Calendar Date (Historical) Formula in Excel

Understanding Calendar Date (Historical)

The Calendar Date (Historical) formula in Excel (powered by MarketXLS) helps you retrieve the pattern of the accounting year, financial year end, and accounting periods within a company’s financial year. This historical fundamental data is crucial for investors, analysts, and finance professionals looking to assess a company’s reporting timelines over specific quarters or years.

• Purpose: Provides insight into fiscal periods for a selected symbol.
• Key Benefits:
  • Access to historical financial period structures.
  • Accurate comparison of fiscal timelines across different companies.
  • Ideal for creating time-series analyses and custom financial models.
• When to Use:
  • Analyzing quarterly or yearly trends in financial statements.
  • Validating fiscal year ends for standardized reporting.
  • Tracking changes over multiple periods using trailing-twelve-month (TTM) data.

Syntax and Parameters

Use the formula in Excel as shown below:

=hf_Calendar_Date(Symbol, year, [quarter], [TTM])

Return Value
Returns the pattern of the relevant accounting dates, including the financial year-end date and quarter structure. If the Symbol is invalid, or the user subscription/license is not valid, the function will return "NA".

?? Note: This function requires a Historical Fundamentals subscription in MarketXLS. If you do not have the required subscription, the function returns "NA."

Examples and Usage

Below are some practical usage examples of the hf_Calendar_Date formula:

1. Retrieving calendar date for a specified year:

   =hf_Calendar_Date("MSFT", 2022)

   Returns the accounting date pattern for Microsoft in the year 2022.

2. Retrieving for a specific quarter:

   =hf_Calendar_Date("MSFT", 2022, 2)

   Returns the accounting date pattern for Microsoft in the second quarter of 2022.

3. Integrating trailing twelve months (TTM) data:

   =hf_Calendar_Date("MSFT", 2022, 3, "TTM")

   Returns TTM data based on the third quarter of 2022.

4. Using symbolic notations for last quarter (lq), last year (ly), and last 12 months (lt):

   • Last quarter:

     =hf_Calendar_Date("MSFT", "lq")

   • One quarter before the last quarter:

     =hf_Calendar_Date("MSFT", "lq-1")

   • Last year:

     =hf_Calendar_Date("MSFT", "ly")

   • Last year minus one:

     =hf_Calendar_Date("MSFT", "ly-1")

   • Last 12 months:

     =hf_Calendar_Date("MSFT", "lt")

   • Previous last 12 months:

     =hf_Calendar_Date("MSFT", "lt-1")

? Pro Tip: The Symbol parameter also accepts indices, options, or crypto formats, for example, =hf_Calendar_Date("^SPX", 2023), =hf_Calendar_Date("@MSFT 110122C00020000", "lq"), or =hf_Calendar_Date("BTCUSD:DEFAULT", "ly-1").

Common Questions

1. Why am I getting "NA" as a result?

   • Ensure the security symbol is valid.
   • Confirm that you have an active MarketXLS Historical Fundamentals subscription.
   • Check for any typos or invalid parameters in the formula.

2. Does this function handle different date inputs?

   • Although year typically takes numeric or symbolic input (e.g., "2022"), you can reference a cell containing a year or a text string. For instance:
     • Cell reference: =hf_Calendar_Date("MSFT", A1)
     • Direct date string (if you're using a text representation of the year): =hf_Calendar_Date("MSFT", "2024-03-15")
     • Excel date functions (converting a date in A1 to text): =hf_Calendar_Date("MSFT", TEXT(A1,"yyyy-mm-dd"))

3. Are there any performance considerations?

   • Repeated calls to the API for multiple cells might slow performance. Try to limit the frequency of data refresh or use MarketXLS caching features where possible.

4. Can this formula be used in financial modeling and dashboards?

   • Absolutely. This formula is especially useful for building dashboards and models that require knowledge of company fiscal periods (year-ends, quarter structuring, etc).

5. What if I need more detailed historical data like revenue or expenses?

   • You can explore other Historical Fundamental formulas such as:
     • Revenue (Historical)
     • Cost of Revenue (Historical)
     • Gross Profit (Historical)
     • R & D Expenses (Historical)
     • Selling General and Administrative Expense (Historical)

?? Note: If you require more information or advanced usage scenarios, refer to the official MarketXLS Knowledge Base or contact support.