10 New Messages
Digest #2630
1b
Re: Getting started and data from other sources to check consistency by "Randy Harmelink" rharmelink
Messages
Fri May 24, 2013 6:38 am (PDT) . Posted by:
"rogacox" rogacox
Have tried that and also tried the SMF-Template-Morningstar-Portfolio-Attributes.xls file and get only errors. Any other ideas? Thanks.
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> One issue with MorningStar is that you do need to visit the site with IE or
> the EXCEL Web Query dialog each day before using the website with the
> add-in. That's because they do some advertising redirection on your first
> visit of the day, so you need something to update a cookie to indicate they
> don't need to do the redirection.
>
> On Thu, May 23, 2013 at 5:04 PM, rogacox <rogacox@...> wrote:
>
> > I have a beginning spreadsheet with errors for the Morningstar column that
> > puzzle me. In addition, since the raw data are inconsistent, is it
> > possible to get some of this data from fidelity, streetinsider, etc.
> > Rankings from various providers may be different based upon population
> > universe, timing of updates, etc. I will try to send the file as an
> > attachment and appreciate any and all help. I am not particularly versed
> > in programming so an instructions/sample lines of code, etc. are
> > appreciated.
> >
>
--- In smf_addin@yahoogrou
>
> One issue with MorningStar is that you do need to visit the site with IE or
> the EXCEL Web Query dialog each day before using the website with the
> add-in. That's because they do some advertising redirection on your first
> visit of the day, so you need something to update a cookie to indicate they
> don't need to do the redirection.
>
> On Thu, May 23, 2013 at 5:04 PM, rogacox <rogacox@
>
> > I have a beginning spreadsheet with errors for the Morningstar column that
> > puzzle me. In addition, since the raw data are inconsistent, is it
> > possible to get some of this data from fidelity, streetinsider, etc.
> > Rankings from various providers may be different based upon population
> > universe, timing of updates, etc. I will try to send the file as an
> > attachment and appreciate any and all help. I am not particularly versed
> > in programming so an instructions/
> > appreciated.
> >
>
Fri May 24, 2013 7:54 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
I just grabbed that template from the FILES area of the group, and it
worked fine for me with ticker symbol VFINX.
Try opening up the EXCEL Web Query dialog, visit morningstar.com, cancel
out, and then run the smfForceRecalculation macro (see LINKS area of group
for details on it).
On Fri, May 24, 2013 at 6:38 AM, rogacox <rogacox@yahoo.com > wrote:
> Have tried that and also tried the
> SMF-Template-Morningstar-Portfolio-Attributes.xls file and get only errors.
> Any other ideas? Thanks.
>
worked fine for me with ticker symbol VFINX.
Try opening up the EXCEL Web Query dialog, visit morningstar.
out, and then run the smfForceRecalculati
for details on it).
On Fri, May 24, 2013 at 6:38 AM, rogacox <rogacox@yahoo.
> Have tried that and also tried the
> SMF-Template-
> Any other ideas? Thanks.
>
Fri May 24, 2013 6:56 am (PDT) . Posted by:
"rogacox" rogacox
Would be willing to pay for file completion and cleanup. Do you do this?
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> I'd suggest using the smfUpdateDownloadTable for that, so that everything
> doesn't need to recalculate every time the workbook is opened...
>
> On Thu, May 23, 2013 at 5:14 PM, rogacox <rogacox@...> wrote:
>
> > I believe I uploaded a file to the addin folder when I was trying to
> > upload a file for review with my message. The file name is Consistency
> > Investment Spreadsheet.
> >
> > Sorry and Thanks
> >
>
--- In smf_addin@yahoogrou
>
> I'd suggest using the smfUpdateDownloadTa
> doesn't need to recalculate every time the workbook is opened...
>
> On Thu, May 23, 2013 at 5:14 PM, rogacox <rogacox@
>
> > I believe I uploaded a file to the addin folder when I was trying to
> > upload a file for review with my message. The file name is Consistency
> > Investment Spreadsheet.
> >
> > Sorry and Thanks
> >
>
Fri May 24, 2013 7:56 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
What does it involve? I'm not sure I understand what you want to accomplish.
From what I saw, conversion to smfUpdateDownloadTable should be simple.
Just open up the example, plug in your element numbers, column headers, and
ticker symbols. Then run it.
On Fri, May 24, 2013 at 6:56 AM, rogacox <rogacox@yahoo.com > wrote:
> Would be willing to pay for file completion and cleanup. Do you do this?
>
> --- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
> >
> > I'd suggest using the smfUpdateDownloadTable for that, so that everything
> > doesn't need to recalculate every time the workbook is opened...
>
From what I saw, conversion to smfUpdateDownloadTa
Just open up the example, plug in your element numbers, column headers, and
ticker symbols. Then run it.
On Fri, May 24, 2013 at 6:56 AM, rogacox <rogacox@yahoo.
> Would be willing to pay for file completion and cleanup. Do you do this?
>
> --- In smf_addin@yahoogrou
> >
> > I'd suggest using the smfUpdateDownloadTa
> > doesn't need to recalculate every time the workbook is opened...
>
Fri May 24, 2013 9:09 am (PDT) . Posted by:
"rogacox" rogacox
I am trying to get data from various sources listed in row #1 to compare the information. From this data I will do some computations which I can handle in standard Excel functions. I am able to locate the information using a web browser but have not been able to successfully use the functions to automate the download beyond what exists in the sample spreadsheet I downloaded. I have also not been able to locate smfUpdateDownloadTable and associated documentation. IF I can get the information for one security using the ticker, then I can duplicate the functions by row to get the information on additional securities which will change over time as the portfolio or portfolio prospects change. If you have more specific questions, please let me know. Also if you can fix this for me let me know what you propose. I appreciate your help.
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> What does it involve? I'm not sure I understand what you want to accomplish.
>
> From what I saw, conversion to smfUpdateDownloadTable should be simple.
> Just open up the example, plug in your element numbers, column headers, and
> ticker symbols. Then run it.
>
> On Fri, May 24, 2013 at 6:56 AM, rogacox <rogacox@...> wrote:
>
> > Would be willing to pay for file completion and cleanup. Do you do this?
> >
> > --- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@> wrote:
> > >
> > > I'd suggest using the smfUpdateDownloadTable for that, so that everything
> > > doesn't need to recalculate every time the workbook is opened...
> >
>
--- In smf_addin@yahoogrou
>
> What does it involve? I'm not sure I understand what you want to accomplish.
>
> From what I saw, conversion to smfUpdateDownloadTa
> Just open up the example, plug in your element numbers, column headers, and
> ticker symbols. Then run it.
>
> On Fri, May 24, 2013 at 6:56 AM, rogacox <rogacox@
>
> > Would be willing to pay for file completion and cleanup. Do you do this?
> >
> > --- In smf_addin@yahoogrou
> > >
> > > I'd suggest using the smfUpdateDownloadTa
> > > doesn't need to recalculate every time the workbook is opened...
> >
>
Fri May 24, 2013 12:53 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
Check the LINKS area of the group for more info on smfUpdateDownloadTable.
On Fri, May 24, 2013 at 9:09 AM, rogacox <rogacox@yahoo.com > wrote:
> I am trying to get data from various sources listed in row #1 to compare
> the information. From this data I will do some computations which I can
> handle in standard Excel functions. I am able to locate the information
> using a web browser but have not been able to successfully use the
> functions to automate the download beyond what exists in the sample
> spreadsheet I downloaded. I have also not been able to locate
> smfUpdateDownloadTable and associated documentation. IF I can get the
> information for one security using the ticker, then I can duplicate the
> functions by row to get the information on additional securities which will
> change over time as the portfolio or portfolio prospects change. If you
> have more specific questions, please let me know. Also if you can fix this
> for me let me know what you propose. I appreciate your help.
>
On Fri, May 24, 2013 at 9:09 AM, rogacox <rogacox@yahoo.
> I am trying to get data from various sources listed in row #1 to compare
> the information. From this data I will do some computations which I can
> handle in standard Excel functions. I am able to locate the information
> using a web browser but have not been able to successfully use the
> functions to automate the download beyond what exists in the sample
> spreadsheet I downloaded. I have also not been able to locate
> smfUpdateDownloadTa
> information for one security using the ticker, then I can duplicate the
> functions by row to get the information on additional securities which will
> change over time as the portfolio or portfolio prospects change. If you
> have more specific questions, please let me know. Also if you can fix this
> for me let me know what you propose. I appreciate your help.
>
Fri May 24, 2013 12:45 pm (PDT) . Posted by:
"ssztaba" ssztaba
I've got a workbook that is working very well with RCHGetYahooQuotes and the smfGetOptionQuotes. The updates come quite quickly and I'm happy with the way the worksheet is functioning.
My concern is that when this workbook is opened I get a lot of "#NAME?" errors throughout the worksheet. After about 20 - 30 seconds these "#NAME?" references will disappear, and the correct values appear. The workbook operates well after these error messages disappear.
The only thing I've noticed (which may or may not have anything to do with this) is: When I check the EDIT/LINKS on Excel I find a link shown on my workbook for the RCH Stock Market Functions.
Yet, when I open the SMFLite-RCHGetYahooQuotes-Example workbook from the Files section, and check the EDIT/LINKS for that workbook I find no links displayed, and in fact, the 'Links' entry is not shown in Bold type.
Does this have anything to do with my "#NAME?" issue ?? Is there anything I can do to minimize or eliminate these "#NAME?" references ??
Thanks
My concern is that when this workbook is opened I get a lot of "#NAME?
The only thing I've noticed (which may or may not have anything to do with this) is: When I check the EDIT/LINKS on Excel I find a link shown on my workbook for the RCH Stock Market Functions.
Yet, when I open the SMFLite-RCHGetYahoo
Does this have anything to do with my "#NAME?
Thanks
Fri May 24, 2013 12:53 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
If they go away, it's probably just that you see them because the workbook
is recalculating at the same time it is resolving the links. So the
unresolved links show up as #NAME? until they get resolved.
On Fri, May 24, 2013 at 12:45 PM, ssztaba <ssjurik@optonline.net > wrote:
> I've got a workbook that is working very well with RCHGetYahooQuotes and
> the smfGetOptionQuotes. The updates come quite quickly and I'm happy with
> the way the worksheet is functioning.
>
> My concern is that when this workbook is opened I get a lot of "#NAME?"
> errors throughout the worksheet. After about 20 - 30 seconds these
> "#NAME?" references will disappear, and the correct values appear. The
> workbook operates well after these error messages disappear.
>
> The only thing I've noticed (which may or may not have anything to do with
> this) is: When I check the EDIT/LINKS on Excel I find a link shown on my
> workbook for the RCH Stock Market Functions.
>
> Yet, when I open the SMFLite-RCHGetYahooQuotes-Example workbook from the
> Files section, and check the EDIT/LINKS for that workbook I find no links
> displayed, and in fact, the 'Links' entry is not shown in Bold type.
>
> Does this have anything to do with my "#NAME?" issue ?? Is there
> anything I can do to minimize or eliminate these "#NAME?" references ??
>
is recalculating at the same time it is resolving the links. So the
unresolved links show up as #NAME? until they get resolved.
On Fri, May 24, 2013 at 12:45 PM, ssztaba <ssjurik@optonline.
> I've got a workbook that is working very well with RCHGetYahooQuotes and
> the smfGetOptionQuotes. The updates come quite quickly and I'm happy with
> the way the worksheet is functioning.
>
> My concern is that when this workbook is opened I get a lot of "#NAME?
> errors throughout the worksheet. After about 20 - 30 seconds these
> "#NAME?
> workbook operates well after these error messages disappear.
>
> The only thing I've noticed (which may or may not have anything to do with
> this) is: When I check the EDIT/LINKS on Excel I find a link shown on my
> workbook for the RCH Stock Market Functions.
>
> Yet, when I open the SMFLite-RCHGetYahoo
> Files section, and check the EDIT/LINKS for that workbook I find no links
> displayed, and in fact, the 'Links&#
>
> Does this have anything to do with my "#NAME?
> anything I can do to minimize or eliminate these "#NAME?
>
Fri May 24, 2013 12:58 pm (PDT) . Posted by:
"ssztaba" ssztaba
OK, so how does the SMFLite-RCHGetYahooQuotes-Example workbook function without any links ??
Do I just not worry about the "#NAME?" messages since they do go away ??
Thanks again.
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> If they go away, it's probably just that you see them because the workbook
> is recalculating at the same time it is resolving the links. So the
> unresolved links show up as #NAME? until they get resolved.
>
> On Fri, May 24, 2013 at 12:45 PM, ssztaba <ssjurik@...> wrote:
>
> > I've got a workbook that is working very well with RCHGetYahooQuotes and
> > the smfGetOptionQuotes. The updates come quite quickly and I'm happy with
> > the way the worksheet is functioning.
> >
> > My concern is that when this workbook is opened I get a lot of "#NAME?"
> > errors throughout the worksheet. After about 20 - 30 seconds these
> > "#NAME?" references will disappear, and the correct values appear. The
> > workbook operates well after these error messages disappear.
> >
> > The only thing I've noticed (which may or may not have anything to do with
> > this) is: When I check the EDIT/LINKS on Excel I find a link shown on my
> > workbook for the RCH Stock Market Functions.
> >
> > Yet, when I open the SMFLite-RCHGetYahooQuotes-Example workbook from the
> > Files section, and check the EDIT/LINKS for that workbook I find no links
> > displayed, and in fact, the 'Links' entry is not shown in Bold type.
> >
> > Does this have anything to do with my "#NAME?" issue ?? Is there
> > anything I can do to minimize or eliminate these "#NAME?" references ??
> >
>
Do I just not worry about the "#NAME?
Thanks again.
--- In smf_addin@yahoogrou
>
> If they go away, it's probably just that you see them because the workbook
> is recalculating at the same time it is resolving the links. So the
> unresolved links show up as #NAME? until they get resolved.
>
> On Fri, May 24, 2013 at 12:45 PM, ssztaba <ssjurik@
>
> > I've got a workbook that is working very well with RCHGetYahooQuotes and
> > the smfGetOptionQuotes. The updates come quite quickly and I'm happy with
> > the way the worksheet is functioning.
> >
> > My concern is that when this workbook is opened I get a lot of "#NAME?
> > errors throughout the worksheet. After about 20 - 30 seconds these
> > "#NAME?
> > workbook operates well after these error messages disappear.
> >
> > The only thing I've noticed (which may or may not have anything to do with
> > this) is: When I check the EDIT/LINKS on Excel I find a link shown on my
> > workbook for the RCH Stock Market Functions.
> >
> > Yet, when I open the SMFLite-RCHGetYahoo
> > Files section, and check the EDIT/LINKS for that workbook I find no links
> > displayed, and in fact, the 'Links&#
> >
> > Does this have anything to do with my "#NAME?
> > anything I can do to minimize or eliminate these "#NAME?
> >
>
Fri May 24, 2013 3:00 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
Because all of the LITE functions are internal, so there are no links to
anything external.
You only need to worry about the #NAME? messages if they DON'T go away.
Plus, EXCEL will also then warn you that you have unresolved links.
On Fri, May 24, 2013 at 12:58 PM, ssztaba <ssjurik@optonline.net > wrote:
> OK, so how does the SMFLite-RCHGetYahooQuotes-Example workbook function
> without any links ??
>
> Do I just not worry about the "#NAME?" messages since they do go away ??
>
anything external.
You only need to worry about the #NAME? messages if they DON'T go away.
Plus, EXCEL will also then warn you that you have unresolved links.
On Fri, May 24, 2013 at 12:58 PM, ssztaba <ssjurik@optonline.
> OK, so how does the SMFLite-RCHGetYahoo
> without any links ??
>
> Do I just not worry about the "#NAME?
>
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