Minggu, 07 April 2013

[smf_addin] Digest Number 2577

15 New Messages

Digest #2577
1a
Re: morningstar efficiency ratio by "weekeewawa" weekeewawa
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
2a
Re: Morningstar Template by "weekeewawa" weekeewawa
2b
Re: Morningstar Template by "Randy Harmelink" rharmelink
2c
Re: Morningstar Template by "weekeewawa" weekeewawa
2d
Re: Morningstar Template by "weekeewawa" weekeewawa
2e
Re: Morningstar Template by "Randy Harmelink" rharmelink
2f
Re: Morningstar Template by "weekeewawa" weekeewawa
2g
Re: Morningstar Template by "weekeewawa" weekeewawa
2h
Re: Morningstar Template by "Randy Harmelink" rharmelink

Messages

Sun Apr 7, 2013 2:13 am (PDT) . Posted by:

"weekeewawa" weekeewawa

in the case of

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

which u provided, GOOG will be changed to cell A1

and the concatenate will therefore be

=smfGetCSVFile("http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?''&t=&A1&''order=desc")?

however, it refers back to a blank space on my excel..

--- In smf_addin@yahoogroups.com, "weekeewawa&quot; <weekeewawa@...> wrote:
>
> 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?
> > >
> >
>

Sun Apr 7, 2013 2:30 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Because you're telling it do concatenate the following four items:

"http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?''
t=
A1
''order=desc"

Actually, you should be able to remove the "&callback=?&" portion of the
URL. Not sure why MorningStar created the URL with it.

Forget about the add-in formula, and start with this:

="http://financials.morningstar.com/ajax/exportKR2CSV.html?t=GOOG&order=desc
"

...and concatenate the contents of cell A1 into that string. What are the
three strings you need to concatenate?

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

Then just put that result back into the add-in formula.

You can also rearrange the URL parameters:

"http://financials.morningstar.com/ajax/exportKR2CSV.html?order=desc&t=GOOG"

...so that you just need to concatenate the ticker symbol onto the end.

On Sun, Apr 7, 2013 at 2:13 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

> in the case of
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=GOOG&;order=desc
> ")
>
> which u provided, GOOG will be changed to cell A1
>
> and the concatenate will therefore be
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?''&t=&A1&''order=desc
> ")?
>
> however, it refers back to a blank space on my excel..
>

Sun Apr 7, 2013 3:13 am (PDT) . Posted by:

"weekeewawa" weekeewawa

which results to

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

for the ticket to be in front and

=smfGetCSVFile("http://financials.morningstar.com/ajax/exportKR2CSV.html?''&order=desc&t="&A1&"")

for the ticker to be behind?

is that the correct answer?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Because you're telling it do concatenate the following four items:
>
> "http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?''
> t=
> A1
> ''order=desc"
>
>
> Actually, you should be able to remove the "&callback=?&" portion of the
> URL. Not sure why MorningStar created the URL with it.
>
> Forget about the add-in formula, and start with this:
>
> ="http://financials.morningstar.com/ajax/exportKR2CSV.html?t=GOOG&order=desc
> "
>
> ...and concatenate the contents of cell A1 into that string. What are the
> three strings you need to concatenate?
>
> "http://financials.morningstar.com/ajax/exportKR2CSV.html?t="
> A1
> "&order=desc"
>
> Then just put that result back into the add-in formula.
>
> You can also rearrange the URL parameters:
>
> "http://financials.morningstar.com/ajax/exportKR2CSV.html?order=desc&t=GOOG"
>
> ...so that you just need to concatenate the ticker symbol onto the end.
>
> On Sun, Apr 7, 2013 at 2:13 AM, weekeewawa <weekeewawa@...> wrote:
>
> > in the case of
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?&t=GOOG&;order=desc
> > ")
> >
> > which u provided, GOOG will be changed to cell A1
> >
> > and the concatenate will therefore be
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?&callback=?''&t=&A1&''order=desc
> > ")?
> >
> > however, it refers back to a blank space on my excel..
> >
>

Sun Apr 7, 2013 3:27 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Close... the 2nd one had an extra quote and ampersand after the question
mark, and doesn't need the trailing null string:

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

vs:

="http://financials.morningstar.com/ajax/exportKR2CSV.html?''&order=desc&t=
"&A1&""

On Sun, Apr 7, 2013 at 3:13 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

> which results to
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?t=
> "&A1&"&order=desc")
>
> for the ticket to be in front and
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/exportKR2CSV.html?''&order=desc&t=
> "&A1&"")
>
> for the ticker to be behind?
>
> is that the correct answer?
>

Sun Apr 7, 2013 4:18 am (PDT) . Posted by:

"weekeewawa" weekeewawa

ah! need more practice and lessons from you i guess

thanks randy!

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Close... the 2nd one had an extra quote and ampersand after the question
> mark, and doesn't need the trailing null string:
>
> ="http://financials.morningstar.com/ajax/exportKR2CSV.html?order=desc&t="&A1
>
> vs:
>
> ="http://financials.morningstar.com/ajax/exportKR2CSV.html?''&order=desc&t=
> "&A1&""
>
> On Sun, Apr 7, 2013 at 3:13 AM, weekeewawa <weekeewawa@...> wrote:
>
> > which results to
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?t=
> > "&A1&"&order=desc")
> >
> > for the ticket to be in front and
> >
> > =smfGetCSVFile("
> > http://financials.morningstar.com/ajax/exportKR2CSV.html?''&order=desc&t=
> > "&A1&"")
> >
> > for the ticker to be behind?
> >
> > is that the correct answer?
> >
>

Sun Apr 7, 2013 4:24 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy,

we have discussed it over at the other post and thanks to your great lesson, i have understood the theory behind it

here is another question.

you were mentioning that morningstar is dynamically generated for the

http://financials.morningstar.com/valuation/price-ratio.html?t=GOOG&region=USA&culture=en-us

however, i was wondering, what do u mean by dynamically generated and the difference between similar looking table cells that i saw over at yahoo finance or msn.

could i use

=RCHGetHTMLTable("http://financials.morningstar.com/valuation/price-ratio.html?t="&A1,"&region=USA&culture=en-us>Current Valulation",1,"",1)

would it be the right direction to extract data from it?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> 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@...> 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?
> >
>

Sun Apr 7, 2013 6:18 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

There's no data within the source code of the web page to extract. What is
sent is just the structure of the web page. THEN, the data is dynamically
placed onto the web page. There's not an HTML table in the source code.

For example, this is what the "Current Valuation" section looks like in the
source code of the web page:

<li><a href="javascript:void(0);"
onclick="javascript:loadCurrentValuation();" inited=false
id="CurrentValuationTab" class="tabon">Current Valuation</a></li>

So JavaScript is used to load the current valuation data. This is what the
JavaScript uses to load the data:

http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG

So, you COULD extract the data from that piece of the page layout. However,
since the entire content of that URL *is* a table, the RCHGetHTMLTable()
function won't work. You'd need to use RCHGetTableCell() to get each piece.

On Sun, Apr 7, 2013 at 4:24 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> here is another question.
>
> you were mentioning that morningstar is dynamically generated for the
>
>
> http://financials.morningstar.com/valuation/price-ratio.html?t=GOOG&region=USA&culture=en-us
>
> however, i was wondering, what do u mean by dynamically generated and the
> difference between similar looking table cells that i saw over at yahoo
> finance or msn.
>
> could i use
>
> =RCHGetHTMLTable("
> http://financials.morningstar.com/valuation/price-ratio.html?t="&A1,"&region=USA&culture=en-us>Current
> Valulation",1,"",1)
>
> would it be the right direction to extract data from it?
>

Sun Apr 7, 2013 6:32 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hmmm...that&#39;s a very interesting theory there!

i tested quite a few other sections and apparently all uses javascript as well which displays the same layout too

as you were saying

http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG

the code will therefore be something like

=RCHGetTableCell("http://financials.morningstar.com/valuation/current-valuation-list.action?&t="&A1,1,">Price Earnings","")

but it is giving me an error for that..

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> There's no data within the source code of the web page to extract. What is
> sent is just the structure of the web page. THEN, the data is dynamically
> placed onto the web page. There's not an HTML table in the source code.
>
> For example, this is what the "Current Valuation" section looks like in the
> source code of the web page:
>
> <li><a href="javascript:void(0);"
> onclick="javascript:loadCurrentValuation();" inited=false
> id="CurrentValuationTab" class="tabon">Current Valuation</a></li>
>
> So JavaScript is used to load the current valuation data. This is what the
> JavaScript uses to load the data:
>
> http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG
>
> So, you COULD extract the data from that piece of the page layout. However,
> since the entire content of that URL *is* a table, the RCHGetHTMLTable()
> function won't work. You'd need to use RCHGetTableCell() to get each piece.
>
> On Sun, Apr 7, 2013 at 4:24 AM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > here is another question.
> >
> > you were mentioning that morningstar is dynamically generated for the
> >
> >
> > http://financials.morningstar.com/valuation/price-ratio.html?t=GOOG&region=USA&culture=en-us
> >
> > however, i was wondering, what do u mean by dynamically generated and the
> > difference between similar looking table cells that i saw over at yahoo
> > finance or msn.
> >
> > could i use
> >
> > =RCHGetHTMLTable("
> > http://financials.morningstar.com/valuation/price-ratio.html?t="&A1,"&region=USA&culture=en-us>Current
> > Valulation",1,"",1)
> >
> > would it be the right direction to extract data from it?
> >
>

Sun Apr 7, 2013 7:31 am (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy

i can see from the source code that

<li><a href="javascript:void(0);" onclick="javascript:loadCurrentValuation();" inited=false id="CurrentValuationTab" class="tabon">Current Valuation</a></li>

appears

however, i couldn't find

http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG

where is it actually located?

theoretically if this methods works, all the other sections such as performance, shareholders, bonds for example, we could extract the table just like http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> There's no data within the source code of the web page to extract. What is
> sent is just the structure of the web page. THEN, the data is dynamically
> placed onto the web page. There's not an HTML table in the source code.
>
> For example, this is what the "Current Valuation" section looks like in the
> source code of the web page:
>
> <li><a href="javascript:void(0);"
> onclick="javascript:loadCurrentValuation();" inited=false
> id="CurrentValuationTab" class="tabon">Current Valuation</a></li>
>
> So JavaScript is used to load the current valuation data. This is what the
> JavaScript uses to load the data:
>
> http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG
>
> So, you COULD extract the data from that piece of the page layout. However,
> since the entire content of that URL *is* a table, the RCHGetHTMLTable()
> function won't work. You'd need to use RCHGetTableCell() to get each piece.
>
> On Sun, Apr 7, 2013 at 4:24 AM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > here is another question.
> >
> > you were mentioning that morningstar is dynamically generated for the
> >
> >
> > http://financials.morningstar.com/valuation/price-ratio.html?t=GOOG&region=USA&culture=en-us
> >
> > however, i was wondering, what do u mean by dynamically generated and the
> > difference between similar looking table cells that i saw over at yahoo
> > finance or msn.
> >
> > could i use
> >
> > =RCHGetHTMLTable("
> > http://financials.morningstar.com/valuation/price-ratio.html?t="&A1,"&region=USA&culture=en-us>Current
> > Valulation",1,"",1)
> >
> > would it be the right direction to extract data from it?
> >
>

Sun Apr 7, 2013 7:46 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

That's because you forgot the slash between "Price" and "Earnings";, as in:

=RCHGetTableCell("
http://financials.morningstar.com/valuation/current-valuation-list.action?&t=
"&A1,1,
">Price/Earnings")

On Sun, Apr 7, 2013 at 6:32 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> i tested quite a few other sections and apparently all uses javascript as
> well which displays the same layout too
>
> as you were saying
>
>
> http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG
>
> the code will therefore be something like
>
> =RCHGetTableCell("
> http://financials.morningstar.com/valuation/current-valuation-list.action?&t="&A1,1,">Price
> Earnings","")
>
> but it is giving me an error for that..
>

Sun Apr 7, 2013 7:48 am (PDT) . Posted by:

"weekeewawa" weekeewawa

lol! what a buffoon i am. yes it does work now

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> That's because you forgot the slash between "Price" and "Earnings";, as in:
>
> =RCHGetTableCell("
> http://financials.morningstar.com/valuation/current-valuation-list.action?&t=
> "&A1,1,
> ">Price/Earnings")
>
> On Sun, Apr 7, 2013 at 6:32 AM, weekeewawa <weekeewawa@...> wrote:
>
> >
> > i tested quite a few other sections and apparently all uses javascript as
> > well which displays the same layout too
> >
> > as you were saying
> >
> >
> > http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG
> >
> > the code will therefore be something like
> >
> > =RCHGetTableCell("
> > http://financials.morningstar.com/valuation/current-valuation-list.action?&t="&A1,1,">Price
> > Earnings","")
> >
> > but it is giving me an error for that..
> >
>

Sun Apr 7, 2013 8:46 am (PDT) . Posted by:

"weekeewawa" weekeewawa

also in related morningstar issues

i am able to extract the financial statements with the following code

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

it works well for us shares and also adr

however, when it comes to foreign stocks such as brazil, hongkong and other countries symbols, it displays blank financial statements regardless of cash flow, balance sheet or statement

the solution i have tested is to add &region=hkg for example to the oode

but the problem lies is i would like to link it to the cell A1 instead of having to key in the symbol into the code to display

i was wondering, is there any way i can tweak the code by entering the region (eg, USA, HKG) onto a specific cell + key in the symbols to retrieve the financial statements without having to rearray everytime

or is there sort of a global symbol code for all stocks linked to morningstar?

--- In smf_addin@yahoogroups.com, "weekeewawa&quot; <weekeewawa@...> wrote:
>
> lol! what a buffoon i am. yes it does work now
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > That's because you forgot the slash between "Price" and "Earnings";, as in:
> >
> > =RCHGetTableCell("
> > http://financials.morningstar.com/valuation/current-valuation-list.action?&t=
> > "&A1,1,
> > ">Price/Earnings")
> >
> > On Sun, Apr 7, 2013 at 6:32 AM, weekeewawa <weekeewawa@> wrote:
> >
> > >
> > > i tested quite a few other sections and apparently all uses javascript as
> > > well which displays the same layout too
> > >
> > > as you were saying
> > >
> > >
> > > http://financials.morningstar.com/valuation/current-valuation-list.action?&t=GOOG
> > >
> > > the code will therefore be something like
> > >
> > > =RCHGetTableCell("
> > > http://financials.morningstar.com/valuation/current-valuation-list.action?&t="&A1,1,">Price
> > > Earnings","")
> > >
> > > but it is giving me an error for that..
> > >
> >
>

Sun Apr 7, 2013 9:23 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Not a clue. I don't do anything with non-U.S. stocks. So I never have to
deal with foreign parameters or ticker prefixes/suffixes.

Sounds like you should be able to feed it a separate parameter though.

On Sun, Apr 7, 2013 at 8:46 AM, weekeewawa <weekeewawa@yahoo.com> wrote:

> also in related morningstar issues
>
> i am able to extract the financial statements with the following code
>
> =smfGetCSVFile("
> http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
> "&A1&"&reportType=is&period=3&dataType=A&order=desc&columnYear=10&rounding=3&denominatorView=raw")
>
> it works well for us shares and also adr
>
> however, when it comes to foreign stocks such as brazil, hongkong and
> other countries symbols, it displays blank financial statements regardless
> of cash flow, balance sheet or statement
>
> the solution i have tested is to add &region=hkg for example to the oode
>
> but the problem lies is i would like to link it to the cell A1 instead of
> having to key in the symbol into the code to display
>
> i was wondering, is there any way i can tweak the code by entering the
> region (eg, USA, HKG) onto a specific cell + key in the symbols to retrieve
> the financial statements without having to rearray everytime
>
> or is there sort of a global symbol code for all stocks linked to
> morningstar?
>

Sun Apr 7, 2013 7:11 pm (PDT) . Posted by:

"weekeewawa" weekeewawa

hello randy

another question on cell reference again

as the code links to 3M-CO-4836,
can i refer it to a specific cell such as cell A1?

however, this is quite unique as there is no string or concantrate what so ever...

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Try:
>
> =0+SUBSTITUTE(RCHGetTableCell("
> http://www.4-traders.com/3M-CO-4836/financials/",4,"(EBITDA)")," ","")
>
> On Thu, Jan 31, 2013 at 8:29 PM, jsawyermib <jsawyermib@...> wrote:
>
> > The only site I've found that carries this data is '4-traders.com'. Does
> > anyone know how to download this into excel or is aware of another site
> > where this might also be available?
> >
>

Sun Apr 7, 2013 7:23 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

You just concatenate, same as always. You have three strings:

http://www.4-traders.com/
3M-CO-4836
/financials/

The second string is just replaced by a cell reference:

"http://www.4-traders.com/" & A1 & "/financials/"

On Sun, Apr 7, 2013 at 7:11 PM, weekeewawa <weekeewawa@yahoo.com> wrote:

>
> another question on cell reference again
>
> as the code links to 3M-CO-4836,
> can i refer it to a specific cell such as cell A1?
>
> however, this is quite unique as there is no string or concantrate what so
> ever...
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
> >
> > Try:
> >
> > =0+SUBSTITUTE(RCHGetTableCell("
> > http://www.4-traders.com/3M-CO-4836/financials/",4,"(EBITDA)")," ","")
>

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