Report Period (Historical)

Returns the report period identifier.

Syntax

=hf_Report_Period(Symbol, Year, [Quarter], [TTM])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code

quarterstring

Quarter (1-4)

TTMstring

TTM for trailing twelve months

Returns

string

Report period

Examples

=hf_Report_Period("AAPL", 2023, 4)

When to Use

  • Understanding data periods

When NOT to Use

Scenario Use Instead
Calendar date hf_Calendar_Date()

Common Issues & FAQ

What format is the period?

Typically YYYY-QN format.

Excel Templates Using Report Period (Historical)

These ready-made MarketXLS templates call hf_Report_Period() in their worksheet formulas. Open one to see the function working inside a complete model.

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MarketXLS Excel Add-in Tutorial - How to Use Report Period (Historical) and Other Financial Formulas
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