Jumat, 01 November 2013

[smf_addin] Digest Number 2834

11 New Messages

Digest #2834

Messages

Thu Oct 31, 2013 4:43 am (PDT) . Posted by:

jmart99

Worked like a champ - thanks Randy!


---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

You need to set a number of reference files for the add-in's VBA code to run:

-- Microsoft XML (v3.0)
-- Microsoft HTML Object Library
-- Microsoft Internet Controls



That XMLHTTP object is part of the XML library above.


Since you don't have the add-in installed, the easiest process would have been to:
Open the XLA file in EXCEL
Go into the VBA environment and find the VBA project
Select its "Workbook"; object
Set the "IsAddin" property to FALSE Close the VBA enviroment Save the now visible workbook as an XLS file
Then you have all of the VBA environment as-is, without needing to copy anything, in a normal workbook. I just tried this, by first creating a copy of the XLA file under a different name and then converting that into an XLS file.


This is basically the reverse process of creating the add-in -- create a workbook, add the VBA code, then set the "IsAddin" property to TRUE, which makes all of the worksheets invisible (although any data in them would still be available), then save it as an XLA file.

However, if you do want to use RCHGetElementNumber(), all of the smf-elements-*.txt files will need to be in the same folder as your new XLS file, because they contain all the element definitions.

On Tue, Oct 29, 2013 at 1:41 PM, <jmart99@... mailto:jmart99@...> wrote:
I work on a computer that disables the use of add-in files. Is it possible to put the add-in into my spreadsheet? I used VBA to move the modules from the Add-in file to my spreadhsheet (or VBAProject to use what I think is the proper term) but I get Compile Error: User Defined type not defined in the modUtilities module, RCHGetURLData1 function on the line Dim oHTTP As New XMLHTTP. Running a quick search, I couldn't find XMLHTTP defined anywhere throughout the Project. I moved 33 modules, but perhaps it is defined elsewhere? Or is there is a better way to accomplish this?








Thu Oct 31, 2013 7:16 am (PDT) . Posted by:

g_oudreva

Thanks for the updated GuruFocus 10 Year Model!
I noticed that some of the data didn't populate because of extra spaces added to the names of various line items.

For example: "Cash And Cash Equivalents" now has two spaces before the name. After I added the two spaces before the name in the excel sheet, it worked.

Same thing can be done to fix other line item names.

I do have a question about ROCI (Return on Captial Invested). On your old GuruFocus spreadsheet, this ROCI item was calculated. I tried to calculate it the same way with the new spreadsheet, but the figure is coming up incorrect.

For example, the ROCI for Exxon (XOM) for the year 2003 calculates to 63.90%.
But in reality, it should be closer to 22.10% (according to the ADVFN website).

I calculated the ROCI from your GuruFocus spreadsheet by using the following formula:
"Operating Income" divided by "Invested Capital"

It appears that my "Invested Capital" amount is coming up incorrect.
My "Invested Capital" calculates to 88,834 for the year 2003.
But from the ADVFN website, it should be 94,671.

Any help in solving this would be greatly appreciated since ROCI is a great analysis item.




---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

I found out about the issues with the model. GuruFocus added a lot of new 10 year data - especially in the Balance Sheet and Cash Flow sections, and changed a lot of the names of the various line items. As a result the old model stopped working.

I've uploaded a new version. It's a quick-n-dirty piece of work, and seems to work fine, but I have not had the time to check it thoroughly, so any feedback would be appreciated and I'll fix it as best I can.

Thu Oct 31, 2013 8:01 am (PDT) . Posted by:

hamishthedenizen

I'll try to look at it, but am slammed on many fronts so it may take a while.


---In smf_addin@yahoogroups.com, <lottidottigigliotti@...> wrote:

Thanks for the updated GuruFocus 10 Year Model!
I noticed that some of the data didn't populate because of extra spaces added to the names of various line items.

For example: "Cash And Cash Equivalents" now has two spaces before the name. After I added the two spaces before the name in the excel sheet, it worked.

Same thing can be done to fix other line item names.

I do have a question about ROCI (Return on Captial Invested). On your old GuruFocus spreadsheet, this ROCI item was calculated. I tried to calculate it the same way with the new spreadsheet, but the figure is coming up incorrect.

For example, the ROCI for Exxon (XOM) for the year 2003 calculates to 63.90%.
But in reality, it should be closer to 22.10% (according to the ADVFN website).

I calculated the ROCI from your GuruFocus spreadsheet by using the following formula:
"Operating Income" divided by "Invested Capital"

It appears that my "Invested Capital" amount is coming up incorrect.
My "Invested Capital" calculates to 88,834 for the year 2003.
But from the ADVFN website, it should be 94,671.

Any help in solving this would be greatly appreciated since ROCI is a great analysis item.




---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

I found out about the issues with the model. GuruFocus added a lot of new 10 year data - especially in the Balance Sheet and Cash Flow sections, and changed a lot of the names of the various line items. As a result the old model stopped working.

I've uploaded a new version. It's a quick-n-dirty piece of work, and seems to work fine, but I have not had the time to check it thoroughly, so any feedback would be appreciated and I'll fix it as best I can.



Thu Oct 31, 2013 8:34 am (PDT) . Posted by:

hamishthedenizen

Made a bunch of fixes for spaces etc, should work better
As for ROIC, I put the calculation back in but on the variations with ADVfn, I don't know how to tell you. It's one of those metrics where people play around a bit at the fringes. Do you use average capital from previous year and this? Include leases? Perhaps there are liabilities that GuruFocus doesn't capture?
I have used EBIT/(Equity + Debt), but feel free to suggest a modification. My personal experience has been as long as you're consistent in how you calculate it, it will give useful information on a relative basis. Sorry I can't help more.


---In smf_addin@yahoogroups.com, <lottidottigigliotti@...> wrote:

Thanks for the updated GuruFocus 10 Year Model!
I noticed that some of the data didn't populate because of extra spaces added to the names of various line items.

For example: "Cash And Cash Equivalents" now has two spaces before the name. After I added the two spaces before the name in the excel sheet, it worked.

Same thing can be done to fix other line item names.

I do have a question about ROCI (Return on Captial Invested). On your old GuruFocus spreadsheet, this ROCI item was calculated. I tried to calculate it the same way with the new spreadsheet, but the figure is coming up incorrect.

For example, the ROCI for Exxon (XOM) for the year 2003 calculates to 63.90%.
But in reality, it should be closer to 22.10% (according to the ADVFN website).

I calculated the ROCI from your GuruFocus spreadsheet by using the following formula:
"Operating Income" divided by "Invested Capital"

It appears that my "Invested Capital" amount is coming up incorrect.
My "Invested Capital" calculates to 88,834 for the year 2003.
But from the ADVFN website, it should be 94,671.

Any help in solving this would be greatly appreciated since ROCI is a great analysis item.




---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

I found out about the issues with the model. GuruFocus added a lot of new 10 year data - especially in the Balance Sheet and Cash Flow sections, and changed a lot of the names of the various line items. As a result the old model stopped working.

I've uploaded a new version. It's a quick-n-dirty piece of work, and seems to work fine, but I have not had the time to check it thoroughly, so any feedback would be appreciated and I'll fix it as best I can.



Thu Oct 31, 2013 8:51 am (PDT) . Posted by:

hamishthedenizen

There's probably still a bunch of other errors (EBITDA was pulling from the "per-share&quot; which I fixed, so please help check and flag any errors. Thanks


---In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:

Made a bunch of fixes for spaces etc, should work better
As for ROIC, I put the calculation back in but on the variations with ADVfn, I don't know how to tell you. It's one of those metrics where people play around a bit at the fringes. Do you use average capital from previous year and this? Include leases? Perhaps there are liabilities that GuruFocus doesn't capture?
I have used EBIT/(Equity + Debt), but feel free to suggest a modification. My personal experience has been as long as you're consistent in how you calculate it, it will give useful information on a relative basis. Sorry I can't help more.


---In smf_addin@yahoogroups.com, <lottidottigigliotti@...> wrote:

Thanks for the updated GuruFocus 10 Year Model!
I noticed that some of the data didn't populate because of extra spaces added to the names of various line items.

For example: "Cash And Cash Equivalents" now has two spaces before the name. After I added the two spaces before the name in the excel sheet, it worked.

Same thing can be done to fix other line item names.

I do have a question about ROCI (Return on Captial Invested). On your old GuruFocus spreadsheet, this ROCI item was calculated. I tried to calculate it the same way with the new spreadsheet, but the figure is coming up incorrect.

For example, the ROCI for Exxon (XOM) for the year 2003 calculates to 63.90%.
But in reality, it should be closer to 22.10% (according to the ADVFN website).

I calculated the ROCI from your GuruFocus spreadsheet by using the following formula:
"Operating Income" divided by "Invested Capital"

It appears that my "Invested Capital" amount is coming up incorrect.
My "Invested Capital" calculates to 88,834 for the year 2003.
But from the ADVFN website, it should be 94,671.

Any help in solving this would be greatly appreciated since ROCI is a great analysis item.




---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

I found out about the issues with the model. GuruFocus added a lot of new 10 year data - especially in the Balance Sheet and Cash Flow sections, and changed a lot of the names of the various line items. As a result the old model stopped working.

I've uploaded a new version. It's a quick-n-dirty piece of work, and seems to work fine, but I have not had the time to check it thoroughly, so any feedback would be appreciated and I'll fix it as best I can.





Thu Oct 31, 2013 7:57 am (PDT) . Posted by:

timepassstocker

Wondering if anyone has a quarterly version of the User Uploaded file:

15-Year-Financial-Statement-Retriever-ADVFN.xlsx http://f1.grp.yahoofs.com/v1/GG5yUpiZORHMGPKkAjsyc0LzaZkXnQGsmK60VGkc4kZzwOv8tpzY9JdERoCTJkFc8TIAAS0xXSgVSbOcV6_QRp1UjU07vFX_4HU/Uploads%20by%20forum%20members/15-Year-Financial-Statement-Retriever-ADVFN.xlsx Pulls 15 years of data from ADVF by bikeflagaz.

The yearly data file works great, but I was hoping there is a quarterly version too. I tried making modifications to the RCHGETHTMLTABLE but had no success. Just the last 10 or 15 quarters will do.

Calling bikeflagaz...

Thanks

Thu Oct 31, 2013 12:53 pm (PDT) . Posted by:

friedman_steve

jovica.bozic.....
I wondered the same thing about using RCHGetHTMLTable, but I couldn't quite get mine to work. Could you upload or share your speedier version?
And great work to both of you. Thanks.


---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

Great work. Thank you.


Why not use RCHGetHTMLTable with index/match function? Data retrieval time is much faster?

Didn't have time to finish complete workbook, but with 10yr financial + 10 quarters and with Income statement

completed (index/match) it takes only 4 seconds to retrieve data.



---In smf_addin@yahoogroups.com, <scasty@...> wrote:

John, thanks for creating that spreadsheet. Any clue why NASDAQ:ATVI is not working with your spreadsheet? Can't figure it out. I did notice one thing though-- ATVI is not part of your webcrawler spreadsheet.


---In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com> wrote:

I was impressed with yweinstock&#39;s work but found that ADVFN had changed their structure again, making the URLs not work. I took his spreadsheet and updated it to work with the ADVFN's new structure. I left the URL in one cell so that if they change it again, it will be easy to update. The resulting spr


dmatu2000's discovery of the "company-" placeholder was a big help, but it doesn't work to pages with 10 years of financial data. The site redirects you to the page with the company that only shows 5 years of data. The only way that I could figure out to work around that is to use a lookup table in Excel that lists the ADVFN URL "company name" for each ticker symbol. So you enter the ticker, the table populates the URL company name and exchange, then sends the fully formed URL to ADVFN.com. I populated it with about the top 3000 companies.


The resulting spreadsheet is uploaded to the "Upload by Forum Members" directory. I hope that you find it helpful.



--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:

I was up late last night and made some progress


The info that bushpilote provided helped. However, I am unable to retrieve anything prior to 2012 for the financial statements. And I am unable to retrieve anything prior to 2009 for the ratios.



Replying to what bushpilote said here: "In ADVFN's beta version access to a company's financial data requires both the company name (the name they have in their database) and ticker along with the exchange ticker symbol."


After poking around, I've been able to get this path to work:
http://www.advfn.com/common/financial/"&Exchange&&quot;/company-"&Ticker&&quot;/full-financials?isfull=1&bsfull=1&cffull=1


Meaning the company name is not required as long as there is a placeholder.





--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:

yweinstock your work is superb.



Did you have any luck with bushpilote&#39;s suggestions? I've been trying to get it to work but still having issues.



--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:

Does anyone have an update on ADVFN? Are they still working on their layout?



--- In smf_addin@yahoogroups.com, <bushpilote@...> wrote:



yweinstock your great work on the new ADVFN financial template is not all for not. The reason for the errors is that in both the annual and quartely data the url's are incorrect.


To pull in the ANNUAL data for microsoft replace in the RCHGetTableCell formula "http://www.advfn.com/common/financial/"&Exchange&&quot;/"&TickerADVFN&&quot;/financials?btn=annual_reports&mode=company_data&isfull=1&bsfull=1&cffull=1&effull=1&vrfull=1&grfull=1&fhfull=1&prfull=1" with "


"http://www.advfn.com/common/financial/NASDAQ/microsoft-MSFT/full-financials?isfull=1&bsfull=1&cffull=1"


and for the QUARTELY data replace "http://www.advfn.com/exchanges/"&Exchange&&quot;/"&Ticker&"/financials?btn=annual_reports&mode=company_data&isfull=1&bsfull=1&cffull=1&effull=1&vrfull=1&grfull=1&fhfull=1&prfull=1&pm=Q"
with "http://www.advfn.com/common/financial/NASDAQ/microsoft-MSFT/full-financials?isfull=1&bsfull=1&cffull=1&pm=Q"


.....leave the remaining content of the RCHGetTableCell formula as is in both cases.


Replacing "microsoft-MSFT" with "intel-INTC" will get you Intel's financials. For IBM's financials you replace NASDAQ with NYSE and "microsoft-MSFT" with "ibm-international-business-machines-IBM".


In ADVFN's beta version access to a company's financial data requires both the company name (the name they have in their database) and ticker along with the exchange ticker symbol. It remains to be seen if the need to use the company's name will be the new norm once they go live with their redesigned website.


Hope this helps.


--- In smf_addin@yahoogroups.com, <yweinsto@...> wrote:

Yeah.... Looks like I spoke too soon.
The spreadsheet returns errors now as the site reverted to the old structure. Perhaps we caught a glimpse of an unintended early release. Guess it's back to the waiting game..


--- In smf_addin@yahoogroups.com, <rharmelink@...> wrote:

Exactly. They don't seem to have their act together at all.


Makes me have second thoughts about the quality of the data!

On Wed, Sep 11, 2013 at 10:36 AM, <petekoch@... https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=petekoch@...> wrote:
It appears that AdvFN is going to be day-to-day for a while. Consider any changes you make to be temporary.
























Thu Oct 31, 2013 3:45 pm (PDT) . Posted by:

lewglenn

Randy,

When I use RCHGetYahooQuotes to get the 50-day SMA fpr "PGJ" it returns 28.9008 yet when I go to Yahoo > Basic Tech. Analysis and request the same 50-day SMA, I see 28.15, quite a difference. Can you explain this?

Thanks.

Thu Oct 31, 2013 5:09 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

That's because Yahoo, in their infinite wisdom, calculate the 50-day and
200-day moving averages that they provide in their CSV file and on their
Key Statistics web page based on the number of calendar days instead of
trading days. Why, I have no idea. The 50-day SMA you see on the charts
page is based on the number of trading days, as usual.

So the two numbers you're comparing are really a 50-day SMA and about a
36-day SMA, based on trading days.

On Thu, Oct 31, 2013 at 3:45 PM, <lewglenn@yahoo.com> wrote:

>
> When I use RCHGetYahooQuotes to get the 50-day SMA fpr "PGJ" it returns
> 28.9008 yet when I go to Yahoo > Basic Tech. Analysis and request the same
> 50-day SMA, I see 28.15, quite a difference. Can you explain this?
>

Thu Oct 31, 2013 6:24 pm (PDT) . Posted by:

sdavis81

Hi all,
I got a new Mac Book Pro today.
I have a sheet that I have used for a while in VM Fusion, using Windows XP.
My old Mac was backed up using Time Machine.
I booted my new MBP with TM and everything seems fine but my sheet won't work. I am getting "?Value" for all formulas.
I can't figure out what is the matter. The files are still in the c:/Program files/SMF add-in folder. Under the Add-in tab, the stock market function tool is checked. I unchecked it, deleted all the add-in files and reinstalled fresh. Still getting the same value error. When I look under add-ins tab in excel options, I see the "active Add-ins" includes this one and is directed to the correct folder c:/program files/smf add-in.


Any thoughts? Theorectically this should be a mirror. I am not sure what else to check. I do have a PC at work and will open my sheet tomorrow (it is saved in Dropbox usually).


Thanks for any thoughts.

Thu Oct 31, 2013 7:05 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Are you getting the #VALUE? error for new formulas as well, or just in
existing workbooks? If so, you may have location errors (EXCEL hard codes
the location of the add-in when it saves a workbook). Do you see any paths
in front of the function names?

Since I know nothing about Macs, I'm just making a WAG.

On Thu, Oct 31, 2013 at 6:24 PM, <sdavis81@yahoo.com> wrote:

> I have a sheet that I have used for a while in VM Fusion, using Windows
> XP.
> My old Mac was backed up using Time Machine.
> I booted my new MBP with TM and everything seems fine but my sheet won't
> work. I am getting "?Value" for all formulas.
> I can't figure out what is the matter. The files are still in the
> c:/Program files/SMF add-in folder. Under the Add-in tab, the stock market
> function tool is checked. I unchecked it, deleted all the add-in files and
> reinstalled fresh. Still getting the same value error. When I look under
> add-ins tab in excel options, I see the "active Add-ins" includes this one
> and is directed to the correct folder c:/program files/smf add-in.
>
> Any thoughts? Theorectically this should be a mirror. I am not sure what
> else to check. I do have a PC at work and will open my sheet tomorrow (it
> is saved in Dropbox usually).
>
>

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