Purchased Components (Historical) Formula in Excel
Understanding Purchased Components (Historical)
The Purchased Components (Historical) formula, provided by MarketXLS, allows you to retrieve a company’s historical purchasing activity (e.g., items and assets purchased for trading purposes) for a specified time period in Excel. This function is especially helpful when analyzing a firm’s operational costs or evaluating trends in company investments.
Key benefits:
- Quickly fetch historical purchasing data for stocks, indices, options, and even crypto.
- Make data-driven decisions on company performance.
- Streamline your financial models using MarketXLS in Excel.
When to use:
- During fundamental research.
- In cost and investment analysis for specialized reporting.
- Tracking changes in purchasing trends over time.
Syntax and Parameters
Use the following syntax to get historical purchased components data:
=hf_Purchased_Components(Symbol, year, [quarter], [TTM])
Below is a detailed explanation of each parameter:
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The security symbol (stock ticker, index, option, or crypto). | Yes | "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT" |
year | The year or relative period to retrieve data for – can be a specific year (e.g., "2024"), "ly", "lq", "lt", or combos like "ly-1", "lq-1". | Yes | "2024", "ly", "lq-1", "lt" |
quarter | The calendar quarter (1–4). Defaults to "2" if left blank. | No | 2 |
TTM | Use "TTM" for trailing twelve months data or leave it blank for point-in-time data. | No | "TTM" |
?? Note: If the provided
Symbol
is invalid or your MarketXLS plan does not support this feature, the function returns"NA"
.
Return Value
• Returns a numeric value representing the purchased components (historical) for the specified symbol and period.
• May return "NA"
if data is not available or parameters are invalid.
Examples and Usage
Below are common ways to use this function:
-
Referencing a symbol directly:
=hf_Purchased_Components("MSFT", "2022")
Returns purchased components for Microsoft in 2022 (for quarter 2 by default).
-
Specifying quarter and TTM:
=hf_Purchased_Components("MSFT", "2022", 3, "TTM")
Returns trailing twelve months data for Q3 of 2022.
-
Using last year or last quarter shortcuts:
» Last quarter:=hf_Purchased_Components("MSFT", "lq")
» Last year minus 1:
=hf_Purchased_Components("MSFT", "ly-1")
» Last 12 months:
=hf_Purchased_Components("MSFT", "lt")
-
Using a cell reference for the symbol or date/year:
» If cell A1 contains "MSFT" and A2 contains "2024":=hf_Purchased_Components(A1, A2)
? Pro Tip: Combine this function with other MarketXLS formulas (e.g., cost of revenue, gross profit) to build a complete financial statement overview in Excel.
Common Questions
1. What happens if I use an invalid symbol?
If the symbol is invalid, the function returns "NA". Ensure the ticker format is correct (e.g., "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT").
2. Can I enter a date instead of a year?
While year
primarily accepts textual or numeric references (like "2022" or "lq"), you can also adapt date inputs if you convert them properly to text. For instance:
• From a cell reference:
=hf_Purchased_Components(A1, TEXT(A2,"yyyy"))
• Direct date (converted to the required format):
=hf_Purchased_Components("MSFT", TEXT("2024-03-15","yyyy"))
3. Does this function work for TTM data automatically?
Yes, just include "TTM"
in the function’s fourth parameter:
=hf_Purchased_Components("MSFT", "2024", 1, "TTM")
4. Are there performance considerations?
Large spreadsheets using many MarketXLS formulas may take slightly longer to recalculate. To improve performance:
- Limit real-time updates to your critical data.
- Use fewer arrays or complex calculations on a single worksheet.
- Refresh data selectively rather than continuously.
5. Can I combine it with other MarketXLS fundamentals?
Absolutely. This function is one of many MarketXLS fundamentals formulas that help you build robust financial models. For related data, see:
- Revenue (Historical)
- Cost Of Revenue (Historical)
- Gross Profit (Historical)
- R & D Expenses (Historical)
- Selling General and Administrative Expense (Historical)
?? Note: Make sure your MarketXLS subscription is active and supports historical fundamentals to access this function successfully.