The TagniFi Excel Function

The TagniFi Excel function links your models with the TagniFi datasets. Each TagniFi dataset uses a unique function structure specific to its parameters. Any of the inputs can use cell references to automate your models.

TagniFi Fundamentals

=TAGNIFI("tagnifi.fundamentals.data_type","company","tag","period_type","fiscal_year","fiscal_quarter","vintage_date","industry_template","relative_period")

where:

• data_type* = value, fiscal_year, fiscal_quarter, end_period, company_name, filing_date, filing_type or filing_link
• company* = the ticker or TagniFi ID (ex. AAPL)
• tag* = the requested tag (ex. revenue)
• period_type* = annual, quarter or year_to_date
• fiscal_year = the fiscal year requested (ex. 2015)
• fiscal_quarter = the fiscal quarter requested (ex. 3)
• vintage_date = the point-in-time date of the request (ex. 2014-12-31)
• industry_template = commercial, banking or insurance
• relative_period = 0 to -N

* Required input

Here is an example function for Apple's Q3 2014 revenue:

=TAGNIFI("tagnifi.fundamentals.value","revenue","AAPL","quarter","2014","3","vintage_date","industry_template","relative_period")

TagniFi Markets

=TAGNIFI("tagnifi.markets.data_type","ticker","date","split","relative_period")

where:

• data_type* = close, open, high, low, volume, date, relative_period or company_name
• ticker* = the ticker of the company (ex. AAPL)
• date = the date of the requested data (ex. 2014-12-31)
• split = adjusted or unadjusted
• relative_period = 0 to -N

* Required input

Here is an example function for Apple's closing share price on December 31, 2014:

=TAGNIFI("tagnifi.markets.close","AAPL","2014-12-31","split","relative_period")

TagniFi Macro

=TAGNIFI("tagnifi.macro.value","series_id","observation_date","vintage","offset","frequency","aggregration","units")

• data_type* = value or date
• series_id* = the ID of the FRED time series (ex. GNPCA)
• observation_date = the date of the time series data you are requesting (ex. 2014-12-31)
• vintage = used to download data as it existed on the specified date in history (ex. 2014-12-31)
• offset = returns data relative to the most recent period (0 to N)
• frequency = indicates a lower frequency to aggregate values to
• aggregation = the method used for frequency aggregation
• units = a data value transformation

=TAGNIFI("tagnifi.macro.value","GDP","observation_date","vintage","0","frequency","aggregration","units")<br>
	

TagniFi Profiles

=TAGNIFI("tagnifi.profiles.data_type","ticker")

• data_type* = see list of available data types (ex. name)
• ticker* = the ticker of the company (ex. AAPL)

=TAGNIFI("tagnifi.profiles.name","AAPL")<br>
	

TagniFi Estimates

=TAGNFI("tagnifi.estimates.data_type","ticker","tag","fiscal_year","fiscal_quarter","vintage_date")

• data_type* = see list of available data types (ex. value)
• ticker* = the company's ticker (ex. AAPL)
• tag* = the requested tag (ex. Revenue, EBITDA or EPS)
• fiscal_year* = the fiscal year requested (ex. 2015)
• fiscal_quarter = the fiscal quarter requested (ex. 3)
• vintage_date = the point-in-time date of the request (ex. 2014-12-31)

=TAGNFI("tagnifi.estimates.mean_estimate","AAPL","EPS","2018","3","2017-08-15")
	

TagniFi Recommendations

=TAGNFI("tagnifi.recommendations.data_type","ticker","vintage_date")

• data_type* = see list of available data types (ex. TargetPrice)
• ticker* = the company's ticker (ex. AAPL)
• vintage_date = the point-in-time date of the request (ex. 2014-12-31)

=TAGNFI("tagnifi.estimates.number_of_buy_recommendations","AAPL","2017-08-15")