Getting Started V6 - Data and Information Services Center ... · DATASTREAM GETTING STARTED GUIDE...

DATASTREAMVERSION 5.1

GETTING STARTED

© Copyright Thomson Reuters 2010

Republication or redistribution of Thomson Reuters content, including by framing orsimilar means, is prohibited without the prior written consent of Thomson Reuters.'Thomson Reuters' and the Thomson Reuters logo are registered trademarks andtrademarks of Thomson Reuters and its affiliated companies.

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM

DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE

Contents

Introduction

Using Datastream

Using your results

Overview 2Datastream’s data coverage 2Data selection 3Starting Datastream and Datastream Advance for office (AFO) 4

The Datastream interface 8The tool bar 10Making a request 12Selecting a data category 14Selecting the series 15Using Datastream Navigator - series search 16Selecting types of request 20Refining your request 22Dates 22Datatypes 24Currency 26Making your request 27

Printing reports, charts, and data 31Copying reports, charts and data 32Transferring charts to MS Office 34Exporting charts, reports, and data 35

Using Datastream Advance for OfficeThe Datastream Advance for Office (AFO) interface 38Making a static request 40Making a time series request 44Using the Request Manager 49

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE


Worked examples

Support...

Datastream lists 76Expressions and functions 76Flexible charts 77Projects 77Schedule Night Shift 78Equity screening 78Customising charts and reports 79Web browser 79Favourites 80AFO request table 80User created indices 81User created time series 81Ribbon based UI for AFO (in MS-Office 2007 and above) 82

Manuals 86Online help 88AFO samples 89Telephone support 90Account management 90Research Extranet support site 90Training 90

More...

Creating Datastream lists 54Creating a flexible chart 59Creating an equity screen 67

IntroductionOverview

Datastream’s data coverage Data selection

Starting Datastream and AFO

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE Introduction

2DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE

OVERVIEW

Datastream gives you access to the world’s largest and most respected historicalfinancial numerical database. Datastream provides a range of charting andreporting tools that enable you to manipulate and display, or simply download thatdata in the way that you want. With Datastream you can also get a set ofMicrosoft Office add-ins that enable you to access the Datastream databasedirectly from within Excel, Word, or PowerPoint - create and embed data requeststhat put the data you want straight into your spreadsheet, document, orpresentation.

DATASTREAM’S DATA COVERAGE

Unrivalled depth and breadth of coverage across the full range of instrumenttypes means immediate access to the data you need. Worldwide equity coveragedirect from the stock markets, comprehensive market indices, economics datadirect from national government sources as well as the OECD and IMF, fixedincome securities and associated indices, commodities and derivatives data.Forecast earnings data from IBES, fundamental data from Worldscope andadded value data sets from respected sources such as MSCI, DJ Stoxx andFTSE All World. And all data is quality checked and actively maintained bydedicated staff.



3

DATA SELECTION

Datastream provides an easy to use interface with most options for standardrequests selectable by mouse click. Start by selecting a data category and followthis sequence to generate the output you require:

Equities

Equity Indices

Unit Trusts

Investment Trusts

Bonds andConvertibles

Bond indices & CDS

Economic reports/charts

Exchange rates

Interest rates

Commodities

Warrants

Futures

Options

Constituent lists

User created Indices

User created Locallists

User created Timeseries

Single Series --Overview

Multiple Series/Flexible Charts

Single Series- Chart

Single Series-Report

Single Series -Data

Codes andInformation

Favourites

Equity Screening

Data Ranges

Datatypes

Currencies

View

Print

Export

Transfer to Excel

Advance for Office

Select data category . .

Select request . .

Output

Make adjustments . .

STARTING DATASTREAM AND ADVANCE FOR OFFICE (AFO)

Before you use Datastream, or Advance for Office, your systems administrator should haveconfigured your communications link with the Datastream host. If you have any problemsconnecting to Datastream, please contact your systems administrator, or see ConfigureCommunications, Datastream Installation Guide.

STARTING DATASTEAM

Double click on the Datastream icon ..When Datastream has loaded successfully, the Request screen is displayed.

4




5

CLOSING DATASTREAM

To exit from the Request, Project, or Equity Search screen, select Exit from the Filemenu.

Note:Remember to save or export those reports, charts, and data that you want to useagain before you exit Datastream.

STARTING AFO

To use Datastream Advance for Office, open Office application and use the AFOdrop down menu.

CLOSING AFO

Datastream Advance for Office closes when you close your Office application.


The Datastream interfaceThe tool bar

Making a request Selecting a data category

Selecting the series Using Datastream Navigator - series search

Selecting types of request Refining your request

DatesDatatypes Currency

Making your request

Using Datastream

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE Using Datastream

8

THE DATASTREAM INTERFACE

Datastream Project tab

Link to Thomson Reuters sites via browser, including Research Extranet access.

NavigationTool bar

Seriesselection

Datatypeselection

Report selection

Datastream Charting -These chartingoptions give youdirect access toDatastream'spowerful new webdelivered chartingfacilities. For moreinformation visit:http://extranet.datastream.com/user%20support/pubdoc/datastreamcharting.htm



9

Currency selection

Resultswindow

Settings button helps you toconfigure the parameters for chartsor reports

Date button



10


THE TOOL BAR

Create a new Project. Specify a name for thenew Project when you Save the Project.

Open an existing Project. Choose from a list ofProjects, save the details of the current Projectbefore opening a new Project.

Save any additions or changes to the currentProject.

Print the displayed request to the defaultWindows printer. If you want to specifyanother printer or change the printer settings,select File>Print to display the Windows Printdialog.

Export a chart, or a selected area of data, or areport in a format suitable for use with spreadsheets, word processors,etc.Transfer the data or chart request to Excel, for regular updating inExcel.

Create, edit, merge, or download lists from Datastream for generatingrequests.

Display the Annotations tool bar. Click this button again to turn off theAnnotations tool bar. Use the Show Annotations option from the Viewmenu to show/hide any annotations added.



11

Note:

The Extranet isconfigured in theDatastreamoptions dialog(from the Toolsmenu) to bedisplayed in themain window atstart up.

Refresh the currently displayed request with the latest Datastream prices orvalues.

Refresh all requests in the current Project with latest Datastream prices orvalues.

Add request to Project for Scheduled Night Shift processing. Use the Add NewRequest button to add any number of requests to a Project so all requests can beprocessed together when you connect to Datastream.

Delete the displayed request from the current Project.

Datastream Research Extranet -provides access to information tohelp you get more from ThomsonReuters Datastream - updates onnew data, issues with the data, userdocumentation and sample Exceltearsheets.

Click the Contact Us button to raise a query on Datastream content orfunctionality.


12


3Select a datatype (optional).You can:

Click the DatatypeNavigation button to openNavigator.See Datatypes, page 24.

2Find and select your series.

Click the Series navigationbutton to open Navigator.

Check the Expert entry boxand type the exact mnemonic or codein the Series field.See Selecting the series, page 15.

1Select the type of series you wantfrom the Data Category window- -holding the mouse over the datacategory will display quick links toNavigator.

See Selecting a data category,page 14.

4Select the type of request.

Select a request type tab. For example,a single chart.Select the type of chart, report or dataformat from the list displayed.

See Selecting types of request, page20.

MAKING A REQUEST

To make chart, report, and data format requests, follow this sequence of stepsto select the data you require:

5Refine your request.Change the display period, select a relative dateoption or click the Date button.See Dates, page 22.Change the currency, click the Currency dropdown box. See Currency, page 26.

7View your results.You can Print, Export, or Copy theresults of your request, and for a datarequest, transfer the data to yourspreadsheet for future refreshing withinExcel.



13

6Run your request.Click the Run Now button.You can create a project and use the ScheduleNight Shift Facility to run your project at a laterdate.You can save the parameters as a Favourite tosave you time setting up the details again.

See Making your request, page 27.

You can also make additional graph layout and datasettings for some requests using the Settings button.See Settings, Datastream Help.

To locate the series you want, you can use: the Find field, see Using Find, page 16; the Filter, see Using the Filter, page18; and Equity Search, see the Datastream Help.


14


TO SELECT A DATA CATEGORY:

Click the plus sign to expand the list and select a category from the listdisplayed.

SELECTING A DATA CATEGORY

Datastream series codes are stored in a database and are accessed usingDatastream Navigator. The series are grouped into 17 data categories, whichare selected from the Category drop down list. Selecting a data category givesyou access to all the series within that category.

You can select:

EquitiesEquity indicesUnit TrustsInvestment TrustsBonds and convertiblesBond indices & CDSEconomic reports and chartsExchange RatesInterest RatesCommoditiesWarrantsFuturesOptionsConstituent listsUser created IndicesUser created Local listsUser created Time series



15

SELECTING THE SERIES

Use Datastream Navigator to find and select the series you want, or if you knowthe Datastream mnemonic or code, SEDOL, ISIN, or other Datastreamsupported code, check the Expert entry check box and type the mnemonic orcode in the Series field to select your series.

Expert entry:

Check the Expert entrybox and type the exactmnemonic or code orDatastream function orexpression directly in theSeries field.

TO SELECT A SERIES:

Click the Series navigation button to find and select your series fromDatastream Navigator.To view recent series use the drop down to select from the last 12 seriesused.Check the Expert entry box and type the mnemonic or code in the Seriesfield.

You can also use the Datastream Help Browser.

Enter part of the name for the required series Click the Search button to open the DatastreamNavigator.

Click the drop down button toview and select recent 12series

2

4Type the first fewcharacters of the name,mnemonic, or code in therespective field.

5


16


Click the Searchbutton.1Click the Search button

to open DatastreamNavigator.

3Select the kindof series yourequire.

USING DATASTREAM NAVIGATOR - SERIES SEARCH

Series search is the most basic search. Use this to search by the name, DS mnemonic, DScode, SEDOL, ISIN, local code, or IBES ticker of the series you are looking for. Alternativelyyou can use the 'Explorer' hierarchies to drill down to the series (or the 'Help browse' pagesthat provide access to the datatypes available for the series).

TO FIND AND SELECT A SERIES USING SET CRITERIA PAGE:

You can add asecond criteria ofsearch

You can narrow down thesearch by selectingdifferent other criteria likeMarket.

Click the Series Searchbutton if it is not alreadyselected.



17

6Click on theseries that isrequired.

7The series isdisplayed inDatastream.

You can select related seriesand get more data on the seriesusing the flyout.

You can export the listto excel using Export toExcel button

1


18


Below example illustrates the steps to use Explorer to find a series.

SelectEconomicsdata category.

2Click the Explorerlink

Click the plussign toexpand theoptions



19

Move the cursor over the flyoutbutton to obtain the options.Click the Explorer option toknow where else in thehierarchies the series isdisplayed.

Flyout button


20


TO SELECT A REQUEST:

1 Select a request type node of the tree.2 Select a request from the list displayed.

SELECTING TYPES OF REQUEST

Datastream gives you access to a wide range of reports, charts, summaries,overviews, and comparison requests.

Over 100 Datastream reports, charts, and data formats are stored inDatastream’s database. You can access these by selecting a report/chart typenode on the Request screen.

Charts or reportsavailable.

Select a request typenode to further selectthe request from the listdisplayed.



21

Multiple Series / Flexible Chart - You can display information on multiple series,enabling you to create comparisons across different data category types, and useflexible charts for multiple chart requests. For example, you can compare anequity with an index such as the CAC40 and with an economic series such as theRPI.

Single Series - Data - You can download time series, static, and companyaccounts data, which you can export or transfer to your spreadsheet.

Codes and Information - You can use the Remote Search as an alternative wayto find codes for active and dead equities, unit, investment trusts, bonds, warrantsand convertibles. There is also an option to set Datastream to run requests andupdate projects in English, French and German.

Favourites - You can save frequently used projects as Favourites so that nexttime you can run the request quickly.

Single Series - Report - You can select from a range of pre-formatted reporttypes including Profit & Loss, Dividend & Earnings, Key Accounts Ratio, andCompany Profiles.

Single Series - Chart - You can request any of the standard Datastreamgraphics, including Line, Moving Average, Stochastics, High-Low-Close,Candlesticks, and Bollinger Bands.

Single Series - Overview - You can request Datastream company, commodity,warrant, trust, and bond performance overviews, and a range of fixed formatIBES forecast overviews.

REQUEST TYPES

Equity Screening - search the Datastream global equity universe for companiesthat match your chosen criteria.

REFINING YOUR REQUEST

DATESEach data category has a default date range. You can choose your own from four displayperiod options:

Fixed start and end dates - a fixed period. For example, the whole of last year.Relative start and end dates - a fixed period relative to today’s date.Datastream base date - a period starting with the date of the earliest data available onthe database for a series.Today - a period ending with the latest available price or value.Intra-day prices are available for many markets. To receive the latest intra-day priceor value, you must subscribe to the intra-day service.

Datastream enables you to combine these start and end date options.

TO SELECT A DATE PERIOD:


22


Year ends - torequest thenumber of yearends for companyaccounts reportsand data.

Today’s date option.(To receive thelatest intra-day priceor value, you mustsubscribe to theintra-day service)

Base dateoption.Displays datafrom theearliest datethat data isavailable.

Relative dateoption.

Fixed dateoption.

Relative dates.

1Click the Time Periodbutton. The ConfigureDates dialog isdisplayed.



23

3

2Select the dateoptions.

Fixed date option

Relative date option

To specify yearends for CompanyAccounts Reportonly.

Use the spinbuttons to select adate.

Select day, week, month, quarter or year.

To select both start and enddates after today, forprojected series.

Click OK.

Type a date.

Use the spinbuttons to select adate.

Click the Calendar button todisplay an interactive calendar.

To select both start andend periods beforetoday.


24


Datatype navigationbutton.

1Click theDatatypenavigationbutton.DatastreamNavigator isdisplayed.

DATATYPES

The datatype defines the type of data. For example, the default datatype forequities is Price (Adjusted).

For some data categories and report/chart types, you can select the datatype. Forexample, for an Equity line chart request you can change from the default Price(Adjusted) datatype to Market Value.

When the Datatype navigation button is enabled, click to display the datatypesavailable for your data category.

Datatypes are grouped by their type; for example, Datastream IBES datatypes,MSCI datatypes, and Worldscope data items.

To select a datatype:

2Select Name orMnemonic fromthe find dropdown box.

3Select EqualsStarts With orContains fromthe drop downbox.

Check this box if defaultdatatype is required.



25

5 4Type thesearch criteria.

Select the type ofdatatype, Static orTime Series.

6Select thegroup ofdatatypes toselect from.

7Click the Filter/ Searchbutton.

8 9Select the datatype from thelist displayed.The datatype is displayed inDatastream.

Check the Navigatordefinition to ensure thatthe correct datatype hasbeen selected


26


CURRENCY

You can select which currency you want to display your results in.

Click the Currency drop down list andselect a currency from the listdisplayed.

Note:The parameters that you can change are dependent on the data category and chart,report, or data format chosen. For example, you can change the date, datatype, andcurrency for an Equity - Line Chart request, but only the date for a Constituent - BarChart request. If you cannot change the currency, the currency option is greyed out.



27

MAKING YOUR REQUEST

Once you have selected the criteria for your request and made your displaydate, datatype, and currency adjustments, you can make your request:

Run Now: Request the report, chart, or data straight away.

This connects you to Datastream and displays theresult. You can change the request criteria and clickthe button again, or save the request for future use.

Note -

Double clicking on the request in the Explorer hierarchy will also run therequest.

Add New Request: Add the request to the open Project to refresh later.

This does not connect you to Datastream, but storesthe request in the open Project. This enables you towork off line and send all your requests at the time ofyour choice.

Please see Using Projects, Datastream Help.

Using your resultsPrinting reports, charts, and data

Copying reports, charts, and data Transferring charts to MS Office

Exporting charts, reports, and data

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED


30

When you request reports, charts, and data formats from Datastream, they aredisplayed within Datastream and are automatically added to the current openProject. You can:

Print your charts and selected pages of reports through any Windows printer.

Copy reports, charts, and data formats to the Windows clipboard for further use inWindows applications.

Export reports, charts, and data in a variety of formats for use with other applicationssuch as word processors.

Transfer data to Microsoft Excel. Data downloaded from Datastream can betransferred to spreadsheet for regular updating.

Transfer charts to Microsoft Office applications like Excel, Word, and PowerPoint.You can transfer your chart requests directly into these applications as embedded,dynamic objects. Once embedded, the requests can be refreshed, and within Exceland PowerPoint - you can right click on the chart to re-edit the chart in Datastream -then transfer it back, with any edits, to Excel and PowerPoint.

Using your results


31

PRINTING REPORTS, CHARTS, AND DATA

You can print any displayed report, chart, or data format through the defaultWindows printer, (in addition you can print a set of charts with several charts onpage using the Print Project (Chart Layout) option).

To print your report, chart, or data:

Select Print from the File menu, OR click the Print Current Request button to print the request displayed.

To change the printer or printer settings, select Print Setup for either Report orChart from the File menu.



32


COPYING REPORTS, CHARTS, AND DATA

You can copy the displayed report, chart, or data format to the clipboard andpaste it into other Windows applications.

TO COPY A REPORT:

1 Select the area to be copied; this can be:A range of cells - click the left mouse button and drag the cursor over thedisplay area to define the cell area to be copied.The whole report (default) - the whole report is selected automaticallywhen it is displayed.

2 Select Copy from the Edit menu.

Note:The report text will be held on the clipboard in text format with TAB formatting, butwithout font and text formatting.

TO COPY A CHART:

Select Copy from the Edit menu.

Note:The chart will be held on the clipboard as a Windows Meta File.



33

TO COPY DATA:

1 Select the area to be copied; this can be:A range of cells - click the left mouse button and drag the cursor over thedisplayed spreadsheet to define the cell area to be copied to theclipboard.All the data (default) - the whole data request is selected automaticallywhen it is displayed.

2 Select Copy from the Edit menu.

Note:The data selected will be held on the clipboard in text format with TAB delimitingfor direct pasting into a spreadsheet or word processor.

You can use the right click menu to copy.


34


TRANSFERRING CHARTS TO MS OFFICE

Chart requests can be transferred directly into Excel, Word, and PowerPoint asrefreshable objects.

TO TRANSFER A CHART REQUEST TO MS OFFICE:

1 Select Transfer to Excel (Word, PowerPoint) from the Tools menu. Excel(Word, PowerPoint) is opened with a new worksheet (document, slide).Your chart is displayed.

2 You can display the chart: as a single elementORas an Office Picture - right click and select Display as Office Picture.This gives you the Office Picture format options.

Note:To display the chart as transparent, right click over the Refresh button and de-select Display original background (the chart format must be as an OfficePicture). To re-edit a chart once transferred to Excel or PowerPoint - right click onthe chart and select the Edit Chart option.

You can use the right click menu to transfer andexport.



35

EXPORTING CHARTS, REPORTS, AND DATA

You can export the displayed report, chart, or data as a file in a format suitablefor use with other software packages. The default formats are: .XLS (Excelspreadsheet) for reports and data, and .WMF (Windows meta-file) for charts.

TO EXPORT A CHART, REPORT, OR DATA:

1 Select Export from the Tools menu.The Export Viewport As dialog is displayed.

2 Select the export details:Type an export file nameSelect a drive or a server destinationSelect an export format

3 Click OK.

The Datastream Advance for Office (AFO) interface Making a static request

Making a time series request Using the Request Manager

Using Datastream Advancefor Office

DATASTREAM GETTING STARTED GUIDE


38

THE DATASTREAM ADVANCE FOR OFFICE (AFO) INTERFACETo use Advance for Office, use the Datastream menu in your Office application.

AFO menu in Excel.

AFO menu in PowerPoint.

USING DATASTREAM ADVANCE FOR OFFICE


39

Time series requestsTo request data over aspecific period, definedby a start date, enddate, and frequency ofdata.

For example, the dailyprice for Pepsico from01/01/05 to 01/01/06

Static requestsTo request data for a specific date.

For example, the price, PE anddividend yield for Pepsico and Coca-Cola for 01/01/05

In AFO you can make static, time series, and company accounts requests.

USING DATASTREAM ADVANCE FOR OFFICE

Request ManagerUse the Request Manager to manage yourembedded requests. All the chart anddata requests in your Excel work book arelisted with their details. You can edit,delete, or refresh the requests individuallyor together.


Note:

Since the replacement of Datastreamcompany accounts with the normalisedWorldscope fundamentals database -fundamentals data can now be retrieved usingStatic and Time Series requests.


40


2Select the series.Click the Seriesnavigation buttonto displayDatastreamNavigator.

The serieschosen isdisplayed in theSeries field.

You can alsoselect lists ofseries, andexpressions.

Select the series youwant from the list.See Selecting theseries, page 15.

1Select StaticRequest fromthe AFO menu.

MAKING A STATIC REQUEST

Select the Editor button to editmultiple series (or expressions)

Select theFx buttonforimmediateaccess totheDatastreamfunctions.



41

4

The datatypeschosen aredisplayed in theDatatype field.

3Select thedatatype.Click the Datatypenavigation buttonto displayDatastreamNavigator.

Select thedatatype you wantfrom the list. SeeDatatypes, page24.

Currency optionhelps you tochoose thecurrency


42


56

Select the date.Type the date of thedata you want in theDate field in the formatmm/dd/yy, or as arelative date fromtoday.

For example, -6m for 6months ago from today.

Select thedisplayoptions.

Row TitlesDisplays the series code atthe left of each series.

Column TitlesDisplays the datatypemnemonic or expression atthe top of the column foreach datatype.

HeadingsDisplays a general headingfor row and columnheadings. For example, thedate of the request.

CurrencyDisplays the traded currencyfor each selected series.

ExpressionDisplay the expression description ornumber.

TransposeDisplays the series data in rows instead ofcolumns.

Display Thomson ONE codeDisplays the Thomson ONE code for theseries selected.

EmbedThe request is embedded as a dynamic,refreshable object when saved. If this is notselected, the results cannot be refreshed.

Auto RefreshRefreshes the request automatically whenyou open the spreadsheet.

Visible buttonDisplays the Refresh button with therequest results. You can use theRequest Manager to refresh requests,see page 49.

Series MetadataAdds a hyperlink to the series code tolink to the classifications and metadatapages from Navigator for the series (alsoenable series that are now dead orinactive to be identified in yourworkbook).

Hyperlink to Datatype DefinitionAdd links to the datatypeto display the definition from Navigator.



43

The values for the datatypes selected are displayed for the date selected.

To refresh the request, click on the Refresh button.To edit the request, right click on the button andselect the Edit option

7Click the Submitbutton to makethe request.


44


2MAKING A TIME SERIES REQUEST

The serieschosen isdisplayed inthe Seriesfield.

You canalso selectlists ofseries andexpressions.

Select the series youwant from the list. SeeSelecting the series,page 15.

Select the series.Click the Seriesnavigation button todisplay DatastreamNavigator.1Select Time Series

Request from theAFO menu.



45

1Select TimeSeries Requestfrom the AFOmenu.

2

Or to display time series for a list of series

Click on the ListPicker button

Click on the List youreqiure and clickOK.

Click TS for eachitem in the list toget Time Series foreach item.


46


4Select thedatatype you wantfrom the list. SeeDatatypes, page24.

3

The datatypechosen isdisplayed in theDatatype field.

Select the datatype.Click the Datatypenavigation button todisplay DatastreamNavigator.

Currency option helpsyou to choose thecurrency



47

Custom headersA set of static datatypes canbe selected to display as thecolumn headings

Row TitlesDisplays the series code at theleft of each series.

Column TitlesDisplays the datatypemnemonic or expression atthe top of the column for eachdatatype.

HeadingsDisplays a general heading forrow and column headings. Forexample, the date of therequest.

CurrencyDisplays the tradedcurrency for eachselected series.

ExpressionDisplay the first seriesmnemonic ordescription.

TransposeDisplays the seriesdata in rows instead ofcolumns.

Display Latest ValueFirstDisplays the mostrecent value first

EmbedThe request is embedded as a dynamic, refreshable object whensaved. If this is not selected, the results cannot be refreshed.

Auto RefreshRefreshes the request automatically when you open thespreadsheet.

Visible buttonDisplays the Refresh button with the request results. You can usethe Request Manager to refresh requests, See page 49.

Series MetadataAdds a hyperlink to the series code to link to the classificationsand metadata pages from Navigator for the series (also enableseries that are now dead or inactive to be identified in yourworkbook).

Hyperlink to Datatype DefinitionAdd links to the datatype to display the definition from Navigator.

5

6

Select the date.Type the date of thedata you want in theDate field in the formatdd/mm/yy, or as arelative date from today.For example, -2Y for 2years ago from today.

Select thedisplay options.



48

The values for the datatypes selected are displayed for the dateselected.

To refresh the request, clickon the Refresh button.

7Click the Submitbutton to makethe request.



49

2Select the requestand click theappropriate buttonto Goto, Edit,Delete, or Refreshthe request.

1SelectRequestManager fromthe AFOmenu.

Click to turnAutorefresh onor off for theselectedrequests.

Select either data orchart requests.

Click to select allthe requestsdisplayed. This isuseful if you wantto refresh, ordelete, allrequests.Click to refresh the

data in the selectedrequests.

Click to locateand display theselectedrequest in theworksheet.

Click to deletethe selectedrequest.

Click to display theRequest Detailsdialog for editing.

USING THE REQUEST MANAGER

Use the Request Manager to manage the requests in your worksheet. TheRequest Manager lists all the requests in your worksheet. You can find, edit,refresh, and delete requests.


50


3

45

To edit arequest, forexample, selectthe request youwant to edit.

Click the Editbutton.The RequestDetails dialogis displayed.

Make your changesand click Submit.The original requestis overwritten with thenew one.

The Editor option enables multipleseries ordatatypes/functions/expressions tobe easily reviewed, edited andextended with links to themetadata.

DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5, ISSUE 5 DATASTREAM VERSION 5, ISSUE 5


51

Worked examplesCreating Datastream lists

Creating a flexible chart Creating an equity screen

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE


Worked examples

54

2 3Select the LocalLists datacategory.

1Click the UserCreated optionin DataCategorywindow

Click the ListWizardbutton.

CREATING DATASTREAM LISTS

Lists are a good way to make report, chart, and data requests for group of series thatyou use frequently. Instead of making individual requests, you can make one requestto get results of all the series you are interested in. Once you have created your lists,you can edit them to reflect any changes in the group of series. You can use theRequest or Project screens to refresh your lists in Datastream, or the RequestManager to refresh them in AFO.

This worked example shows you how to create a list of series. For more informationabout lists and what you can do with them, see the Datastream Help.

CREATING A LIST OF AUTOMOBILE COMPANIES



55

4

5Click the Nextbutton.

Select Create a newlist.

6Click the Seriesnavigation button todisplay DatastreamNavigator.



56

8

7Search forthe seriesyou want inyour list.

Click the Exploreroption in the flyoutto display relatedseries



57

10

9Click the checkbox to selectthe series.

Click the ViewSelected link toview the selectedseries.



58

13Click the Finishbutton. Again there is an option to

remove the series from thelist. Click the minus sign toremove the series.

11Click Next.

Select the Upload option to add the list to theDatastream database, where it is stored as an L# list.You can also save as a UCI (X#) list.If you do not upload, the list is stored on your localdrive or server.

12Type thedescription andname for your list



59

3

4Select the series.See Selecting theseries, page 15.

CREATING A FLEXIBLE CHART

Flexible chart enables you to create multi-graph charts. This example shows you how tocreate a chart of three graphs showing the performance of Coca-Cola and Pepsi.It includes a Price chart against the S&P 500 index for non-alcoholic beverages, aDividend Yield chart, and a Market Value chart.

Select the data category.Equities for Coca-Colaand Pepsi, and Equityindices for the S&P 500Index.

5Select the datatype.See Datatypes, page24.

8Select thedate.



60

7Repeat steps 3-5 for each series, youshould have: Coca-Cola - PricePepsi - PriceCoca-Cola - Dividend YieldPepsi - Dividend YieldCoca-Cola -Market valuePepsi - Market valueS&P EUROPE 350 FOOD BEV &TOB - Price Index

1Select the MultipleSeries/FlexibleChart node.

6Click the Add button to add theselected series to the list , with therequired datatype (Remember the lastseries and datatype dropdowns allowthese to be easily re-selected)

2Select FlexibleChart..



61

9

11

10

Select three graphsand click OK.

Click the ChangeChart Layout button.The Customise ChartLayout dialog isdisplayed.

Click the Settingsbutton.The FlexibleChart Wizard isdisplayed.



62

13

12

14

15

Type the Chart Title.

Click the Propertiesbutton. The Properties forGraph 1 dialog isdisplayed.

Select the Series forGraph 1 and addthem to Graph 1.

Click Next.The Assign Series toGraphs dialog isdisplayed.



63

18

19 20Click OK.

Graph Settings

Select Use my GraphTitle and type yourgraph title.

Select the dataFrequency.

16Select the Series andGraph Settings forGraph 1.

17Series Settings

Select the type of chartfor each series:Composite bar chart.



64

21Select the Series andGraph settings forgraphs 2 and 3.

Line Chart

Select Use my graph titleand type the title.

Rebase to 100 for graph 2.(Do not rebase graph 3)

22Click OK.



65

23Click Finish.

24Click Run Now



66

You can:Change the chart properties: Right Click on the chart and select Properties... - then select Ichartsfrom the Scheme dropdown at the topEdit the chart settings; click the Settings buttonEdit the chart using Annotations; Click Annotations icon in the tool bar.Save the flexible chart as a Project; select File>Save AsTransfer or Export it; select Tools>Transfer or Tools>Export

For more information, see the Datastream Help.

The results are displayed.



67

2Click theNew Searchbutton.Select the Equity Screening tab.

CREATING AN EQUITY SCREEN

Equity screening enables you to search the entire global equities database of over60,000 stocks, or across a region, such as the euro zone, or a single market. You canstore your search to edit and re-run at a later date. You can save the results in a listfor analysis in Datastream or AFO.

For more information about equity screening and what you can do with them, see theDatastream Help.

CREATING AN EQUITY SCREEN



68

3Select Francefrom theCountry tab.

4Click the Addbutton.

5Click theNext button.



69

7Select thelimitations: over 1Billion.

9Click theIndustry &SectorMnemonictab.

6Click theDatatypenavigationbutton tosearch for andselect adatatype.See Selectinga datatype,page 24.

8Click the Addbutton.



70

10Select automobilesfrom the Findequities in 1stindustry box. 11Select auto parts

from the 2ndindustry box.

12Click the Addbutton

13Click the SortOrder &Currency tab.



71

14Select euro from theCurrency box.

16Click the SearchNow button.15Select

Ascending andMarket value.



72

17Click the SaveAs List button.



73

18Type the file name anddescription for yoursearch and click theFinish button.

Click the Uploadbutton to saveyour search onDatastream.

More...Datastream lists

Expressions and functions Flexible charts

Projects Schedule Night Shift

Equity screening Customising charts and reports

Web browser Favourites

AFO request table User created indices

User created time seriesRibbon based UI for AFO (in MS-Office 2007 and above)


More... DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED

76

DATASTREAM LISTS

Datastream provides flexibility in creating lists of series, such as a portfolio, awatch list, or a set of related indicators. One can analyse the series as a set orindividually. Lists are a convenient way to make report, chart, and data requestsusing multiple series. One can create copies of Datastream’s index constituentlists, remove unwanted series, reorder the list, or merge two lists to create one.The List Wizard takes you through the process effortlessly.

Online help: Select Help >Contents >Using Datastream >Local Lists, ORClick the Help button on the list wizard dialog box.

EXPRESSIONS AND FUNCTIONS

Datastream’s expression picker gives you access to over 50 standard functions andexpressions, which one can use to form part of one’s chart, report, or data requests.For example, find the percentage change in share price over 12 months.

Datastream’s expression builder enables one to create and edit one’s ownexpressions, which one can keep and access through the expression picker forfuture use.

Online help: Select Help >Contents >Using Datastream >Expressions and functions, OR Click the Help button on the expression picker, or expressionbuilder dialog boxes.



77

FLEXIBLE CHARTS

Flexible chart gives one the freedom and flexibility to create one’s own tailor-made chart layouts. Datastream provides for comprehensive customisation of allaspects of one’s graphs.

Flexible Chart is particularly good for creating multiple chart layouts with multipleseries using a variety of different chart types and styles.

Online help: Select Help >Contents >Using Datastream >Flexible Chart

PROJECTS

Datastream Projects enable one to save one’s analysis and automate printingand exporting charts.

One can schedule projects to update at a future time and to print or export theupdated requests in a range of graphics or spreadsheet formats.

Online help: Select Help >Contents >Using Datastream > Projects


78


SCHEDULE NIGHT SHIFT

Datastream scheduling enables you to refresh your projects at a future time andon a regular basis. For example, you can refresh your projects overnight givingyou access to updated charts, reports, and data the following morning.

Online help: Select Help >Contents >Using Datastream >Schedule NightShift

EQUITY SCREENING

Equity screening enables you to search the entire global equities database ofover 60,000 stocks, or across a region, such as the euro zone, or a single market.You can store your search to edit and re-run at a later date. You can save theresults in a list for analysis in Datastream or AFO. For a worked example, seepage 67.

Online help: Select Help >Contents >Using Datastream >Equity Screening



79

CUSTOMISING CHARTS AND REPORTS

You can customise your charts and reports using properties and annotations. Youcan change the text, line, and fill styles, and save your styles in a template forfuture use.

Online help: Select Help >Contents >Using Datastream >Annotating charts and reports

WEB BROWSER

The embedded browser links you directly to user support through the DatastreamResearch Extranet.

Online help: Select Help >Contents > Using Datastream >Web Browser


80


FAVOURITES

Favourites enables you to store your chart or report request with its settings, forexample, dates, datatype, currency, etc. You can save them with unique namesand select them from a drop down list.

Online help: Select Help >Contents >Using Datastream >Favourites

AFO REQUEST TABLE

The request table enables you to manage groups of refreshable requests. Youcan view the details of all your requests together. You can schedule the table tobe updated at a future time or overnight. You can select which requests you wantto update.

Online help: Select Help >Help Contents >Datastream Advance for Office> Using Request Table



81

USER CREATED INDICES

The UCI Manager enables you to create and maintain your own indices. Eachindex is based on a list of constituent series, which you specify as the first step ofcreating an index. Once created, an index can be automatically maintained foryou, with new values calculated daily.

Online help: Select Help >Contents >Using Datastream >User CreatedIndices

USER CREATED TIME SERIES

A user time series is a series of values (data) for different points in time createdby you and uploaded for storage on Datastream. The values can be daily, weekly,monthly, quarterly, or yearly and you can save the series in management groupsto help you organise them. You can use these series in Datastream and AFOcharts and reports. You can combine them with Datastream maintained seriesand use functions and expressions to manipulate them. An Excel template is usedto create and edit your time series. You can download an existing series to formthe basis of a new one.

Online help: Select Help >Contents >Using Datastream >Favourites


82


RIBBON BASED UI FOR AFO (IN MS-OFFICE 2007 AND ABOVE)

Static RequestCreate a one off or embeddedrequest for a series or list at onepoint in time.

Time Series RequestCreate a one off or embeddedrequest for a series or list at onepoint over time.

Manage RequestsCreate requests for fundamentalsinformation and view, update and edityour embedded requests.

New Request TableOpen a new Request Table to createmanage and update spreadsheets.

Sample SheetsAccess a library of spreadsheets.

Conversion WizardUpgrade spreadsheets to the latestversion.

Find SeriesFind the series you require.

UCI ManagerCreate, calculate and select UserCreated Indices.

Expression BuilderView and create saved expressions.

Create List (From Range)Create a local central system or UCI.

List WizardCreate local lists using series fromnavigator.

New UCTS sheetOpen a new User Created TimeSheet.

ChartOpen new chart window.

LibraryOpen new library window.

Chart ManagerOpen Chart Manager to refresh, edit,apply style, remove links, delete andupload charts.

Run TemplateGet the latest charts associated toparticular Templates in your currentspreadsheet.

Schedule for RefreshSchedule Charts or ChartTemplates for Refresh.

Refresh ChartsRefresh selected / all chartswith the latest data.

MoreOpen more chart pages (KeyIndicators, Overview, Reports)in a new window.

HelpAccess Online help contents,Definitions, Contact Us linkand Version details.

OptionsConfigure a range of settingsand defaults.

ExtranetAccess the Extranet.

When you install AdvanceOffice.xlam and the Charting Addin component, Datastream is available as anAdd-In tab. Datastream provides following facilities in the form of seven separate groups.



83

Manuals Online Help

AFO sampleTelephone support

Account management Research Extranet support site

Training

Support

DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING


Support...

86

Getting started - A brief guide to getting started with the basics ofDatastream.

FURTHER SUPPORT

Datastream has a comprehensive documentation set to support you. Thiscomprises a complete set of manuals, online help, and interactive options to getyou started.

MANUALS

A set of Datastream 5.1 help is available from the Help menu, select onlinemanuals. These are provided as fully bookmarked Adobe Acrobat PDF files.You can browse, select, read, and print the sections you are interested in.



87

A set of AFO 5.1 user guides is available from the AFO menu in Excel, Word,and PowerPoint: select Online Manuals.

User guide Excel - A comprehensive guide to using AFO with Excel.User guide Word - A comprehensive guide to using AFO with Word.User guide PowerPoint - A comprehensive guide to using AFO withPowerPoint.


88


1Select Contentsfrom the Helpmenu.The Online Helpopening screen isdisplayed.

ONLINE HELP

A comprehensive online help system is available from the Help menu:select Contents. You can also access context sensitive Help from most ofthe dialog boxes within Datastream.



89

AFO SAMPLES

Datastream Advance for Office samples illustrate how the differentDatastream content sets can be used in a range of differentworkflows.You can access AFO sample from Word, Excel or PowerPoint.

1Select AFOSamples fromthe Help menu.The AFO Sampleopening screen isdisplayed.


90


SUPPORT

Thomson Reuters provides fully resourced Help desks for queries onDatastream, data, and communications problems. For more information seeContact Us links in the Desktop and add-ins.

ACCOUNT MANAGEMENT

In addition to the service provided by the Help desk, full advice and support isavailable from your Account Manager.

DATASTREAM RESEARCH EXTRANET SUPPORT SITE

The Extranet contains information on new content and functionality, series codeupdates and an increasing range of spreadsheets, documents, andpresentations showing how Datastream charts and data can be used in Excel,Word, and PowerPoint.

TRAINING

Thomson Reuters provides a range of hands on training options designed togive you the knowledge, practice, and confidence to make full use ofDatastream. Contact your Account Manager for complete and up to dateinformation.

CONTACT DETAILS

For current numbers and addresses, see the Extranet:

http://product.datastream.com/extranet

DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5.1, ISSUE 5 DATASTREAM VERSION 5, ISSUE 5 DATASTREAM VERSION 5, ISSUE 5


DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED


Notes

Getting Started V6 - Data and Information Services Center ... · DATASTREAM GETTING STARTED GUIDE...

Documents

Transcript of Getting Started V6 - Data and Information Services Center ... · DATASTREAM GETTING STARTED GUIDE...

Getting Started 4 latest - University of York · 2019-12-20 · Introduction ADVANCE GETTING STARTED GUIDE ADVANCE GETTING STARTED GUIDE ADVANCE GETTING STARTED GUIDE ADVANCE GETTING

WinCC flexible Getting Started Básico - Grup DAP · WinCC flexible Getting Started Básico Getting Started, Edición 04/2006, 6ZB5370-1CL04-0BA2 Bienvenido al «Getting Started –

Getting started With Excel Getting started With Excel.

Getting Started Guide - Cisco...Getting Started Guide - Cisco ... the .*

Getting Started Chapter 1. Getting Started Getting Startedmsi-ftp.de/Manuals/7187-englv1.0-MS-7187.pdf · Getting Started Chapter 1. Getting Started Getting Started Thank you for

Getting Started Guide - Informatica · Getting Started Guide - Informatica ... - Profiling

MendeleyMendeley Manual - Getting Started Manual - Getting Started

Datastream Desktop - Getting Started

Getting Started Guide - Engravers Network · DCS_Direct_Jet_1024UVMVP_Getting_Started_Guide_1.2_030314 Getting Started Guide

GETTING STARTED Getting Started Getting Started to Success Session 1.

Floor 1 Getting Started Guide 2015 - s3.amazonaws.com1+Getting+Started+Guide.pdf · Floor 1 Getting Started Guide 2 Floor 1 Getting Started ... for review purposes, ... performance

Getting started Deployment Getting started.

GETTING STARTED WITH SEOcontentz.mkt51.net/lp/...Started-With-SEO-Slides.pdf · getting started with seo 11 pyramids. getting started with seo 12 beware of forms. getting started

Getting Started V6 - University of Wisconsin–Madison · DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED GUIDE DATASTREAM GETTING STARTED

LTspice IV Getting Started GuideLTspice IV Getting Started Guide

LTspice IV Getting Started GuideLTspice IV Getting Started ...

Getting Started

DATAS TREAM CHARTING GETTING STARTED GUIDE · 2020. 2. 27. · DATAS TREAM CHARTING GETTING STARTED GUIDE This short guide outlines the main features of Datastream Charting. For more

Datastream charting getting started

Getting Started Guide WordPress - secureserver.net AKJZNAzsqknsxxkjnsjx Getting Started Guides Page 1 WordPress Getting Started Guide Getting Started Guide WordPress Blog and Content