Spreadsheet Manual v1.2

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Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh.
Table of Contents
Disclaimer ......................................................................................................................................................................2 Thank You! .....................................................................................................................................................................2 Read Me PLEASE. ........................................................................................................................................................2 How to Install .................................................................................................................................................................3
Pre Existing Installation from Older OSV Spreadsheets ............................................................................ 3 New Installation (No Previous SMF add-in Use) ....................................................................................... 3 First Part of Installation......................................................................................................................... 3 Second Part of Installation .................................................................................................................... 5
If It Does Not Work ........................................................................................................................................................9 Troubleshooting & FAQ .................................................................................................................................................9
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11.
EXE file does not Install ..................................................................................................................... 9 European Users and Non USA Users ............................................................................................... 10 How to customize the spreadsheet ................................................................................................ 10 Re-installing or Updating ................................................................................................................ 11 DIV errors ........................................................................................................................................ 11 Value! errors ................................................................................................................................... 12 ERROR errors ................................................................................................................................... 12 Financial stocks do no work ............................................................................................................ 12 Speed up Load Time and Performance ........................................................................................... 13 Enable Macros to solve Link Must be Updated Errors ................................................................ 14 How to Unzip............................................................................................................................... 14
Disclaimer
Nothing on Old School Value, related pages, emails, or other communications by the author, either written or oral, are intended to be a recommendation to buy, hold, or sell any specific security or group of securities. Likewise, nothing herein should be construed as an endorsement of any financial adviser, investment manager, commercial information provider, transaction service, or brokerage firm. The findings from this spreadsheet are merely a start to a means of further research and uncovering a great business and investment. Old School Value holds no responsibility for any investment whatsoever.
Thank You!
First of all, a huge thank you for purchasing the spreadsheet and supporting Old School Value. I am ever grateful and humble that you have chosen to make this purchase. These spreadsheets are constantly being refined, updated and upgraded as my needs as an investor continues to increase. The goal however, is to always improve efficiency and maximize time analyzing stocks and improving investing skills. Im confident this spreadsheet will save you hundreds of hours of work over the long run, make you a better analyst, investor and ultimately profiting from your stock picks. I am also positive it will pay for itself the minute you start using it. Welcome to Old School Value.
Read Me PLEASE.
Premium buyers all receive 1 year of free updates and fixes If your 1 year period is over, you must purchase the spreadsheet again to renew your subscription When you unzip the package downloaded from the link in your email, there will be two files: OldSchoolValue_Spreadsheet.exe Spreadsheet_Manual.pdf The SMF add-in for excel will be automatically installed to C:\SMF. All the Old School Value spreadsheets will be automatically installed to C:\Old School Value. There will be shortcuts on the desktop which you can use to open the spreadsheets. Unless you have very familiar with excel, please DO NOT rename, move, copy, cut or do anything to the C:\SMF folder. If you do not know how to unzip, please view the FAQ section at the bottom.
How to Install
Pre Existing Installation from Older OSV Spreadsheets
If you already have the SMF add-in installed, the installer will give you an error that all existing SMF add-in files must be deleted. Make sure you back up your current spreadsheets if you have made modifications to it. You must delete all the SMF folders on your computer. This includes deleting backups and other copies saved elsewhere. Search your computer for RCH if you keep getting install errors and delete those files. Without deleting the current SMF files, you will not be able to install. Once installed however, future updates will automatically detect the installation and wont bother you again.
New Installation (No Previous SMF add-in Use)

First Part of Installation
First unzip the file that you have downloaded from the link in your email to anywhere on your computer. 1. Double click the OldSchoolValue_Spreadsheet.exe file to start the installation
2. The installer will load and ask to start the installation
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh. 3. Read through the license agreement and accept to begin.
4. Enter name and organization and click next. 5. Pressing install will now install the required files to the pre-defined directories.
6. Installation is successful!
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh. 7. Shortcuts have been created on your desktop and start menu.
Second Part of Installation

8. Double click on any of the three to open the spreadsheet. 9. You will get an Edit Links error if this is your first time using the product. (This is normal)
10. Click Edit Links 11. Click Open Source.
If you do not do the next step you will be greeted with the above popup every time you open the spreadsheet. a. For excel 2000 & 2003, go to the next page b. For excel 2007, go to page 8
For Excel 2000 or 2003

1. 2. 3. 4. 5. 6. Go to the Tools menu and click Add-Ins Click the Browse button and a window will appear Click browse to and navigate to My Computer -> C:\SMF Select the SMF add-in file called RCH_Stock_Market_Functions.xla and click OK Click Yes to any file copy or overwrite prompts if there is any Verify the Stock Market Function add in box is checked
7. Press OK
For Excel 2007

1. Click the Windows Orb and then click on Excel Options in the bottom right corner 2. On the left menu, click Add-Ins 3. Towards the bottom there is a drop down list called Manage. Select Excel Add-ins and click Go
4. The add in window will appear and click on Browse 5. Navigate to My Computer -> C:\SMF 6. Select the SMF add-in file called RCH_Stock_Market_Functions.xla and click OK
7. Click Yes to any file copy or overwrite prompts if there is any 8. Verify the Stock Market Function add in box is checked 9. Press OK
Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh. 12. Close and Open the Old School Value spreadsheet again. Enter a ticker in the Summary tab, press the ENTER key on your keyboard and then the Calculate button or press F9 on your keyboard. 13. If everything has been set up properly, in the bottom right corner of Excel, you should see a Calculating xx%. This is the spreadsheet accessing and pulling information from the online databases.
Congratulations! You have it all set up and ready for use.
If It Does Not Work

If you get an error, it will be one of the following. Make sure to check each one. Enable macros Enter the ticker and then press ENTER followed by the calculate button Be sure to log off Morningstar accounts from all browsers Only US listed stocks or ADRs will work Financial stocks will not work Most pink sheets and OTC stocks will not work If a company history is too short there may be errors or #value! errors. Check the FAQ below Do search in the forum Go to the yahoo groups page and do a search Change computer settings to US number settings in control panel
Troubleshooting & FAQ

1. EXE file does not Install
If you are using Windows Vista or Windows 7, there is a Windows bug preventing you from installing. If you get the following or similar message when installing: 1155: File C:\Users\OSV\App\Data\Local\Temp{8DB131 Old School Value Stock Spreadsheet.msi not found. It is a Windows issue as described in the link http://support.microsoft.com/kb/939677 This behavior occurs because of a design change for the system profile in Windows Vista. To solve the issue a. b. c. d. e. Right Click on the .exe Installation file Properties Tab Compatibility Compatibility mode (check box) Select Win 98/min me
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2. European Users and Non USA Users

The spreadsheet is created for US stocks which means that for people in Europe or other non US countries, you need to change your number and region settings to US standards. A comma is used to represent thousands and decimal is used for cents. Refer to the following links. http://www.oldschoolvalue.com/forum/report-errors/excel-07-problem-with-calculations/ http://www.mrexcel.com/forum/showthread.php?t=64417
3. How to customize the spreadsheet

The spreadsheet utilizes an excel add-in called SMF (Stock Market Function). For other spreadsheets and templates with this add-in, visit the Yahoo page, sign up and navigate to the files section. In the OSV spreadsheets, the data in the statements tab is retrieved from Morningstar with the =RCHGetTableCell() function. Simply, this grabs the value from the cell of the table. Currently the formula in the spreadsheet is: =RCHGetTableCell("http://quicktake.morningstar.com/Stock/ Income10.asp?Symbol="&Ticker, 2, "Fiscal Year-End:", ">Revenue") To grab data from another site such as Yahoo Finance Australia for Telstra, I could go to the balance sheet page and then edit the function to display the cash by entering the following
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Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh. =RCHGetTableCell("http://au.finance.yahoo.com/q/abs?s="&Ticker, 1, "PERIOD ENDING", ">Cash") where the ticker entered into the spreadsheet would be TLS.AX. This command does the following:

points to the page http://au.finance.yahoo.com/q/abs?s=TLS.AX selects the table that contains the exact phrase "PERIOD ENDING" selects the very first cell right after the cell containing the exact phrase "CASH" which is characterized by the > sign.
To retrieve the next value from the table, you would simply change the 1 to 2 to get the second cell.
4. Re-installing or Updating
Re-installing and updating has never been so easy but always remember to backup your C:\Old School Value folder. Simply double click on the exe file that you downloaded and the installation process will begin automatically. The installer detects all the previous settings and will do everything for you. If you installed an update, the old version of the spreadsheet will remain in the C:\Old School Value folder and the new spreadsheet will be placed there as well.
5. DIV errors
DIV errors are due to calculations with a null value. This is usually the case when a range of cells include a cell showing DIV or a formula is trying to divide by 0 or something similar. To eliminate the DIV error, try readjusting the cell ranges as shown in the example below. For companies such as DLB with 4 years of data instead of the required 5, you will get #DIV/0! errors because Excel is trying to calculate the median with invalid numbers.
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Old School Value Spreadsheet Install Guide and FAQ http://www.oldschoolvalue.com/forum/ for product support. If you cant log in, please refresh. To overcome this, you simply have to restate the cell ranges by double clicking and then changing the range from =MEDIAN(B41:J41) to where there are actual values. In the case of DLB, this would be =MEDIAN(F41,I41;J41).
The screenshot shows the edit for the third row, but you would want to do it for the first row and then just grab the corner and drag it down to apply it to all cells.
6. Value! errors
This error occurs because the spreadsheet is unable to retrieve the particular data for the given company from the online databases. You just have to wait for the databases to be updated or refreshed.
7. ERROR errors
The spreadsheet was working find until yesterday but now doesnt work when a ticker is entered. This could be due to: 1. Occasional database issues with the website the spreadsheet is retrieving data from. 2. You have a Morningstar account that you must log out from in order to pull the data properly. 3. The entered ticker is either a company Morningstar does not have data for OR the information for that particular company is down. To check this, go directly to Morningstar.com, enter the ticker, and click on Financial Statements in the menu. If you see all the numbers, contact me. If not, the Morningstar database is down. You can either contact Morningstar directly to have them look into it or wait a day or so.
8. Financial stocks do no work

The financial statements for financial companies are different to all the other companies. Financial companies usually dont have a Statement of Cash Flows which we require. Without proper cash information or FCF values, performing a Discounted Cash Flow analysis is difficult and beyond the capabilities of this spreadsheet.
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9. Speed up Load Time and Performance For Excel 2003

Open the spreadsheet. Go to Tools -> Options
The default value is automatic as in the figure above. Check manual, and untick Recalculate before save and save. You now have to press F9 after entering the ticker or updating any cell. Save the Excel file before closing so that it saves the setting.
For Excel 2007

Go to the Calculation group on the Formulas tab and select Manual
To see more Excel 2007 calculation options, click the Microsoft Office Button, click Excel Options, and then click the Formulas tab. Calculation options on the Formula tab in Excel Options
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To find advanced calculation options, click the Microsoft Office Button, click Excel Options, and then click Advanced.
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Enable Macros to solve Link Must be Updated Errors
If you come across an error when starting the spreadsheet stating that a link has to be updated , make sure macros are enabled.
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How to Unzip
http://consumerdocs.installshield.com/selfservice/viewContent.do?externalId=Q108326&sliceId=1 Remember that this is just an example of how to unzip so make sure you unzip to the proper folder. Double-click the zipped file.
In the window that opens, click Extract all files.
The Extraction Wizard opens.
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Click Next. In the Select a Destination panel, select the location where you want the folder to be placed, for example, the Desktop. Click Next.
In the Extraction Complete panel, select Show extracted files. Check Finish. The unzipped files appear in a new window.
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Use the contents of the zipped file as instructed in the solution.
From experience these are all the issues encountered with running the spreadsheet. If you believe it is something else, leave a comment in the forum.
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New Installation (No Previous SMF add-in Use)

2. The installer will load and ask to start the installation

Second Part of Installation

10. Click Edit Links 11. Click Open Source.

For Excel 2000 or 2003

For Excel 2007

Congratulations! You have it all set up and ready for use.

If It Does Not Work

Troubleshooting & FAQ

2. European Users and Non USA Users

3. How to customize the spreadsheet

8. Financial stocks do no work

9. Speed up Load Time and Performance For Excel 2003

For Excel 2007

Enable Macros to solve Link Must be Updated Errors

In the window that opens, click Extract all files.

The Extraction Wizard opens.

Use the contents of the zipped file as instructed in the solution.

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