Easily Get an Auditor’s Name and Auditor’s Opinion

The hf_auditors_report_aud_name_and_aud_op function provides a quick way to retrieve a company's auditor details (auditor’s name and auditor’s opinion) directly in Excel. This tool is especially useful when you need to check a company's financial compliance records, conduct due diligence, or simply stay informed about the quality of external audits in one seamless view.

Why Use This Function?

• Quickly retrieve auditor information without leaving Excel.
• Ideal for compliance checks and due diligence within your workflows.
• Helps you stay on top of critical updates for multiple companies.
• Saves time: no need to manually gather and compare auditor opinions.
• Works with both quarterly metrics or trailing 12-month (TTM) views depending on your data needs.

How to Use in Excel

=hf_auditors_report_aud_name_and_aud_op(Symbol, Year, Quarter, [OptionalTTM])

1. Enter the function name "=hf_auditors_report_aud_name_and_aud_op(" in any cell.
2. Provide the ticker symbol (e.g., "AAPL"), the fiscal year (e.g., 2022), and the quarter (1,2,3,4).
3. (Optional) Pass "TTM" as the fourth argument to retrieve Trailing 12 Months (TTM) data in certain cases.
4. Press Enter to fetch the latest available auditor information.

Tip: If Quarter is omitted but you do not specify "TTM," the function defaults to a certain period that may yield annual figures instead. If data for the exact combination of Symbol, Year, and Quarter is unavailable, the function returns "NA."

Parameters Explained

Example Usage

Basic Examples

1. Retrieve Auditor’s Report for a Single Quarter

   =hf_auditors_report_aud_name_and_aud_op("AAPL", 2022, 2)
   • Looks for Apple’s auditor details for the second quarter of 2022.
   • Returns either the auditor's name and/or opinion or "NA" if unavailable.

2. Retrieve TTM Auditor Information

   =hf_auditors_report_aud_name_and_aud_op("MSFT", 2023, 1, "TTM")
   • Attempts to pull Microsoft’s latest TTM auditor details for the period that includes the first quarter of 2023.
   • If TTM data is found, it returns a combined or trailing 12-month figure. Otherwise, returns "NA."

3. Annual Data Tracked Seamlessly

   =hf_auditors_report_aud_name_and_aud_op("TSLA", 2021)
   • Omits the quarter parameter. The function may return a broader annual figure if it’s available.
   • Useful when you only need a yearly snapshot.

Advanced Scenarios

1. Comparing Different Years with TTM Data

   • Place formulas in adjacent cells comparing multiple years with TTM turned on.
   • Allows you to quickly spot changes in auditor opinions or any modifications over time.

2. Integrating with Other Excel Functions

   • Combine =IF() or =VLOOKUP() with hf_auditors_report_aud_name_and_aud_op to automatically label or categorize companies based on auditor changes.

3. Combining Quarter and TTM Checks

   • For the same symbol, place two formulas side by side: one with a specific quarter, and one with "TTM."
   • This approach can reveal if the quarterly snapshot differs from the trailing annual view in any material way.

Common Questions and Troubleshooting

1. Why do I get "NA"?
   • "NA" may appear if the symbol is invalid, data for that period is not found, or if there is no available auditor information for that timeframe.

2. Can I use this for non-U.S. symbols?
   • Yes, the function can support many global symbols, including Indian or other markets, if your MarketXLS license covers them and data is available. Otherwise, it may return "NA."

3. Does "TTM" always override the Quarter value?
   • When "TTM" is passed, the function focuses on trailing 12-month data. Quarter input is often disregarded internally, but you can experiment to see which period the function uses in your dataset.

4. Can there be formatting issues if the result is text rather than numeric?
   • If the function returns an opinion statement or textual data (like an auditor’s name), Excel may display it as text. Simply format your cells accordingly.

By incorporating hf_auditors_report_aud_name_and_aud_op into your MarketXLS workflow, you can quickly gather auditor insights to perform thorough financial evaluations. This function streamlines the process of verifying or comparing auditing firms and their opinions, saving you from manually searching through public filings or data providers. Enjoy convenient, on-demand access to crucial external validation for any number of companies—all from the comfort of your Excel spreadsheet!