Minggu, 07 April 2013

[smf_addin] Digest Number 2575

15 New Messages

Digest #2575
1a
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1b
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1c
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
1d
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1e
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
1f
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1g
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
1h
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1i
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
1j
Re: morningstar efficiency ratio by "Randy Harmelink" rharmelink
1k
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
3a
Re: Morningstar Template by "weekeewawa" weekeewawa
3b
Re: Morningstar Template by "Randy Harmelink" rharmelink

Messages

Sat Apr 6, 2013 9:25 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Not unless I can find a web page from which they can be extracted...

On Sat, Apr 6, 2013 at 8:12 PM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> would there be any plan to add in the key ratios into the list of element
> numbers?
>

Sat Apr 6, 2013 9:30 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

On Sat, Apr 6, 2013 at 8:53 PM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> i was looking thru at the key ratios section of morningstar, there is
> apparently some issues i would like to highlight
>
> 1) when i key in the rchgetelement number of all key ratios and valuation
> ratios into excel, every single one gives me an error
>

Yes. MorningStar changed the web page they are on to be dynamic. That means
the add-in can no longer grab them, because it grabs data from the source
code of a web page, and the data isn't there.

> however, in another post here i saw, there is this code which u gave
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
> "&A1&"&reportType=is&period=12&dataType=A&order=asc&columnYear=10&rounding=3&denominatorView=raw")
>
> in which it extracts the income statement of a certain company linking to
> a specific cell A1.
>
> you are also mentioning that if the report type would to be change from is
> to cf or bs, it would extract the data which it indeed works
>
> so as i was browsing thru the morningstar key ratios website, it
> apparently allows ''export&#39;' of key ratios to excel format
>
> the question is, can i and how do i tweak the code to extract the key
> ratios just like i do for cf, bs and is?
>

I would just go with the first CSV file referenced in that message. I think
it has everything for all of the various financial statements.

I don't use these myself, so I have only a small familiarity with them.

What are you hoping to get?

Sat Apr 6, 2013 10:06 pm (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy

as you can see from the key ratios section, there is an ''export&#39;' button in which upon download, will display all the data including the 2 sections, financial and key ratios (along with all 5 subsections) on an excel spreadsheet

so what i would like to do is to get all the data like rchgettable when i key in a symbol on my excel spreadsheet without physically downloading the export button on morningstar website

also, when i tweaked the code to

=smfGetCSVFile("http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t="&A1&"&reportType=r&period=12&dataType=A&order=asc&columnYear=10&rounding=3&denominatorView=raw")

in which the ''r&#39;' seems to be the report type for ratio and upon arraying it, it returns me with the income statement of the company! haha.

is there a way where you can conjure up some magic?

thanks

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> On Sat, Apr 6, 2013 at 8:53 PM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > i was looking thru at the key ratios section of morningstar, there is
> > apparently some issues i would like to highlight
> >
> > 1) when i key in the rchgetelement number of all key ratios and valuation
> > ratios into excel, every single one gives me an error
> >
>
> Yes. MorningStar changed the web page they are on to be dynamic. That means
> the add-in can no longer grab them, because it grabs data from the source
> code of a web page, and the data isn't there.
>
>
>
> > however, in another post here i saw, there is this code which u gave
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
> > "&A1&"&reportType=is&period=12&dataType=A&order=asc&columnYear=10&rounding=3&denominatorView=raw")
> >
> > in which it extracts the income statement of a certain company linking to
> > a specific cell A1.
> >
> > you are also mentioning that if the report type would to be change from is
> > to cf or bs, it would extract the data which it indeed works
> >
> > so as i was browsing thru the morningstar key ratios website, it
> > apparently allows ''export&#39;' of key ratios to excel format
> >
> > the question is, can i and how do i tweak the code to extract the key
> > ratios just like i do for cf, bs and is?
> >
>
> I would just go with the first CSV file referenced in that message. I think
> it has everything for all of the various financial statements.
>
> I don't use these myself, so I have only a small familiarity with them.
>
> What are you hoping to get?
>

Sat Apr 6, 2013 10:40 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

The key ratios are on the other file mentioned in the same message:

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

On Sat, Apr 6, 2013 at 10:06 PM, weekeewawa <weekeewawa@yahoo.com> wrote:

> hello randy
>
> as you can see from the key ratios section, there is an ''export&#39;' button
> in which upon download, will display all the data including the 2 sections,
> financial and key ratios (along with all 5 subsections) on an excel
> spreadsheet
>
> so what i would like to do is to get all the data like rchgettable when i
> key in a symbol on my excel spreadsheet without physically downloading the
> export button on morningstar website
>
> also, when i tweaked the code to
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
> "&A1&"&reportType=r&period=12&dataType=A&order=asc&columnYear=10&rounding=3&denominatorView=raw")
>
> in which the ''r&#39;' seems to be the report type for ratio and upon arraying
> it, it returns me with the income statement of the company! haha.
>
> is there a way where you can conjure up some magic?
>

Sun Apr 7, 2013 12:49 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

works well!

however, is it possible to display the data in an descending format instead of the default ascending format?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> The key ratios are on the other file mentioned in the same message:
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
>
> On Sat, Apr 6, 2013 at 10:06 PM, weekeewawa <weekeewawa@...> wrote:
>
> > hello randy
> >
> > as you can see from the key ratios section, there is an ''export&#39;' button
> > in which upon download, will display all the data including the 2 sections,
> > financial and key ratios (along with all 5 subsections) on an excel
> > spreadsheet
> >
> > so what i would like to do is to get all the data like rchgettable when i
> > key in a symbol on my excel spreadsheet without physically downloading the
> > export button on morningstar website
> >
> > also, when i tweaked the code to
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
> > "&A1&"&reportType=r&period=12&dataType=A&order=asc&columnYear=10&rounding=3&denominatorView=raw")
> >
> > in which the ''r&#39;' seems to be the report type for ratio and upon arraying
> > it, it returns me with the income statement of the company! haha.
> >
> > is there a way where you can conjure up some magic?
> >
>

Sun Apr 7, 2013 12:56 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Not that I'm aware of. What you see is what you get, as far as I know.

On Sun, Apr 7, 2013 at 12:48 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> works well!
>
> however, is it possible to display the data in an descending format
> instead of the default ascending format?
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
> >
> > The key ratios are on the other file mentioned in the same message:
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
>

Sun Apr 7, 2013 1:09 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

unlike the code

=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 the order can be tweaked, what u mean is that for the

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

cannot be tweaked in order for the order to be displayed in an descending format?

the reason is when i extract the data, it is displaying in an ascending format.

thought it might be possible if some sort of code to add to the

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

will enable choices of ascending or descending code

thanks

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Not that I'm aware of. What you see is what you get, as far as I know.
>
> On Sun, Apr 7, 2013 at 12:48 AM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > works well!
> >
> > however, is it possible to display the data in an descending format
> > instead of the default ascending format?
> >
> > --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> > >
> > > The key ratios are on the other file mentioned in the same message:
> > >
> > > =smfGetCSVFile("
> > > http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
> >
>

Sun Apr 7, 2013 1:15 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Hmmm. I took another look at the web page, and there is an option to sort
-- try:

=smfGetCSVFile("
http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=MMM&order=desc
")

All I'm doing is going to the MorningStar web pages, exporting a file, and
then looking at the download links. Nothing you can't do yourself.

On Sun, Apr 7, 2013 at 1:09 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

> hello randy,
>
> unlike the code
>
> =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 the order can be tweaked, what u mean is that for the
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
>
> cannot be tweaked in order for the order to be displayed in an descending
> format?
>
> the reason is when i extract the data, it is displaying in an ascending
> format.
>
> thought it might be possible if some sort of code to add to the
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
>
> will enable choices of ascending or descending code
>

Sun Apr 7, 2013 1:33 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

the idea is to extract it into excel for quick reference rather than visiting the site itself

i tried to the options and it works perfectly

but as usual, i tried to point it to cell A1

=smfGetCSVFile("http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=&A1&order=desc")

but it is not returning anything to me, perhaps something wrong with the coding?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Hmmm. I took another look at the web page, and there is an option to sort
> -- try:
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=MMM&order=desc
> ")
>
> All I'm doing is going to the MorningStar web pages, exporting a file, and
> then looking at the download links. Nothing you can't do yourself.
>
> On Sun, Apr 7, 2013 at 1:09 AM, weekeewawa <weekeewawa@...> wrote:
>
> > hello randy,
> >
> > unlike the code
> >
> > =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 the order can be tweaked, what u mean is that for the
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
> >
> > cannot be tweaked in order for the order to be displayed in an descending
> > format?
> >
> > the reason is when i extract the data, it is displaying in an ascending
> > format.
> >
> > thought it might be possible if some sort of code to add to the
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?t=MMM")
> >
> > will enable choices of ascending or descending code
> >
>

Sun Apr 7, 2013 1:41 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

But you need to visit the site to find out WHAT the export URL will be, so
you can modify it. That's how *I* found out what they are and do.

You need to concatenate the cell references to strings, not include them as
part of the string, as in:

="....string1..." & A1
=A1 & "...string1..."
="....string1..." & A1 & "...string2..."

If you just put them inside the string, it's just a 3-character literal,
not a cell reference.

On Sun, Apr 7, 2013 at 1:33 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> the idea is to extract it into excel for quick reference rather than
> visiting the site itself
>
> i tried to the options and it works perfectly
>
> but as usual, i tried to point it to cell A1
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=&A1&order=desc
> ")
>
> but it is not returning anything to me, perhaps something wrong with the
> coding?
>

Sun Apr 7, 2013 2:02 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

ah! i am not good in excel programming and is currently self-learning it myself.

i get the logic behind the string. just a question is u have stated 3 kinds of concatenate methods.

="....string1..." & A1 will link for example rchgettable to cell A1
=A1 & "...string1..." will also for example rchgettable to cell A1 as well?
="....string1..." & A1 & "...string2..." will link theoretically link for example rchgettable to Cell A1 and link it to another rchgettable? which means it can link 2 tables at one go?

or are all 3 concatenate methods are the same?

thanks

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> But you need to visit the site to find out WHAT the export URL will be, so
> you can modify it. That's how *I* found out what they are and do.
>
> You need to concatenate the cell references to strings, not include them as
> part of the string, as in:
>
> ="....string1..." & A1
> =A1 & "...string1..."
> ="....string1..." & A1 & "...string2..."
>
> If you just put them inside the string, it's just a 3-character literal,
> not a cell reference.
>
> On Sun, Apr 7, 2013 at 1:33 AM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > the idea is to extract it into excel for quick reference rather than
> > visiting the site itself
> >
> > i tried to the options and it works perfectly
> >
> > but as usual, i tried to point it to cell A1
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=&A1&order=desc
> > ")
> >
> > but it is not returning anything to me, perhaps something wrong with the
> > coding?
> >
>

Sat Apr 6, 2013 9:54 pm (PDT) . Posted by:

"bobmikejohn1" bobmikejohn1

I can't seem to find an element # for last dividend.
RY has a current dividend of 63 cents.

I can pull the ttm annualized dividend and yield using element #'s.
but not the current annualized dividend and yield
are there such element #'s?

I can request the current dividend from tmx, but I get back
"0.630 CAD". I would like to multiply 0.63 by 4 and divide by the current price to get the current project expected yield.

Is there a way to just split off the numerical portion of the value.

Thank you.

Sat Apr 6, 2013 10:49 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

On Sat, Apr 6, 2013 at 9:54 PM, bobmikejohn1 <en905a@gmail.com> wrote:

> I can't seem to find an element # for last dividend.
> RY has a current dividend of 63 cents.
>

Usually not a displayed item, because a single dividend payment is not
considered all that important.

If you have a source, you can probably use another add-in function to
extract it.

If I wanted it, I would just use RCHGetYahooHistory():

=INDEX(RCHGetYahooHistory("RY",,,,,,,"v",,0,,,1,2),,2)

I can pull the ttm annualized dividend and yield using element #'s.
> but not the current annualized dividend and yield
> are there such element #'s?
>

You can get both the trailing and forward dividend and yield using the
element numbers from the Yahoo Key Statistics page.

I can request the current dividend from tmx, but I get back
> "0.630 CAD". I would like to multiply 0.63 by 4 and divide by the current
> price to get the current project expected yield.
>
> Is there a way to just split off the numerical portion of the value.
>

You can either using the regular EXCEL SUBSTITUTE() function to strip off
the "CAD", or the smfStrExtr() function, as in:

=smfStrExtr("0.630 CAD","~"," ")

Sun Apr 7, 2013 1:27 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

i tried the formula and did some tweak which points the symbol to cell A1

however, it returns me with a ) no matter what symbol i key into cell A1

this is the code

=RCHGetTableCell("http://quicktake.morningstar.com/stocknet/printreport.aspx?symbol=&A1",4,">Valuation Ratios","Price/Earnings")

is there something wrong to it?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> That web page is dynamically generated, so there are no data items in the
> source code of the web page for the add-in to extract.
>
> If what you want is on this page, you can extract it:
>
> http://quicktake.morningstar.com/stocknet/printreport.aspx?symbol=GOOG
>
> For example, to get the 5-year average of P/E:
>
> =RCHGetTableCell("
> http://quicktake.morningstar.com/stocknet/printreport.aspx?symbol=GOOG",4,">Valuation
> Ratios","Price/Earnings")
>
> On Thu, Feb 28, 2013 at 9:11 AM, borja_delcampo <borja_delcampo@...>wrote:
>
> > Hi. This is the first time I write in this site. I woud like to share with
> > you a template I have made, that recovers from the morningstar webpage the
> > information relative to the keyratios, and the financial, cash flow, and
> > income sheets.
> > Does anybody know what i have to do to extract the valuation information
> > from the morningstar webpage?
> > The url is as follows:
> >
> >
> > http://financials.morningstar.com/valuation/price-ratio.html?t=GOOG&region=USA&culture=en-us
> >
> > By the way, i will try to upload the template to the files directory,
> > under the name "Morningstar.xlsx".
> >
>

Sun Apr 7, 2013 1:37 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

You have the &A1 as PART of the string. It needs to be concatenated to the
other string.

On Sun, Apr 7, 2013 at 1:27 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> i tried the formula and did some tweak which points the symbol to cell A1
>
> however, it returns me with a ) no matter what symbol i key into cell A1
>
> this is the code
>
> =RCHGetTableCell("
> http://quicktake.morningstar.com/stocknet/printreport.aspx?symbol=&A1",4,">Valuation
> Ratios","Price/Earnings")
>
> is there something wrong to it?
>

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