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Importing Fund Listing Tables from Trustnet to Excel

Discussions regarding financial software
bwel
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Importing Fund Listing Tables from Trustnet to Excel

#386449

Postby bwel » February 13th, 2021, 4:25 pm

Hi all,

Has anybody mastered importing tables from Trustnet ?
I'd like to import a Trustnet fund search table in to Excel for further analysis:

Can anybody share their sucess / method for this ?

Thx

Itsallaguess
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386459

Postby Itsallaguess » February 13th, 2021, 5:07 pm

bwel wrote:
Has anybody mastered importing tables from Trustnet ?

I'd like to import a Trustnet fund search table in to Excel for further analysis:

Can anybody share their success / method for this ?


Difficult to say without a URL link to where you're looking, but if it's in the search section that I've just had a play with in the Firefox web browser, then using the Firefox drop-down menu options to go to -

View / Page Style / No Style

will present the tabular data in a more basic way that should help you copy and paste into an Excel spreadsheet.

The above process has worked for me just now, but if you're having a more specific issue then you'll have to give some more detail as to where you're having problems, and at which particular step of the process..

If you don't already have Firefox installed, and would prefer not to have to do that just to try out the above process, then Firefox is available as a portable application -

https://portableapps.com/apps/internet/firefox_portable

Example of the above process working fine into Excel -

https://i.imgur.com/qEO9o8F.png

Cheers,

Itsallaguess

Itsallaguess
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386473

Postby Itsallaguess » February 13th, 2021, 6:10 pm

Just wanted to add that the Trustnet Crown Rating won't be able to be copied and pasted into an Excel spreadsheet, as they are displayed in graphic-icon form, rather than a text-based score.

We can see that from the snapshot posted in my earlier reply - https://i.imgur.com/qEO9o8F.png

To get around that, you can use the 'Advanced Search' functionality, where a filter can be added for specific returns based on each of the 1/2/3/4/5 Crown Ratings, and so filtering on the individual Crown Rating advanced filters will enable you to quickly and manually add each specific Crown Rating into your spreadsheet for each pass of the process, which will then enable you to aggregate the complete list with all the Crown Ratings in it...

Cheers,

Itsallaguess

bwel
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386477

Postby bwel » February 13th, 2021, 6:27 pm

The is the page / Table I'm trying to connect to within Excel as a Data Source.
When i try and post the URL in the forum I get the following message: "You are not approved to post links"


The Data Source is from trustnet with the following page after the domain
/fund/price-performance/t/investment-trusts?tab=myCustomTab&pageSize=25&IsTrustnetITSpecialistVct=false&sortby=P1m&sortorder=desc

Itsallaguess
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386483

Postby Itsallaguess » February 13th, 2021, 6:55 pm

bwel wrote:
The Data Source is from trustnet with the following page after the domain

/fund/price-performance/t/investment-trusts?tab=myCustomTab&pageSize=25&IsTrustnetITSpecialistVct=false&sortby=P1m&sortorder=desc


Thanks - I've just tried the above with the process described earlier, and was able to import the data successfully, so hopefully you'll also find some success with it too.

Cheers,

Itsallaguess

tjh290633
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386526

Postby tjh290633 » February 13th, 2021, 11:11 pm

I import tables from Trustnet into Excel, LibreOffice, actually.

I just highlight the data that I wish to import and first copy it into Notepad. Then copy from there into the spreadsheet.

The Notepad step removes the problems caused by going direct into the spreadsheet.

TJH

GPhelan
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Re: Importing Fund Listing Tables from Trustnet to Excel

#386710

Postby GPhelan » February 14th, 2021, 6:51 pm

We all do different things and no doubt want different data fields. This is what I do.

My browser is Vivaldi 3.6 which is based on Chrome.
I paste from Trustnet directly into Excel 2010, but with some adjustments.

Firstly in Trustnet I create a custom tab with the columns I want but EXCLUDE Price. I use Trustnet data to analyse performance so do not need Price. The ISSUE with leaving Price in is that dual priced funds may have two prices and single priced funds have one price in the one column. This messes up Excel's otherwise sensible paste logic.

Secondly I begin the Copy by selecting "Rank" on the top left, this provides me with column headings in Excel.
Thirdly I drag the selection all the way down to the last row of the data, but not including the 'Data provided by' row
Fourthly I then initiate the copy using CTRL C

Fifthly, now in Excel I select the cell where I want the 'Rank' to appear and right click. I usually see two paste options
Keep source formatting and Match destination formatting.
I choose Match destination formatting.
On occasion that does not work and pastes lots of HTML formatting.
I then select again and this time in Excel right click and select 'Paste Special' and from the types of Paste available select Text. That always works

You will see that Trustnet inserts an advertisement every few dozen lines. These will not be pasted when you paste using text mode, however I have set Vivaldii's tracker blocker on, so the adverts do not appear and the paste just includes a single blank line.

Having now got the table into Excel in a structured consistent format, albeit with some blank lines, I run some VBA to tidy it up and do the preparation for the analysis that I use. I do this for both Funds (Oeics) and Investment Trusts, but the data format is slightly different between them, so use slightly different VBA code.

Gerard


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