Calculation fields

INFGET() customs functions allows to retrieve specific indicators or specific calculations relatives to some estimates, times series or fundamentals fields for companies and instruments.

Indicators

Syntax

To use the new function syntax it is necessary to specify the requested calculation in the second parameter of the INFGET() function with the specific calculation parameter.

=INFGET(Company_code, #CalculationField(Field_Id, Duration_period / Parameter), Period, Advanced_Parameter)

For more information, see INFGET() function topic for further explanation about Company_code, Field_Id, Period and Advanced_Parameter.

For more information, see period and reference date topic to check how to set the Period parameter.

Calculation Fields

Fundamentals

#CalculationField ( Field_Id , number of years )

Parameter

Description

#AVG

#AVG(SALES,3)

Average value of (sales) from (period – 3 years) to (period).

#CAGR

#CAGR(SALES,3)

Compound Annual Growth Rate of (sales) from (period – 3 years) to (period).

#GROWTH

#GROWTH(SALES,3)

Growth Rate of (sales) from (period – 3 years) to (period).

Time series

#CalculationField ( field_id , number of days / weeks / months / years )

Parameter

Description

#AVG

#AVG(CLOSE,3WEEKS)

Average value of (close) from (period – 3 weeks) to (period).

#PERF

#PERF(OPEN,15DAYS)

Performance value of (open price) from (period – 15 days) to (period).

#MIN

#MIN(HIGH,6MONTHS)

Minimal value of (high price) from (period – 6 months) to (period).

#MAX

#MAX(LOW,3MONTHS)

Maximal value of (low price) from (period – 3 months) to (period).

#VWAP

#VWAP(CLOSE,1year)

Volume Weighted Average Price of (close price) from (period – 1 year) to (period).

#CUMULATIVE

#CUMULATIVE(VOLUMES,3YEARS)

Cumulative Volume from (period – 3 years) to (period).

^#DATE

#DATE(CLOSE)

Last point retrieved for (close price) including the back-padding set in the advanced parameters .

(The back-padding is set by default to 35 days).

The #CUMULATIVE keyword can only be applied to the Volume.

For times series, if the selected period includes a weekend or some bank holidays, the value used for the calculation will be the back-padding of the last value.

For the times series fields, the history parameter can be set using different type of duration:

Number of DAYS.
Number of WEEKS.
Number of MONTHS.
Number of YEARS.
And the Year-to-date duration: YTD, which don’t need to be preceded by a number.

Statistics and Ratios

Syntax

To retrieve statistics and ratios on estimates or time series data, the function's syntax is different.

The keyword used as CalculationField is always the same (#STAT_EST). The parameter set right after the Field_Id will be the statistics keyword to retrieve.

=INFGET(CompanyCode, #STAT_EST(Field_Id, StatisticKeyword), Period, Advanced_Parameter)

Estimates

#STAT_EST ( field_id , parameter )

Parameter

Description

MEDIAN

#STAT_EST(SALES,MEDIAN)

Median value of the consensus estimates for (net sales).

HIGH

#STAT_EST(SALES,HIGH)

Maximum value of the consensus estimates for (net sales).

LOW

#STAT_EST(SALES,LOW)

Minimum value of the consensus estimates for (net sales).

MEAN

#STAT_EST(SALES,MEAN)

Average value of the consensus estimates for (net sales).

NUMEST

#STAT_EST(SALES,NUMEST)

Number of analysts of the consensus estimates for (net sales).

STDDEV

#STAT_EST(SALES,STDDEV)

Error standard deviation of the consensus estimates for (net sales).

RELSTDDEV

#STAT_EST(SALES,RELSTDDEV)

Relative standard deviation of the consensus estimates for (net sales).

Estimates figure are retrieved relatively to the period set in the 3rd parameter.

The STAT_EST option is available for estimates with forecast requests only:

By setting a forecast period (like FY0, FY1...).
By choosing the forecast value for the datasetType advanced parameter.

Times Series data

For times series figures, only the target price can be used.

The syntax and keywords remain the same as for estimates data.

Examples

#STAT_EST(TARGETPRICE,MEDIAN)

#STAT_EST(TARGETPRICE,STDDEV)

How to use it

INFGET() function

You can use the INFGET() function as an Excel formula, both with the values between quotes or using reference to cells.

Example

^{=INFGET("00453EF","#MIN(CLOSE,2WEEKS)","YESTERDAY")}

INFGET() panel

To start using these custom functions, you can try them directly into the INFGET() panel.

The function is set according to the selected field. You just have then to select the parameter(s) needed to complete the custom function.

Example

For more information, please watch a quick video about calculation fields using INFGET().