Tuesday, May 19, 2020

Tip -- Number conversions for non U.S. regional settings

---In smf_addin@yahoogroups.com, <prosuite2000i@...> wrote :

Best way to resolve regional settings (working for months) is

' Replace all occurences of CDec to RegionalCDec in you code.
' and keep CDec unchanged in RegionalCDec function
' Add in modUtilities
Public Function RegionalCDec(ByVal varUS2Regional As Variant) As Variant
Dim varRegionalNumber As Variant
Dim strRegionalDecimalSep As String
On Error GoTo RegionalCDec_Error
If UCase$(varUS2Regional) = LCase$(varUS2Regional) Then
    ' Likely a number
   
    strRegionalDecimalSep = Mid$(1 / 2, 2, 1)
    If strRegionalDecimalSep <> "." Then
        ' Local is not US
       
        varRegionalNumber = varUS2Regional
        If InStrB(varRegionalNumber, ",") <> 0 Then
            ' Get rid of Thousand Separator
            varRegionalNumber = Replace$(varRegionalNumber, ",", vbNullString)
        End If
       
        If InStrB(varRegionalNumber, ".") <> 0 Then
            ' Replace US Decimal Separator to Local
            varRegionalNumber = Replace$(varRegionalNumber, ".", strRegionalDecimalSep)
        End If
       
        'varRegionalNumber = CDec(varRegionalNumber)
        If IsNumeric(varRegionalNumber) Then varUS2Regional = varRegionalNumber
    End If
End If
RegionalCDec_Error:
RegionalCDec = CDec(varUS2Regional)
End Function


Using CDate has the same side effects with Regional Settings.
' Replace CDate in RCHGetYahooHistory by RegionalCDate(vItem(0), "yyyy-mm-dd")
' Replace CDate in smfGetMSNHistory by RegionalCDate(vItem(0), "m/d/yyyy")
' Add in modUtilities
Public Function RegionalCDate(ByRef varUS2Regional As Variant, Optional ByVal strDateFormat As String = "mm/dd/yyyy") As Date
Dim varRegionalDate As Variant
Dim lngLen As Long
Dim strDay As String, strMonth As String, strYear As String
Dim lngDay As Long, lngMonth As Long, lngYear As Long
Dim lngPosDay As Long, lngPosMonth As Long, lngPosYear As Long
Dim lngLenDay As Long, lngLenMonth As Long, lngLenYear As Long
On Error GoTo RegionalCDate_Error
lngLen = Len(varUS2Regional)
If lngLen <> 0 Then
    If UCase$(varUS2Regional) = LCase$(varUS2Regional) Then
        ' Likely a date
       
        strDateFormat = LCase$(strDateFormat)
       
        lngLenDay = lngLen - Len(Replace(strDateFormat, "d", vbNullString))
        If lngLenDay <> 0 Then
            lngPosDay = InStr(strDateFormat, String$(lngLenDay, "d"))
            If lngPosDay <> 0 Then
                strDay = Mid$(varUS2Regional, lngPosDay, 2)
                If Not IsNumeric(strDay) Then _
                strDay = Mid$(varUS2Regional, lngPosDay, lngLenDay)
            End If
        End If
       
        lngLenMonth = lngLen - Len(Replace(strDateFormat, "m", vbNullString))
        If lngLenMonth <> 0 Then
            lngPosMonth = InStr(strDateFormat, String$(lngLenMonth, "m"))
            If lngPosMonth <> 0 Then
                strMonth = Mid$(varUS2Regional, lngPosMonth, 2)
                If Not IsNumeric(strDay) Then
                    strMonth = Mid$(varUS2Regional, lngPosMonth, lngLenMonth)
                    If Not IsNumeric(strMonth) Then strMonth = _
                    (InStrB("JanFebMarAprMayJunJulAugSepOctNovDec", strMonth) + 5) \ 6
                End If
            End If
        End If
       
        lngLenYear = lngLen - Len(Replace(strDateFormat, "y", vbNullString))
        If lngLenYear <> 0 Then
            lngPosYear = InStr(strDateFormat, String$(lngLenYear, "y"))
            If lngPosYear <> 0 Then strYear = Mid$(varUS2Regional, lngPosYear, lngLenYear)
        End If
       
       
        varRegionalDate = DateSerial(strYear, strMonth, strDay)
        If IsDate(varRegionalDate) Then varUS2Regional = varRegionalDate
    End If
End If
RegionalCDate_Error:
RegionalCDate = CDate(varUS2Regional)
End Function

--- On Mon, 10/11/10, Randy Harmelink <rharmelink@...> wrote:

I think there are only two ways to overcome it:

1. Change to the US regional settings so the VBA function does the conversion correctly.
2. Change the add-in conversion to do the process a different way with another function.

Since the method suggested to me for (2) didn't work for US regional settings, I didn't really look at it very long. See:

http://finance.groups.yahoo.com/group/smf_addin/message/6537


On Mon, Oct 11, 2010 at 5:38 AM, po_zi_2000 <zetelsl@...> wrote:

Do you know how to evercome this?
Is there anything I can do to fix it in my own templates?
Since I will normally work under European settings once fixed there won't be any conflicts with US settings.




Tip -- 9.5 - FAQ: What is the smfForceRecalculation macro and how do I use it?

---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :

OverviewWhen the RCHGetElementNumber() and RCHGetTableCell() and RCHGetWebData() functions are invoked, they actually extract data from a copy of the web page that was saved by the add-in.  This is done to make the functions run more quickly, because the actual retrieval of a web page from the Internet is the part of the process that takes the most time.  For example, if you were to get 20 or 30 data items from the same web page, this process allows the web page to be retrieved once and then all extractions are done from that single retrieval of the web page from the Internet.  Otherwise, each invocation of those functions would need to grab a new web page.

In general, the process operates as follows:
  • The "saved array" is first checked, to see if the web page the data is being extracted from has already been retrieved from the Internet.
  • If an entry in the "saved array" is found, the data is extracted from the saved copy of the web page.
  • If an entry is not found in the "saved array", the source code of the web page is retrieved from the Internet and then put into the "saved array", which is indexed by URL.  Then, the data is extracted from that saved copy of the web page.
What does the smfForceRecalculation macro do?

When you run this macro, it purges the "saved array" of web pages and then triggers a full recalculation within EXCEL.  Since the "saved array" of web pages has been emptied out, the add-in functions that use the "saved array" of web pages will no longer find a saved copy of a web page, and be forced to retrieve a fresh copy of the web page.  Note, however, that ONLY the first function invocation that uses a given URL will go to the Internet -- because it will save a new copy of the web page, which all other functions using that URL will use instead of going to the Internet to get the web page again.

In addition, this macro will also force all of the RCHGetElementNumber() element definitions to be reloaded.  That was actually the original reason the macro was written -- so I could modify an element definition and tell the add-in to reload the new element definitions and test them to see if the changes worked correctly.

How do I run the smfForceRecalculation macro?

You can use the keyboard shortcut alt-F8 to bring up EXCEL's macro dialog window.  Unfortunately, this window does NOT list macros that are part of an add-in.  That means you need to type in the macro name.  When you complete entering the macro name, you should see the various buttons activate.  You then click "Run" to run the macro.

I have actually assigned the macro to a keyboard shortcut (done from the "Options..." button, which is located several buttons below the "Run" button used above).  I also have added a button to my Quick Access Toolbar in EXCEL 2007 that runs the macro.  It is what I use most often.  In fact, I usually click on it each time before I open a new workbook, to reset the "saved array" of web pages for that workbook.  But you probably don't want to do that if you have a number of workbooks open that use add-in functions, since the macro will force ALL add-in functions in ALL workbooks to recalculate.

Additional Notes

The RCHGetYahooQuotes() and RCHGetYahooHistory() functions do NOT use the "saved array" of web pages.  That's because they both return an entire set of data with each invocation of the function.  So there is no advantage to saving the web page -- since all possible data is extracted from a single Internet access.  In fact, Yahoo is returning CSV files, not web pages.  So the functions just need to parse the CSV files and place the data into the range they were given access to when the formulas were array-entered.

Note, however, that the smfForceRecalculation macro WILL make those functions grab new copies of the CSV files and parse them out.


Tip -- 9.4.2 - FAQ: What do I need in addtion to smfForceRecalculation to get my data to refresh?

---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :

Another possible reason data is not refreshing is that you have your Internet Options set up to cache web pages. Since EXCEL and the add-in use the same Internet access engine as IE, it also utilizes IE's cookies and "Temporary Internet Files" folder.

To check/change your page caching settings for the "Temporary Internet Files" folder:
  1. Click on your system's "Start" button.
  2. Click on the "Control Panel" option.
  3. Double-click on "Internet Options".
  4. In the "Browser settings" section, click on the "Settings" button.
  5. Under where it says "Check for newer versions of stored pages:", you want to toggle the "Every time I visit the web page" radio button. Without this, the add-in would just retrieve IE's stored copy of the web page instead of the Internet access engine getting a fresh copy of the web page from the Internet.
  6. Click "OK" to save the settings and exit
  7. Click "OK" to exit
  8. Close the "Control Panel" window.
Did you need to change your setting there?



Monday, March 9, 2020

New ZIP file -- Version 2020.03.09

Because of the previously noted issues with Microsoft's changes to VBA's EVALUATE() function, I had to add some special processing for the add-in's use of that function.

So I just uploaded a new version of the ZIP archive.



New files on the web site:


Best practice is to exit EXCEL when updating SMF add-in files.

Sunday, March 8, 2020

Alert -- EXCEL changes for array-entered functions

Microsoft has made some interesting changes for functions that return multiple data items. If you don't array-enter the formula, EXCEL will now automatically expand the range of the formula, "spilling" it into additional rows and columns as needed.

For example, create a new workbook and enter this in cell B2:

=smfPricesByDates("MMM","12/31/2019","03/06/2020")

...and it should automatically fill the results in cells B2 and C2, "spilling" into cell C2.

Now try array-entering it into a single cell, B3, and you will see it doesn't expand the range to include the second returned item.

Now, put "A" in cell C4 and then put that formula in cell B4. It will TRY to expand the range to accommodate the two items being returned, but since C4 already has something in it, EXCEL will return a "#SPILL!" error to indicate it could not "spill" the returned results into more cells.

For the most part, this won't affect many of the SMF add-in array-entered functions. Most are designed to only return enough data to fill the range the function is array-entered over. So if you enter such a formula into a single cell, EXCEL has nothing to spill over.

For example, enter this in cell B6 and you'll only get a single data item (i.e. "Symbol"):

=smfGetYahooPortfolioView("MMM,IBM","01091523",,1)

However, enter this in cell D8 and you'll get a 3x4 range filled as EXCEL spills it over.

=smfGetYahooPortfolioView("MMM,IBM","01091523",,1,3,4)

That's because the last two parameters are telling the function to override it's default of only filling the range it was entered over and instead returning 3 rows and 4 columns of data.

A big advantage of allowing EXCEL to "spill" the function over the range is that it makes it a lot easier to edit. For example, just edit that formula in cell D8 so that the last two parameters are both 10:

=smfGetYahooPortfolioView("MMM,AAPL","01091523",,1,10,10)

After you hit enter, you should see that formula "spill" into a 10 by 10 range. You can edit it again, adding a ticker symbol and a field number:

=smfGetYahooPortfolioView("MMM,AAPL,IBM","0109152324",,1,10,10)

...and it will automatically update what it can in the 10 by 10 range.


Alert -- Issues with some RCHGetElementNumber() elements and some smfUpdateDownloadTable processing

Microsoft has made some changes to the VBA function EVALUATE(). Both the RCHGetElementNumber() function and the smfUpdateDownloadTable macro utilize the EVALUATE() function for some processing paths.

What is happening is that if an add-in function is the first thing in the string passed to the EVALUATE() string, it doesn't evaluate the string and return the result. It simply returns the string that was passed to it.

To see if your version of EXCEL does this, try the following add-in function:

=smfEval("smfStrExtr(""123"",""1"",""3"")")

If that returns a value of "2", you are not affected (yet). However, if it returns:

smfStrExtr("123","1","3")

...then you are affected.

I think I have a fix I can use, but I'm still thinking about whether it's the best way to do it.