Minggu, 12 November 2017

[smf_addin] Digest Number 4233

8 Messages

Digest #4233
1.2
Re: Help with smfGetYahooPortfolioView by "Randy Harmelink" rharmelink
1.3
Re: Help with smfGetYahooPortfolioView by "Randy Harmelink" rharmelink
2a
Re: New to SMF Add-In by "Thomas J Strouse" thomas.strouse@nielsen.com
2b
Re: New to SMF Add-In by "Thomas J Strouse" thomas.strouse@nielsen.com

Messages

Sun Nov 12, 2017 9:49 am (PST) . Posted by:

jimmymc00

Would agree, PortfolioViews are working well! Spent the morning revamping info structure and needs in Excel. Achieving a higher level of efficiency and information as a result.

There is just one data point I can't quite figure out at the moment, Barchart's field number 40, 5Y Div%. Any help would be appreciated.

-----Original Message-----
From: Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com>
To: smf_addin <smf_addin@yahoogroups.com>
Sent: Sun, Nov 12, 2017 12:18 pm
Subject: Re: [smf_addin] Re: Help with smfGetYahooPortfolioView

It was my plan to eventually update RCHGetYahooQuotes(), adding a field-to-field translation. However, as time goes on and people manually convert to smfGetYahooPortfolioView(), I think there is less and less of a need.

On Sun, Nov 12, 2017 at 6:56 AM, jchyjun@
​...
wrote:

I think than reincarnation of RCHGetYahooQuotes() function will be useful. You can give new name e.g. RCHGetYahooInfo2017() and simplify replacing codes with field numbers (as in smfGetYahooPortfolioView-Example file). It gives SMF users significant flexibility.

Sun Nov 12, 2017 9:50 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Unfortunately, both EXCEL and the add-in use the Microsoft Internet engine
to retrieve data from the Internet. So if your IE browser cannot make an
Internet connection, both EXCEL and the add-in should be having similar
problems.

On Sun, Nov 12, 2017 at 10:42 AM, jchyjun@
​...
wrote:

>
> Firefox (ver. 52.4.0) gives me table with correct data.
> Sorry I do not have working IE in PC where I use SMF. Old IE (ver. 7.0)
> cannot make Internet connection.
>
>

Sun Nov 12, 2017 9:59 am (PST) . Posted by:

"Randy Harmelink" rharmelink

How so?

MMM returns 101% growth. That is what they show on their web page, so the
add-in is grabbing their data "as is":

https://www.barchart.com/stocks/quotes/MMM/profile

On Sun, Nov 12, 2017 at 10:49 AM, jmcatee133@
​...
wrote:

>
> There is just one data point I can't quite figure out at the moment,
> Barchart's field number 40, 5Y Div%. Any help would be appreciated.
>
>
>

Sun Nov 12, 2017 10:50 am (PST) . Posted by:

jimmymc00

Thx for the reply and MMM info. With that I now see that it is growth in the Div. Rate over last 5 yrs., 2011-2016. I also checked it with T and VZ and it works out. But I was using AAPL when I inquired and couldn't get it to work out, still can't. I see that AAPL doesn't have a full 5 yrs. of dividend payments thru 2016 so that must have factored in to Barchart's math somehow. Anyway, thanks for looking at and getting back to me. Jim

-----Original Message-----
From: Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com>
To: smf_addin <smf_addin@yahoogroups.com>
Sent: Sun, Nov 12, 2017 12:59 pm
Subject: Re: [smf_addin] Re: Help with smfGetYahooPortfolioView

How so?

MMM returns 101% growth. That is what they show on their web page, so the add-in is grabbing their data "as is":

https://www.barchart.com/stocks/quotes/MMM/profile

On Sun, Nov 12, 2017 at 10:49 AM, jmcatee133@
​...
wrote:

There is just one data point I can't quite figure out at the moment, Barchart's field number 40, 5Y Div%. Any help would be appreciated.

Sun Nov 12, 2017 12:03 pm (PST) . Posted by:

JCHyjun

Hi Randy,

Latest SMF version (11.11.2017) works fine on another computer with good IE. Sorry for the noise I made.

BTW, Morningstar recently created Excel Add-in for users of Morningstar Direct (single license is 16K$ !!!). On the first glance they have good documentation - it is free. I guess experienced SMF Add-In users might learn some tricks there and use it for our favorite tool (SMF).

Regards
JCH

Sun Nov 12, 2017 1:31 pm (PST) . Posted by:

"Thomas J Strouse" thomas.strouse@nielsen.com

Randy,

I thought I had the #NAME? issue fixed! I updated the add-in and removed
the smfFixlinks and smfForceRecalculation macros yesterday and my
spreadsheets worked. I rebooted today and now I get the #NAME? error.

Any trouble shooting tips?

Thanks

Tom

On Sat, Nov 11, 2017 at 9:07 AM, Thomas J Strouse <
thomas.strouse@nielsen.com> wrote:

> Randy,
>
> I think you're right. MStar allows all to access some 10-year data, e.g.,
> Ratios data, but not other 10-year data.
>
> As for smfFixlinks and smfForceRecalculation, I watched the video in the
> Top Level Directory entitled, "YouTube video on how to use the smfFixLinks
> macro to remove the hard coded location in SMF add-in templates" a year
> ago, so had these macros installed. I remove the macros, and with some
> work (updated the link source), I was able to get the add-in to work
> properly.
>
> Again, thanks for all your help!
>
> Tom
>
> On Sat, Nov 11, 2017 at 3:39 AM, Randy Harmelink rharmelink@gmail.com
> [smf_addin] <smf_addin@yahoogroups.com> wrote:
>
>>
>>
>> Maybe everyone gets 10 years of the Key Ratios, but only subscribers get
>> 10 years of the financial statements?
>>
>> I don't know why you would "install
>> ​"
>> the macros smfFixLinks and smfForceRecalculation. They are part of the
>> add-in and are installed when it is? The one in the add-in cycles between
>> each existing worksheet. If you have one that does one sheet at a time,
>> you'd need to run it on each sheet?
>>
>>
>> On Fri, Nov 10, 2017 at 7:59 PM, Thomas J Strouse thomas.strouse@
>> ​....
>> wrote:
>>
>>>
>>> What a powerful function!! How do I make it variable? I receive 10
>>> year data when I use it. For example:
>>>
>>> =smfGetCSVFile("http://financials.morningstar.com/ajax/expor
>>> tKR2CSV.html?t=
>>> <http://financials.morningstar.com/ajax/exportKR2CSV.html?t=AAPL>AAPL")
>>>
>>>
>>> Growth Profitability and Financial Ratios for Apple Inc
>>> Financials
>>> 2008-09 2009-09 2010-09 2011-09 2012-09 2013-09 2014-09 2015-09 2016-09
>>> 2017-09 TTM
>>> Revenue USD Mil 37,491 42,905 65,225 108,249 156,508 170,910 182,795
>>> 233,715 215,639 229,234 229,234
>>> Gross Margin % 35.2 40.1 39.4 40.5 43.9 37.6 38.6 40.1 39.1 38.5 38.5
>>> Operating Income USD Mil 8,327 11,740 18,385 33,790 55,241 48,999 52,503
>>> 71,230 60,024 61,344 61,344
>>> Operating Margin % 22.2 27.4 28.2 31.2 35.3 28.7 28.7 30.5 27.8 26.8
>>> 26.8
>>> Net Income USD Mil 6,119 8,235 14,013 25,922 41,733 37,037 39,510 53,394
>>> 45,687 48,351 48,351
>>> Earnings Per Share USD 0.97 1.3 2.16 3.95 6.31 5.68 6.45 9.22 8.31 9.21
>>> 9.21
>>>
>>>
>>> However, when I use =smfGetCSVFile("http://fin
>>> ancials.morningstar.com/ajax/ReportProcess4CSV.html?t="&C2&"
>>> &reportType="&C3&"&period="&C4&"&dataType="&C5&"&order="&C6&
>>> "&columnYear="&C7&"&rounding=3&denominatorView="&C8)
>>>
>>> to get MStar Income Statement, Balance Sheet and Cash Flow Statements, *I
>>> only get 5 years of data*. I will still probably pay for the premium
>>> package as I am calculating NOPAT and Invested Capital.
>>>
>>>
>>> Another issue, I had to get a new laptop so I installed
>>> ​​
>>> the macros smfFixLinks and smfForceRecalculate. However, I have
>>> multiple tabs on my spreadsheet and smfFixLinks seems to only fix the
>>> fields on the first tab. The following tabs (not in sequence), still shows:
>>>
>>> ='C:\SMF\Add-in\RCH_Stock_Market_Functions.xla'!RCHGetElementNumber(Ticker,
>>> 5465)
>>>
>>> Any solutions?
>>>
>>
>>
>
>
>
> --
>
> *Thomas J. Strouse*
>
> VP and Senior Intellectual Property Counsel
> The Nielsen Company
>
> 10 Waterview Blvd., Parsippany, NJ
>
> Office (973) 299-2202
>
> Mobile (973) 216-4631
>
> Fax (973) 860-1637
>
> www.nielsen.com
>
> *The material in this transmission contains confidential information
> intended only for the addressee. If you are not the addressee, any
> disclosure or use of this information by you is strictly prohibited. If
> you have received this transmission in error, please delete it, destroy all
> copies, and notify The Nielsen Company by telephone at 973.299.2202
> <(973)%20299-2202>. Thank you*
>
>
>

--

*Thomas J. Strouse*

VP and Senior Intellectual Property Counsel
The Nielsen Company

10 Waterview Blvd., Parsippany, NJ

Office (973) 299-2202

Mobile (973) 216-4631

Fax (973) 860-1637

www.nielsen.com

*The material in this transmission contains confidential information
intended only for the addressee. If you are not the addressee, any
disclosure or use of this information by you is strictly prohibited. If
you have received this transmission in error, please delete it, destroy all
copies, and notify The Nielsen Company by telephone at 973.299.2202. Thank
you*

Sun Nov 12, 2017 2:54 pm (PST) . Posted by:

"Thomas J Strouse" thomas.strouse@nielsen.com

Randy,

I selected ALT+T+I to get the Add-Ins screen. Browsed to the correct
Add-In location (C\SMF\Add-In), and overwrote the existing link. That
fixed it. I don't know why the link would change.

Thanks

Tom

On Sun, Nov 12, 2017 at 4:30 PM, Thomas J Strouse <
thomas.strouse@nielsen.com> wrote:

> Randy,
>
> I thought I had the #NAME? issue fixed! I updated the add-in and removed
> the smfFixlinks and smfForceRecalculation macros yesterday and my
> spreadsheets worked. I rebooted today and now I get the #NAME? error.
>
> Any trouble shooting tips?
>
> Thanks
>
> Tom
>
> On Sat, Nov 11, 2017 at 9:07 AM, Thomas J Strouse <
> thomas.strouse@nielsen.com> wrote:
>
>> Randy,
>>
>> I think you're right. MStar allows all to access some 10-year data,
>> e.g., Ratios data, but not other 10-year data.
>>
>> As for smfFixlinks and smfForceRecalculation, I watched the video in the
>> Top Level Directory entitled, "YouTube video on how to use the smfFixLinks
>> macro to remove the hard coded location in SMF add-in templates" a year
>> ago, so had these macros installed. I remove the macros, and with some
>> work (updated the link source), I was able to get the add-in to work
>> properly.
>>
>> Again, thanks for all your help!
>>
>> Tom
>>
>> On Sat, Nov 11, 2017 at 3:39 AM, Randy Harmelink rharmelink@gmail.com
>> [smf_addin] <smf_addin@yahoogroups.com> wrote:
>>
>>>
>>>
>>> Maybe everyone gets 10 years of the Key Ratios, but only subscribers get
>>> 10 years of the financial statements?
>>>
>>> I don't know why you would "install
>>> ​"
>>> the macros smfFixLinks and smfForceRecalculation. They are part of the
>>> add-in and are installed when it is? The one in the add-in cycles between
>>> each existing worksheet. If you have one that does one sheet at a time,
>>> you'd need to run it on each sheet?
>>>
>>>
>>> On Fri, Nov 10, 2017 at 7:59 PM, Thomas J Strouse thomas.strouse@
>>> ​....
>>> wrote:
>>>
>>>>
>>>> What a powerful function!! How do I make it variable? I receive 10
>>>> year data when I use it. For example:
>>>>
>>>> =smfGetCSVFile("http://financials.morningstar.com/ajax/expor
>>>> tKR2CSV.html?t=
>>>> <http://financials.morningstar.com/ajax/exportKR2CSV.html?t=AAPL>AAPL")
>>>>
>>>>
>>>> Growth Profitability and Financial Ratios for Apple Inc
>>>> Financials
>>>> 2008-09 2009-09 2010-09 2011-09 2012-09 2013-09 2014-09 2015-09 2016-09
>>>> 2017-09 TTM
>>>> Revenue USD Mil 37,491 42,905 65,225 108,249 156,508 170,910 182,795
>>>> 233,715 215,639 229,234 229,234
>>>> Gross Margin % 35.2 40.1 39.4 40.5 43.9 37.6 38.6 40.1 39.1 38.5 38.5
>>>> Operating Income USD Mil 8,327 11,740 18,385 33,790 55,241 48,999
>>>> 52,503 71,230 60,024 61,344 61,344
>>>> Operating Margin % 22.2 27.4 28.2 31.2 35.3 28.7 28.7 30.5 27.8 26.8
>>>> 26.8
>>>> Net Income USD Mil 6,119 8,235 14,013 25,922 41,733 37,037 39,510
>>>> 53,394 45,687 48,351 48,351
>>>> Earnings Per Share USD 0.97 1.3 2.16 3.95 6.31 5.68 6.45 9.22 8.31 9.21
>>>> 9.21
>>>>
>>>>
>>>> However, when I use =smfGetCSVFile("http://fin
>>>> ancials.morningstar.com/ajax/ReportProcess4CSV.html?t="&C2&"
>>>> &reportType="&C3&"&period="&C4&"&dataType="&C5&"&order="&C6&
>>>> "&columnYear="&C7&"&rounding=3&denominatorView="&C8)
>>>>
>>>> to get MStar Income Statement, Balance Sheet and Cash Flow Statements, *I
>>>> only get 5 years of data*. I will still probably pay for the premium
>>>> package as I am calculating NOPAT and Invested Capital.
>>>>
>>>>
>>>> Another issue, I had to get a new laptop so I installed
>>>> ​​
>>>> the macros smfFixLinks and smfForceRecalculate. However, I have
>>>> multiple tabs on my spreadsheet and smfFixLinks seems to only fix the
>>>> fields on the first tab. The following tabs (not in sequence), still shows:
>>>>
>>>> ='C:\SMF\Add-in\RCH_Stock_Market_Functions.xla'!RCHGetElementNumber(Ticker,
>>>> 5465)
>>>>
>>>> Any solutions?
>>>>
>>>
>>>
>>
>>
>>
>> --
>>
>> *Thomas J. Strouse*
>>
>> VP and Senior Intellectual Property Counsel
>> The Nielsen Company
>>
>> 10 Waterview Blvd., Parsippany, NJ
>>
>> Office (973) 299-2202
>>
>> Mobile (973) 216-4631
>>
>> Fax (973) 860-1637
>>
>> www.nielsen.com
>>
>> *The material in this transmission contains confidential information
>> intended only for the addressee. If you are not the addressee, any
>> disclosure or use of this information by you is strictly prohibited. If
>> you have received this transmission in error, please delete it, destroy all
>> copies, and notify The Nielsen Company by telephone at 973.299.2202
>> <(973)%20299-2202>. Thank you*
>>
>>
>>
>
>
>
> --
>
> *Thomas J. Strouse*
>
> VP and Senior Intellectual Property Counsel
> The Nielsen Company
>
> 10 Waterview Blvd., Parsippany, NJ
>
> Office (973) 299-2202
>
> Mobile (973) 216-4631
>
> Fax (973) 860-1637
>
> www.nielsen.com
>
> *The material in this transmission contains confidential information
> intended only for the addressee. If you are not the addressee, any
> disclosure or use of this information by you is strictly prohibited. If
> you have received this transmission in error, please delete it, destroy all
> copies, and notify The Nielsen Company by telephone at 973.299.2202
> <(973)%20299-2202>. Thank you*
>
>
>

--

*Thomas J. Strouse*

VP and Senior Intellectual Property Counsel
The Nielsen Company

10 Waterview Blvd., Parsippany, NJ

Office (973) 299-2202

Mobile (973) 216-4631

Fax (973) 860-1637

www.nielsen.com

*The material in this transmission contains confidential information
intended only for the addressee. If you are not the addressee, any
disclosure or use of this information by you is strictly prohibited. If
you have received this transmission in error, please delete it, destroy all
copies, and notify The Nielsen Company by telephone at 973.299.2202. Thank
you*

Sun Nov 12, 2017 4:01 pm (PST) . Posted by:

eadamy

I've tried kicking the tires with RCHGetElementNumber to collect the inception date and expense ratio for ETF's. I tried getting an inception date with "=RCHGetElementNumber(D3, 5065)" in a cell range where column D contains an ETF symbol and received return values of "Undefined&quot;.


Have the Yahoo changes killed RCHGetElementNumber or is there something else I need to do? If dead, are the alternative functions which will retrieve inception date and expense ratio?


Thank you.


Earl

For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

Tidak ada komentar:

Posting Komentar