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:

  1. Referencing a symbol directly:

    =hf_Purchased_Components("MSFT", "2022")

    Returns purchased components for Microsoft in 2022 (for quarter 2 by default).

  2. Specifying quarter and TTM:

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

    Returns trailing twelve months data for Q3 of 2022.

  3. 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")
  4. 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.