> loop counter.
>
> > The historical data doesn't need to be refreshed, so I'm happy to let it
> sit there.
>
> Using your own VBA routine, correct? Not smfUpdateDownloadTable.
> smfUpdateDownloadTable won't work well with historical quotes, unless
> you're getting a single closing quote.
>
> > Is there a way to enter a formula in row 2 of the smfUpdateDownloadTable
> to access that info? I tried a few
> > variations of =RCHGetYahooQuotes() (with l1 in C3), but all I get in the
> column is NAME? or random numbers.
>
> RCHGetYahooQuotes("~~~~~","l1")
>
> It's technically NOT a formula, but a text string that
> smfUpdateDownloadTable will process as a formula, after substituting in the
> ticker symbol where the five tildas are..
>

Thu Feb 7, 2013 9:57 pm (PST) . Posted by:

"T" thomas777crown

Thanks it works now. I have another question I'm trying to put this in an array =RCHGetTableCell("http://www.barchart.com/quotes/stocks/"&AI3:AI5,1,"View Help",">High") where AI3:AI5 have the values stock symbols
but I keep on getting #value.

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> Looks like they changed the format of the web page. Try:
>
> =RCHGetTableCell("http://www.barchart.com/quotes/stocks/AAPL",1,"View
> Help",">High")
>
> On Wed, Feb 6, 2013 at 12:52 AM, T wrote:
>
> > This table seems to have stop working
> > =RCHGetTableCell("http://www.barchart.com/quotes/stocks/AAPL",1,">Stock
> > Price Quote",">High")
> >
>

Thu Feb 7, 2013 10:10 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

You can't array-enter the RCHGetTableCell() formula like that. With that
function, you need to grab the data one piece of data at a time, from one
web page at a time.

On Thu, Feb 7, 2013 at 10:57 PM, T thomas777crown@yahoo.com> wrote:

> Thanks it works now. I have another question I'm trying to put this in an
> array =RCHGetTableCell("http://www.barchart.com/quotes/stocks/"&AI3:AI5,1,"View
> Help",">High") where AI3:AI5 have the values stock symbols
> but I keep on getting #value.
>

Fri Feb 8, 2013 1:23 am (PST) . Posted by:

"T" thomas777crown

Okay, Got to say that this group is by far the most helpful group I have ever been associated with on the internet.

Thanks!

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> You can't array-enter the RCHGetTableCell() formula like that. With that
> function, you need to grab the data one piece of data at a time, from one
> web page at a time.
>
> On Thu, Feb 7, 2013 at 10:57 PM, T wrote:
>
> > Thanks it works now. I have another question I'm trying to put this in an
> > array =RCHGetTableCell("http://www.barchart.com/quotes/stocks/"&AI3:AI5,1,"View
> > Help",">High") where AI3:AI5 have the values stock symbols
> > but I keep on getting #value.
> >
>

Thu Feb 7, 2013 10:19 pm (PST) . Posted by:

"raniersfury" raniersfury

Thanks for the PE formulas - works great.

As for the BRK problem - I'm using the 2003 version of the 10 year summary, using AdvFN. Below is a copy/paste of the errors I'm getting with the ticker BRK.

Any help on how to pull the 10 year analysis for either BRK.A or BRK.B would be appreciated.

brk Year Erro Erro Erro 2005 2006 2007 2008 2009 2010 2011 TTM
2/7/2013 Month or or or 12 12 12 12 12 12 12 Prior 4 Quarters
Error Error Error 2005/12 2006/12 2007/12 2008/12 2009/12 2010/12 2011/12
Income Statement Revenues Revenue Error Error Error $1,214.4 $1,328.3 $1,447.6 $1,427.1 $1,223.6 $1,372.5 $1,351.6 $1,348.3
COGS Error Error Error $749.1 $816.5 $890.7 $879.9 $602.4 $824.6 $827.8 $824.5
Gross Profit Error Error Error $465.3 $511.8 $556.9 $547.2 $621.2 $547.9 $523.9 $523.8
Operating Expenses SG&A Error Error Error $413.8 $462.5 $504.6 $511.5 $472.6 $502.8 $0.0 -$4.0
R&D Error Error Error $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0
Other Error Error Error $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0
Operating Income Error Error Error $61.1 $66.2 $76.6 -$201.5 $783.2 $42.8 $77.9 $84.7
Other Income and Expense Net Int Inc & Other #VALUE! #VALUE! #VALUE! $30.5 $31.5 $31.4 $9.2 $962.3 $0.0 $27.6 $37.6
Earnings Before Taxes Error Error Error $30.6 $34.7 $45.2 -$210.7 -$179.1 $42.8 $50.3 $47.1
Income Taxes Error Error Error -$1.5 -$2.9 $40.2 -$9.9 -$16.1 $4.0 $14.4 $13.5
Earnings After Taxes Error Error Error $32.0 $37.6 $5.0 -$200.8 -$163.0 $38.7 $35.9 $33.5
Acctg Changes Error Error Error $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0
Disc Operations Error Error Error $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0
Ext Items Error Error Error $0.0 $0.4 $0.0 $0.0 $0.0 $0.0 $0.0 $0.0
Net Income Net Income Error Error Error $32.0 $37.9 $5.0 -$200.8 -$163.0 $38.7 $35.9 $33.5
Net Income % #VALUE! #VALUE! #VALUE! 2.6% 2.9% 0.3% -14.1% -13.3% 2.8% 2.7% 2.5%
Diluted EPS, Cont Ops$ Error Error Error $0.59 $0.69 $0.09 $(3.71) $(2.99) $0.31 $0.27 $0.26
Diluted EPS$ Error Error Error $0.59 $0.69 $0.09 $(3.71) $(2.99) $0.31 $0.27 $0.26
Shares Error Error Error 54 54 54 54 54 126 133 125

--- In smf_addin@yahoogroups.com, Randy Harmelink wrote:
>
> For historical P/E ratios, try these element numbers with
> RCHGetElementNumber:
>
> # Source Element 7156 AdvFN-A Annual Financial Ratios -- Profit Margins
> -- High PE Ratio -- FY1 7157 AdvFN-A Annual Financial Ratios -- Profit
> Margins -- High PE Ratio -- FY2 7158 AdvFN-A Annual Financial Ratios --
> Profit Margins -- High PE Ratio -- FY3 7159 AdvFN-A Annual Financial
> Ratios -- Profit Margins -- High PE Ratio -- FY4 7160 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY5 7161 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY6 7162 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY7 7163 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY8 7164 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY9 7165 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- High PE Ratio -- FY10 7166
> AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY1 7167 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY2 7168 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY3 7169 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY4 7170 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY5 7171 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY6 7172 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY7 7173 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY8 7174 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY9 7175 AdvFN-A Annual
> Financial Ratios -- Profit Margins -- Low PE Ratio -- FY10
> BRK.A works fine for me in the SMF-Template-MSN-10-Year-Summaries.xls
> workbook. You'll need to give me more details on what problem you're
> having...
>
> *BRK.A* *12/11* *12/10* *…* *
> 12/03* *Error* *Key Ratios* *Price/Earnings* 18.7 14.9 … 13.8 Error
> *Price/Sales* 1.3 1.5 … 2.0 Error *Price/Book* 1.2 1.3 … 1.7 Error
> *Book Value/Share* 99645.18 95250.72 … 50455.82 Error *% Net Profit
> Margin* 7.1% 9.5% … 12.8% #VALUE! *% Return on Equity* 6.2% 8.2% …
> 10.5% #VALUE! *% Return on Assets* 2.6% 3.5% … 4.5% #VALUE! *
> Debt/Equity* 0.37 0.37 … 0.12 Error *Interest Coverage* 5.7 7.4 … 24.6
> Error *Balance Sheet* *Current Assets* 392,650,000,000 372,230,000,000
> … 180,560,000,000 Error *Current Liabilities* 227,800,000,000
> 214,910,000,000 … 102,960,000,000 Error *Long Term Debt* 58,890,000,000
> 56,890,000,000 … 9,120,000,000 Error *Shares Outstanding* 1,650,000
> 1,650,000 … 1,540,000 Error *Income Statement* *Sales* 143,690,000,000
> 136,190,000,000 … 63,860,000,000 Error *EBIT* 15,310,000,000
> 19,050,000,000 … 12,020,000,000 Error *Depreciation* 5,490,000,000
> 4,970,000,000 … 829,000,000 Error *Total Net Income* 10,250,000,000
> 12,970,000,000 … 8,150,000,000 Error *Earnings Per Share* 6214.96
> 7927.68 … 5308.68 Error *% Tax Rate* 29.8% 29.4% … 31.7% #VALUE!
>
> The 10th year has errors because MSN only has 9 years of data on BRK.A.
>
> On Thu, Feb 7, 2013 at 7:47 AM, raniersfury wrote:
>
> > First off, thanks for putting this group together and to the members who
> > have posted templates - it's saved countless hours of data pulling.
> >
> > Is there a template out there that tracks historic PE (high, low) by year,
> > for the past 10 years?
> >
> > Also, I can't seem to get the 10 Year Financial Summary workbook to pull
> > complete data for Berkshire Hathaway, either the BRK.A or the BRK.B
> > tickers. Using "BRK" appears to pull about 5 years of data, but even that
> > seems to have a few errors.
> >
> > Thanks in advance for any help with one or both of the above.
> >
>

Thu Feb 7, 2013 10:38 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I have no idea which workbook you're talking about...

In any case, when I do a symbol lookup on AdvFN for Berkshire, I see no
quarterly and annual financial data for either the A or B series, which
would explain why you're not getting anything.

BRK is a completely different company -- Brick Ltd., on the Toronto
exchange.

On Thu, Feb 7, 2013 at 11:18 PM, raniersfury cburkhalterjr@yahoo.com>wrote:

>
> As for the BRK problem - I'm using the 2003 version of the 10 year
> summary, using AdvFN. Below is a copy/paste of the errors I'm getting with
> the ticker BRK.
>
> Any help on how to pull the 10 year analysis for either BRK.A or BRK.B
> would be appreciated.
>

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