Monday, January 21, 2019
Differences in Earnings Releases and 10-Ks

Wednesday, January 16, 2019
The Importance of Textual Analysis

Tuesday, January 8, 2019
A Look at Climate Change Disclosures

Wednesday, January 2, 2019
Quants: Point-in-Time Data for Backtesting

Friday, December 28, 2018
Now Showing: Controls & Procedures

Thursday, December 27, 2018
A Reminder on Non-GAAP Reporting Rules

Monday, December 17, 2018
Researching PG&E’s Wildfire Risk

Wednesday, December 12, 2018
Tracking Brexit Disclosures

Thursday, December 6, 2018
Campbell Soup: Looking Behind the Label

Sunday, December 2, 2018
SEC Comment Letters: The Amazon Example

Wednesday, November 28, 2018
Measuring Big Pharma’s Chemical Dependency

Monday, November 26, 2018
Analysts, Can You Relate? A True Story

Monday, November 19, 2018
Digging Up Historical Trend Data: Quest Example

Sunday, November 11, 2018
Cost of Revenue, SG&A: Q3 Update

Monday, November 5, 2018
Lease Accounting: FedEx vs. UPS

Saturday, November 3, 2018
New Email Alerting Powers

Wednesday, October 31, 2018
PTC and Two Tales of Revenue

Tuesday, October 30, 2018
10-K/Q Section Text Change Detection

Sunday, October 28, 2018
Finding Purchase Price Allocation

Sunday, October 21, 2018
Charting Netflix Growth in Three Ways

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In our continuous effort to improve the functionality of our tools, we have just added an easy way to get the “most recent” periods in our Excel Add-In.

The main advantage of this set up is that you can embed these formulas in your worksheet and it would be automatically updated with the latest information every time you go in to the file.

So for example, if you are looking for Microsoft’s Revenue in the most recent year, you could enter

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRY”)

Similarly, if you want the most recent quarter, or most recent trailing 12 months, it would be:

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRQ”)

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRQ TTM”)

The advantage of this format is that you can easily go beyond the latest period to earlier periods. For example:

=CalcbenchData(“Revenue”, “MSFT”, 1, “MRQ”)

would be for 1 quarter prior to most recent quarter.

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