datastream advance overview - tamkang university

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Datastream Advance Overview

Sherry Pan

Knowledge Network Live Senior Specialist

Sherry.pan@thomsonreuters.com

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Objectives

By end of this training, you should be able to:

• know how to display data, chart or report on Datastream

Advance Front

• search Data Category Coverage on Navigator or Extranet

• use Navigator Search

• use Key Indicator of Macroeconomic or Interactive

Charting

• know how to retrieve data Excel AFO

• find on-line “Help”

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Agenda

• Datastream Advance Front-end Screenshot Display

• Data Category Coverage

• Navigator Search

• Key Indicator of Macroeconomic

• Interactive Charting

• Excel AFO

• On-line “Help”

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Datastream Front-end Screenshot Display

结果顯示

尋找代碼

修改時間長短

修改幣別

Request / Project / Equity Search頁面

代碼顯示

Navigator

選取數據或圖表

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Datastream Front-end Screenshot Display

Overview on a single series

Chart of a single series

Report on a single series

Comparison one or more

series

Data for single series

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Data Category Coverage

- Equities

- Equity Index

- Constituents

- Unit Trusts

- Investment Trusts

- Warrants

- Bonds & convertibles

- Bond Indices & CDS

- Interest Rates

- Exchange Rates

- Commodities

- Economics

- Futures

- Options

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How to find the data coverage on Extranet

Extranet Website

http://extranet.datastream.com/index.htm

Click the site to register: www.datastream.com/registration/registfm.htm

You will be issued a login ID & password by Extranet Team

If you have any queries or problems accessing the Extranet, please escalate to

xtranetteam@thomson.com

Content Factsheet

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Navigator Search – by Criteria

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Navigator Search – by Explorer

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Key Indicator & Interactive Charting

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Key Indicator & Interactive Charting

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Excel AFO – Static Request

Datastream AFO > Static Request (Specific Date)

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Excel AFO – Static Request

Datastream AFO > Static Request (Specific Date)

Search for Data

Series by using

Navigator Search

What kind of

Datatypes you are

looking for

The history for

specific date only

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Excel AFO – Time Series Request

Datastream AFO > Time Series Request (Time Period)

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Excel AFO – Time Series Request

Datastream AFO > Time Series Data (Time Period)

Time Period and

Frequency input

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Excel AFO – Company Account Request

Datastream AFO > Company Accounts Request (Financial Statement)

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Excel AFO – Company Account Request

Datastream AFO > Company Accounts Request (Financial Statement)

Financial Statement

Accounts Format

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How to use “Help”

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How to use “Help”

Search the definition of datatype, EPS as an example

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How to use “Help”

Help > Online Manuals > User Guide

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How to use “Help”

Help > Remote Help > To find code or what content we do have

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Knowledge Network Training Registration

http://training.thomsonreuters.com/

Help Desk

Help Desk On Line Request

https://customers.reuters.com/contactus

Toll Free: 0080 185 5287

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Questions?

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Thank you for your attendance!

Sherry PanKnowledge Live Senior Specialist

Help Desk Number :00801855287

Datastream Advanced for Office – March 2011

Focus on Datastream AFO (Excel Add-In)

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Agenda

• Overview of Datastream AFO

• How to make a Static/Time Series Request

• Request Table – Proceed multiple jobs in one Table

• Training on Knowledge Network / Customer Zone

• Support & Help

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Let’s begin the AFO in Excel…

AFO in Excel 2007

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How to make a Time Series Request

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Datastream

Navigator

Datastream Navigator – Find Data Category

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Example: Find Constituent List

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Search for Datatypes

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You can multiple

select datatypes

Data Range, Frequency, Options Setting

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Options allow you to format the

results.

Note: Auto Refresh allows the

sheet to be refreshed automatically

each time it is opened.

Datastream Time Series Request - Result

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You can refresh the sheet

Request Table – Have to save it first

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Request Table : an Excel Template with

additional facitilies for entering request

parameters as individual Excel rows. Hence

this is great if your use of Excel involves

transferring and presenting large amounts

of data from Datastream on a regular basis

for the same series. This is where you can

use the Request Table to create batches of

refreshable data requests.

Request Table - Parameters

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Request Table

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Request Table - Result

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Samples in AFO

• The following Advance for Office samples

illustrate how the different Datastream content sets

can be used in a range of different workflows.

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Samples Output

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Key points to remember

• Use Static Requests/ Time Series Requests to download data into Excel for a specific date or time interval either on a series or a list of series.

• Use the Request Table to retrieving multiple data

sheets at the same time.

• Use Samples for ideas for more advanced use of AFO.

Training on Knowledge Network

• http://training.thomsonreuters.com

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Customer Zone

• http://customer.reuters.com/Home/default.aspx

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Support & Help

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Datastream Extranet a useful tool created to help user to get most of Datastream

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Thank you for your time

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