Senin, 17 Oktober 2016

[smf_addin] Digest Number 3821

7 Messages

Digest #3821

Messages

Sun Oct 16, 2016 9:02 am (PDT) . Posted by:

wbrigida

What is the syntax for pulling data such as EBITDA as of a specific date, say December 31, 2015 for example?

Sun Oct 16, 2016 10:18 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Depends on the data source. But, in almost all cases, you'll have to know
the relative location of that date, unless you first extract all the dates
to determine which relative location it is. Most of the items I've defined
elements for use descriptions of something like Y0 to Y4 to indicate the
relative years.

That ignores the companies that don't end their fiscal year at year-end, of
course. So it also depends on what you plan to do with the data.

On Sun, Oct 16, 2016 at 9:02 AM, wbrigida@
​...wrote:

> What is the syntax for pulling data such as EBITDA as of a specific date,
> say December 31, 2015 for example?
>
>

Sun Oct 16, 2016 11:35 am (PDT) . Posted by:

wbrigida

Thank you for the quick response. I was hoping to add an "as of date" field to this formula for example:


=RCHGetElementNumber(Ticker,964)


I believe the data is coming from Yahoo Key Statistics.

Sun Oct 16, 2016 12:11 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

See elements 950 and 951...they provide the most recent quarterly and
annual statement "as of" dates.

On Sun, Oct 16, 2016 at 11:35 AM, wbrigida@
​...wrote:

>
> Thank you for the quick response. I was hoping to add an "as of date"
> field to this formula for example:
>
> =RCHGetElementNumber(Ticker,964)
>
> I believe the data is coming from Yahoo Key Statistics.
>
>

Sun Oct 16, 2016 1:01 pm (PDT) . Posted by:

wbrigida

Sorry, I guess I'm not being clear.


I am trying to use an RCH formula such as =RCHGetElementNumber(Ticker,960) to pull financial data as of a specific date. The formulas appear to default to pulling the most recent financial data. I would like to be able to specify the date. For example, I'd like to pull a company's cash balance as of June 30, 2014.


I have searched for a template and a solution to my question a couple times and have not yet found anything. Thanks for your help.

Sun Oct 16, 2016 1:17 pm (PDT) . Posted by:

wbrigida

Sorry, I guess I'm not being clear. I am trying to use an RCH formula such as =RCHGetElementNumber(Ticker,960) to pull financial data as of a specific date. The formulas appear to default to pulling the most recent financial data. I would like to be able to specify the date. For example, I'd like to pull a company's cash balance as of June 30, 2014.


I have searched for a template and a solution to my question a couple times and have not yet found anything. Perhaps the formula cannot simply be fed a date to extra data as of that date. Is the case that I would locate a table of data and extract the data I want based on its position in the table instead?

Sun Oct 16, 2016 2:18 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Correct. You'd need to retrieve the dates of the columns of financial
statements first, then determine which is the date you want, and then
retrieve the desired data items from that column.

There's nothing that will automatically do it by a particular date.

Easiest might be to grab the financial statement CSV file from MorningStar,
do an EXCEL lookup function on the dates, and another EXCEL lookup function
for the data. See the "Tips and FAQS" page for the CSV MorningStar tip.

Keep in mind the cash balance for June 30, 2014 may not be available. The
fiscal quarter may end on May 31 instead of June 30.

On Sun, Oct 16, 2016 at 1:17 PM, wbrigida@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> Sorry, I guess I'm not being clear. I am trying to use an RCH formula such
> as =RCHGetElementNumber(Ticker,960) to pull financial data as of a
> specific date. The formulas appear to default to pulling the most recent
> financial data. I would like to be able to specify the date. For example,
> I'd like to pull a company's cash balance as of June 30, 2014.
>
> I have searched for a template and a solution to my question a couple
> times and have not yet found anything. Perhaps the formula cannot simply be
> fed a date to extra data as of that date. Is the case that I would locate a
> table of data and extract the data I want based on its position in the
> table instead?
>
>
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