MIM Excel Add-in Tour:
Get Financials

 

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Use “Get Financials” to run the COMPUSTAT annual and quarterly reports for North America. These reports are detailed in Chapter 4 of the Standard & Poor’s COMPUSTAT User Guide. Listed below are the report choices:

  • Balance Sheet

  • Income Statement

  • Cash Flow Statement

  • Restated Data

  • Additional Information

  • Bank and S&L

Using the Get Financials Feature

The Excel spreadsheet “SP Financials.xls” that was installed on your desktop is a convenient way to use Get Financials. This spreadsheet contains a Work Pad for use in entering information into the spreadsheet. However, Get Financials can be used without the Work Pad. Any spreadsheet can be used as long as the information is entered in a specified format. This format will be detailed in the next section.

Work Pad

The idea for the Work Pad was to provide one place for doing your work, which keeps your workbook uncluttered and gives the user one place to always find their work.

To use the Work Pad, open the spreadsheet “SP Financials.xls” located on the user’s desktop. The following graphic shows an example of the Work Pad.
  

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