Filing Date to Report Period Mapping (Historical) Formula in Excel

Discover how the Filing Date to Report Period Mapping (Historical) formula, powered by MarketXLS, helps you map filing dates to corresponding reporting periods. This function is particularly useful for financial analysis where accurate mapping between filing dates and fiscal reporting is vital. In this guide, you’ll learn its syntax, parameters, common use cases, and best practices.

Understanding Filing Date to Report Period Mapping (Historical)

• Purpose and Use Cases
  The Filing Date to Report Period Mapping (Historical) formula lets you correlate a company’s reported filing date to a specific year, quarter, or trailing twelve months. Analysts rely on it to streamline historical fundamental comparisons.

• Key Benefits

  • Quickly link filings to financial periods.
  • Reduce manual reconciliation of quarterly or annual data.
  • Enhance the accuracy of historical financial queries.

• When to Use
  Use this formula whenever you need to align reported dates to a specific fiscal quarter or year, such as in earnings tracking, financial modeling, or historical trend analysis.

Syntax and Parameters

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

Return Value

• Returns the mapped report period that corresponds to the provided filing date and parameters.
• Returns "NA" if an invalid symbol is provided, if the license is not valid, or if no data subscription is active.

Error Handling and Special Cases

• If you provide an invalid Symbol, the function will return "NA".
• If your license does not permit historical fundamental data usage, the function returns a warning message or "NA".
• Performance Consideration: For large data sets, consider updating data less frequently to optimize spreadsheet performance.

Examples and Usage

Below are practical examples illustrating different ways to use the formula. Adjust them to fit your particular data needs.

1. Basic Year Lookup

   =hf_Filing_Date_to_Report_Period_Mapping("MSFT", 2022)

   • Maps the filing date for the symbol "MSFT" to the appropriate reporting period in 2022.

2. Specifying Quarter

   =hf_Filing_Date_to_Report_Period_Mapping("MSFT", 2022, 2)

   • Retrieves the reporting period for the second quarter of 2022.

3. Using Trailing Twelve Months (TTM)

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

   • Defines the reporting period for the trailing twelve months from Q3 2022 onward.

4. Special Notations for Year

   =hf_Filing_Date_to_Report_Period_Mapping("MSFT", "lq")      // Last quarter
   =hf_Filing_Date_to_Report_Period_Mapping("MSFT", "ly-1")    // Last year minus 1
   =hf_Filing_Date_to_Report_Period_Mapping("MSFT", "lt")      // Last 12 months

   • Streamlines reference to prior quarters, years, and trailing 12-month periods without exact numeric year input.

? Pro Tip: Combine this function with other historical fundamental formulas (e.g., Revenue (Historical), Gross Profit (Historical)) to create robust financial reporting dashboards.

Common Questions

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

   • You may have an invalid symbol, or your current subscription does not include historical fundamental data.

2. Can I use this with any symbol format?

   • Yes, it supports regular symbols like "MSFT", indices like "^SPX", options like "@MSFT 110122C00020000", and crypto pairs like "BTCUSD:DEFAULT".

3. How often should I refresh historical data?

   • MarketXLS updates data regularly, but frequent recalculation might impact performance. Consider periodic updates rather than constant refresh.

?? Note: For date-based data items, you can also reference direct date strings or leverage Excel date functions. However, this specific function utilizes fiscal year, quarter, and TTM inputs rather than direct calendar dates.

• Related Functions:
  • Revenue (Historical): Retrieves the company’s historical total revenue.
  • Cost Of Revenue (Historical): Provides historical cost of revenue.
  • Gross Profit (Historical): Returns historical gross profit.
  • R & D Expenses (Historical): Fetches historical research and development expenses.
  • SG&A Expenses (Historical): Shows historical selling, general, and administrative expenses.

Use the Filing Date to Report Period Mapping (Historical) formula alongside these functions to get a complete picture of a company’s historical financials.