ExrcP() function in Excel

ExrcP() is a UDF formula for Microsoft Excel provided as part of Exerica Excel Add-in  It accepts any data point in a publication as an input, and returns its best match (i.e. a data point with the same meaning and context) in other documents sourced from the same publisher or other publishers (id the data point’s semantic name is supplied). Utilizing the core of Exerica’s state-of-the-art technology, it can provide instant access to the complete data series.

Syntax

= ExcrP (  Company name,  Duration,  End date,  Data point ID,  Report date )

Company name

Required. The text enclosed in quotation marks or a reference to a cell containing the name of the company of the name of a specific time series of company publications

Duration

Optional. The number of months for periodic data points (e.g. “ Profit for three months ending 31 December”) or a reference to a cell containing the respective number.

End date

Required. The date of the requested data point in quotation marks or a reference to a cell containing the date. The recommended format is YQXXXX,where Y is the number of the quarter and XXXX is the year (e.g. “2Q2020”) for referencing quarterly data and ZMXXXX, where Z is the number of months since the beginning of the year (e.g. “7M2020”)for referencing data reported on a monthly basis. At the same time, Excrp() understands most commonly used natural language date formats (see DateParserAPI for more detail and examples)

 

Data point ID

Required. UID of the data point or its Semantic name in quotation marks or a reference to a cell.

• UID is Exerica’s unique internal ID which is assigned to all and any data points in company publications. It can be obtained by selecting figures in company reports in Exerica web application (See for more detail on how to get the UID of a data point).
• Semantic name is a commonly used name or alias for the data point (such as “total assets”, “capital expenditure” etc.) The full list of expressions supported by the Exerica’s Taxonomies is available here.

 

Report date

Optional. The date of the publication where the requested data point should be sourced from. The syntax is the same as for end-date