Add financial statements to a workbook
Insert annual or quarterly income statements, balance sheets, and cash-flow statements.
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.
Capture the Financials menu with income statement, balance sheet, cash flow, annual, and quarterly choices visible.
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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.
Capture a complete fictional-safe MSFT annual income statement result with the formula bar visible.
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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.