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How to copy company data from database to Valuatum Excel
model
Index
- Basic information about DB2Excel
- When to use DB2Excel?
- Usage instructions
- Possible problems
Note! DB2Excel is currently not working reliable with consensus data, because there is a bug in the system. If you decide to use consensus data, please click here for more information about the problem.
1. Basic information about DB2Excel
DB2Excel is a process that brings a company's data from
the Valuatum's database to a Valuatum Excel model. In
other words, you can open an empty Valuatum excel model
and use DB2Excel to download any company's data (historic
data and estimates) from any analyst that has provided
data to Valuatum database.
DB2Excel comes from words "from database to Excel".
It is an opposite process to Excel2DB
which means "from Excel to database".
ATT: DB2Excel works only in Windows 2000 or in
newer operating systems (not e.g. in Win95 or Win98).
However, if you have such old windows-version of if you
pump into any other problems in using DB2Excel, then you
can always contact
Valuatum and ask us to do this for you. We can then
send the prefilled excel model to you with e-mail. We
do not want that technical problems would prevent anyone
from doing analysis and we want to do this for you if
you have any problems with this kind of issues.
2. When to use DB2Excel?
Downloading company data with DB2Excel is practical in
a couple of situations:
- When you start to analyse a company that already
has an analyst, the easiest way to start is to download
the current first analyst's data.
- If you need to update your current Excel model
to the latest version, DB2Excel can be used in the process
(see more about updating
model).
3. Usage instructions
- Open Valuatum Excel model.
- If you use DB2Excel for the first time, make
sure that Microsoft WinHTTP services are available.
- Go to the I-main sheet.
- Click the button Download data.
- Write your login information and click Continue.
- Choose the company from the list.
- Choose which years and quarters you would like
to update. If you are downloading data to an empty
model, choose All years/quarters. Click Continue.
- Now the macro downloads the data and tells you
when the process is ready.
If everything went well and you were making analysis,
you can proceed
with the analysis and go back to main instructions.
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4. Possible problems
"User-defined type not defined" error
(see picture on the right)
If the macro gives this kind of error and paints
"New WinHttp.WinHttpRequest" text, it
means that Excel is missing Microsoft WinHTTP Services
reference. Stop the macro and see
instructions how to take WinHTTP Services into use.
Any other problems
In case of any (other) problems, do not hesitate
to contact Valuatum.
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