12 Messages
Digest #3463
2b
Re: FW: [smf_addin] Gurufocus - again - data from TTM column on Fina by "Randy Harmelink" rharmelink
3b
Re: Ctrl-Shift-J not working with Beta version of Add-in Excel 2010 by "Randy Harmelink" rharmelink
3d
Re: Ctrl-Shift-J not working with Beta version of Add-in Excel 2010 by "Randy Harmelink" rharmelink
Messages
Mon Jul 20, 2015 5:32 pm (PDT) . Posted by:
hamishthedenizen
Randy's answer is the easiest, but you can do it in one step using my solution as well. It just means that you'll have extra rows at the top. But you just enter the ticker and that's it, no second step.
Row 1, list the numbers 1-16 into cells b1 - Q1
Row 2: Reference those numbers in row 1 to import the dates into row 2 using
RCHGetTableCell("http://www.gurufocus.com/financials/ http://www.gurufocus.com/financials/"&Ticker,b1,"except for per share",">Fiscal Period")
Row 3: Then use =MATCH("TTM*",b2:q2,0) to return the column position of TTM data, and you can key backwards off that number to get the right column number for each previous year
Rows 4 and below:
RCHGetTableCell("http://www.gurufocus.com/financials/"&Ticker,Q$3,">Fiscal Period",">Income Statement",">"&$A4),"")
A4 would have an input that you want, say "Revenue", referencing the column number in cell Q3 will give you TTM, P3 will give you the last year etc etc.
But clearly, Randy's answer is easier.
Row 1, list the numbers 1-16 into cells b1 - Q1
Row 2: Reference those numbers in row 1 to import the dates into row 2 using
RCHGetTableCell("http://www.gurufocus.com/financials/ http://www.gurufocus.com/financials/"&Ticker,b1,"except for per share",">Fiscal Period")
Row 3: Then use =MATCH("TTM*",b2:q2,0) to return the column position of TTM data, and you can key backwards off that number to get the right column number for each previous year
Rows 4 and below:
RCHGetTableCell("http://www.gurufocus.com/financials/"&Ticker,
A4 would have an input that you want, say "Revenue"
But clearly, Randy's answer is easier.
Mon Jul 20, 2015 5:37 pm (PDT) . Posted by:
"Jim Ranum" amt2100
Wow. Thanks Randy. I look forward to trying this out!
Best regards,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
Best regards,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
Mon Jul 20, 2015 7:47 pm (PDT) . Posted by:
"Jim Ranum" amt2100
Hi Randy,
It sure is humbling every time I go through one of these exercises. Sadly, I am just not getting what I'm supposed to put in the cells.
Do I need the list of 185 parameters to make these formulas work? Or is it required to have the term you want in column A?
Also, what version of the add-in do I need to have installed? It's possible I don't have the right one. The elements file doesn't have gurufocus in there, even though it's dated May2015.
Best regards,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
It sure is humbling every time I go through one of these exercises. Sadly, I am just not getting what I'm supposed to put in the cells.
Do I need the list of 185 parameters to make these formulas work? Or is it required to have the term you want in column A?
Also, what version of the add-in do I need to have installed? It's possible I don't have the right one. The elements file doesn't have gurufocus in there, even though it's dated May2015.
Best regards,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
Mon Jul 20, 2015 8:04 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
You do need the new version (2015.07.08) of the add-in from the "Works in
Progress" folder from the website:
http://ogres-crypt.com/SMF/Works-In-Progress/
That's also where the template is:
smfGetGuruFocusItem-Full-Template.xls
At the moment, the template is the documentation of what each item number
is for. For example:
=smfGetGuruFocusItem(Ticker,31,"L")
...returns "Cost of Goods Sold". Anything using item #31 will return
something from that line item. So the "TTM" value would be:
=smfGetGuruFocusItem(Ticker,31,"TTM")
...the TTM for Cost of Goods Sold.
Since all the formulas are stand-alone, you should be able to cut and paste
whatever pieces you want from the template.
On Mon, Jul 20, 2015 at 7:46 PM, 'Jim Ranum' amt2100@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> It sure is humbling every time I go through one of these exercises. Sadly,
> I am just not getting what I'm supposed to put in the cells.
>
> Do I need the list of 185 parameters to make these formulas work? Or is it
> required to have the term you want in column A?
>
> Also, what version of the add-in do I need to have installed? It's
> possible I don't have the right one. The elements file doesn't have
> gurufocus in there, even though it's dated May2015.
>
>
>
>
>
Progress" folder from the website:
http://ogres-crypt.com/SMF/Works-In-Progress/
That's also where the template is:
smfGetGuruFocusItem-Full-Template.xls
At the moment, the template is the documentation of what each item number
is for. For example:
=smfGetGuruFocusItem(Ticker,31,"L")
...returns "Cost of Goods Sold". Anything using item #31 will return
something from that line item. So the "TTM" value would be:
=smfGetGuruFocusItem(Ticker,31,"TTM")
...the TTM for Cost of Goods Sold.
Since all the formulas are stand-alone, you should be able to cut and paste
whatever pieces you want from the template.
On Mon, Jul 20, 2015 at 7:46 PM, 'Jim Ranum' amt2100@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> It sure is humbling every time I go through one of these exercises. Sadly,
> I am just not getting what I'm supposed to put in the cells.
>
> Do I need the list of 185 parameters to make these formulas work? Or is it
> required to have the term you want in column A?
>
> Also, what version of the add-in do I need to have installed? It's
> possible I don't have the right one. The elements file doesn't have
> gurufocus in there, even though it's dated May2015.
>
>
>
>
>
Mon Jul 20, 2015 8:43 pm (PDT) . Posted by:
"Jim Ranum" amt2100
OK, I see I needed to update the xla as of 7/8/2015. Did that and re-Browsed to the Add-In file, etc.
But I'm getting #NAME in every cell of the smfGetGuruFocusItem-Full-Template.xls when I open it.
All the data is there for MMM until I Enable Editing. Then it goes fubar.
What am I missing?
Best regards,
Jim
From: Jim Ranum [mailto:amt2100@gmail.com]
Sent: Monday, July 20, 2015 10:47 PM
To: 'smf_addin@yahoogroups.com'
Subject: RE: [smf_addin] Gurufocus - again - data from TTM column on Financials page
Hi Randy,
It sure is humbling every time I go through one of these exercises. Sadly, I am just not getting what I'm supposed to put in the cells.
Do I need the list of 185 parameters to make these formulas work? Or is it required to have the term you want in column A?
Also, what version of the add-in do I need to have installed? It's possible I don't have the right one. The elements file doesn't have gurufocus in there, even though it's dated May2015.
Best regards,
Jim
From: smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com>
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
But I'm getting #NAME in every cell of the smfGetGuruFocusItem-Full-Template.xls when I open it.
All the data is there for MMM until I Enable Editing. Then it goes fubar.
What am I missing?
Best regards,
Jim
From: Jim Ranum [mailto:amt2100@gmail.com]
Sent: Monday, July 20, 2015 10:47 PM
To: 'smf_addin@yahoogroups.com'
Subject: RE: [smf_addin] Gurufocus - again - data from TTM column on Financials page
Hi Randy,
It sure is humbling every time I go through one of these exercises. Sadly, I am just not getting what I'm supposed to put in the cells.
Do I need the list of 185 parameters to make these formulas work? Or is it required to have the term you want in column A?
Also, what version of the add-in do I need to have installed? It's possible I don't have the right one. The elements file doesn't have gurufocus in there, even though it's dated May2015.
Best regards,
Jim
From: smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> [mailto:smf_addin@yahoogroups.com]
Sent: Monday, July 20, 2015 7:18 PM
To: smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com>
Subject: Re: [smf_addin] Gurufocus - again - data from TTM column on Financials page
The new function/formula automates it completely. For example, that "Revenue per Share" row has these formulas:
=smfGetGuruFocusItem(Ticker,1,"L")
=smfGetGuruFocusItem(Ticker,1,"A",14)
=smfGetGuruFocusItem(Ticker,1,"A",13)
=smfGetGuruFocusItem(Ticker,1,"A",12)
=smfGetGuruFocusItem(Ticker,1,"A",11)
=smfGetGuruFocusItem(Ticker,1,"A",10)
=smfGetGuruFocusItem(Ticker,1,"A",9)
=smfGetGuruFocusItem(Ticker,1,"A",8)
=smfGetGuruFocusItem(Ticker,1,"A",7)
=smfGetGuruFocusItem(Ticker,1,"A",6)
=smfGetGuruFocusItem(Ticker,1,"A",5)
=smfGetGuruFocusItem(Ticker,1,"A",4)
=smfGetGuruFocusItem(Ticker,1,"A",3)
=smfGetGuruFocusItem(Ticker,1,"A",2)
=smfGetGuruFocusItem(Ticker,1,"A",1)
=smfGetGuruFocusItem(Ticker,1,"A",0)
=smfGetGuruFocusItem(Ticker,1,"TTM")
=smfGetGuruFocusItem(Ticker,1,"Q",8)
=smfGetGuruFocusItem(Ticker,1,"Q",7)
=smfGetGuruFocusItem(Ticker,1,"Q",6)
=smfGetGuruFocusItem(Ticker,1,"Q",5)
=smfGetGuruFocusItem(Ticker,1,"Q",4)
=smfGetGuruFocusItem(Ticker,1,"Q",3)
=smfGetGuruFocusItem(Ticker,1,"Q",2)
=smfGetGuruFocusItem(Ticker,1,"Q",1)
=smfGetGuruFocusItem(Ticker,1,"Q",0)
The "L" is for the label, "A"nnual periods from 14 thru 0 (0=current FY), "TTM" for TTM value, "Q"uarterly periods from 8 to 0 (0=current FQ).
The second parameter varies from 0 to 185, for the various line items I found on GuruFocus (including a few that are specific to financial companies). I should be able to expand that if I missed any, or if they add any. The function shouldn't care how many years or quarters they carry, but it does requires the same layout of a line -- annuals, TTM, quarters.
Each formula stands on its own, so you can cut and paste whichever columns/rows/sections you'd like. Here's one that has 15 years of data:
MMM
Fiscal Periods
Dec00
Dec01
Dec02
Dec03
Dec04
Dec05
Dec06
Dec07
Dec08
Dec09
Dec10
Dec11
Dec12
Dec13
Dec14
TTM
Mar13
Jun13
Sep13
Dec13
Mar14
Jun14
Sep14
Dec14
Mar15
Revenue per Share
20.91
20.07
20.65
22.92
25.12
27.09
30.12
33.42
35.73
32.72
36.75
41.18
42.52
44.51
48.07
48.14
10.87
11.09
11.44
11.11
11.61
12.24
12.37
11.86
11.67
EBITDA per Share
5.14
4.25
5.11
5.92
7.06
7.55
8.97
10.11
9.16
8.5
9.75
10.37
11.1
11.65
12.95
13.06
2.84
2.93
3.02
2.86
3.08
3.34
3.43
3.1
3.19
EBIT per Share
3.82
2.84
3.85
4.67
5.75
6.21
7.48
8.46
7.38
6.81
8.16
8.59
9.22
9.61
10.78
10.89
2.34
2.43
2.51
2.32
2.54
2.79
2.89
2.55
2.66
Like I said, it returns "N/A" if the data is less than the 15 years or 9 quarters of carried data. And should return "Premium" for fields that aren't available because you're not logged in as a subscriber.
On Mon, Jul 20, 2015 at 2:54 PM, 'Jim Ranum' amt2100@gmail.com <mailto:amt2100@gmail.com> [smf_addin] <smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com> > wrote:
OK, I understand what you responded below, up to the point that it is unclear if you have automated this to being able to just enter the ticker or if you have to verify what columns come back and then input a column offset number. (a 2-step process)
I had a variation of this as a 2-step, enter ticker, see what column comes back as the date in first column after "Fiscal Periods" and then input my offset number.
Unless I'm misunderstanding, that is still what you are doing. I just don't have the entire line showing, just the result of first column.
If I misunderstood, and there is a way to automate the entry to find the TTM column from your lines below and have it go into the other formulas, could you please give the complete formula that would go in the cell?
If you are still doing a 2-step entry, like I am, I am still confused as to what my spreadsheet is doing. If I put in a 5, I get the column before the TTM and if I put in a 6, I get the column after the TTM. But if I put in a 5.5, I get the TTM column.
Mon Jul 20, 2015 8:48 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
Did you exit EXCEL before you updated the XLA? EXCEL only loads add-ins at
start-up time.
Check the version EXCEL is using with:
=RCHGetElementNumber("Version")
BTW, it takes me about 60 seconds to get the whole template calculated.
On Mon, Jul 20, 2015 at 8:43 PM, 'Jim Ranum' amt2100@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> OK, I see I needed to update the xla as of 7/8/2015. Did that and
> re-Browsed to the Add-In file, etc.
>
> But I'm getting #NAME in every cell of the
> smfGetGuruFocusItem-Full-Template.xls when I open it.
>
> All the data is there for MMM until I Enable Editing. Then it goes fubar.
>
> What am I missing?
>
start-up time.
Check the version EXCEL is using with:
=RCHGetElementNumber("Version")
BTW, it takes me about 60 seconds to get the whole template calculated.
On Mon, Jul 20, 2015 at 8:43 PM, 'Jim Ranum' amt2100@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> OK, I see I needed to update the xla as of 7/8/2015. Did that and
> re-Browsed to the Add-In file, etc.
>
> But I'm getting #NAME in every cell of the
> smfGetGuruFocusItem
>
> All the data is there for MMM until I Enable Editing. Then it goes fubar.
>
> What am I missing?
>
Mon Jul 20, 2015 8:52 pm (PDT) . Posted by:
tbrayman
I was using the latest official release of the add-in (RCH_Stock_Market_Functions-2.1.2014.01.30) and tried to upgrade to the beta version RCH_Stock_Market_Functions-2.1.2015.06.08.
After moving to the beta version, the Ctrl-Shift-J macro does not appear to work any more. When I use Ctrl-Shift-J nothing happens. I put a breakpoint at the beginning of the smfUpdateDownloadTable module, but it doesn't get hit. I can run the macro smfUpdateDownloadTable via the VBA tools->macro menu but now from within Excel 2010.
I switch back to the official release version and the shortcut keys work fine.
Not sure what I am missing here. Thanks.
After moving to the beta version, the Ctrl-Shift-J macro does not appear to work any more. When I use Ctrl-Shift-J nothing happens. I put a breakpoint at the beginning of the smfUpdateDownloadTa
I switch back to the official release version and the shortcut keys work fine.
Not sure what I am missing here. Thanks.
Mon Jul 20, 2015 9:03 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
Not sure why that is happening. I thought keyboard shortcuts were in EXCEL,
so it doesn't make sense to me that changing the add-in would delete the
keyboard shortcut.
You can always reassign it.
I just checked and the keyboard shortcut was dead for me as well. I just
reassigned it, and now it works fine.
On Mon, Jul 20, 2015 at 8:52 PM, tbrayman@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> I was using the latest official release of the add-in
> (RCH_Stock_Market_Functions-2.1.2014.01.30) and tried to upgrade to the
> beta version RCH_Stock_Market_Functions-2.1.2015.06.08.
>
> After moving to the beta version, the Ctrl-Shift-J macro does not appear
> to work any more. When I use Ctrl-Shift-J nothing happens. I put a
> breakpoint at the beginning of the smfUpdateDownloadTable module, but it
> doesn't get hit. I can run the macro smfUpdateDownloadTable via the VBA
> tools->macro menu but now from within Excel 2010.
>
> I switch back to the official release version and the shortcut keys work
> fine.
>
> Not sure what I am missing here. Thanks.
>
so it doesn't make sense to me that changing the add-in would delete the
keyboard shortcut.
You can always reassign it.
I just checked and the keyboard shortcut was dead for me as well. I just
reassigned it, and now it works fine.
On Mon, Jul 20, 2015 at 8:52 PM, tbrayman@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
> I was using the latest official release of the add-in
> (RCH_Stock_Market_
> beta version RCH_Stock_Market_
>
> After moving to the beta version, the Ctrl-Shift-J macro does not appear
> to work any more. When I use Ctrl-Shift-J nothing happens. I put a
> breakpoint at the beginning of the smfUpdateDownloadTa
> doesn't get hit. I can run the macro smfUpdateDownloadTa
> tools->macro menu but now from within Excel 2010.
>
> I switch back to the official release version and the shortcut keys work
> fine.
>
> Not sure what I am missing here. Thanks.
>
Mon Jul 20, 2015 9:12 pm (PDT) . Posted by:
tbrayman
thanks Randy, can you explain what you mean by reassigned the shortcut?
When I view the Macros in Excel, I don't see the Add-in macros list that I see in VBA, my Excel Macro list in empty.
What would i have to do to reassign it?
When I view the Macros in Excel, I don't see the Add-in macros list that I see in VBA, my Excel Macro list in empty.
What would i have to do to reassign it?
Mon Jul 20, 2015 9:22 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
When you hit alt-F8 to get a list of macros, it only shows you macros from
open workbooks. That doesn't include macros in add-ins. So you need to type
in the name smfUpdateDownloadTable at the top. When you get the full name
entered, the "Options" button should become active. Click on it.
Click on the keyboard shortcut text box after the "Ctrl +" tag, then hold
down the shift key and hit J. That should change the "Ctrl +" to be "Ctrl +
Shift +" and a "J" should show up in the text box. Then just click OK to
save the change.
On Mon, Jul 20, 2015 at 9:12 PM, tbrayman@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
>
> thanks Randy, can you explain what you mean by reassigned the shortcut?
>
> When I view the Macros in Excel, I don't see the Add-in macros list that I
> see in VBA, my Excel Macro list in empty.
>
> What would i have to do to reassign it?
>
open workbooks. That doesn't include macros in add-ins. So you need to type
in the name smfUpdateDownloadTable at the top. When you get the full name
entered, the "Options" button should become active. Click on it.
Click on the keyboard shortcut text box after the "Ctrl +" tag, then hold
down the shift key and hit J. That should change the "Ctrl +" to be "Ctrl +
Shift +" and a "J" should show up in the text box. Then just click OK to
save the change.
On Mon, Jul 20, 2015 at 9:12 PM, tbrayman@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:
>
>
> thanks Randy, can you explain what you mean by reassigned the shortcut?
>
> When I view the Macros in Excel, I don't see the Add-in macros list that I
> see in VBA, my Excel Macro list in empty.
>
> What would i have to do to reassign it?
>
Mon Jul 20, 2015 9:05 pm (PDT) . Posted by:
equalenergy7
Hi Randy,
Thanks for developing this great add-in. I have been trying to extract data from the following Commsec site for ASX listed companies. I have been trying to use the =RCHGetTableCell function but to no avail. Looking at the source code (of which I am not a guru), I notice that the tables are not actually tables, and so do I need to use some other function?
Any suggestions on the best way would be very much appreciated.
In particular I have been trying to extract Historical Financial data from
https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL
and Forecast Earnings Trend Details from
https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL
Thanks in advance,
John
Mon Jul 20, 2015 9:16 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
Sorry, but I can't access the web pages. They need a login.
If they build the "tables" a different way, you'll probably need to use the
smfGetTagContent() function and extract that data out of the HTML tags they
are using.
On Mon, Jul 20, 2015 at 9:04 PM, equalenergy7@yahoo.com.au [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> Hi Randy,
>
> Thanks for developing this great add-in. I have been trying to extract
> data from the following Commsec site for ASX listed companies. I have been
> trying to use the =RCHGetTableCell function but to no avail. Looking at the
> source code (of which I am not a guru), I notice that the tables are not
> actually tables, and so do I need to use some other function?
>
> Any suggestions on the best way would be very much appreciated.
>
> In particular I have been trying to extract Historical Financial data from
>
>
> *https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL*
> <https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL>
>
> and Forecast Earnings Trend Details from
>
>
> *https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL*
> <https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL>
>
> Thanks in advance,
>
> John
>
If they build the "tables" a different way, you'll probably need to use the
smfGetTagContent() function and extract that data out of the HTML tags they
are using.
On Mon, Jul 20, 2015 at 9:04 PM, equalenergy7@yahoo.com.au [smf_addin] <
smf_addin@yahoogroups.com> wrote:
> Hi Randy,
>
> Thanks for developing this great add-in. I have been trying to extract
> data from the following Commsec site for ASX listed companies. I have been
> trying to use the =RCHGetTableCell function but to no avail. Looking at the
> source code (of which I am not a guru), I notice that the tables are not
> actually tables, and so do I need to use some other function?
>
> Any suggestions on the best way would be very much appreciated.
>
> In particular I have been trying to extract Historical Financial data from
>
>
> *https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL*
> <https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Financials.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL>
>
> and Forecast Earnings Trend Details from
>
>
> *https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL*
> <https://www2.commsec.com.au/Private/MarketPrices/CompanyProfile/Forecasts.aspx?pID=14Cv2jyfh8PPsGdvTXo0JraCO561e8AloU%2fl6Lzd2GU%3d&stockCode=ALL>
>
> Thanks in advance,
>
> John
>
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