Preferred Dividends Income Statement Impact (Historical) Formula in Excel

The Preferred Dividends Income Statement Impact (Historical) formula in Excel with MarketXLS helps investors and analysts quickly review the preferred dividends expenses recorded on the income statement for a given historical period. This powerful function retrieves data directly in your spreadsheet so you can make timely and informed decisions.

Understanding Preferred Dividends Income Statement Impact (Historical)

The hf_Preferred_Dividends_Income_Statement_Impact function:

• Tracks the impact of preferred dividends across historical periods.
• Allows you to compare how these dividends affect net income over time.
• Is especially useful for analyzing financial statements where preferred shares impact the bottom line.

? Pro Tip: Use this function alongside other historical fundamental functions (e.g., revenue, cost of revenue, gross profit) to gain deeper insights into a company’s financials.

Syntax and Parameters

Below is the exact syntax to use in Excel:

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

?? Note: If the symbol is invalid or data is unavailable, the function returns "NA".

Return Value

• Typically returns a numeric value representing the preferred dividends expense on the income statement.
• May return "NA" if the symbol is invalid or if no data is available for the specified period.

Error Handling and Special Cases

• Invalid Symbol: Returns "NA" if the symbol is unrecognized or delisted.
• License or Subscription: Returns an error message if you do not have the required data subscription.
• Data Unavailability: Returns "NA" if data for the specified year or quarter is not found.

Performance Considerations

• Functions referencing large datasets multiple times can slow down calculation.
• Consider limiting the number of quotes or using fewer real-time calls for performance.

Examples and Usage

Below are some common scenarios. Simply enter these formulas into your Excel cell with MarketXLS installed:

1. Retrieve data for a full year:

   =hf_Preferred_Dividends_Income_Statement_Impact("MSFT", 2022)

2. Specify year and quarter:

   =hf_Preferred_Dividends_Income_Statement_Impact("MSFT", 2022, 2)

3. Use trailing twelve months (TTM):

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

4. Reference the last quarter (lq):

   =hf_Preferred_Dividends_Income_Statement_Impact("MSFT","lq")

5. Go one quarter back from the last quarter:

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

6. Reference the last year (ly):

   =hf_Preferred_Dividends_Income_Statement_Impact("MSFT","ly")

7. Go one year back from the last year:

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

8. Retrieve last 12 months (lt):

   =hf_Preferred_Dividends_Income_Statement_Impact("MSFT","lt")

9. Go to the previous last 12 months:

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

? Pro Tip: You can reference cells for your Symbol or year inputs, such as =hf_Preferred_Dividends_Income_Statement_Impact(A2,B2), making it easier to scale your analysis across multiple rows.

Common Questions

1. What if my formula returns "NA"?

This generally means data is not available for the specified period or your subscription level does not include historical fundamentals data.

2. Is it possible to manually enter dates?

This function uses a year and quarter format, but you can reference cell-based dates and convert them into the appropriate year or use date offsets. For instance:
• Cell references:

=hf_Preferred_Dividends_Income_Statement_Impact(A2, YEAR(A3))

• Excel date functions:

=hf_Preferred_Dividends_Income_Statement_Impact("MSFT", TEXT(A1,"yyyy"))

3. Can I use this function for non-standard tickers (like crypto or options)?

Yes, just make sure to provide the correct symbol format (e.g., "BTCUSD:DEFAULT" or "@MSFT 110122C00020000") so MarketXLS can identify the asset type.

4. Do I need a specific license or subscription?

Yes, historical fundamental data is only available to certain license types. If you receive an error message, contact MarketXLS support or upgrade your subscription.

For additional analysis, consider related functions:

• Revenue (Historical)
• Cost Of Revenue (Historical)
• Gross Profit (Historical)
• R & D Expenses (Historical)
• Selling General and Administrative Expense (Historical)

All these functions can work together to give you a thorough overview of a company’s financial health.