Rabu, 06 Agustus 2014

[smf_addin] Digest Number 3141

14 Messages

Digest #3141
1a
Re: Morningstar elements 889, 889, get "Error" by "Folonari Darilo" folonari05
1b
Re: Morningstar elements 889, 889, get "Error" by "Randy Harmelink" rharmelink
1c
Re: Morningstar elements 889, 889, get "Error" by "Folonari Darilo" folonari05
1d
Re: Morningstar elements 889, 889, get "Error" by "Randy Harmelink" rharmelink
1f
Re: Morningstar elements 889, 889, get "Error" by "Randy Harmelink" rharmelink
2b
Re: getHTMLtable problem with Ycharts by "Randy Harmelink" rharmelink
2d
Re: getHTMLtable problem with Ycharts by "Randy Harmelink" rharmelink
3b
Re: NAICS and/or SIC codes for companies by "Randy Harmelink" rharmelink
4b
Re: how to disable Auto update macro by "Randy Harmelink" rharmelink

Messages

Tue Aug 5, 2014 2:11 am (PDT) . Posted by:

"Folonari Darilo" folonari05


--------------------------------------------
Mar 5/8/14, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> ha scritto:

Oggetto: Re: [smf_addin] Morningstar elements 889, 889, get "Error"
A: smf_addin@yahoogroups.com
Data: Martedì 5 agosto 2014, 06:05


 
Hi, i'm from Italy, are there some problems to get this data element from Itlay?
I have to be registered as premium member?







Keep in mind that
logging in with a browser other than IE doesn't do
anything for EXCEL or the add-in...just in case that is the
issue.

The easiest
way to check if you have the IE security cookie is to go
into the EXCEL Web Query dialog, keyboard shortcut
alt+d+d+w, and then navigate to morningstar.com. When I do
that, I see "Welcome, Randy!" right next to the M*
logo in the upper left-hand corner. So I know I have the IE
security cookie. If I don't have the IE security cookie,
all it says is "Welcome!".


On Mon, Aug 4, 2014 at 7:05
PM, Jose Jacob pepecan47@... wrote:

Randy, yes, I am logged in to Morningstar, I have a premium
membership.



This is a spreadsheet that I have been using for several
months, no problems.



The only thing that is different is that now I have a new
computer with Windows 8.1 and Excel 2013.



I tested other spreadsheets that use the SMF and everything
is fine so far, except this one.



Do you think I am missing an Internet setting for the M*
security cookies?

















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Tue Aug 5, 2014 2:19 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

I don't know if there are special considerations for Italy or not. Anyone
else know?

Here in the U.S., those data items are only available to premium members,
and you have to have created the IE security cookie in order for EXCEL and
the add-in to get to the data.

On Tue, Aug 5, 2014 at 2:11 AM, Folonari Darilo folonari05@... wrote:

>
> Hi, i'm from Italy, are there some problems to get this data element from
> Itlay?
> I have to be registered as premium member?
>
>

Tue Aug 5, 2014 6:26 am (PDT) . Posted by:

"Folonari Darilo" folonari05


--------------------------------------------
Mar 5/8/14, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> ha scritto:

Oggetto: Re: [smf_addin] Morningstar elements 889, 889, get "Error"
A: smf_addin@yahoogroups.com
Data: Martedì 5 agosto 2014, 11:19

...you have to have created the IE security cookie in order for EXCEL and the add-in to get to the data....Could you explain better this point? where can I find something that explains it step by step?
grazie randy sei un grande!
 









I don't know if there
are special considerations for Italy or not. Anyone else
know?

Here in the
U.S., those data items are only available to premium
members, and you have to have created the IE security cookie
in order for EXCEL and the add-in to get to the data.


On Tue,
Aug 5, 2014 at 2:11 AM, Folonari Darilo folonari05@...
wrote:


  
Hi, i'm from Italy, are there some
problems to get this data element from Itlay?

I have to be registered as premium member?















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Tue Aug 5, 2014 6:36 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Best practice:

1. Open up the EXCEL Web Query dialog (keyboard shortcut alt+d+d+w)
2. Navigate to morningstar.com
3. Log in if you need to
4. Cancel out of the dialog once you're logged in

On Tue, Aug 5, 2014 at 6:26 AM, Folonari Darilo folonari05@... wrote:

>
> ...you have to have created the IE security cookie in order for EXCEL
> and the add-in to get to the data....Could you explain better this point?
> where can I find something that explains it step by step?
> grazie randy sei un grande!
>
>

Tue Aug 5, 2014 7:52 am (PDT) . Posted by:

"Jose Jacob" pepecan47

Hi Randy - I only use Internet Explorer.

When using the EXCEL Web Query dialog, the first thing I get is a "Security Warning" pop-up. It says "Do you want to view only the webpage content that was delivered secured?" I pressed "NO" to continue.

But in the Web Query dialog I see "Welcome", not "Welcome Jose". And I am already logged-on to Morningstar in another IE session.!!

Then, if I logon to M* inside the Web Query, my spreadsheet works

Do you have any clue what is going on?

ps. If I answer "YES" to the Security Warning pop-up, I get a script error and I have to cancel the dialog.

Regards,
Jose L. Jacob

--------------------------------------------
On Tue, 8/5/14, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

Subject: Re: [smf_addin] Morningstar elements 889, 889, get "Error"
To: smf_addin@yahoogroups.com
Received: Tuesday, August 5, 2014, 12:05 AM


 









Keep in mind that
logging in with a browser other than IE doesn't do
anything for EXCEL or the add-in...just in case that is the
issue.

The easiest
way to check if you have the IE security cookie is to go
into the EXCEL Web Query dialog, keyboard shortcut
alt+d+d+w, and then navigate to morningstar.com. When I do
that, I see "Welcome, Randy!" right next to the M*
logo in the upper left-hand corner. So I know I have the IE
security cookie. If I don't have the IE security cookie,
all it says is "Welcome!".


On Mon, Aug 4, 2014 at 7:05
PM, Jose Jacob pepecan47@... wrote:

Randy, yes, I am logged in to Morningstar, I have a premium
membership.



This is a spreadsheet that I have been using for several
months, no problems.



The only thing that is different is that now I have a new
computer with Windows 8.1 and Excel 2013.



I tested other spreadsheets that use the SMF and everything
is fine so far, except this one.



Do you think I am missing an Internet setting for the M*
security cookies?

















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Tue Aug 5, 2014 8:24 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

In such a case, I suspect that the IE object used by EXCEL is a different
version of IE than the browser. It's why I say it's preferred to use the
EXCEL Web Query dialog versus the browser. Because it's within EXCEL, the
add-in would use all the same objects that EXCEL does.

On Tue, Aug 5, 2014 at 7:52 AM, Jose Jacob pepecan47... wrote:

> Hi Randy - I only use Internet Explorer.
>
> When using the EXCEL Web Query dialog, the first thing I get is a
> "Security Warning" pop-up. It says "Do you want to view only the webpage
> content that was delivered secured?" I pressed "NO" to continue.
>
> But in the Web Query dialog I see "Welcome", not "Welcome Jose". And I am
> already logged-on to Morningstar in another IE session.!!
>
> Then, if I logon to M* inside the Web Query, my spreadsheet works
>
> Do you have any clue what is going on?
>
> ps. If I answer "YES" to the Security Warning pop-up, I get a script error
> and I have to cancel the dialog.
>

Tue Aug 5, 2014 7:13 am (PDT) . Posted by:

friedman_steve

OK,
I think this is likely very easy fix.
Trying to grab the table on website, and just getting blanks (I think my problem is the stuff at end of formula... just can't get it to work).




=RCHGetHTMLTable("http://ycharts.com/companies/aapl/estimates",1,,,1)



Thanks.

Tue Aug 5, 2014 8:11 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

That's an invalid URL. It appears you have to capitalize the ticker symbol.
This gets me part of the table:

=RCHGetHTMLTable("http://ycharts.com/companies/AAPL/estimates"," Annual
Estimates",1,"",1)

...but they have it improperly coded after EBITDA -- they are coding "<tr>"
instead of "</tr>" where they want to end a row. The rendering by
RCHGetHTMLTable() isn't as forgiving as a browser's.

But I'm not a member, so all I'm getting is "Upgrade" values in the table.

On Tue, Aug 5, 2014 at 7:13 AM, friedman_steve@... wrote:

> I think this is likely very easy fix.
>
> Trying to grab the table on website, and just getting blanks (I think my
> problem is the stuff at end of formula... just can't get it to work).
>
> =RCHGetHTMLTable("http://ycharts.com/companies/aapl/estimates",1,,,1)
>
>

Tue Aug 5, 2014 9:54 am (PDT) . Posted by:

friedman_steve

Thanks Randy. Capital letters did work. & I see what you mean about table breaking down, but it works.
But further down is table for ANNUAL estimates. This part doesn't come thru.... Any suggestions how to get this part?

Tue Aug 5, 2014 10:48 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Hmmm? I gave you the formula for the annual estimates. And it got the whole
table for you? If so, maybe a member's page doesn't have the HTML mangled
so badly.

You should be able to get both tables by changing that last parameter:

=RCHGetHTMLTable("http://ycharts.com/companies/AAPL/estimates"," Quarterly
Estimates",1,"",2)

On Tue, Aug 5, 2014 at 9:54 AM, friedman_steve@...wrote:

>
> Capital letters did work. & I see what you mean about table breaking
> down, but it works.
> But further down is table for ANNUAL estimates. This part doesn't come
> thru.... Any suggestions how to get this part?
>

Tue Aug 5, 2014 8:58 am (PDT) . Posted by:

JCHyjun

Folks,

One of the best way to analyze industry is compare companies with the same
NAICS (or SIC) code. Unfortunately, I don't know a free site with link company stock ticker with prime NAICS and/or SIC code. If anybody know such WWW please answer. I hope it will be possible to apply SMF to extract such information.


Thank you
JCH



Tue Aug 5, 2014 11:06 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

It looks like barchart.com has the primary SIC code:

=smfGetTagContent("http://www.barchart.com/stocks/sectors/finder.php?sym=MMM
","a",-1,">SIC-")

Or, MorningStar has both NAICS and SIC:

=RCHGetTableCell("
http://financials.morningstar.com/company-profile/component.action?component=IndustryClassification&t=MMM
",1,"NAICS")

Or, YCharts has NAICS:

=smfGetTagContent("http://ycharts.com/companies/MMM","li",-1,">NAICS Code")

Or, NASDAQ.com has primary SIC code:

=smfGetTagContent("http://stockreports.nasdaq.edgar-online.com/mmm.html","span",1,">Primary
SIC code")

I found all those using a simple Google search, on either "MMM SIC" or "MMM
NAICS".

On Tue, Aug 5, 2014 at 8:57 AM, jchyjun@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> One of the best way to analyze industry is compare companies with the same
>
> NAICS (or SIC) code. Unfortunately, I don't know a free site with link
> company stock ticker with prime NAICS and/or SIC code. If anybody know such
> WWW please answer. I hope it will be possible to apply SMF to extract such
> information.
>

Tue Aug 5, 2014 4:55 pm (PDT) . Posted by:

sluk_2001

Is there a way for the Add-In to automatically update quotes in real-time?

Tue Aug 5, 2014 4:58 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

If you have a real-time data source that the add-in can access, you could
write your own timing routine to have EXCEL "automatically" update the data
retrieval at specified intervals.

But if you need streaming quotes, you probably need a different tool.

On Tue, Aug 5, 2014 at 12:15 PM, stephen.luk@... wrote:

>
> Is there a way for the Add-In to automatically update quotes in
> real-time?
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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