Filing Date To Report Type Mapping (Historical) Formula in Excel

Understanding Filing Date To Report Type Mapping (Historical)

The Filing Date To Report Type Mapping (Historical) formula in Excel with MarketXLS helps you map a company’s filing date to its corresponding report type (e.g., 10-K, 10-Q). This is particularly useful for investors, analysts, and finance professionals who need a better understanding of how quarterly or annual filing dates align with specific financial reports.

• Purpose: To retrieve the report type from a specified filing date within the relevant fiscal period.
• Key Benefits:
  • Simplifies the management of historical filing data.
  • Streamlines fundamental analysis workflow by making it easier to identify report types.
• When to Use: Use this formula when you have a company ticker and specific time frames (years, quarters, trailing twelve months) and need to map that data to available filing or report types.

Syntax and Parameters

Below is the complete syntax for the MarketXLS hf_Filing_Date_to_Report_Type_Mapping function:

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

Return Value:
The function typically returns a text value describing the report type mapped to the specified filing date. If the symbol is invalid or if the license is not valid, the function returns "NA".

?? Note: This function requires a valid historical fundamental data subscription in MarketXLS. If the subscription is not valid, the function may return a specific message or “NA.”

Examples and Usage

Basic Examples

1. By Ticker and Year Only:

   =hf_Filing_Date_to_Report_Type_Mapping("MSFT", "2024")

   Retrieves the report type for the default (first) quarter of 2024 for the MSFT ticker.

2. With Specific Quarter:

   =hf_Filing_Date_to_Report_Type_Mapping("^SPX", "2023", "3")

   Maps the third-quarter filing date of 2023 to the report type for the S&P 500 index.

3. Using Trailing Twelve Months (TTM):

   =hf_Filing_Date_to_Report_Type_Mapping("MSFT", "2022", "2", "TTM")

   Maps any filing date information within the trailing twelve months from the second quarter of 2022.

Special Date Inputs

• Cell References:
  If cell A1 contains “2024”, you can reference it directly:

  =hf_Filing_Date_to_Report_Type_Mapping("MSFT", A1)

• Direct Dates in Text:

  =hf_Filing_Date_to_Report_Type_Mapping("MSFT", "2024-03-15")

• Excel Date Functions:

  =hf_Filing_Date_to_Report_Type_Mapping("MSFT", TEXT(A1,"yyyy-mm-dd"))

? Pro Tip: For historical comparisons, you can use special notation: • “lq” for last quarter
• “lq-1” for one quarter before last
• “ly” for last year
• “ly-1” for the year before last
• “lt” for the past 12 months
• “lt-1” for the previous 12-month period

Common Questions

1. What happens if I enter an invalid symbol?

   • The function returns "NA" if the security symbol is not recognized or if it is invalid.

2. How do I handle different subscription levels?

   • Some historical data features might require additional licenses in MarketXLS. If you do not have the required subscription level, the function may return a specific message or “NA.”

3. Are performance and loading times affected by frequent formula calls?

   • Generally, MarketXLS formulas fetch data efficiently. However, pulling too many data points quickly can slow performance. Batch your queries or utilize caching functions when possible.

4. What if I need more detailed filing information?

   • Consider exploring related MarketXLS functions like =hf_calendar_date, =hf_report_period, or =hf_datekey for advanced filing date references and in-depth fundamental data.

?? Note: Ensure that you have given MarketXLS permission to access external data sources for the best performance and the most accurate data retrieval.

By leveraging the Filing Date To Report Type Mapping (Historical) formula in Excel with MarketXLS, users can quickly align the specified filing date data with each report’s unique type, enhancing financial analysis and streamlining workflows.