datastream advance overview - tamkang university
TRANSCRIPT
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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
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/
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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!
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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…
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AFO in Excel 2007
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How to make a Time Series Request
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Datastream
Navigator
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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
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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.
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Datastream Time Series Request - Result
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You can refresh the sheet
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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.
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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.
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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
• To arrange for training please call your local training desk.
• Contact Us