Other Financing Charges Net (Historical) Formula in Excel

Gain deeper insight into a company’s net changes in financing charges with the “Other Financing Charges Net (Historical)” formula in Excel. This function, powered by MarketXLS, helps you instantly retrieve historical financing charges data for various periods (annual, quarterly, and trailing twelve months). Use this information to make informed financial and investment decisions.

Understanding Other Financing Charges Net (Historical)

• Purpose and Use Cases
  The “Other Financing Charges Net (Historical)” formula is designed to return a company’s net changes from other financing activities for a specified historical period. It simplifies your due diligence process by automatically pulling the relevant financial data from MarketXLS’s database.

• Key Benefits

  • Enables quick evaluation of a company’s financing costs.
  • Streamlines research and financial analysis by integrating data directly into Excel.
  • Supports flexible date inputs (including last quarter, last year, trailing twelve months).

• When to Use
  Use this formula whenever you need a quick snapshot of a company’s net financing charges over a particular range. It's especially useful for:

  • Fundamental stock analysis.
  • Trend analysis over multiple quarters or years.
  • Financial modeling and forecasting.

Syntax and Parameters

=hf_Other_Financing_Charges_Net(Symbol, Year, [Quarter], [TTM])

Return Value

• Returns the net financing charges as a numeric value when valid data is available.
• Returns "NA" if the symbol is invalid, license is not valid, or when data is not available.

Error Handling

• If you pass an invalid symbol or your subscription plan does not support the request, the function will yield "NA".
• If the result is not a numeric value, it will return the raw response from the data source.

Special Cases and Limitations

• The year parameter can accept shortcuts such as "LY" for the last year or "LQ" for the last quarter.
• You can also pass advanced shortcuts like "LY-1", "LQ-1", and "LT-1" to go further back.

?? Note: Using large volumes of calls (e.g., looping over many symbols and dates) can impact performance. Use wisely or consider caching results.

Examples and Usage

Below are common usage examples in Excel. You can reference dates in different ways—cell references, typed values, or Excel date functions:

1. Basic Usage:

   =hf_Other_Financing_Charges_Net("MSFT", 2022)

   Retrieves net other financing charges for Microsoft in 2022.

2. Specifying Quarter:

   =hf_Other_Financing_Charges_Net("MSFT", 2022, 2)

   Checks the second calendar quarter of 2022.

3. Including TTM (Trailing Twelve Months):

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

   Retrieves net other financing charges for Q3 2022 trailing twelve months.

4. Using Last Quarter (LQ) Shortcut:

   =hf_Other_Financing_Charges_Net("MSFT", "lq")

5. Using Last Year (LY) Shortcut:

   =hf_Other_Financing_Charges_Net("MSFT", "ly")

6. Date Inputs for Year/Quarter (Cell Reference Example):

   =hf_Other_Financing_Charges_Net("MSFT", A1) 
   =hf_Other_Financing_Charges_Net("MSFT", TEXT(A1,"yyyy"))
   =hf_Other_Financing_Charges_Net("MSFT", "2024-03-15")

? Pro Tip: Combine this formula with other MarketXLS historical functions (e.g., Revenue (Historical), Gross Profit (Historical)) for a comprehensive financial analysis in one Excel sheet.

Common Questions

1. Why am I getting "NA"?

   • You may be using an unsupported symbol or date range, or you don’t have the required MarketXLS subscription.

2. Does the function handle TTM data automatically?

   • Yes. Set the TTM parameter to "TTM" to retrieve trailing twelve months values.

3. How do I get quarterly data for previous quarters or years?

   • Use shortcuts like "LQ-1" or "LY-1". For more complex look-backs, you can combine these shortcuts or specify quarter numbers.

4. Is there a limit on API calls?

   • This depends on your MarketXLS subscription plan. For optimal performance, avoid too many simultaneous lookups.

5. Can I use this for crypto or options data?

   • Yes, simply specify the symbol in the supported format (e.g., "BTCUSD:DEFAULT" or "@MSFT 110122C00020000").

?? Note: Always confirm your subscription plan supports the symbols and historical data you need.

By using the “Other Financing Charges Net (Historical)” formula, you can seamlessly analyze the financial health of various companies through their financing charges data, directly from your Excel worksheet.