>ƒFinForge

Importing Data to Excel

Learn how to import financial statement data from your stored Parquet files into Excel.

Overview

The import system transfers data from Parquet files to your Excel workbook:

  • Balance sheet data -> “balance sheets” sheet
  • Income statement data -> “income statements” sheet

Prerequisites

Before importing:

  1. Have tickers with fetched data (see Ticker Management)
  2. Have Excel workbook open (FinForge.xlsm)
  3. Tickers should be listed in Row 4 of the respective sheet

Importing Balance Sheets

From the FinForge Terminal

  1. Open the FinForge home window
  2. Go to the Import tab
  3. Select the Balance sheet scope if needed
  4. Click Import

The button saves the current selected line settings and runs the Python importer directly.

From Excel (VBA Macro)

  1. Open FinForge.xlsm
  2. Go to the “balance sheets” sheet
  3. Run the macro: ImportBalanceSheets()
    • Press Alt + F8
    • Select ImportBalanceSheets
    • Click Run

From Python

cd <project-root>
.\.venv\Scripts\Activate.ps1
python -c "from Importing.import_balance_sheets import main; main()"

What Gets Imported

Row Content
4 Ticker symbols (you place these)
5 Most recent date
6 Second most recent date
7+ Financial line items

Example Layout:

       A          B              C              D
4   INDEX       MSFT           AAPL           GOOGL
5              2024-06-30     2024-06-30     2024-06-30
6              2024-03-31     2024-03-31     2024-03-31
7   Total Assets  $411.9B       $352.5B        $402.3B
8   Cash          $18.3B        $28.4B         $24.0B
...

Importing Income Statements

From the FinForge Terminal

  1. Open the FinForge home window
  2. Go to the Import tab
  3. Select the Income statement scope
  4. Click Import

The button saves the current selected line settings and runs the Python importer directly.

From Excel (VBA Macro)

  1. Open FinForge.xlsm
  2. Go to the “income statements” sheet
  3. Run the macro: ImportIncomeStatements()
    • Press Alt + F8
    • Select ImportIncomeStatements
    • Click Run

From Python

cd <project-root>
.\.venv\Scripts\Activate.ps1
python -c "from Importing.import_income_statements import main; main()"

Customizing Which Items to Import

Using the Settings File

  1. Open data/statement_settings.json
  2. Edit the balanceSheet.selected or incomeStatement.selected array
  3. Save the file, or use the Import tab and click Save
  4. Run the import again

Example Settings:

Balance Sheet Items:
  Total Assets
  Total Liabilities
  Stockholders Equity
  Cash And Cash Equivalents
  Total Debt

Default Items

If no custom items are specified, a default set of common items is used:

  • Total Assets, Total Liabilities, Cash, Debt, etc.

Understanding Color Codes

After importing, cells are color-coded:

Color Meaning
Orange text Data found and imported successfully
Red text Data not available for this ticker
White text Empty/no value

Tips for Successful Imports

Setting Up Tickers

  1. In the import sheet (balance sheets or income statements)
  2. Go to Row 4
  3. Column A should say “INDEX”
  4. Enter ticker symbols in columns B, C, D, etc.

Example:

Row 4: INDEX | MSFT | AAPL | GOOGL | AMZN

After Adding New Tickers

  1. First, fetch data using the launcher or fetch script
  2. Then run the import macro
  3. Data will populate for the new tickers

Refreshing Data

To update with latest data:

  1. Run the fetch script to get new data from Yahoo Finance
  2. Run the import macro to update Excel

Troubleshooting

No Data Appears

Possible Causes:

  1. Tickers not in Row 4
  2. Data not fetched yet
  3. Column A doesn’t say “INDEX”

Solutions:

  1. Verify tickers are in Row 4, starting from column B
  2. Run the fetch script first
  3. Ensure column A, Row 4 contains “INDEX”

Wrong Data Columns

Cause: Data dates don’t match expected columns Solution: The importer uses the most recent 4 dates from the data

“Cannot find data” Error

Cause: Parquet file doesn’t exist for the ticker Solution: Run the fetch script to download data

Import Takes Too Long

Cause: Many tickers or slow disk access Solution:

  • Import fewer tickers at once
  • Close other Excel workbooks
  • Wait for the process to complete

Available Data Fields

For a complete list of all available fields in Balance Sheet and Income Statement data, see Available Data Reference.

Balance Sheet Examples:

  • Total Assets, Current Assets, Cash And Cash Equivalents
  • Total Liabilities, Current Liabilities, Long Term Debt
  • Stockholders Equity, Retained Earnings

Income Statement Examples:

  • Total Revenue, Cost Of Revenue, Gross Profit
  • Operating Income, Net Income, EBITDA
  • Basic EPS, Diluted EPS