Minggu, 26 November 2017

[smf_addin] Digest Number 4248

7 Messages

Digest #4248
2a
smfGetCSVFile Format by "Thomas J Strouse" thomas.strouse@nielsen.com
2b
Re: smfGetCSVFile Format by "Randy Harmelink" rharmelink
2c
Re: smfGetCSVFile Format by "Thomas J Strouse" thomas.strouse@nielsen.com
3b
4a
Dividends by ehstats

Messages

Sat Nov 25, 2017 6:51 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Currently, smfGetYahooPortfolioView() only returns data for the first
occurrence of a ticker symbol, because it required additional overhead
processing to check and see if it needed to be returned more than once.

The next release of the add-in will have the ability to return the data for
each time a ticker symbols is passed in the smfGetYahooPortfolioView() and
smfGetBarchartPortfolioView(). However, it will require an override to do
so (setting the third parameter to "Y", which otherwise defaults to "N").

My usage of those functions is to get the data in one worksheet, then do
lookups into that sheet from other worksheets. That way, it's easier to
replace if Yahoo unplugs the data again. It was also a way to handle the
data being returned once, or returned out-of-order. From that perspective,
it didn't matter if I looked it up multiple times.

I do nothing with Canadian stocks, so have no experience with them.

On Sat, Nov 25, 2017 at 6:54 PM, dcrapo@
​...
wrote:

>
> I converted arrays from RCHGetYahooQuotes but smfGetYahooPortfolioView
> will not fill in cells for the additional entries following the first
> listing. That is, my arrays contain multiple entries of same stock (same
> stock on succeeding rows - - new entry for every purchase of that stock
> recording the different purchase prices, comminssions, number of shares
> etc.).The first entry is filled in but succeeding entries of that same
> stock are left blank.
>
> Any suggestions for getting all of the cells for all of the stocks filled
> in?
>
> Is there another source rather than smfGetYahooPorfolioView that will
> better provide basic info on primarily Canadian stocks?
>
>

Sat Nov 25, 2017 6:53 pm (PST) . Posted by:

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

Randy,

I'm using the smfGetCSVFile function to create arrays such as MStar Income,
Balance, Cash Flow and Key Ratios arrays under separate tabs in my
spreadsheet. I then use that data for other calculations, such as NOPAT
and Invested Capital. I noticed that the dimensions of the array for, for
example, AAPL and CSCO are different, and therefore the locations of
specific data in the arrays are on different rows.

For example, the first figure below shows an array created by the
smfGetCVSFile function for AAPL, where "Net Income" is Row 25. However,
the next figure shows a function call for CSCO, which creates an array that
adds 2 additional rows ("Restructuring, merger and acquisitions" and "Other
operating expenses"), hence, moving "Net Income" to Row 27. Accordingly,
if I create formulas using data from Row 27, expecting the data to be "Net
Income" (i.e., ='MStar Income Statement'!L27/1000000), it would only be
correct when the Ticker = CSCO, but would be off if the Ticker = AAPL.

Any suggestions?

[image: Inline image 3]

[image: Inline image 2]

Thanks

Tom

*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*

Sat Nov 25, 2017 7:26 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

You'll probably need to use some type of lookup to identify which row to
use. For example, using an INDEX() function to grab the data by specific
row and column within the returned data.

On Sat, Nov 25, 2017 at 7:52 PM, Thomas J Strouse thomas.strouse@
​...
wrote:

>
> I'm using the smfGetCSVFile function to create arrays such as MStar
> Income, Balance, Cash Flow and Key Ratios arrays under separate tabs in my
> spreadsheet. I then use that data for other calculations, such as NOPAT
> and Invested Capital. I noticed that the dimensions of the array for, for
> example, AAPL and CSCO are different, and therefore the locations of
> specific data in the arrays are on different rows.
>
> For example, the first figure below shows an array created by the
> smfGetCVSFile function for AAPL, where "Net Income" is Row 25. However,
> the next figure shows a function call for CSCO, which creates an array that
> adds 2 additional rows ("Restructuring, merger and acquisitions" and "Other
> operating expenses"), hence, moving "Net Income" to Row 27. Accordingly,
> if I create formulas using data from Row 27, expecting the data to be "Net
> Income" (i.e., ='MStar Income Statement'!L27/1000000), it would only be
> correct when the Ticker = CSCO, but would be off if the Ticker = AAPL.
>
> Any suggestions?
>

Sat Nov 25, 2017 8:19 pm (PST) . Posted by:

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

Thanks Randy! VLOOKUP() seems to work. I'll perform additional tests.

On Sat, Nov 25, 2017 at 10:26 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:

>
>
> You'll probably need to use some type of lookup to identify which row to
> use. For example, using an INDEX() function to grab the data by specific
> row and column within the returned data.
>
> On Sat, Nov 25, 2017 at 7:52 PM, Thomas J Strouse thomas.strouse@
> ​...
> wrote:
>
>>
>> I'm using the smfGetCSVFile function to create arrays such as MStar
>> Income, Balance, Cash Flow and Key Ratios arrays under separate tabs in my
>> spreadsheet. I then use that data for other calculations, such as NOPAT
>> and Invested Capital. I noticed that the dimensions of the array for, for
>> example, AAPL and CSCO are different, and therefore the locations of
>> specific data in the arrays are on different rows.
>>
>> For example, the first figure below shows an array created by the
>> smfGetCVSFile function for AAPL, where "Net Income" is Row 25. However,
>> the next figure shows a function call for CSCO, which creates an array that
>> adds 2 additional rows ("Restructuring, merger and acquisitions" and "Other
>> operating expenses"), hence, moving "Net Income" to Row 27. Accordingly,
>> if I create formulas using data from Row 27, expecting the data to be "Net
>> Income" (i.e., ='MStar Income Statement'!L27/1000000), it would only be
>> correct when the Ticker = CSCO, but would be off if the Ticker = AAPL.
>>
>> Any suggestions?
>>
>
>

--

*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 26, 2017 3:56 am (PST) . Posted by:

cawley1647@rogers.com

Hi Randy,
You are right that ALA:TOR does only show one ex-date and pay date,(not the best example), but try
BAD:TOR as it's also a monthly payer but shows two ex-dates and two pay dates. The first one is the current pay day coming up but it's ex-date (Oct 30) already past and pay Nov 30.
The next set shows the up-coming ex-date (Nov 30) and it's pay date Dec 15
https://markets.ft.com/data/equities/tearsheet/profile?s=BAD:TOR https://markets.ft.com/data/equities/tearsheet/profile?s=ALA:TOR
This is what I was talking about, but I'm sorry that I didn't pick a better example.
Most sincerely, I thank you for your patience and very hard work. Where would we be without you.


Sun Nov 26, 2017 8:36 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Just use ">Next div ex-date" as your search string instead of ">Div
ex-date". But keep in mind that search string isn't going to be found on
the other web pages.

On Sun, Nov 26, 2017 at 4:55 AM, cawley1647@rogers.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

> You are right that ALA:TOR does only show one ex-date and pay date,(not
> the best example), but try
>
> BAD:TOR as it's also a monthly payer but shows two ex-dates and two pay
> dates. The first one is the current pay day coming up but it's ex-date (Oct
> 30) already past and pay Nov 30.
>
> The next set shows the up-coming ex-date (Nov 30) and it's pay date Dec 15
>
> *https://markets.ft.com/data/equities/tearsheet/profile?s=BAD:TOR*
> <https://markets.ft.com/data/equities/tearsheet/profile?s=ALA:TOR>
>
> This is what I was talking about, but I'm sorry that I didn't pick a
> better example.
>
> Most sincerely, I thank you for your patience and very hard work. Where
> would we be without you.
>
>
>

Sun Nov 26, 2017 6:20 pm (PST) . Posted by:

ehstats

I've been using the array to toggle between pricing with and without adjusted pricing for dividends and gains. I use the following: =RCHGetYahooHistory( Ticker, [Start Year], [Start Month], [Start Day], [End Year], [End Month], [End Day], [Period], [Data Items], [Header Line], [Adjust], [Resort] ) "0" has been used for indicating non-adjusted pricing, but I get the error message: Error: All data is now adjusted. Is there a way to get non adjusted data?

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