Kamis, 09 Juli 2015

[smf_addin] Digest Number 3452

7 Messages

Digest #3452

Messages

Wed Jul 8, 2015 7:43 am (PDT) . Posted by:

kjtemplin

I use Morningstars's data elements 886,887,888 & 890 (fair value, buy, sell & moat) in a custom spreadsheet. It was working just fine until Monday, July 6. I suspect the Excel program has timed out my subscription to Morningstar's premium service. How do I update this on Excel so it knows my subscription is still valid?


Thanks,
Ken Templin

Wed Jul 8, 2015 7:55 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

I just use the EXCEL Web Query dialog (alt+d+d+w) to log into the site
again. Sometimes, it's not that the security cookie has expired, but that
they have a check for an advertisement redirection that needs to have a
cookie cleared so that you can get to the desired web pages.

On Wed, Jul 8, 2015 at 7:43 AM, kjtemplin@icloud.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

> I use Morningstars&#39;s data elements 886,887,888 & 890 (fair value, buy,
> sell & moat) in a custom spreadsheet. It was working just fine until
> Monday, July 6. I suspect the Excel program has timed out my subscription
> to Morningstar&#39;s premium service. How do I update this on Excel so it
> knows my subscription is still valid?
>
>

Wed Jul 8, 2015 8:03 am (PDT) . Posted by:

kjtemplin

Thanks. For some reason I can't access the Excel Web Query dialog. (alt+d+d+w) is not working for me. Is there another way to access it.

Thanks,
Ken Templin

Wed Jul 8, 2015 8:32 am (PDT) . Posted by:

kjtemplin

I finally was able to get my data. On the ribbon, I accessed File/Data/From Web box and signed into Morningstar. That seemed to work. The Excel help instructions were not very clear (too much detail) but from prior discussions I knew its was fairly simple.

Thanks for your help.
Ken Templin

Wed Jul 8, 2015 10:44 am (PDT) . Posted by:

hamishthedenizen

I don't currently know of a site that give the 3 statement for 10 years for free. Does anyone?
Morningstar offers 5 free also, but charges for 10.
I can definitely do a 15 year sheet if you want to pay for GuruFocus. I can pull the 5 years for free (I hope).
Let me know what your preference is, or if there's another data source and I'll see if I can do something there.

Wed Jul 8, 2015 5:33 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I'm toying with a new function for GuruFocus data. Something like:

=smfGetGuruFocusItem("MMM",1,"TTM")
=smfGetGuruFocusItem("MMM",1,"A",0)
=smfGetGuruFocusItem("MMM",1,"Q",0)

...where the first 2nd parameter (i.e. 1), indicates a desire for the
"Revenue per Share" data item. The "A"/0 would be asking for the FY0 (i.e.
most recent fiscal year) and the "Q"/0 would be asking for the FQ0 (i.e.
most recent fiscal quarter).

On Wed, Jul 8, 2015 at 10:44 AM, dan-carroll@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> I don't currently know of a site that give the 3 statement for 10 years
> for free. Does anyone?
> Morningstar offers 5 free also, but charges for 10.
> I can definitely do a 15 year sheet if you want to pay for GuruFocus. I
> can pull the 5 years for free (I hope).
> Let me know what your preference is, or if there's another data source and
> I'll see if I can do something there.
>

Wed Jul 8, 2015 6:53 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I've added a new experimental function to the add-in --
smfGetGuruFocusItem(). Two new files can be found in the "Works in
Progress" folder on the SMF add-in website, as:

RCH_Stock_Market_Functions-2.1.2015.07.08.zip
<http://ogres-crypt.com/SMF/Works-In-Progress/RCH_Stock_Market_Functions-2.1.2015.07.08.zip>

smfGetGuruFocusItem-Full-Template.xls
<http://ogres-crypt.com/SMF/Works-In-Progress/smfGetGuruFocusItem-Full-Template.xls>

The new function can return data for 185 data items, some that only apply
to financial institutions. The function can return the label, the TTM
value, or the fiscal year or fiscal quarter values for a given data item.
For example:

=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"TTM";)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"Q",0)

...would return data items for "Revenue per share". The last two items
would be FY0 and FQ0, the most recent fiscal year and fiscal quarter
results. Fiscal years would typically range from 0 to 14 and fiscal
quarters would typically range from 0 to 8. For logged in premium members,
anyway. Non-premium members are now limited to 5 fiscal years of data.

I'm hoping it will return "Premium" for premium data items that are only
available to logged in members. It should return "N/A" for data items that
are beyond the existing history of a company.

Advance warning -- the template has nearly 5000 data item retrievals and
takes me nearly a minute to load. All formulas are hard-coded like the
examples above, with the ticker symbol being the only cell reference in the
formula. That should make copying and pasting easier. Most of you probably
only want small sections, instead of all 5000 data items. :)

Let me know if you run into any discrepancies, or if I missed some data
items on the 15-year display. I compared a number of results to the 20-year
download file they have for members and most matched. Those that didn't had
values to more decimal places in the 20-year file, but matched when I
rounded them off.
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

Tidak ada komentar:

Poskan Komentar