Add financial statements to a workbook
The FinancialStatements function returns a complete statement as a table. Start it in an empty part of the worksheet so that the result has room to expand.
Insert a statement
- Select an empty cell with enough blank rows and columns around it.
- Choose the statement and reporting period that you need.
| Statement | Period | Windows | Mac or Excel for the web |
|---|---|---|---|
| Income statement | Annual | =FinancialStatements("MSFT","is","y") | =mxls.FinancialStatements("MSFT","is","y") |
| Income statement | Quarterly | =FinancialStatements("MSFT","is","q") | =mxls.FinancialStatements("MSFT","is","q") |
| Balance sheet | Annual | =FinancialStatements("MSFT","bs","y") | =mxls.FinancialStatements("MSFT","bs","y") |
| Cash-flow statement | Quarterly | =FinancialStatements("MSFT","cf","q") | =mxls.FinancialStatements("MSFT","cf","q") |
- Press Enter.
- Wait for the table to finish loading before you type in nearby cells.
On Mac or Excel for the web, you can also select a financial statement from the MarketXLS ribbon. The command inserts the same formula into the selected cell.
Use a symbol from a cell
Replace "MSFT" with a cell reference, such as A2. For example:
- Windows:
=FinancialStatements(A2,"is","y") - Mac or Excel for the web:
=mxls.FinancialStatements(A2,"is","y")
This makes it easier to change the company without rebuilding the statement.
If Excel shows #SPILL!, clear cells that overlap the result and enter the formula again. For one metric rather than a complete statement, search the formula reference for revenue, earnings, assets, liabilities, or cash flow.