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User-Defined Formulas (UDFs) - Help Site
                  

MarketView ExcelTools gives you the ability to create custom User-Defined Formulas (UDFs), and to automatically retrieve UDFs that you have developed using your MarketView Desktop application. User-Defined Formulas can be used in a Quote, History, or Chart query and are found in the Symbol Tree:

 

 

To Create a New User-Defined Formula

  1. Select the User Defined Formulas category from the Symbol Tree, then click the Formula icon:

    The Formula dialog box appears:


     
  2. Give the formula a Name and Description for identification purposes.
  3. Enter the formula to be performed.

    Syntax:
    Processing Rules:
    • $SV(/CLZ2)-$SV(CLV1)
    • ((28*$SV(#XNRB001)/100)+(14*$SV(#XNHO001)/100)-$SV(#XNCL001))/100
    • $MRV(/HOF10)+$MRV(/HOG10)/2
    • $MRV(/NGJ05)-$MRV(/NGV05)
    • Use parentheses to group calculations.
    • Calculations are performed from left to right.
    • Mathematical Operators include + - / *
    • Enclose symbols in parentheses (/NGV11). This is necessary to distinguish the "/" used in the symbol from the mathematical division operator "/"
    • Spaces are NOT NEEDED between operators.
    • A UDF must contain at least one mathematical operator.

 

  1. Define the Attributes for the formula:
    • Precision: Use the drop-down list to set the number of decimal places, from none to 6.
    • Exchange Rate Source: If you wish to use a currency conversion on your formula, select the Exchange Rate Source and the Currency from the drop-down lists.
  2. Click Save to save the User-Defined Formula.

 

To Edit an Existing User-Defined Formula

 

  1. Select the User Defined Formula from the Symbol Tree. Click the Edit link.
                       


    Result: The Formula dialog box appears.
  2. Make the changes to the formula and click Save.

    Note: Any existing query that references the formula will automatically update to reflect the changes.