15 New Messages
Digest #2613
1c
Re: How to get Industry/Sector name according to Global Industry Cla by "Geoffrey BABIARZ" geofxkse
1e
Re: How to get Industry/Sector name according to Global Industry Cla by "Randy Harmelink" rharmelink
1f
Re: How to get Industry/Sector name according to Global Industry Cla by "Geoffrey BABIARZ" geofxkse
Messages
Sat May 11, 2013 8:16 am (PDT) . Posted by:
"acetylator" acetylator
Hello,
is it possible to get Sector/Industry name according to GICS (Global Industry Classification Standard)? For example, for MCD (McDOnalds), if I get Sector from MSN or Yahoo, it is just "Services";. But, according to GICS, the company belongs to "Consumer Discretionary". Is it possible to get this "Consumer Discretionary" from somewhere? I have searched everywhere, couldn't find it...
Thank you for your responses.
P.S. Big big thank to the author for this Add-In!
is it possible to get Sector/Industry name according to GICS (Global Industry Classification Standard)? For example, for MCD (McDOnalds), if I get Sector from MSN or Yahoo, it is just "Services"
Thank you for your responses.
P.S. Big big thank to the author for this Add-In!
Sat May 11, 2013 9:10 am (PDT) . Posted by:
"acetylator" acetylator
Just figured it out. I have added to the VBAProject of my Worksheet this code. It uses info from tdameritrade.com:
' This function search for a substring in a string and
' then returns text from position 1 to the found position of the substring + Offset (it can be positive or negative)
' This function is used only in GetSectorNameGICS function
Private Function AceGetSubStringFromStart(ByVal S As String, ByVal SubS As String, ByVal Offset As Integer) As String
P = InStr(S, SubS)
AceGetSubStringFromStart = Mid(S, 1, P + Offset)
End Function
' This function gets Sector name of the Stock according to GICS (Global Industry Classification Standard)
Function GetSectorNameGICS(ByVal Ticker As String) As String
' Get info from Internet
S = smfGetTagContent("http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol= " & Ticker, "span", 0, "<span class=""first";">")
' Extract Sector name
GetSectorNameGICS = AceGetSubStringFromStart(S, ":", -1)
End Function
Enjoy!
--- In smf_addin@yahoogroups.com , "acetylator" <gorbunov@...> wrote:
>
> Hello,
>
> is it possible to get Sector/Industry name according to GICS (Global Industry Classification Standard)? For example, for MCD (McDOnalds), if I get Sector from MSN or Yahoo, it is just "Services";. But, according to GICS, the company belongs to "Consumer Discretionary". Is it possible to get this "Consumer Discretionary" from somewhere? I have searched everywhere, couldn't find it...
>
> Thank you for your responses.
>
> P.S. Big big thank to the author for this Add-In!
>
' This function search for a substring in a string and
' then returns text from position 1 to the found position of the substring + Offset (it can be positive or negative)
' This function is used only in GetSectorNameGICS function
Private Function AceGetSubStringFrom
P = InStr(S, SubS)
AceGetSubStringFrom
End Function
' This function gets Sector name of the Stock according to GICS (Global Industry Classification Standard)
Function GetSectorNameGICS(
' Get info from Internet
S = smfGetTagContent(
' Extract Sector name
GetSectorNameGICS = AceGetSubStringFrom
End Function
Enjoy!
--- In smf_addin@yahoogrou
>
> Hello,
>
> is it possible to get Sector/Industry name according to GICS (Global Industry Classification Standard)? For example, for MCD (McDOnalds), if I get Sector from MSN or Yahoo, it is just "Services"
>
> Thank you for your responses.
>
> P.S. Big big thank to the author for this Add-In!
>
Sat May 11, 2013 10:57 am (PDT) . Posted by:
"Geoffrey BABIARZ" geofxkse
I thought a long time that sector/industry classification available on
Bloomberg (http://www.bloomberg.com/quote/MCD:US ) or Morningstar (
http://tools.morningstar.fr/fr/stockreport/default.aspx?Site=fr&id=0P000000GY&LanguageId=fr-FR&SecurityToken=0P000000GY ]3]0]E0WWE$ALL)
websites was ICB but having a deeper look after your question, the
information available appears to be quite simplified...
Excel files for both classifications:
MSCI/S&P GICS: http://www.msci.com/resources/xls/GICS_map2010.xls
Footsie/Dow Jones ICB:
http://www.ftse.com/Indices/FTSE_Index_Standards/Downloads/ICB_Structure_and_Codes_Mar_08.xls
If the information is not available directly (MSCI monetize anything they
can provide), the best way to reach your target is to construct a
concordance table between GICS and ICB. I know that Bekaert, Harvey,
Lundblad, and Siegel (2007) worked on such a paper but can't get my hands
on this table. If you find it let me know. The other problem you can have
with this table is that since 2007 MSCI modified 3 times their
classification but it shouldn't be that much work (
http://www.msci.com/products/indices/sector/gics/gics_structure.html )
I personally prefer ICB classification because that's the chosen
classification for sector indexes but if you prefer the
cyclical/non-cyclical distinctions GICS is more adapted.
Hope it could help though not directly replying to your question
Bloomberg (http://www.bloomber
http://tools.
websites was ICB but having a deeper look after your question, the
information available appears to be quite simplified..
Excel files for both classifications:
MSCI/S&P GICS: http://www.msci.
Footsie/Dow Jones ICB:
http://www.ftse.
If the information is not available directly (MSCI monetize anything they
can provide), the best way to reach your target is to construct a
concordance table between GICS and ICB. I know that Bekaert, Harvey,
Lundblad, and Siegel (2007) worked on such a paper but can't get my hands
on this table. If you find it let me know. The other problem you can have
with this table is that since 2007 MSCI modified 3 times their
classification but it shouldn'
http://www.msci.
I personally prefer ICB classification because that's the chosen
classification for sector indexes but if you prefer the
cyclical/non-
Hope it could help though not directly replying to your question
Sat May 11, 2013 11:42 am (PDT) . Posted by:
"acetylator" acetylator
Dear Geoffrey, thank you for your info!
However, I have to notice that both Bloomberg and Morningstar list MCD as "Consumer Cyclical", which is not exactly concordant with GICS.
I was thinking of creating a concordance table, but wanted to find a quickier solution. Although, I admit, it has some "quick and dirty" odor :-)
Ace.
--- In smf_addin@yahoogroups.com , Geoffrey BABIARZ <geo.us.kse@...> wrote:
>
> I thought a long time that sector/industry classification available on
> Bloomberg (http://www.bloomberg.com/quote/MCD:US ) or Morningstar (
> http://tools.morningstar.fr/fr/stockreport/default.aspx?Site=fr&id=0P000000GY&LanguageId=fr-FR&SecurityToken=0P000000GY ]3]0]E0WWE$ALL)
> websites was ICB but having a deeper look after your question, the
> information available appears to be quite simplified...
>
> Excel files for both classifications:
>
> MSCI/S&P GICS: http://www.msci.com/resources/xls/GICS_map2010.xls
> Footsie/Dow Jones ICB:
> http://www.ftse.com/Indices/FTSE_Index_Standards/Downloads/ICB_Structure_and_Codes_Mar_08.xls
>
> If the information is not available directly (MSCI monetize anything they
> can provide), the best way to reach your target is to construct a
> concordance table between GICS and ICB. I know that Bekaert, Harvey,
> Lundblad, and Siegel (2007) worked on such a paper but can't get my hands
> on this table. If you find it let me know. The other problem you can have
> with this table is that since 2007 MSCI modified 3 times their
> classification but it shouldn't be that much work (
> http://www.msci.com/products/indices/sector/gics/gics_structure.html )
>
> I personally prefer ICB classification because that's the chosen
> classification for sector indexes but if you prefer the
> cyclical/non-cyclical distinctions GICS is more adapted.
>
> Hope it could help though not directly replying to your question
>
However, I have to notice that both Bloomberg and Morningstar list MCD as "Consumer Cyclical"
I was thinking of creating a concordance table, but wanted to find a quickier solution. Although, I admit, it has some "quick and dirty" odor :-)
Ace.
--- In smf_addin@yahoogrou
>
> I thought a long time that sector/industry classification available on
> Bloomberg (http://www.bloomber
> http://tools.
> websites was ICB but having a deeper look after your question, the
> information available appears to be quite simplified..
>
> Excel files for both classifications:
>
> MSCI/S&P GICS: http://www.msci.
> Footsie/Dow Jones ICB:
> http://www.ftse.
>
> If the information is not available directly (MSCI monetize anything they
> can provide), the best way to reach your target is to construct a
> concordance table between GICS and ICB. I know that Bekaert, Harvey,
> Lundblad, and Siegel (2007) worked on such a paper but can't get my hands
> on this table. If you find it let me know. The other problem you can have
> with this table is that since 2007 MSCI modified 3 times their
> classification but it shouldn'
> http://www.msci.
>
> I personally prefer ICB classification because that's the chosen
> classification for sector indexes but if you prefer the
> cyclical/non-
>
> Hope it could help though not directly replying to your question
>
Sat May 11, 2013 11:53 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
To do it directly, without another UDF:
=smfStrExtr(smfGetTagContent("
http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol=MMM ","span",1,"classificationContainer"),"~","
: ")
...and for sub-group:
=smfGetTagContent("
http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol=MMM
","a",1,"classificationContainer")
On Sat, May 11, 2013 at 9:10 AM, acetylator <gorbunov@nanoweb.info > wrote:
> Just figured it out. I have added to the VBAProject of my Worksheet this
> code. It uses info from tdameritrade.com:
>
>
> ' This function search for a substring in a string and
> ' then returns text from position 1 to the found position of the substring
> + Offset (it can be positive or negative)
> ' This function is used only in GetSectorNameGICS function
> Private Function AceGetSubStringFromStart(ByVal S As String, ByVal SubS As
> String, ByVal Offset As Integer) As String
> P = InStr(S, SubS)
> AceGetSubStringFromStart = Mid(S, 1, P + Offset)
> End Function
>
> ' This function gets Sector name of the Stock according to GICS (Global
> Industry Classification Standard)
> Function GetSectorNameGICS(ByVal Ticker As String) As String
> ' Get info from Internet
> S = smfGetTagContent("
> http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol= "
> & Ticker, "span", 0, "<span class=""first";">")
> ' Extract Sector name
> GetSectorNameGICS = AceGetSubStringFromStart(S, ":", -1)
> End Function
>
=smfStrExtr(
http://research.
: ")
...and for sub-group:
=smfGetTagContent(
http://research.
","
On Sat, May 11, 2013 at 9:10 AM, acetylator <gorbunov@nanoweb.
> Just figured it out. I have added to the VBAProject of my Worksheet this
> code. It uses info from tdameritrade.
>
>
> ' This function search for a substring in a string and
> ' then returns text from position 1 to the found position of the substring
> + Offset (it can be positive or negative)
> ' This function is used only in GetSectorNameGICS function
> Private Function AceGetSubStringFrom
> String, ByVal Offset As Integer) As String
> P = InStr(S, SubS)
> AceGetSubStringFrom
> End Function
>
> ' This function gets Sector name of the Stock according to GICS (Global
> Industry Classification Standard)
> Function GetSectorNameGICS(
> ' Get info from Internet
> S = smfGetTagContent(
> http://research.
> & Ticker, "span"
> ' Extract Sector name
> GetSectorNameGICS = AceGetSubStringFrom
> End Function
>
Sat May 11, 2013 12:34 pm (PDT) . Posted by:
"Geoffrey BABIARZ" geofxkse
Yeah, just checking with another source. Bloomberg provides its own
proprietary classification (BICS, 3 Levels) :
*Stock Name* *MCDONALDS CORP * GICS Sector Name Consumer Discretionary ICB
Industry Name Consumer Services BICS Industry Sector Consumer, Cyclical GICS
Industry Group Name Consumer Services ICB Supersector Name Travel &
Leisure BICS
Industry Group Retail GICS Industry Name Hotels Restaurants & Leisure ICB
Sector Name Travel & Leisure GICS Sub Industry Name Restaurants ICB
Subsector Name Restaurants & Bars BICS Industry Subgroup Retail-Restaurants
I was also trying to make a concordance table right now but its not at all
a systematic science :(
I took a sample of 20,000 stocks and filtered with the GICS Discretionary
sector to see which ICB/BICS sectors can correspond. Not really promising
results so far.
GICS ICB BICS Total Total 8727 Total 8727 Consumer
Discretionary 8727 Consumer Services 4313 49.4% Communications 1695 19.4%
Consumer Goods 3308 37.9% Consumer, Cyclical 5592 64.1%
Telecommunications 18 0.2% Consumer, Non-cyclical 550 6.3% Industrials
432 5.0% Financial 181 2.1% Technology 161 1.8% Basic Materials 92 1.1%
Financials 301 3.4% Diversified 56 0.6% Basic Materials 153 1.8%
Energy 21 0.2% Oil & Gas 11 0.1% Industrial 473 5.4% Utilities 6
0.1% Technology 66 0.8% Health Care 18 0.2% Utilities 1 0.0% #N/A
6 0.0%
proprietary classification (BICS, 3 Levels) :
*Stock Name* *MCDONALDS CORP * GICS Sector Name Consumer Discretionary ICB
Industry Name Consumer Services BICS Industry Sector Consumer, Cyclical GICS
Industry Group Name Consumer Services ICB Supersector Name Travel &
Leisure BICS
Industry Group Retail GICS Industry Name Hotels Restaurants & Leisure ICB
Sector Name Travel & Leisure GICS Sub Industry Name Restaurants ICB
Subsector Name Restaurants & Bars BICS Industry Subgroup Retail-Restaurants
I was also trying to make a concordance table right now but its not at all
a systematic science :(
I took a sample of 20,000 stocks and filtered with the GICS Discretionary
sector to see which ICB/BICS sectors can correspond. Not really promising
results so far.
GICS ICB BICS Total Total 8727 Total 8727 Consumer
Discretionary 8727 Consumer Services 4313 49.4% Communications 1695 19.4%
Consumer Goods 3308 37.9% Consumer, Cyclical 5592 64.1%
Telecommunications 18 0.2% Consumer, Non-cyclical 550 6.3% Industrials
432 5.0% Financial 181 2.1% Technology 161 1.8% Basic Materials 92 1.1%
Financials 301 3.4% Diversified 56 0.6% Basic Materials 153 1.8%
Energy 21 0.2% Oil & Gas 11 0.1% Industrial 473 5.4% Utilities 6
0.1% Technology 66 0.8% Health Care 18 0.2% Utilities 1 0.0% #N/A
6 0.0%
Sat May 11, 2013 2:21 pm (PDT) . Posted by:
"acetylator" acetylator
Wow, that's a heavy work behind those numbers... :-) Concerning the concordance table, I actually suspected results like this. Seems that there is no easy solution...
--- In smf_addin@yahoogroups.com , Geoffrey BABIARZ <geo.us.kse@...> wrote:
>
> Yeah, just checking with another source. Bloomberg provides its own
> proprietary classification (BICS, 3 Levels) :
>
> *Stock Name* *MCDONALDS CORP * GICS Sector Name Consumer Discretionary ICB
> Industry Name Consumer Services BICS Industry Sector Consumer, Cyclical GICS
> Industry Group Name Consumer Services ICB Supersector Name Travel &
> Leisure BICS
> Industry Group Retail GICS Industry Name Hotels Restaurants & Leisure ICB
> Sector Name Travel & Leisure GICS Sub Industry Name Restaurants ICB
> Subsector Name Restaurants & Bars BICS Industry Subgroup Retail-Restaurants
> I was also trying to make a concordance table right now but its not at all
> a systematic science :(
> I took a sample of 20,000 stocks and filtered with the GICS Discretionary
> sector to see which ICB/BICS sectors can correspond. Not really promising
> results so far.
>
> GICS ICB BICS Total Total 8727 Total 8727 Consumer
> Discretionary 8727 Consumer Services 4313 49.4% Communications 1695 19.4%
> Consumer Goods 3308 37.9% Consumer, Cyclical 5592 64.1%
> Telecommunications 18 0.2% Consumer, Non-cyclical 550 6.3% Industrials
> 432 5.0% Financial 181 2.1% Technology 161 1.8% Basic Materials 92 1.1%
> Financials 301 3.4% Diversified 56 0.6% Basic Materials 153 1.8%
> Energy 21 0.2% Oil & Gas 11 0.1% Industrial 473 5.4% Utilities 6
> 0.1% Technology 66 0.8% Health Care 18 0.2% Utilities 1 0.0% #N/A
> 6 0.0%
>
--- In smf_addin@yahoogrou
>
> Yeah, just checking with another source. Bloomberg provides its own
> proprietary classification (BICS, 3 Levels) :
>
> *Stock Name* *MCDONALDS CORP * GICS Sector Name Consumer Discretionary ICB
> Industry Name Consumer Services BICS Industry Sector Consumer, Cyclical GICS
> Industry Group Name Consumer Services ICB Supersector Name Travel &
> Leisure BICS
> Industry Group Retail GICS Industry Name Hotels Restaurants & Leisure ICB
> Sector Name Travel & Leisure GICS Sub Industry Name Restaurants ICB
> Subsector Name Restaurants & Bars BICS Industry Subgroup Retail-Restaurants
> I was also trying to make a concordance table right now but its not at all
> a systematic science :(
> I took a sample of 20,000 stocks and filtered with the GICS Discretionary
> sector to see which ICB/BICS sectors can correspond. Not really promising
> results so far.
>
> GICS ICB BICS Total Total 8727 Total 8727 Consumer
> Discretionary 8727 Consumer Services 4313 49.4% Communications 1695 19.4%
> Consumer Goods 3308 37.9% Consumer, Cyclical 5592 64.1%
> Telecommunications 18 0.2% Consumer, Non-cyclical 550 6.3% Industrials
> 432 5.0% Financial 181 2.1% Technology 161 1.8% Basic Materials 92 1.1%
> Financials 301 3.4% Diversified 56 0.6% Basic Materials 153 1.8%
> Energy 21 0.2% Oil & Gas 11 0.1% Industrial 473 5.4% Utilities 6
> 0.1% Technology 66 0.8% Health Care 18 0.2% Utilities 1 0.0% #N/A
> 6 0.0%
>
Sat May 11, 2013 3:06 pm (PDT) . Posted by:
"acetylator" acetylator
Superb! Works! Thank you!
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> To do it directly, without another UDF:
>
> =smfStrExtr(smfGetTagContent("
> http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol=MMM ","span",1,"classificationContainer"),"~","
> : ")
>
> ...and for sub-group:
>
> =smfGetTagContent("
> http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol=MMM
> ","a",1,"classificationContainer")
>
> On Sat, May 11, 2013 at 9:10 AM, acetylator <gorbunov@...> wrote:
>
> > Just figured it out. I have added to the VBAProject of my Worksheet this
> > code. It uses info from tdameritrade.com:
> >
> >
> > ' This function search for a substring in a string and
> > ' then returns text from position 1 to the found position of the substring
> > + Offset (it can be positive or negative)
> > ' This function is used only in GetSectorNameGICS function
> > Private Function AceGetSubStringFromStart(ByVal S As String, ByVal SubS As
> > String, ByVal Offset As Integer) As String
> > P = InStr(S, SubS)
> > AceGetSubStringFromStart = Mid(S, 1, P + Offset)
> > End Function
> >
> > ' This function gets Sector name of the Stock according to GICS (Global
> > Industry Classification Standard)
> > Function GetSectorNameGICS(ByVal Ticker As String) As String
> > ' Get info from Internet
> > S = smfGetTagContent("
> > http://research.tdameritrade.com/grid/public/stocks/overview/overview.asp?symbol= "
> > & Ticker, "span", 0, "<span class=""first";">")
> > ' Extract Sector name
> > GetSectorNameGICS = AceGetSubStringFromStart(S, ":", -1)
> > End Function
> >
>
--- In smf_addin@yahoogrou
>
> To do it directly, without another UDF:
>
> =smfStrExtr(
> http://research.
> : ")
>
> ...and for sub-group:
>
> =smfGetTagContent(
> http://research.
> ","
>
> On Sat, May 11, 2013 at 9:10 AM, acetylator <gorbunov@
>
> > Just figured it out. I have added to the VBAProject of my Worksheet this
> > code. It uses info from tdameritrade.
> >
> >
> > ' This function search for a substring in a string and
> > ' then returns text from position 1 to the found position of the substring
> > + Offset (it can be positive or negative)
> > ' This function is used only in GetSectorNameGICS function
> > Private Function AceGetSubStringFrom
> > String, ByVal Offset As Integer) As String
> > P = InStr(S, SubS)
> > AceGetSubStringFrom
> > End Function
> >
> > ' This function gets Sector name of the Stock according to GICS (Global
> > Industry Classification Standard)
> > Function GetSectorNameGICS(
> > ' Get info from Internet
> > S = smfGetTagContent(
> > http://research.
> > & Ticker, "span"
> > ' Extract Sector name
> > GetSectorNameGICS = AceGetSubStringFrom
> > End Function
> >
>
Sat May 11, 2013 9:40 am (PDT) . Posted by:
"acetylator" acetylator
Dear Randy,
I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1) from AdvFN and I keep getting error. in fact, I am unable to get any numbers from AdvFN at all.
For example, "=RCHGetElementNumber("MO",5396)" just returns "Error" in the Excel cell.
I use Excel 2010, latest plugin version (dloaded 2 days ago) and no firewall or other issues. I am from Germany. I am able to connect to advfn.com, however, I am always redirected to "de.advfn.com" and I am unable to browse on "www.adwfn.com" - I mean, it redirects me automatically. Could it be the source of the problem? What can I do about it? Is there a possibility to come with an universal solution for non-US users?
I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1) from AdvFN and I keep getting error. in fact, I am unable to get any numbers from AdvFN at all.
For example, "=RCHGetElemen
I use Excel 2010, latest plugin version (dloaded 2 days ago) and no firewall or other issues. I am from Germany. I am able to connect to advfn.com, however, I am always redirected to "de.advfn.
Sat May 11, 2013 11:03 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
Try using "de" in this workaround I added on a recent release of the add-in:
http://finance.groups.yahoo.com/group/smf_addin/message/21069
On Sat, May 11, 2013 at 9:40 AM, acetylator <gorbunov@nanoweb.info > wrote:
>
> I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1)
> from AdvFN and I keep getting error. in fact, I am unable to get any
> numbers from AdvFN at all.
> For example, "=RCHGetElementNumber("MO",5396)" just returns "Error" in the
> Excel cell.
> I use Excel 2010, latest plugin version (dloaded 2 days ago) and no
> firewall or other issues. I am from Germany. I am able to connect to
> advfn.com, however, I am always redirected to "de.advfn.com" and I am
> unable to browse on "www.adwfn.com" - I mean, it redirects me
> automatically. Could it be the source of the problem? What can I do about
> it? Is there a possibility to come with an universal solution for non-US
> users?
>
http://finance.
On Sat, May 11, 2013 at 9:40 AM, acetylator <gorbunov@nanoweb.
>
> I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1)
> from AdvFN and I keep getting error. in fact, I am unable to get any
> numbers from AdvFN at all.
> For example, "=RCHGetElemen
> Excel cell.
> I use Excel 2010, latest plugin version (dloaded 2 days ago) and no
> firewall or other issues. I am from Germany. I am able to connect to
> advfn.com, however, I am always redirected to "de.advfn.
> unable to browse on "www.adwfn.
> automatically. Could it be the source of the problem? What can I do about
> it? Is there a possibility to come with an universal solution for non-US
> users?
>
Sat May 11, 2013 11:37 am (PDT) . Posted by:
"acetylator" acetylator
Dear Randy,
thank you for your reply. Your solution WORKS!
Notice for newbies (like me :-) - after applying this solution,
you MUST completely close all Excel files and reopen them again.
Thank you for your help!
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> Try using "de" in this workaround I added on a recent release of the add-in:
>
> http://finance.groups.yahoo.com/group/smf_addin/message/21069
>
> On Sat, May 11, 2013 at 9:40 AM, acetylator <gorbunov@...> wrote:
>
> >
> > I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1)
> > from AdvFN and I keep getting error. in fact, I am unable to get any
> > numbers from AdvFN at all.
> > For example, "=RCHGetElementNumber("MO",5396)" just returns "Error" in the
> > Excel cell.
> > I use Excel 2010, latest plugin version (dloaded 2 days ago) and no
> > firewall or other issues. I am from Germany. I am able to connect to
> > advfn.com, however, I am always redirected to "de.advfn.com" and I am
> > unable to browse on "www.adwfn.com" - I mean, it redirects me
> > automatically. Could it be the source of the problem? What can I do about
> > it? Is there a possibility to come with an universal solution for non-US
> > users?
> >
>
thank you for your reply. Your solution WORKS!
Notice for newbies (like me :-) - after applying this solution,
you MUST completely close all Excel files and reopen them again.
Thank you for your help!
--- In smf_addin@yahoogrou
>
> Try using "de" in this workaround I added on a recent release of the add-in:
>
> http://finance.
>
> On Sat, May 11, 2013 at 9:40 AM, acetylator <gorbunov@
>
> >
> > I am trying to get item 5396 (Annual Income Statement -- EBITDA -- FY1)
> > from AdvFN and I keep getting error. in fact, I am unable to get any
> > numbers from AdvFN at all.
> > For example, "=RCHGetElemen
> > Excel cell.
> > I use Excel 2010, latest plugin version (dloaded 2 days ago) and no
> > firewall or other issues. I am from Germany. I am able to connect to
> > advfn.com, however, I am always redirected to "de.advfn.
> > unable to browse on "www.adwfn.
> > automatically. Could it be the source of the problem? What can I do about
> > it? Is there a possibility to come with an universal solution for non-US
> > users?
> >
>
Sat May 11, 2013 2:23 pm (PDT) . Posted by:
"zbgb952" zbgb952
For some reason..it all worked today..weird
some times the best thing to do is nothing and give it time
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> You could try Ctrl+F5 (reload ignoring any cache).
>
> Or clearing cache and Zacks cookies?
>
> On Fri, May 10, 2013 at 11:38 PM, zbgb952 <mb0329@...> wrote:
>
> >
> > I clicked on you link and got the same thing...a blank page. When i try to
> > open the source..that page also opens blank (white) with nothing in it. I
> > only get this for zacks and it started last nite.
> >
>
some times the best thing to do is nothing and give it time
--- In smf_addin@yahoogrou
>
> You could try Ctrl+F5 (reload ignoring any cache).
>
> Or clearing cache and Zacks cookies?
>
> On Fri, May 10, 2013 at 11:38 PM, zbgb952 <mb0329@.
>
> >
> > I clicked on you link and got the same thing...a blank page. When i try to
> > open the source..that page also opens blank (white) with nothing in it. I
> > only get this for zacks and it started last nite.
> >
>
Sat May 11, 2013 2:52 pm (PDT) . Posted by:
"acetylator" acetylator
Hello again,
I need to get historical revenue. Sounds easy, but there's a catch. Data from AdvFN-A (annual income statements) are inconsistent. Example:
For MMM, I get all the needed data (Operating Revenue) - elements 5286-5295.
But for SRCE, I am unable to get ANY revenue or income data at all. I checked all the elements from 5196 to 13625 (all AdvFN data) and there are just nothing on the income or revenue.
On the other side, when I open
http://advfn.com/p.php?pid=financials&btn=s_ok&qkbtn=&qksymbol=srce&mode=annual_reports&symbol=srce&s_ok=OK&start_date=15
I can see "Revenues (YTD)" item in the table. But I couldn't locate those numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same goes for other companies (AAC as example)
If I find a solution for this very problem, then I will be able to write some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or Operating Revenue - at least what is available. I just need some numbers which I can use as a base to calculate growth rate of a company.
Or probably someone knows a site which provides these historical numbers?
Thank you for your help!
I need to get historical revenue. Sounds easy, but there's a catch. Data from AdvFN-A (annual income statements) are inconsistent. Example:
For MMM, I get all the needed data (Operating Revenue) - elements 5286-5295.
But for SRCE, I am unable to get ANY revenue or income data at all. I checked all the elements from 5196 to 13625 (all AdvFN data) and there are just nothing on the income or revenue.
On the other side, when I open
http://advfn.
I can see "Revenues (YTD)" item in the table. But I couldn't locate those numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same goes for other companies (AAC as example)
If I find a solution for this very problem, then I will be able to write some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or Operating Revenue - at least what is available. I just need some numbers which I can use as a base to calculate growth rate of a company.
Or probably someone knows a site which provides these historical numbers?
Thank you for your help!
Sat May 11, 2013 3:56 pm (PDT) . Posted by:
"acetylator" acetylator
The only solution that I have found is this (VBA code):
' We try to pull Operating Revenue on Ticker
' If we get error after that, then often financial companies (like SRCE)
' have only "Revenue (YTD)" - it is not possible to locate it via element,
' so we have to get it via smfGetADVFNElement
' Year parameter must be 1 to 10
Public Function AceGetOperatingRevenue(ByVal Ticker As String, ByVal Year As Integer) As String
' Define array of elements which return Operating Revenue
OpRevArray = Array(5286, 5287, 5288, 5289, 5290, 5291, 5292, 5293, 5294, 5295)
' This is Error result
ErrorResult = "Error"
' Now try to pull data on ticker - we must include Exchange info (element 3 - otherwise some stocks won't be found
Result = RCHGetElementNumber(RCHGetElementNumber(Ticker, 3) & ":" & Ticker, OpRevArray(Year - 1))
' If we get error, then try to locate "Revenue (YTD)" in the "INCOME STATEMENT (YEAR-TO-DATE)" section
If Result = ErrorResult Then Result = smfGetADVFNElement(Ticker, "A", Year, ">INCOME STATEMENT (YEAR-TO-DATE)", ">Revenues (YTD)")
' Return result
AceGetOperatingRevenue = Result
End Function
--- In smf_addin@yahoogroups.com , "acetylator" <gorbunov@...> wrote:
>
> Hello again,
>
> I need to get historical revenue. Sounds easy, but there's a catch. Data from AdvFN-A (annual income statements) are inconsistent. Example:
> For MMM, I get all the needed data (Operating Revenue) - elements 5286-5295.
> But for SRCE, I am unable to get ANY revenue or income data at all. I checked all the elements from 5196 to 13625 (all AdvFN data) and there are just nothing on the income or revenue.
> On the other side, when I open
> http://advfn.com/p.php?pid=financials&btn=s_ok&qkbtn=&qksymbol=srce&mode=annual_reports&symbol=srce&s_ok=OK&start_date=15
> I can see "Revenues (YTD)" item in the table. But I couldn't locate those numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same goes for other companies (AAC as example)
> If I find a solution for this very problem, then I will be able to write some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or Operating Revenue - at least what is available. I just need some numbers which I can use as a base to calculate growth rate of a company.
> Or probably someone knows a site which provides these historical numbers?
>
> Thank you for your help!
>
' We try to pull Operating Revenue on Ticker
' If we get error after that, then often financial companies (like SRCE)
' have only "Revenue (YTD)" - it is not possible to locate it via element,
' so we have to get it via smfGetADVFNElement
' Year parameter must be 1 to 10
Public Function AceGetOperatingReve
' Define array of elements which return Operating Revenue
OpRevArray = Array(5286, 5287, 5288, 5289, 5290, 5291, 5292, 5293, 5294, 5295)
' This is Error result
ErrorResult = "Error"
' Now try to pull data on ticker - we must include Exchange info (element 3 - otherwise some stocks won't be found
Result = RCHGetElementNumber
' If we get error, then try to locate "Revenue (YTD)" in the "INCOME STATEMENT (YEAR-TO-DATE)
If Result = ErrorResult Then Result = smfGetADVFNElement(
' Return result
AceGetOperatingReve
End Function
--- In smf_addin@yahoogrou
>
> Hello again,
>
> I need to get historical revenue. Sounds easy, but there's a catch. Data from AdvFN-A (annual income statements) are inconsistent. Example:
> For MMM, I get all the needed data (Operating Revenue) - elements 5286-5295.
> But for SRCE, I am unable to get ANY revenue or income data at all. I checked all the elements from 5196 to 13625 (all AdvFN data) and there are just nothing on the income or revenue.
> On the other side, when I open
> http://advfn.
> I can see "Revenues (YTD)" item in the table. But I couldn't locate those numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same goes for other companies (AAC as example)
> If I find a solution for this very problem, then I will be able to write some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or Operating Revenue - at least what is available. I just need some numbers which I can use as a base to calculate growth rate of a company.
> Or probably someone knows a site which provides these historical numbers?
>
> Thank you for your help!
>
Sat May 11, 2013 4:33 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
That's because financial institutions don't really have something called
"Revenues";. At least not the same thing in concept to a normal company.
They aren't selling a product.
If you're attempting to use Revenues on those types of companies, you're
probably doing something wrong in your analysis process. For most purposes,
financial institutions need to be analyzed differently.
On Sat, May 11, 2013 at 2:52 PM, acetylator <gorbunov@nanoweb.info > wrote:
> Hello again,
>
> I need to get historical revenue. Sounds easy, but there's a catch. Data
> from AdvFN-A (annual income statements) are inconsistent. Example:
> For MMM, I get all the needed data (Operating Revenue) - elements
> 5286-5295.
> But for SRCE, I am unable to get ANY revenue or income data at all. I
> checked all the elements from 5196 to 13625 (all AdvFN data) and there are
> just nothing on the income or revenue.
> On the other side, when I open
>
> http://advfn.com/p.php?pid=financials&btn=s_ok&qkbtn=&qksymbol=srce&mode=annual_reports&symbol=srce&s_ok=OK&start_date=15
> I can see "Revenues (YTD)" item in the table. But I couldn't locate those
> numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same
> goes for other companies (AAC as example)
> If I find a solution for this very problem, then I will be able to write
> some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or
> Operating Revenue - at least what is available. I just need some numbers
> which I can use as a base to calculate growth rate of a company.
> Or probably someone knows a site which provides these historical numbers?
>
"Revenues"
They aren't selling a product.
If you're attempting to use Revenues on those types of companies, you're
probably doing something wrong in your analysis process. For most purposes,
financial institutions need to be analyzed differently.
On Sat, May 11, 2013 at 2:52 PM, acetylator <gorbunov@nanoweb.
> Hello again,
>
> I need to get historical revenue. Sounds easy, but there's a catch. Data
> from AdvFN-A (annual income statements) are inconsistent. Example:
> For MMM, I get all the needed data (Operating Revenue) - elements
> 5286-5295.
> But for SRCE, I am unable to get ANY revenue or income data at all. I
> checked all the elements from 5196 to 13625 (all AdvFN data) and there are
> just nothing on the income or revenue.
> On the other side, when I open
>
> http://advfn.
> I can see "Revenues (YTD)" item in the table. But I couldn't locate those
> numbers (e.g. 319.3 for 2008, etc.) in the data collected by SMF. The same
> goes for other companies (AAC as example)
> If I find a solution for this very problem, then I will be able to write
> some VBA script, which tries to get Revenues YTD, *or* Total Revenue, or
> Operating Revenue - at least what is available. I just need some numbers
> which I can use as a base to calculate growth rate of a company.
> Or probably someone knows a site which provides these historical numbers?
>
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