Thursday, March 30, 2023

Using the smfUpdateDownloadTable macro

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

See also [Tip 2.1a] below from Randy.

This will give some visuals of creating a range to fill using the smfUpdateDownloadTable macro:

  1. The upper left hand corner cell of the table needs to have a range name of "Ticker" (see green-shaded cell on diagram). The text in the cell can be anything you want it to be.
  2. The cells below the "Ticker" cell should be filled in with Yahoo ticker symbols, one per cell (see yellow-shaded cells on diagram).
  3. The cells to the right of the "Ticker" cell should be filled with column titles (see orange-shaded cells on diagram. The text in these cells can be anything you want them to be.
  4. The cells above the column titles need to be filled in with SMF add-in formulas or element numbers (see blue-shaded cells on diagram). Use five tildas as a substitute for a ticker symbol. For example, any of the following text strings could be used to get "Market Capitalization" from Yahoo:

    941
    RCHGetElementNumber("~~~~~", 941)
    RCHGetTableCell("http://finance.yahoo.com/q/ks?s=~~~~~",1,">Market Cap")

    If you place an "X" in the cell of the element definition, it would tell the smfUpdateDownloadTable macro to skip it and leave that column alone. I do this when I want to create a column with my own formulas in, or to use as a divider column in the table.

The macro continues processing rows with ticker symbols (i.e. green-shaded cell) until it runs into an empty cell with no ticker symbol in it. It continues process across the row of element definitions (i.e. blue-shaded cells) until it runs into an empty cell with no element definition in it.

So, this is what it would look like after doing the four steps above:

 

After running the smfUpdateDownloadTable macro, it would look like this:

 

 If you use the Referback feature I found a couple of bugs:

1.  It will quit processing if it does a referback to a number that has been converted to display trillions as for example 1.35T

 The other is if the referback column contains N/A

 


Tip -- 2.1a - Using the smfUpdateDownloadTable macro

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

I use the smfUpdateDownloadTable macro for such situations.  This would actually place values into the table, so no recalculation occurs.  When I want "fresh" values, I just rerun the macro.  Here is the documentation for the table setup from the macro's module:
  1. The upper left hand corner cell of the table needs to have a range name of "Ticker"
  2. The cells below the "Ticker" cell should be filled in with ticker symbols, one per cell
  3. The cells to the right of the "Ticker" cell should be filled with column titles
  4. The cells above the column titles need to be filled in with SMF add-in formulas or element numbers.  Use five tildas as a substitute for a ticker symbol.  For example, any of the following text strings could be used to get "Market Capitalization" from Yahoo:

    941
    RCHGetElementNumber("~~~~~", 941)
    RCHGetTableCell("http://finance.yahoo.com/q/ks?s=~~~~~",1,">Market Cap")
A recent addition to the process is that if the cell entry above a column title is an "x", that column is skipped from any update -- I use this for any calculation columns I want in the middle of my table.  In all of my workbooks, I assign the smfUpdateDownloadTable macro to a keyboard shortcut of Ctrl-Shift-J.

 

SMF new Add-In version 3.0.2024.04.29

  This new release has fixes for: module smfGetOptionQuotes A member (Bruce) found the issue was with the crumb processing and provided cod...