Today we released a new version of Excel Price Feed. To update your Add-in, please follow the instructions in the User Guide.
In this release, we plugged in any gaps in formulas which were missing the Quarterly and Trailing 12 Months equivalent. The gaps were in the Balance Sheet, Income Statement and Cash Flow groups of formulas.
You can see these formulas in use in our example Yahoo Finance spreadsheet.
Yahoo Finance: Income Statement formulas
We added the following Quarterly formulas, which take as input a stock ticker and reporting quarter:
- EPF.Yahoo.QuarterlyImpairmentOfCapitalAssets
- EPF.Yahoo.QuarterlyOtherSpecialIncomeCharges
- EPF.Yahoo.QuarterlyRestructuringAndMergersAcquisition
- EPF.Yahoo.QuarterlySpecialIncomeCharges
- EPF.Yahoo.QuarterlyWriteOff
And the following Trailing 12 Month (TTM) Formulas, which take as input just a stock ticker:
- EPF.Yahoo.TTMImpairmentOfCapitalAssets
- EPF.Yahoo.TTMOtherSpecialIncomeCharges
- EPF.Yahoo.TTMRestructuringAndMergersAcquisition
- EPF.Yahoo.TTMSpecialIncomeCharges
- EPF.Yahoo.TTMWriteOff
Here is an example of the new formulas used in a sheet. This dataset is for the NWL ticker.
And here are a couple of examples of formulas we used:
=EPF.Yahoo.QuarterlyImpairmentOfCapitalAssets("NWL",0)/1000
=EPF.Yahoo.TTMImpairmentOfCapitalAssets("NWL")/1000Please bear in mind when using these formulas that not every company reports the same type of information so sometimes the formulas might return #NUM!
For more details please see the Excel Formula Reference: Income Statement section in the User Guide.
Yahoo Finance: Balance Sheet formulas
We also added some additional formulas for retrieving Quarterly figures, which all take as inputs a stock ticker and a quarter. Yahoo doesn’t make available equivalent TTM formulas.
- EPF.Yahoo.QuarterlyAccountsPayable
- EPF.Yahoo.QuarterlyAccountsReceivable
- EPF.Yahoo.QuarterlyAssetsTotalCash
- EPF.Yahoo.QuarterlyCapitalLeaseObligations
- EPF.Yahoo.QuarterlyCurrentAssets
- EPF.Yahoo.QuarterlyCurrentLiabilities
- EPF.Yahoo.QuarterlyGoodwill
- EPF.Yahoo.QuarterlyGoodwillAndOtherIntangibleAssets
- EPF.Yahoo.QuarterlyInventory
- EPF.Yahoo.QuarterlyInvestedCapital
- EPF.Yahoo.QuarterlyLongTermDebt
- EPF.Yahoo.QuarterlyNetDebt
- EPF.Yahoo.QuarterlyNetPropertyPlantEquipment
- EPF.Yahoo.QuarterlyRetainedEarnings
- EPF.Yahoo.QuarterlyStockholdersEquity
- EPF.Yahoo.QuarterlyTangibleBookValue
- EPF.Yahoo.QuarterlyTotalAssets
- EPF.Yahoo.QuarterlyTotalDebt
- EPF.Yahoo.QuarterlyTotalLiabilities
- EPF.Yahoo.QuarterlyTotalNonCurrentAssets
- EPF.Yahoo.QuarterlyTotalNonCurrentLiabilities
- EPF.Yahoo.QuarterlyWorkingCapital
Here is an example of these new formulas in action:
And here are some examples of the new formulas we used:
=EPF.Yahoo.QuarterlyAccountsPayable("NWL",0)/1000
=EPF.Yahoo.QuarterlyAccountsReceivable("NWL",0)/1000For more details please see the Excel Formula Reference: Balance Sheet section in the User Guide.
Yahoo Finance: Cash Flow formulas
Lastly, we added quite a few additional Quarterly and TTM formulas for Cash Flow. Along with the formulas for Free Cash flow (added in the previous version) below are all the Cash Flow formulas in the system.
Quarterly formulas:
- EPF.Yahoo.QuarterlyAccountsPayableChange
- EPF.Yahoo.QuarterlyAccountsReceivableChange
- EPF.Yahoo.QuarterlyAcquisitions
- EPF.Yahoo.QuarterlyBeginningCashPosition
- EPF.Yahoo.QuarterlyCapitalExpenditures
- EPF.Yahoo.QuarterlyChangeInCash
- EPF.Yahoo.QuarterlyChangeInWorkingCapital
- EPF.Yahoo.QuarterlyCommonStockIssued
- EPF.Yahoo.QuarterlyCommonStockRepurchased
- EPF.Yahoo.QuarterlyDebtRepayment
- EPF.Yahoo.QuarterlyDeferredIncomeTax
- EPF.Yahoo.QuarterlyDepreciationAndAmortization
- EPF.Yahoo.QuarterlyDividendsPaid
- EPF.Yahoo.QuarterlyEndCashPosition
- EPF.Yahoo.QuarterlyFreeCashFlow
- EPF.Yahoo.QuarterlyInventoryChange
- EPF.Yahoo.QuarterlyOtherCashflowsFromInvestingActivities
- EPF.Yahoo.QuarterlyOtherFinancingActivities
- EPF.Yahoo.QuarterlyOtherNonCashItems
- EPF.Yahoo.QuarterlyPurchasesOfInvestments
- EPF.Yahoo.QuarterlySalesOfInvestments
- EPF.Yahoo.QuarterlyStockBasedCompensation
- EPF.Yahoo.QuarterlyTotalCashflowsFromFinancingActivities
- EPF.Yahoo.QuarterlyTotalCashflowsFromInvestingActivities
- EPF.Yahoo.QuarterlyTotalCashflowsFromOperatingActivities
Trailing 12 Month (TTM) formulas:
- EPF.Yahoo.TTMAccountsPayableChange
- EPF.Yahoo.TTMAccountsReceivableChange
- EPF.Yahoo.TTMAcquisitions
- EPF.Yahoo.TTMBeginningCashPosition
- EPF.Yahoo.TTMCapitalExpenditures
- EPF.Yahoo.TTMChangeInCash
- EPF.Yahoo.TTMChangeInWorkingCapital
- EPF.Yahoo.TTMCommonStockIssued
- EPF.Yahoo.TTMCommonStockRepurchased
- EPF.Yahoo.TTMDebtRepayment
- EPF.Yahoo.TTMDeferredIncomeTax
- EPF.Yahoo.TTMDepreciationAndAmortization
- EPF.Yahoo.TTMDividendsPaid
- EPF.Yahoo.TTMEndCashPosition
- EPF.Yahoo.TTMFreeCashFlow
- EPF.Yahoo.TTMInventoryChange
- EPF.Yahoo.TTMOtherCashflowsFromInvestingActivities
- EPF.Yahoo.TTMOtherFinancingActivities
- EPF.Yahoo.TTMOtherNonCashItems
- EPF.Yahoo.TTMPurchasesOfInvestments
- EPF.Yahoo.TTMSalesOfInvestments
- EPF.Yahoo.TTMStockBasedCompensation
- EPF.Yahoo.TTMTotalCashflowsFromFinancingActivities
- EPF.Yahoo.TTMTotalCashflowsFromInvestingActivities
- EPF.Yahoo.TTMTotalCashflowsFromOperatingActivities
Here is an example of the new formulas used in a sheet. This dataset is for the MSFT ticker.
Again the Quarterly formulas take a input a ticker and a reporting quarter and the Trailing 12 Month (TTM) Formulas take as input just a stock ticker. Examples:
=EPF.Yahoo.QuarterlyDividendsPaid("MSFT",0)/1000
=EPF.Yahoo.TTMDividendsPaid("MSFT")/1000Please download our example Yahoo Finance spreadsheet to find examples of using these formulas.
We hope you find them useful. Let us know if there are any more formulas you would like us to add.
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