15 Messages
Digest #4234
Messages
Sun Nov 12, 2017 6:16 pm (PST) . Posted by:
lk1_2000
Yes, it turns out this was the case, I think! Got that fixed. Now will turn to figuring out the new smfGetYahooPortfolioView scenario. I was having some trouble finding my way through multiple messages here, and figuring out stuff from the blog. Is the gist that you set up a Master list of quotes using the smfGetYahooPortfolioView, then pull from that into your spreadsheet? (I feel a little behind, having taken a break for a day or so ... there have been so many changes). Thank you for working on this and keeping it going!
---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :
That sounds like you may have the add-in files in more than one folder and you updated the files in the folder that isn't pointed to by the add-in manager?
On Fri, Nov 10, 2017 at 11:36 AM, lk1_2000@ ...
wrote:
Sorry! I was sorry to hear you say that RCHGetYahooQuotes is dead! I haven't tried to substitute smfGetYahooPortfoli oView(), but I can try that. My problem today was that I downloaded the 2017 11.08 version, but when I try to link it to Excel, it's showing a 2015 version, so I was trying to figure that out when I saw your post that the whole thing might be dead ...
---In smf_addin@yahoogroups.com, <rharmelink@
That sounds like you may have the add-in files in more than one folder and you updated the files in the folder that isn't pointed to by the add-in manager?
On Fri, Nov 10, 2017 at 11:36 AM, lk1_2000@ ...
wrote:
Sorry! I was sorry to hear you say that RCHGetYahooQuotes is dead! I haven't tried to substitute smfGetYahooPortfoli oView(), but I can try that. My problem today was that I downloaded the 2017 11.08 version, but when I try to link it to Excel, it's showing a 2015 version, so I was trying to figure that out when I saw your post that the whole thing might be dead ...
Sun Nov 12, 2017 6:40 pm (PST) . Posted by:
"Randy Harmelink" rharmelink
"Undefined" means your element definitions never got loaded. That usually
mean the "smf-elements-*.txt" files from the ZIP archive are not located in
the folder the add-in is located.
However, currently element #5065 is defined as "TBD" because Yahoo
unplugged the source web page back in April when they went to JSON files. I
haven't gotten around to updating the definitions yet. Mutual funds are a
low priority for me. Sorry. And
The new element definitions will look something like:
=smfGetYahooJSONField("VFINX","defaultKeyStatistics","quoteSummary.result.0.
defaultKeyStatistics.fundInceptionDate.fmt")
=smfGetYahooJSONField("VWEAX","defaultKeyStatistics","quoteSummary.result.0.defaultKeyStatistics.annualReportExpenseRatio.raw")
...which is ticker, module, fieldname. A list of modules and fieldnames can
be found here:
http://ogres-crypt.com/SMF/Elements/smfGetYahooJSONField-
Mutual-Fund-Keyname-Database.xls
On Sun, Nov 12, 2017 at 5:01 PM, earladamy@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> 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".
>
> 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?
>
>
>
mean the "smf-elements-*.txt" files from the ZIP archive are not located in
the folder the add-in is located.
However, currently element #5065 is defined as "TBD" because Yahoo
unplugged the source web page back in April when they went to JSON files. I
haven't gotten around to updating the definitions yet. Mutual funds are a
low priority for me. Sorry. And
The new element definitions will look something like:
=smfGetYahooJSONField("VFINX","defaultKeyStatistics","quoteSummary.result.0.
defaultKeyStatistics.fundInceptionDate.fmt")
=smfGetYahooJSONField("VWEAX","defaultKeyStatistics","quoteSummary.result.0.defaultKeyStatistics.annualReportExpenseRatio.raw")
...which is ticker, module, fieldname. A list of modules and fieldnames can
be found here:
http://ogres-crypt.com/SMF/Elements/smfGetYahooJSONField-
Mutual-Fund-Keyname-Database.xls
On Sun, Nov 12, 2017 at 5:01 PM, earladamy@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> 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 "=RCHGetElemen
> contains an ETF symbol and received return values of "Undefined&quo
>
> 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?
>
>
>
Mon Nov 13, 2017 6:08 am (PST) . Posted by:
eadamy
Thank you, Randy. I'm in no rush for the inception date and fee data although it would be handy to have. I spent a bit of time looking at the structure of the Keyname Database and running some watches through smfGetYahooJSONField. The later is quite a behind-the-scenes project to support the front end. The amount of knowledge, time, and care you have invested is awesome.
While I'd built a backup process for getting stock history, I had none for the real-time data so the PortfolioView has been a major help. I built a wrapper for the fields I need for both the Yahoo and BarChart versions which allows me to flip a switch if one or the other does not work. It's comforting to have backup! Thanks again.
Earl
While I'd built a backup process for getting stock history, I had none for the real-time data so the PortfolioView has been a major help. I built a wrapper for the fields I need for both the Yahoo and BarChart versions which allows me to flip a switch if one or the other does not work. It's comforting to have backup! Thanks again.
Earl
Mon Nov 13, 2017 8:40 am (PST) . Posted by:
jterrenceho
Randy,
Much thanks for the work around.
The example template is an array, and it works fine. When I create the same array on my excel file, I get the --. This happens even when I force recalculate. However, if it's not in an array, the formula works fine.
I tried the option to force a new webpage on my Internet Options, but it always revert back to its original setting.
Is there anything I can do?
Thanks,
Much thanks for the work around.
The example template is an array, and it works fine. When I create the same array on my excel file, I get the --. This happens even when I force recalculate. However, if it's not in an array, the formula works fine.
I tried the option to force a new webpage on my Internet Options, but it always revert back to its original setting.
Is there anything I can do?
Thanks,
Mon Nov 13, 2017 8:54 am (PST) . Posted by:
"Randy Harmelink" rharmelink
Please attach an example worksheet, and include the version formula.
On Mon, Nov 13, 2017 at 9:40 AM, jterrenceho@
...
wrote:
> Much thanks for the work around.
>
> The example template is an array, and it works fine. When I create the
> same array on my excel file, I get the --. This happens even when I force
> recalculate. However, if it's not in an array, the formula works fine.
>
> I tried the option to force a new webpage on my Internet Options, but it
> always revert back to its original setting.
>
> Is there anything I can do?
>
>
>
On Mon, Nov 13, 2017 at 9:40 AM, jterrenceho@
...
wrote:
> Much thanks for the work around.
>
> The example template is an array, and it works fine. When I create the
> same array on my excel file, I get the --. This happens even when I force
> recalculate. However, if it's not in an array, the formula works fine.
>
> I tried the option to force a new webpage on my Internet Options, but it
> always revert back to its original setting.
>
> Is there anything I can do?
>
>
>
Mon Nov 13, 2017 8:44 am (PST) . Posted by:
gfoster07k@sbcglobal.net
Randy,
I have used the add-ins for a long time and they have been great. Thank you. Now for some reason the smfGetPricesBetween add-in is starting to miss inputs. I typically bring in data on about 40 symbols and 3 or 4 will be missing data. The symbols are all Fidelity sector mutual funds. FBSOX is one that shows up missing inputs. I am using the latest Excel, the latest add-in file and Chrome on a laptop.
Thank you again.
Greg Foster
I have used the add-ins for a long time and they have been great. Thank you. Now for some reason the smfGetPricesBetween add-in is starting to miss inputs. I typically bring in data on about 40 symbols and 3 or 4 will be missing data. The symbols are all Fidelity sector mutual funds. FBSOX is one that shows up missing inputs. I am using the latest Excel, the latest add-in file and Chrome on a laptop.
Thank you again.
Greg Foster
Mon Nov 13, 2017 8:56 am (PST) . Posted by:
"Randy Harmelink" rharmelink
I'll need a specific example...I'm not sure what you mean by "missing
inputs".
Chrome is irrelevant.
On Mon, Nov 13, 2017 at 9:44 AM, gfoster07k@
....
wrote:
> I have used the add-ins for a long time and they have been great. Thank
> you. Now for some reason the smfGetPricesBetween add-in is starting to
> miss inputs. I typically bring in data on about 40 symbols and 3 or 4 will
> be missing data. The symbols are all Fidelity sector mutual funds. FBSOX
> is one that shows up missing inputs. I am using the latest Excel, the
> latest add-in file and Chrome on a laptop.
>
>
>
inputs"
Chrome is irrelevant.
On Mon, Nov 13, 2017 at 9:44 AM, gfoster07k@
....
wrote:
> I have used the add-ins for a long time and they have been great. Thank
> you. Now for some reason the smfGetPricesBetween add-in is starting to
> miss inputs. I typically bring in data on about 40 symbols and 3 or 4 will
> be missing data. The symbols are all Fidelity sector mutual funds. FBSOX
> is one that shows up missing inputs. I am using the latest Excel, the
> latest add-in file and Chrome on a laptop.
>
>
>
Mon Nov 13, 2017 11:14 am (PST) . Posted by:
"Thomas J Strouse" thomas.strouse@nielsen.com
Randy,
Each time I open my spreadsheet I have to select 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. The screen below show the add-in in the
correct location. Any suggestions?
[image: Inline image 1]
Also, I am a M* Premium subscriber, how do I get the 10 year data using:
=smfGetCSVFile("
http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
"&C2&"&reportType="&C3&"&period="&C4&"&dataType="&C5&"&order="&C6&"&columnYear="&C7&"&rounding=3&denominatorView="&C8)
Thanks
Tom
On Sun, Nov 12, 2017 at 5:54 PM, Thomas J Strouse <
thomas.strouse@nielsen.com> wrote:
> 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
> <(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*
Each time I open my spreadsheet I have to select 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. The screen below show the add-in in the
correct location. Any suggestions?
[image: Inline image 1]
Also, I am a M* Premium subscriber, how do I get the 10 year data using:
=smfGetCSVFile("
http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=
"&C2&"&reportType="&C3&"&period="&C4&"&dataType="&C5&"&order="&C6&"&columnYear="&C7&"&rounding=3&denominatorView="&C8)
Thanks
Tom
On Sun, Nov 12, 2017 at 5:54 PM, Thomas J Strouse <
thomas.strouse@nielsen.com> wrote:
> 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
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>> --
>>>
>>> *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.
>>>
>>> *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-
>>>
>>>
>>>
>>
>>
>>
>> --
>>
>> *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.
>>
>> *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-
>>
>>
>>
>
>
>
> --
>
> *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.
>
> *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-
>
>
>
--
*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.
*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*
Mon Nov 13, 2017 12:02 pm (PST) . Posted by:
"Randy Harmelink" rharmelink
This may be the issue that occurred in July of last year because MicroSoft
issued some security updates. It's not letting EXCEL load the add-in when
EXCEL starts up. As a result, you are getting link errors, because EXCEL
can't resolve the links to the add-in.
For a workaround suggested by Microsoft, until they fix the issue, see:
https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/30568
PS: The "official" add-in location is "
C\SMF Add-In", not "
C\SMF\Add-In". If you use the latter location, you will always need to run
smfFixLinks for any template I create.
On Mon, Nov 13, 2017 at 12:13 PM, Thomas J Strouse thomas.strouse@
...
wrote:
>
> Each time I open my spreadsheet I have to select 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. The screen below show the
> add-in in the correct location. Any suggestions?
>
>
> [image: Inline image 1]
>
> Also, I am a M* Premium subscriber, how do I get the 10 year data using:
>
> =smfGetCSVFile("http://financials.morningstar.com/
> ajax/ReportProcess4CSV.html?t="&C2&"&reportType="&C3&"&
> period="&C4&"&dataType="&C5&"&order="&C6&"&columnYear="&C7&"
> &rounding=3&denominatorView="&C8)
>
>
>
issued some security updates. It's not letting EXCEL load the add-in when
EXCEL starts up. As a result, you are getting link errors, because EXCEL
can't resolve the links to the add-in.
For a workaround suggested by Microsoft, until they fix the issue, see:
https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/30568
PS: The "official" add-in location is "
C\SMF Add-In", not "
C\SMF\Add-In". If you use the latter location, you will always need to run
smfFixLinks for any template I create.
On Mon, Nov 13, 2017 at 12:13 PM, Thomas J Strouse thomas.strouse@
...
wrote:
>
> Each time I open my spreadsheet I have to select 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. The screen below show the
> add-in in the correct location. Any suggestions?
>
>
> [image: Inline image 1]
>
> Also, I am a M* Premium subscriber, how do I get the 10 year data using:
>
> =smfGetCSVFile("http://financials.morningstar.com/
> ajax/ReportProcess4
> period="
> &rounding=3&denomin
>
>
>
Mon Nov 13, 2017 3:04 pm (PST) . Posted by:
"Thomas J Strouse" thomas.strouse@nielsen.com
Randy,
Thanks so much! I now have the M* 10-year data!
Not catching the wrong directory structure is embarrassing!!! However, I
still have to select ALT+T+I to get the Add-Ins window, browse to the
correct Add-In directory location (C\SMF Add-In) and overwrite the existing
link to get rid of the #NAME? error. Below is the Excel Options Add-in
screen:
[image: Inline image 1]
Does it have anything to do with my dir structure?
[image: Inline image 2]
[image: Inline image 3]
Thanks
Tom
On Mon, Nov 13, 2017 at 2:56 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:
>
>
> This may be the issue that occurred in July of last year because MicroSoft
> issued some security updates. It's not letting EXCEL load the add-in when
> EXCEL starts up. As a result, you are getting link errors, because EXCEL
> can't resolve the links to the add-in.
>
> For a workaround suggested by Microsoft, until they fix the issue, see:
>
> https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/30568
>
> PS: The "official" add-in location is "
>
> C\SMF Add-In", not "
>
> C\SMF\Add-In". If you use the latter location, you will always need to
> run smfFixLinks for any template I create.
>
>
> On Mon, Nov 13, 2017 at 12:13 PM, Thomas J Strouse thomas.strouse@
> ...
> wrote:
>
>>
>> Each time I open my spreadsheet I have to select 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. The screen below show
>> the add-in in the correct location. Any suggestions?
>>
>>
>> [image: Inline image 1]
>>
>> Also, I am a M* Premium subscriber, how do I get the 10 year data using:
>>
>> =smfGetCSVFile("http://financials.morningstar.com/ajax/
>> ReportProcess4CSV.html?t="&C2&"&reportType="&C3&"&period="&
>> C4&"&dataType="&C5&"&order="&C6&"&columnYear="&C7&"&
>> rounding=3&denominatorView="&C8)
>>
>>
>>
>
--
*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*
Thanks so much! I now have the M* 10-year data!
Not catching the wrong directory structure is embarrassing!!! However, I
still have to select ALT+T+I to get the Add-Ins window, browse to the
correct Add-In directory location (C\SMF Add-In) and overwrite the existing
link to get rid of the #NAME? error. Below is the Excel Options Add-in
screen:
[image: Inline image 1]
Does it have anything to do with my dir structure?
[image: Inline image 2]
[image: Inline image 3]
Thanks
Tom
On Mon, Nov 13, 2017 at 2:56 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:
>
>
> This may be the issue that occurred in July of last year because MicroSoft
> issued some security updates. It's not letting EXCEL load the add-in when
> EXCEL starts up. As a result, you are getting link errors, because EXCEL
> can't resolve the links to the add-in.
>
> For a workaround suggested by Microsoft, until they fix the issue, see:
>
> https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/30568
>
> PS: The "official" add-in location is "
>
> C\SMF Add-In", not "
>
> C\SMF\Add-In". If you use the latter location, you will always need to
> run smfFixLinks for any template I create.
>
>
> On Mon, Nov 13, 2017 at 12:13 PM, Thomas J Strouse thomas.strouse@
> ...
> wrote:
>
>>
>> Each time I open my spreadsheet I have to select 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. The screen below show
>> the add-in in the correct location. Any suggestions?
>>
>>
>> [image: Inline image 1]
>>
>> Also, I am a M* Premium subscriber, how do I get the 10 year data using:
>>
>> =smfGetCSVFile("http://financials.morningstar.com/ajax/
>> ReportProcess4CSV.
>> C4&"&dataType=
>> rounding=3&denomina
>>
>>
>>
>
--
*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.
*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*
Mon Nov 13, 2017 11:33 am (PST) . Posted by:
rtcutler
I have a spreadsheet that has successfully used smf_addin for a long time. Years. Suddenly in that past week or so it has stopped working. Nothing is returned at all, no error messages. As far as I know nothing has changed on my machine, but of course Win 10 keeps doing things without my knowledge. Does any know whether something has happened recently and if so how to fix it?
Mon Nov 13, 2017 11:59 am (PST) . Posted by:
"Randy Harmelink" rharmelink
You're leaving me to guess what "stopped working" means, and whether it
means all add-in functions, or one in particular.
However, if I had to guess, it's probably RCHGetYahooQuotes(), which no
longer works because Yahoo unplugged the API that feeds it on 10/31. Check
out the announcements blog for details and alternatives:
https://smf-add-in.blogspot.com/
If I guessed wrong, I'll need more specifics on what is not working.
On Mon, Nov 13, 2017 at 12:33 PM, cutler@rtcutler.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> I have a spreadsheet that has successfully used smf_addin for a long
> time. Years. Suddenly in that past week or so it has stopped working.
> Nothing is returned at all, no error messages. As far as I know nothing
> has changed on my machine, but of course Win 10 keeps doing things without
> my knowledge. Does any know whether something has happened recently and if
> so how to fix it?
>
means all add-in functions, or one in particular.
However, if I had to guess, it's probably RCHGetYahooQuotes(), which no
longer works because Yahoo unplugged the API that feeds it on 10/31. Check
out the announcements blog for details and alternatives:
https://smf-add-in.blogspot.com/
If I guessed wrong, I'll need more specifics on what is not working.
On Mon, Nov 13, 2017 at 12:33 PM, cutler@rtcutler.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> I have a spreadsheet that has successfully used smf_addin for a long
> time. Years. Suddenly in that past week or so it has stopped working.
> Nothing is returned at all, no error messages. As far as I know nothing
> has changed on my machine, but of course Win 10 keeps doing things without
> my knowledge. Does any know whether something has happened recently and if
> so how to fix it?
>
Mon Nov 13, 2017 2:21 pm (PST) . Posted by:
rtcutler
Thank you very much for answering. Sorry, yes it is RCHGetYahooQuotes(), which I have discovered calls
http://download.finance.yahoo.com/d/quotes.csv?s= http://download.finance.yahoo.com/d/quotes.csv?s=
And this returns:
It has come to our attention that this service is being used in violation of the Yahoo Terms of Service. As such, the service is being discontinued. For all future markets and equities data research, please refer to finance.yahoo.com.
You refer to a Blog but I looked at that and did not see information that I found very helpful. Let me be more clear (and honest). I frankly do not understand how this spreadsheet works, even though I wrote it (many years ago). I got it to work by copying stuff I didn't understand. In particular, the call to RCHGetYahooQuotes is in the context of an array operation that I don't understand the syntax of. Specifically, {=RCHGetYahooQuotes(A2:A20,B1:B1)} with a |1 in B1. I'm sorry, I don't understand that.
What I want to do seems simple (sort of). I have a list of stock names (VTSAX,VAIPX,VTIAX,BWX,VGSLX,VGHAX,VGELX,CVX,VPMAX to be specific) in cells A2-A10. I would like the stock prices to appear in B2-B10 so that I can pick them up from other worksheets in the spreadsheet. This seems like a modest goal, and I am even willing to put the stock names in by hand one by one instead of reading them from cells (since I don't change these stocks very often). The smf_addin approach seems extremely complicated to me, but that was OK by me as long as it worked.
I have also tried to use MSNMoneyCentral Investor Stock Quotes, which Excel provides natively, but I haven't been able to make that work either. It returns an error message saying that it can't respond or something like that.
I'm using Excel 2010 on Win 10.
---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :
You're leaving me to guess what "stopped working" means, and whether it means all add-in functions, or one in particular.
However, if I had to guess, it's probably RCHGetYahooQuotes(), which no longer works because Yahoo unplugged the API that feeds it on 10/31. Check out the announcements blog for details and alternatives:
https://smf-add-in.blogspot.com/ https://smf-add-in.blogspot.com/
If I guessed wrong, I'll need more specifics on what is not working.
On Mon, Nov 13, 2017 at 12:33 PM, cutler@... mailto:cutler@... [smf_addin] <smf_addin@yahoogroups.com mailto:smf_addin@yahoogroups.com> wrote:
I have a spreadsheet that has successfully used smf_addin for a long time. Years. Suddenly in that past week or so it has stopped working. Nothing is returned at all, no error messages. As far as I know nothing has changed on my machine, but of course Win 10 keeps doing things without my knowledge. Does any know whether something has happened recently and if so how to fix it?
http://download.finance.yahoo.com/d/quotes.csv?s= http://download.finance.yahoo.com/d/quotes.csv?s=
And this returns:
It has come to our attention that this service is being used in violation of the Yahoo Terms of Service. As such, the service is being discontinued. For all future markets and equities data research, please refer to finance.yahoo.com.
You refer to a Blog but I looked at that and did not see information that I found very helpful. Let me be more clear (and honest). I frankly do not understand how this spreadsheet works, even though I wrote it (many years ago). I got it to work by copying stuff I didn't understand. In particular, the call to RCHGetYahooQuotes is in the context of an array operation that I don't understand the syntax of. Specifically, {=RCHGetYahooQuotes(A2:A20,B1:B1)} with a |1 in B1. I'm sorry, I don't understand that.
What I want to do seems simple (sort of). I have a list of stock names (VTSAX,VAIPX,VTIAX,BWX,VGSLX,VGHAX,VGELX,CVX,VPMAX to be specific) in cells A2-A10. I would like the stock prices to appear in B2-B10 so that I can pick them up from other worksheets in the spreadsheet. This seems like a modest goal, and I am even willing to put the stock names in by hand one by one instead of reading them from cells (since I don't change these stocks very often). The smf_addin approach seems extremely complicated to me, but that was OK by me as long as it worked.
I have also tried to use MSNMoneyCentral Investor Stock Quotes, which Excel provides natively, but I haven't been able to make that work either. It returns an error message saying that it can't respond or something like that.
I'm using Excel 2010 on Win 10.
---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :
You're leaving me to guess what "stopped working" means, and whether it means all add-in functions, or one in particular.
However, if I had to guess, it's probably RCHGetYahooQuotes(), which no longer works because Yahoo unplugged the API that feeds it on 10/31. Check out the announcements blog for details and alternatives:
https://smf-add-in.blogspot.com/ https://smf-add-in.blogspot.com/
If I guessed wrong, I'll need more specifics on what is not working.
On Mon, Nov 13, 2017 at 12:33 PM, cutler@... mailto:cutler@... [smf_addin] <smf_addin@yahoogroups.com mailto:smf_addin@yahoogroups.com> wrote:
I have a spreadsheet that has successfully used smf_addin for a long time. Years. Suddenly in that past week or so it has stopped working. Nothing is returned at all, no error messages. As far as I know nothing has changed on my machine, but of course Win 10 keeps doing things without my knowledge. Does any know whether something has happened recently and if so how to fix it?
Mon Nov 13, 2017 4:00 pm (PST) . Posted by:
lk1_2000
Version 2.1.2017.11.11
Windows 7
Excel 2003
I'm trying to make an array of about 25 Mutual Funds and Stocks, with the following fields:
Trade Date/Time
Last Trade
Change
Change %.
{=smfGetYahooPortfolioView(A4:A6,B3:E3,,1)} as an array entered with B-E 4-6 highlighted, then Crl-Shft-Enter, results in all "--"
87 15 17 52 Ticker Trade Date/Time Last Trade Change Change % WMCVX -- -- -- -- OAKLX -- -- -- -- OAKBX -- -- -- --
What am I doing wrong?
Windows 7
Excel 2003
I'm trying to make an array of about 25 Mutual Funds and Stocks, with the following fields:
Trade Date/Time
Last Trade
Change
Change %.
{=smfGetYahooPortfo
87 15 17 52 Ticker Trade Date/Time Last Trade Change Change % WMCVX -- -- -- -- OAKLX -- -- -- -- OAKBX -- -- -- --
What am I doing wrong?
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF
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