Getting Started

• Introduction
• Download
• Installation & Activation
• Troubleshooting
• Data Refresh/Updates
• Software Updates
• Manage Your Subscription
• Example Spreadsheets

General Formulas

• Black-Scholes Option Pricing
• Instrument Identifier Conversions
• Miscellaneous

Technical Analysis Toolkit

• Introduction
• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
• Volume Weighted Average Price (VWAP)
• Average True Range (ATR)
• Bollinger Bands
• Aroon

Federal Reserve Economic Data
(FRED)

• Overview
• Formula Reference

Yahoo Finance

• Formula Reference
• • All Formulas
  • Stocks
  • Stocks: Income Statement
  • Stocks: Balance Sheet
  • Stocks: Cash Flow
  • Stocks: Analysis
  • Stocks: ESG Risk Ratings
  • Options Chain
  • Stock Options
  • Mutual Funds
  • ETFs
  • FX Rates
  • Cryptocurrencies
  • Commodities
  • Historical Market Data
  • News
• Historical Array Formulas
• Historical Data Download
• VBA Functions Reference

IG Index / IG Markets

• Account Setup
• Formula Reference
• VBA Functions Reference
• Historical Price Data Download To Excel
• Historical Price Data Download To File
• Historical Client Sentiment Data Download
• Watchlists
• Live Positions, Transactions & Activity History

EODHistoricalData.com

• Overview & Setup
• Historical Price Data
• Stocks Fundamental Data
• Stocks Financial Analysis

Nasdaq Data Link

• Overview & Setup
• Formula Reference

Excel Formula Reference: Income Statement

Yahoo Finance generally provides the past 4 years of reported annual data and the last 5 quarters of quarterly data.

Excel Price Feed makes it very easy to get this data into your spreadsheet via simple Excel formulas, for annual, quarterly and trailing twelve months (TTM) data.

Annual Income Statement Formulas

All these formulas require both a stock ticker and reporting year, for example: =EPF.Yahoo.AnnualRevenue("GOOG",2021)

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Formula	Description
EPF.Yahoo.AnnualRevenue	Total Revenue.
EPF.Yahoo.AnnualCostOfRevenue	Cost of Revenue.
EPF.Yahoo.AnnualGrossProfit	Gross Profit.
EPF.Yahoo.AnnualResearchAndDevelopmentExpense	Research and development expense (R&D).
EPF.Yahoo.AnnualSellingGeneralAndAdministrationExpense	Selling, general and administration expenses.
EPF.Yahoo.AnnualSellingAndMarketingExpense	Selling and marketing expenses.
EPF.Yahoo.AnnualTotalOperatingExpenses	Total operating expenses.
EPF.Yahoo.AnnualOperatingIncome	Total operating income.
EPF.Yahoo.AnnualSpecialIncomeCharges	Special Income Charges.
EPF.Yahoo.AnnualRestructuringAndMergersAcquisition	Restructuring & Mergers Acquisition.
EPF.Yahoo.AnnualImpairmentOfCapitalAssets	Impairment of Capital Assets.
EPF.Yahoo.AnnualWriteOff	Write Off.
EPF.Yahoo.AnnualOtherSpecialIncomeCharges	Other Special Charges
EPF.Yahoo.AnnualInterestExpense	Interest expense.
EPF.Yahoo.AnnualTotalOtherIncomeExpenseNet	Total other income / expenses net.
EPF.Yahoo.AnnualPretaxIncome	Pre-tax income / income before tax.
EPF.Yahoo.AnnualTaxProvision	Tax provision / expense.
EPF.Yahoo.AnnualIncomeContinuingOperations	Income from Continuing Operations.
EPF.Yahoo.AnnualBasicEPS	Basic EPS.
EPF.Yahoo.AnnualDilutedEPS	Diluted EPS.
EPF.Yahoo.AnnualBasicSharesOutstanding	Basic shares outstanding.
EPF.Yahoo.AnnualDilutedSharesOutstanding	Diluted shares outstanding.
EPF.Yahoo.AnnualEBITDA	EBITDA.
EPF.Yahoo.AnnualEBITDANormalized	Normalized EBITDA.

Quarterly Income Statement Formulas

All these formulas require both a stock ticker and reporting quarter, for example: =EPF.Yahoo.QuarterlyRevenue("AAPL",0)

The quarter parameter corresponds to the requested quarter, with the most recent quarter being 0, the previous quarter being 1 and so on. Yahoo Finance generally provides upto 5 quarters of historic data so the usual maximum quarter value is 4.

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Please note due the dynamic nature of these formulas, each time the sheet is refreshed if new quarterly results are available these will be automatically populated in the relevant cells.

Formula	Description
EPF.Yahoo.QuarterlyDate	Quarter end date.
EPF.Yahoo.QuarterlyRevenue	Total Revenue.
EPF.Yahoo.QuarterlyCostOfRevenue	Cost of Revenue.
EPF.Yahoo.QuarterlyGrossProfit	Gross Profit.
EPF.Yahoo.QuarterlyResearchAndDevelopmentExpense	Research and development expense (R&D).
EPF.Yahoo.QuarterlySellingGeneralAndAdministrationExpense	Selling, general and administration expenses.
EPF.Yahoo.QuarterlySellingAndMarketingExpense	Selling and marketing expenses.
EPF.Yahoo.QuarterlyTotalOperatingExpenses	Total operating expenses.
EPF.Yahoo.QuarterlyOperatingIncome	Total operating income.
EPF.Yahoo.QuarterlyInterestExpense	Interest expense.
EPF.Yahoo.QuarterlyTotalOtherIncomeExpenseNet	Total other income / expenses net.
EPF.Yahoo.QuarterlyPretaxIncome	Pre-tax income / income before tax.
EPF.Yahoo.QuarterlyTaxProvision	Tax provision / expense.
EPF.Yahoo.QuarterlyIncomeContinuingOperations	Income from Continuing Operations.
EPF.Yahoo.QuarterlyBasicEPS	Basic EPS.
EPF.Yahoo.QuarterlyDilutedEPS	Diluted EPS.
EPF.Yahoo.QuarterlyBasicSharesOutstanding	Basic shares outstanding.
EPF.Yahoo.QuarterlyDilutedSharesOutstanding	Diluted shares outstanding.
EPF.Yahoo.QuarterlyEBITDA	EBITDA.
EPF.Yahoo.QuarterlyNormalizedEBITDA	Normalized EBITDA.

Trailing Twelve Months (TTM) Income Statement Formulas

All these formulas require just a stock ticker, for example: =EPF.Yahoo.TTMRevenue("AAPL")

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Formula	Description
EPF.Yahoo.TTMRevenue	Total Revenue.
EPF.Yahoo.TTMCostOfRevenue	Cost of Revenue.
EPF.Yahoo.TTMGrossProfit	Gross Profit.
EPF.Yahoo.TTMOperatingExpense	Total operating expenses.
EPF.Yahoo.TTMResearchAndDevelopment	Research and development expense (R&D).
EPF.Yahoo.TTMSellingGeneralAndAdministration	Selling, general and administration expenses.
EPF.Yahoo.TTMSellingAndMarketingExpense	Selling and marketing expenses.
EPF.Yahoo.TTMOperatingIncome	Total operating income.
EPF.Yahoo.TTMOtherIncomeExpense	Total other income / expenses net.
EPF.Yahoo.TTMPretaxIncome	Pre-tax income / income before tax.
EPF.Yahoo.TTMTaxProvision	Tax provision / expense.
EPF.Yahoo.TTMNetIncome	Net income
EPF.Yahoo.TTMNetIncomeContinuousOperations	Income from Continuing Operations.
EPF.Yahoo.TTMInterestExpense	Interest expense.
EPF.Yahoo.TTMEBITDA	EBITDA.
EPF.Yahoo.TTMNormalizedEBITDA	Normalized EBITDA.