Insert data from yahoo finance. Look at Row name and grab data from column and fit into ratio.
For example: Find "Net Income" and divide by "Total Revenue" from Year 2012 (or column).
The idea is to grab and insert data efficiently without having to search for names individually. I can set up the ratios myself if I know how to grab information effectively. My best guess is to somehow use an array.
I think something like this is what you are looking for:
see ratios sheet in attachment
Hope this helps :
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The equation you gave me appears to work sometimes. When I set up the template with new information, however, I get #N/A errors, which I believe are related to my next statement. There are some labels that appear in a second column. It looked like these had errors unless I pushed them over to the first column. Is there a way to fix this problem? Any other suggestions would be wonderful. Thanks!
One thing I could do is modify the formulas for each account that tends to be in the second column, but that seems a little tedious.
Last edited by suiathon; 11-29-2012 at 04:39 PM.
If there are differences in the spellings between each imported financial statement and the match criteria, that would definitely give you the #N/A error, as Ii have used the exact match option in the formula...
I'll check the workbook out this evening and see if I can find a solution, or maybe someone else will come up with one first
okay, found the problem, the formula i gave you will only reference the first column in the other sheet
to do the match of the second column
change the red underlined parrt of this
=INDEX('Balance Sheet'!$A$1:$M$61,MATCH($A26,'Balance Sheet'!$A$1:$A$61,0),MATCH(B$1,'Balance Sheet'!$A$1:$M$1,0))
to this
=INDEX('Balance Sheet'!$A$1:$M$61,MATCH($A26,'Balance Sheet'!$B$1:$B$61,0),MATCH(B$1,'Balance Sheet'!$A$1:$M$1,0))
whereever the match needs to be of the second column
Thanks. Also, once in a while the inserted information will leave a space after an account ("Net Income " rather than "Net Income"). Is there a way to fix this problem?
have a look at the TRIM function
http://spreadsheets.about.com/od/exc...80404_trim.htm
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