Beruflich Dokumente
Kultur Dokumente
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
Table of Contents
Disclaimer ............................................................................................................................. 4 Thank You! ............................................................................................................................ 4 Read Me PLEASE. ................................................................................................................ 5 How to Install ........................................................................................................................ 6
View the Install video ................................................................................................................................ 6 Pre Existing SMF Add-in Installation ......................................................................................................... 7 Pre Existing SMF Add-in Installation ......................................................................................................... 7 New Installation (If no Previous SMF add-in Installed) ............................................................................. 7 Step1: Install the SMF Add-in (First Part of Installation) ...................................................................... 7 Step 2: Activate Macros & Add-in from Excel (Second Part of Installation) ......................................... 8 How to Manually Activate SMF Excel Add-in from Excel ........................................................................ 10 For Excel 2002 & 2003......................................................................................................................... 10 For Excel 2007 & Excel 2010................................................................................................................ 10
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5. 8. 9. 10. 11. 12. ERROR errors ................................................................................................................................... 16 Financial stocks do no work ............................................................................................................ 16 Speed up Load Time and Performance ....................................................................................... 17 Enable Macros to solve Link Must be Updated Errors ................................................................ 18 How to Unzip............................................................................................................................... 18
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
Disclaimer
The material from Old School Value, this spreadsheet or any affiliate sites have no regard to the specific investment objectives, financial situation, or particular needs of any visitor. Information, tools and articles published are solely for informational purposes and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. References made to third parties are based on information obtained from sources believed to be reliable, but are not guaranteed as being accurate. Visitors should not regard it as a substitute for the exercise of their own judgment. Any opinions expressed in this site are subject to change without notice and Old School Value or any affiliated sites or authors are not under any obligation to update or keep current the information contained herein. Old School Value, officers, associates or clients may have an interest in the securities or derivatives of any entities from Old School Value or the Old School Value Stock Valuation Spreadsheets referred herein. Old School Value accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part from Old School Value or any of the tools containing the name Old School Value. Our comments are an expression of opinion. While we believe our statements to be true, they always depend on the reliability of our own credible sources. The findings from this spreadsheet are merely a start to a means of further research and uncovering a great business and investment. Old School Value holds no responsibility for any investment whatsoever.
Thank You!
First of all, a huge thank you for purchasing the spreadsheet and supporting Old School Value. I am ever grateful and humble that you have chosen to make this purchase. These spreadsheets are constantly being refined, updated and upgraded as my needs as an investor continues to increase. Im confident this spreadsheet will save you hundreds of hours of work over the long run, make you a better analyst, investor and ultimately profiting from your stock picks. I am also positive it will pay for itself the minute you start using it. All the most common questions and issues have been addressed in this document so please take the time to go through it if you encounter errors. It is most always likely to be an Excel issue, NOT a spreadsheet issue. If you are still having trouble, I am always available to help. Welcome to Old School Value.
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
Read Me PLEASE.
Premium buyers all receive 1 year of free updates and fixes If your 1 year period is over, you must purchase the spreadsheet again to renew your subscription When you unzip the package downloaded from the link in your email, it will contain the files:
If you do not know how to unzip, please view the FAQ section at the bottom.
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
How to Install
View the Install video
Follow the instructions on the video to see how easy it is to install the add-in. You can view in High Definition mode as well. Click to see video or the link is at http://www.youtube.com/watch?v=BbW9-HanvzY
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
(If you get the following or similar message when installing: 1155: File C:\Users\OSV\App\Data\Local\Temp{8DB131 SMF blah blah .msi not found. Please follow no.1 in the FAQ below to resolve this. This is a Windows Vista/7 incompatibility issue with Win XP.)
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5. Pressing install will now install the required files to the pre-defined directories.
3. Installation is successful!
Step 2: Activate Macros & Add-in from Excel (Second Part of Installation)
4. Open the valuation spreadsheet and double click any spreadsheet based on your excel version.
5. If you get an Edit Links error, this is normal, if not, you still have to follow the next section.
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5. 7. Click Change Source.
The add in window will appear and click on Browse Navigate to My Computer -> C:\SMF Select the SMF add-in file called RCH_Stock_Market_Functions.xla and click OK Click Yes to any file copy or overwrite prompts if there is any Verify the Stock Market Function add in box is checked
13. Press OK 14. If everything has been set up properly, in the bottom right corner of Excel, you should see a Calculating xx%. This is the spreadsheet accessing and pulling information from the online databases.
10
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
10
11
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
11
12
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
12
13
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5. 11. Select the SMF add-in file called RCH_Stock_Market_Functions.xla and click OK 12. Click Yes to any file copy or overwrite prompts if there is any 13. Verify the Stock Market Function add in box is checked
14. Press OK
13
14
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
9. The add in window will appear and click on Browse 10. Navigate to My Computer -> C:\SMF 11. Select the SMF add-in file called RCH_Stock_Market_Functions.xla and click OK
12. Click Yes to any file copy or overwrite prompts if there is any 13. Verify the Stock Market Function add in box is checked 14. Press OK
14
15
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
points to the page http://au.finance.yahoo.com/q/abs?s=TLS.AX selects the table that contains the exact phrase "PERIOD ENDING" selects the very first cell right after the cell containing the exact phrase "CASH" which is characterized by the > sign.
To retrieve the next value from the table, you would simply change the 1 to 2 to get the second cell.
6. DIV errors
DIV errors are due to calculations with a null value. This is usually the case when a range of cells include a cell showing DIV or a formula is trying to divide by 0 or something similar. To eliminate the DIV error, try readjusting the cell ranges as shown in the example below. For companies such as DLB with 4 years of data instead of the required 5, you will get #DIV/0! errors because Excel is trying to calculate the median with invalid numbers.
15
16
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5. To overcome this, you simply have to restate the cell ranges by double clicking and then changing the range from =MEDIAN(B41:J41) to where there are actual values. In the case of DLB, this would be =MEDIAN(F41,I41;J41).
The screenshot shows the edit for the third row, but you would want to do it for the first row and then just grab the corner and drag it down to apply it to all cells.
7. Value! errors
This error occurs because the spreadsheet is unable to retrieve the particular data for the given company from the online databases. You just have to wait for the databases to be updated or refreshed.
8. ERROR errors
The spreadsheet was working fine until yesterday but now doesnt work when a ticker is entered. This could be due to: 1. Occasional database issues with the website the spreadsheet is retrieving data from. 2. You have a Morningstar account that you must log out from in order to pull the data properly. 3. The entered ticker is either a company the website does not have data for OR the information for that particular company is down.
16
17
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
10.
The default value is automatic as in the figure above. Check manual, and untick Recalculate before save and save. You now have to press F9 after entering the ticker or updating any cell. Save the Excel file before closing so that it saves the setting.
To see more Excel 2007 calculation options, click the Microsoft Office Button, click Excel Options, and then click the Formulas tab. Calculation options on the Formula tab in Excel Options
17
18
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
To find advanced calculation options, click the Microsoft Office Button, click Excel Options, and then click Advanced.
11.
If you come across an error when starting the spreadsheet stating that a link has to be updated , make sure macros are enabled.
12.
How to Unzip
http://consumerdocs.installshield.com/selfservice/viewContent.do?externalId=Q108326&sliceId=1 Remember that this is just an example of how to unzip so make sure you unzip to the proper folder. Double-click the zipped file.
18
19
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
Click Next. In the Select a Destination panel, select the location where you want the folder to be placed, for example, the Desktop. Click Next.
In the Extraction Complete panel, select Show extracted files. Check Finish. The unzipped files appear in a new window.
19
20
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/blog/forum/ for product support. If you cant log in, press CTRL+F5.
From experience these are all the issues encountered with running the spreadsheet. If you believe it is something else, leave a comment in the forum.
20