Rabu, 29 November 2017

[smf_addin] Digest Number 4251

14 Messages

Digest #4251
3b
Re: updating quotes for PortfolioView by "Randy Harmelink" rharmelink
4b
Re: Proposed changes in Google data by "Randy Harmelink" rharmelink
4c
Re: Proposed changes in Google data by "Madhu Khemani" madhu_98
4d
Re: Proposed changes in Google data by "Randy Harmelink" rharmelink

Messages

Wed Nov 29, 2017 6:02 am (PST) . Posted by:

jimmymc00


Good morning. Last night as I was re freshing my Excel Portfolio file the data from =smfGetBarchartPortfolioView() disappeared. I performed a smfFixLinks - no help, but a smfForceRecalculation did bring the data back.

When re opening the file this morning and running the add-in I get "--" for all data fields associated with BarchartPortfolioView. No help from the smfFixLinks or smfForceRecalculation. The YahooPortfolioView does return data as do other pulls with the add-in.

I've tried re inputting the array formula, changing data fields and ticker symbols but no change. I typically open the file early A.M. and refresh 4 or 5 times a day. Any ideas?

=smfGetBarchartPortfolioView(A5:A35,B3:AK3,,1)

StockMarketFunctionsaddin,Version2.1.2017.11.11(C:\SMFAddIn;Windows(32bit)NT:.00;15.0;;Local;1)
Windows 10, Excel 2013

Wed Nov 29, 2017 8:16 am (PST) . Posted by:

nelsonmuntz1000

Looks like the site is down. Nothing but headers and spinning wheels.
https://www.barchart.com/ https://www.barchart.com/

Wed Nov 29, 2017 9:19 am (PST) . Posted by:

jimmymc00

Thanks. I've just discovered that if I put in "none" for the Previous Price, Last Price & %Change column Field Numbers that the rest of the data shows up. Interesting that they are the only constantly changing Field Names throughout the day in the array which goes along with the site being down. Now using YahooPortfolioView for the changing field names.

-----Original Message-----
From: ccoupe300@gmail.com [smf_addin] <smf_addin@yahoogroups.com>
To: smf_addin <smf_addin@yahoogroups.com>
Sent: Wed, Nov 29, 2017 11:16 am
Subject: [smf_addin] Re: =smfGetBarchartPortfolioView() returns "--" data fields

Looks like the site is down. Nothing but headers and spinning wheels.
https://www.barchart.com/



Wed Nov 29, 2017 10:33 am (PST) . Posted by:

nelsonmuntz1000

Looks like the site is up and producing data again. Forced me to modify my approach to extracting data.

I use both =smfGetBarchartPortfolioView() and =smfGetYahooPortfolioView() side by side in my database spreadsheet using the same ticker (sometimes have to modify). There are a lot of common elements.

I use two-way lookups so I just had to change the code to select the data. For example I would use the following formula in cell B13 where column A contains the ticker symbols: =IF($A13="","--",VLOOKUP($A13,$CE:$GR,MATCH(B$1,$CE$1:$GR$1,0),0))

Cell $A13 contains the ticker, columns $CE:$GR contain the array data, column B contains the extracted data based on the field number in cell $B$1, and cells $CE$1:$GR$1 contain the database field numbers. If =smfGetBarchartPortfolioView() field number "009" Last price isn't producing data I can just change the field number in cell $B$1 to "15" to use =smfGetYahooPortfolioView() data instead.

Two-way lookups provide more flexibility in finding the data as codes can be easily changed. The field numbers in the array can also be changed to add new fields or change the order they are in without impacting the data extraction of existing formulas.

See: https://exceljet.net/formula/two-way-lookup-with-vlookup https://exceljet.net/formula/two-way-lookup-with-vlookup

Wed Nov 29, 2017 11:36 am (PST) . Posted by:

jimmymc00

ccoupe300. Thanks for the info. I like your approach and explanation below. Looks promising. Jim


-----Original Message-----
From: ccoupe300@gmail.com [smf_addin] <smf_addin@yahoogroups.com>
To: smf_addin <smf_addin@yahoogroups.com>
Sent: Wed, Nov 29, 2017 1:33 pm
Subject: [smf_addin] Re: =smfGetBarchartPortfolioView() returns "--" data fields

Looks like the site is up and producing data again. Forced me to modify my approach to extracting data.

I use both =smfGetBarchartPortfolioView() and =smfGetYahooPortfolioView() side by side in my database spreadsheet using the same ticker (sometimes have to modify). There are a lot of common elements.

I use two-way lookups so I just had to change the code to select the data. For example I would use the following formula in cell B13 where column A contains the ticker symbols: =IF($A13="","--",VLOOKUP($A13,$CE:$GR,MATCH(B$1,$CE$1:$GR$1,0),0))

Cell $A13 contains the ticker, columns $CE:$GR contain the array data, column B contains the extracted data based on the field number in cell $B$1, and cells $CE$1:$GR$1 contain the database field numbers. If =smfGetBarchartPortfolioView() field number "009" Last price isn't producing data I can just change the field number in cell $B$1 to "15" to use =smfGetYaho oPortfolioView() data instead.

Two-way lookups provide more flexibility in finding the data as codes can be easily changed. The field numbers in the array can also be changed to add new fields or change the order they are in without impacting the data extraction of existing formulas.

See: https://exceljet.net/formula/two-way-lookup-with-vlookup



Wed Nov 29, 2017 7:15 am (PST) . Posted by:

richmond0039

Bizarre doesn't begin to describe it. I now have the SMFcontext menu item appearing on one PC, but not the other, as before. Again, for the one where it does not appear, all I have to do is go into modMenu from the Developer tab, run the Auto_Open subroutine and the SMF context menu appears. Both PCs now have the add-in installed in a trusted location (the C:\Program Files (x86)\Microsoft Office\root&#92;Office 16\Library directory) which is the system default location for add-ins, so I don't think it's a permissions issue.

I'm going to do as you suggested and put a pop-up MsgBox in the Auto_Open and Auto_Close routines as a way a creating a pseudo breakpoint. I'll post what happens.

Wed Nov 29, 2017 7:49 am (PST) . Posted by:

richmond0039

I added a entering subroutine MsgBox at the beginning and a exiting subroutine MsgBox at the end of both Auto_Open and Auto_Close. Auto_Open runs when Excel starts before any spreadsheet is opened. Auto_Close runs when Excel is closed. You can close all open spreadsheets without Auto_Close running, but when you close Excel itself, Auto_Close runs. This behavior is the same on both PCs, but I still do not get the SMF context menu item on one of the PCs. I even copied the spreadsheet on a USB drive from the PC where the SMF context menu item is working to the other PC. No change. The second PC still does not show the SMF context menu item unless I use the Developer tab to force modMenu's Auto_Open subroutine to run. I'm running the same version of Excel 2016 on both PCs with the same level of updates via my Office 365 subscription. At this point I'm stumped. There has to be a difference between the two PCs but I sure cannot find it.

Wed Nov 29, 2017 9:31 am (PST) . Posted by:

"Randy Harmelink" rharmelink

For an add-in, the only time Auto_Open or Auto_Close should run is when
EXCEL is started up or closed, because that is when an add-in is opened and
closed. The workbooks you open and close should have no effect upon either
of those events.

One other thing you can try, but I'm not sure it gains anything -- go to
the add-in manager and check and uncheck the SMF add-in. I'm assuming
unchecking it will trigger the Auto_Close and rechecking it will trigger
the Auto_Open?

You mentioned one PC had a different list of add-ins. Which add-ins are
present on one and not the other? It may be that another add-in is doing
something to the context menu? Or has an Auto_Open of its own? Not sure if
they would conflict with each other or not, as each should be loaded
independently of the other, having separate triggering of their events.

On Wed, Nov 29, 2017 at 8:49 AM, dcash@
​...
wrote:

>
> I added a entering subroutine MsgBox at the beginning and a exiting
> subroutine MsgBox at the end of both Auto_Open and Auto_Close. Auto_Open
> runs when Excel starts before any spreadsheet is opened. Auto_Close runs
> when Excel is closed. You can close all open spreadsheets without
> Auto_Close running, but when you close Excel itself, Auto_Close runs. This
> behavior is the same on both PCs, but I still do not get the SMF context
> menu item on one of the PCs. I even copied the spreadsheet on a USB drive
> from the PC where the SMF context menu item is working to the other PC. No
> change. The second PC still does not show the SMF context menu item unless
> I use the Developer tab to force modMenu's Auto_Open subroutine to run.
> I'm running the same version of Excel 2016 on both PCs with the same level
> of updates via my Office 365 subscription. At this point I'm stumped.
> There has to be a difference between the two PCs but I sure cannot find it.
>
>
>

Wed Nov 29, 2017 10:52 am (PST) . Posted by:

garyhartling

What's the best way to get the latest quotes for smfGetYahooPortfolioView-Example.xls spreadsheet?
When I paste my tickers into the spreadsheet via a macro I tend to get yesterday's end of day quotes instead of today's latest quotes.


Thx,
Gary H.

Wed Nov 29, 2017 11:12 am (PST) . Posted by:

"Randy Harmelink" rharmelink

You should use the smfForceRecalculation macro to force a new web page
request to be generated. And make sure your Internet Options are set to
always get a fresh copy of a web page instead of using cached data.

Changing the ticker list or field list will also cause an update, as long
as its a unique set that hasn't already been retrieved.

On Wed, Nov 29, 2017 at 11:52 AM, Gary.Hartling@
​...
wrote:

> What's the best way to get the latest quotes for smfGetYahooPortfolioView-Example.xls
> spreadsheet?
>
> When I paste my tickers into the spreadsheet via a macro I tend to get
> yesterday's end of day quotes instead of today's latest quotes.
>
>
>

Wed Nov 29, 2017 12:10 pm (PST) . Posted by:

tonyestep

Here's a report that gives a fuzzy description of proposed changes in Google Finance:
https://www.morningstar.com/news/market-watch/TDJNMW_20171128533/update-your-google-finance-portfolio-is-about-to-disappear.html https://www.morningstar.com/news/market-watch/TDJNMW_20171128533/update-your-google-finance-portfolio-is-about-to-disappear.html



It's not clear what might happen to the call that we use to get historical Google prices, but they may be affected. The SMF function smfGetCSVFile still works as of this moment, but the page we grab is not findable by searching via Google nor by clicking around in Google Finance, so I'm afraid they may let it die.


Randy, you may already be aware of all this and have a plan if Google does make changes, but in any case I would hate to see that data source dry up. I use Yahoo for historical price tables, but Google is a key backup on the fairly numerous occasions that Yahoo data doesn't get updated correctly.


Wed Nov 29, 2017 3:16 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I mentioned it on the announcements blog several months ago:

https://smf-add-in.blogspot.com/2017/09/warning-google-updates-coming.html

I may not do anything with the new Google Finance data until the new year.
Usually, such roll-outs get modified shortly after.

On Wed, Nov 29, 2017 at 1:10 PM, tonyestep@
​...
wrote:

> Here's a report that gives a fuzzy description of proposed changes in
> Google Finance:
>
> https://www.morningstar.com/news/market-watch/TDJNMW_
> 20171128533/update-your-google-finance-portfolio-is-
> about-to-disappear.html
>
> It's not clear what might happen to the call that we use to get historical
> Google prices, but they may be affected. The SMF function smfGetCSVFile
> still works as of this moment, but the page we grab is not findable by
> searching via Google nor by clicking around in Google Finance, so I'm
> afraid they may let it die.
>
> Randy, you may already be aware of all this and have a plan if Google does
> make changes, but in any case I would hate to see that data source dry up.
> I use Yahoo for historical price tables, but Google is a key backup on the
> fairly numerous occasions that Yahoo data doesn't get updated correctly.
>
>
>

Wed Nov 29, 2017 5:24 pm (PST) . Posted by:

"Madhu Khemani" madhu_98

Google Historical looks like it's gone now. 

Sent from Yahoo Mail for iPhone

On Wednesday, November 29, 2017, 6:16 PM, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

 

I mentioned it on the announcements blog several months ago:
https://smf-add-in.blogspot.com/2017/09/warning-google-updates-coming.html

I may not do anything with the new Google Finance data until the new year. Usually, such roll-outs get modified shortly after.
On Wed, Nov 29, 2017 at 1:10 PM, tonyestep@​... wrote:

Here's a report that gives a fuzzy description of proposed changes in Google Finance:

https://www.morningstar.com/ news/market-watch/TDJNMW_ 20171128533/update-your- google-finance-portfolio-is- about-to-disappear.html

It's not clear what might happen to the call that we use to get historical Google prices, but they may be affected. The SMF function smfGetCSVFile still works as of this moment, but the page we grab is not findable by searching via Google nor by clicking around in Google Finance, so I'm afraid they may let it die.

Randy, you may already be aware of all this and have a plan if Google does make changes, but in any case I would hate to see that data source dry up. I use Yahoo for historical price tables, but Google is a key backup on the fairly numerous occasions that Yahoo data doesn't get updated correctly.

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Wed Nov 29, 2017 5:32 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Google "Finance" look like bare bones right now. About as bare as it can
get.

On Wed, Nov 29, 2017 at 6:24 PM, Madhu Khemani madhu_98@
​...
wrote:

>
> Google Historical looks like it's gone now.
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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