DSAdvance

Training Quick Reference

1. Main Areas of Advance2. Selecting Form of Output3. Finding Required Series4. Selecting an Economic Series5. Creating a Line Chart6. Creating a Comparison Chart7. Ranking8. Downloading9. Projects10. Local Lists11. Creating Local Lists Manually12. Downloading Constituent Lists13. Advance For Office14. Downloading Through AFO15. AFO Continued and Request Management16. AFO Tables17. Manipulating Data/ Functions18. Manipulating Data/ Functions continued19. DSWindows Request Equivalents

Contents

Starting up Advance will bring up the request window illustrated above. From this window you need tofirstly select the series you’re interested in and then select the type of output and start date etc and then clicking the Run Now button to execute the request.

1. Main Areas of Advance Request Window

Output window

Series Selection

Tabs

Scroll button for more tabs Use this field to

search for a series

These tabs select the type of output, e.g. Overview,

Chart etc.

Run the request

Start/End Dates

Data type

Currency Selector

The options which appear below the tabs above will depend on the type of series you have highlighted, although in principalthe underlying option will be similar. is replaced by when the selected series tab is either ‘constituents’ or ‘local lists’.

An Overview or Snapshot including a graph and text data of a selected series. You will be able to alter the start date

A chart of an individual series. This would include line charts, price relatives and moving average charts etc. You will be ableto alter the start and end dates and the data being displayed

Text Reports for an individual series. This will include changes in value over time, company account reports etc.

Download one piece of information to Excel

The most useful tab when viewing lists both graphically and in text form. Can also download data using the ‘Static Data’ optionwithin this selection.

Used for looking for DEAD codes

When you want to compare series graphically by having a number of lines on one chart or within Excel by downloading a numberof time series requests

2. Selecting Form of Output

3. Finding Required Series

If you can’t find series ...Try a wild card search by prefixing a word with ‘*’

This will locate anything with ‘CHINESE’ anywhere in the title - useful if you don’t have the full company name.

Use the filter function to narrow down series available in one of two ways by clicking on the Filter button.To enable equities from one market

Pick stocks from a particular market AND sector

Series Selection Window

1. Select correct Tabs

2. Type in the series name

3. Ensure you have the correct series hihglighted

1. Select correct Tabs

2. Click +

3. Click OK

Select Country/Se

ctor via Host tab

Use the explorer to pick out firstly a market, then a sector. Click on the folders in the left hand window. Click on ‘OK’ to drop results into Series Selection Window.

There are over 180,000 economic codes available on Datastream and it is often difficult to locate the desired series.Once you have selected Economics click on the Filter button.

You will be given 2 options to search by Local Series and All Series on Host.

If you select local series you can add each request in using the drop down menu.

If you select all series on host you will have to choose how you would like to search.

If you select databases you will be searching by a particular source. Simply double click on the folder that you require and your search will be narrowed down with each folder you open.

If you choose to search by country you can filter by sub headings ie. Labour, Key Indicators

4. Selecting an Economic Series

Search by Country

Search by Database

5. Creating a Line Chart

1. Select the type of series using the selection tabs

3. Select the Chart tab to display available

charts

4. Select Line Chart

5. Check that Dates, Data and Currency

are set to your requirements

6. Click Run Now to generate the report

2. Find the series you require

7. The chart is displayed in the output window

6. Creating a Comparison Chart

1. Select appropriate series tab

2. Click on Comparison Tab

3. Select the report you require

4. Find the appropriate series

5. Click Run Now when finished

6. Use the + sign to add the series to the comparison box

7. Click on the clock to select alternative date if required

8. Click on DT button to select alternative data and definitions

Select Properties to edit Line Styles and Font/Text Styles

Right click on the output screen for the menu. Use menu to take your chart into Excel, Word or

PowerPoint using:Copy Copy onto clipboard and paste

into any applicationExport Export graph as a pictureTransfer Embeds the chart as a refreshable

object within Excel, Word orPowerPoint

(See Downloading for more information)

7. Ranking a List of Shares by Performance

5. Click on Settings

6. Default Relative Index

7. Alternatively, click on Relative Index and type the index of your

choice in the Find box.

8. Click OK

9. Remember to set your time period

10. Rank by other items

11. Finally, click Run Now to output the list

1. Select Constituents

4. Highlight Performance Ranked

2. Find the index required

3. Click the Summary Tab

There are 3 different ways to download data into different applications: Copying, Exporting and Transferring.

COPY. You can copy the data from any program by right clicking on the output screen and selecting the Copy option. This will send the data to the Windows clipboard for pasting into any compatible Windows application.

EXPORTING. You can export data into different applications by either clicking on or by rightclicking and selecting the Export option. The data can be inserted into other applications by Insert > Picture > From file (for charts) and File > Open (for data, as it will save to an excel file.)

TRANSFERRING. By selecting the Transfer option you will be downloading data directly in to an application as an embedded, dynamic object. Once embedded, the requests can be refreshed within the application.

You can either right click to transfer your data or you can click on

Once you have chosen which application you would like to transfer the data to, the following box will appear.

8. Downloading

Export works with static request or time series requests

Select Transfer As an Embedded Request if required

Projects are a simple way of recalling frequently used reports, charts and data formats. Once you have created a Project it can be refreshed by clicking on the refresh button or by scheduling the Night Shift. Every request that is run is automatically added into the project box.

1. To create a project click here

2. Run regular requests and to view the project click on Tab.

3. Requests will be stored and projects can be saved by clicking

5. To schedule the project to run automatically, the night shift needs to be set. This can be found in the Menu bar by selecting Tools.

4. By right clicking in the request area you get the following options

You can also update projects by using the following icons

Refresh currentrequest

Refresh project

Select schedule for the future and amend date and time.Click on the browse button to locate your project.Add this into the box.

This facility enables you to export, as well as print charts and reports as soon as they are refreshed.

This facility enables you to schedule equity search formats for refreshing

9. Projects

Output

Requests

Use Find if you cannot find

your request

Local lists are a convenient way of making report, chart and data format requests. They are held locally on your PC. Advance’s Local List facilities allow you to decide what lists you need and what contents they should have.

10. Local Lists

Lists cont.

3. Choose what type of list you want to create

4. Use Help if you have a problem

Create a Local List manually

Download Datastream constituent lists

Edit a previously created list

Download user list from Datastream

4. After you have selected an option, click Next

1. To enter the List facility, click on the Local Lists button.

2. To create your own local list, click List Wizard

List names

List Constituents

11. Creating Local Lists Manually

Amend the list by double clicking on the titleDelete a series by right clicking on the selected item

1. Choose the category you want to list.

2. Find the required series

Reminder: You can use Filter to ease the search

3. Add selected series to build up the list

4. Give your list a meaningful name

5. When you are satisfied with your list, click Next

6. Store your list, either:Upload the list to be

stored on the Datastream mainframe(see next page)

ORFinish to save the list on

your local drive

7. Access your list under Local Lists

12. Downloading Constituent Lists Downloading L#LISTSIndustry standard or Datastream market and sector constituent lists, which are held and maintained on the mainframe can be downloaded into Advance and then maintained locally.

Note:This is a copy of the current list and will not automaticallyupdate when the

constituents are changed

Advance allows you to download user created lists from Datastream, for example lists created in DSWindows programs for stoarge and use in Advance.

2. Or, use the Find facility, type in akeyword and hit the Find button

Use Filter and Browse to locate the required list

1. Chose the list to be downloaded

2. Click Next to continue

3. Give the list an appropriate name

4. Click Finish to download the list.

1. If the L~List code is known, type it in

5. Click to delete list from Advance and Datastream

6. Give the list an appropriate

name

7. Hit Finish to download the list

3. Highlight the correct list

4. Click Next to continue

This facility allows you to embed and create Advance data requests and charts in other applications. AFO enables the user to retrieve and display data directly form Datastream through an ADD-IN Datastream-AFO removing the need to use the Advance interface. These objects can be requested as dynamic, updateable items.

Downloading Data-Through AFO Click Static request For a list of items, or an individual series, at one specific date.

13. Advance For Office (AFO) - Excel Add-in

1. Enter the request within the Static Request Dialog Box

2. Pick instrument and series with Series Selection

3. List Picker allows you to use UCL from DSWindows, DSAdvance and AFO

4. Expression Picker allows you to download data using an expression

5. The Datatype Picker allows you to choose the items you wish to display for your series or list. Remember to request the data-type Name if it is a list.

6. Enter a Date

7. Adjust Format Options accordingly. If the Embed option is selected, the data within Excel will have links and be a dynamic updatable object

If the Visible option is selected, a button is placed in the array, which

will allow you to update the request by clicking on it whenever you require

AutoRefresh will update the request automatically each time

the spreadsheet is opened

14. Downloading Data Through AFO

It is possible in AFO to request time series data for a list. Note

that the box must be ticked

Allows you to specify a time period over which you can view individual series or a list of items.

5. Enter a fixed or relative date & submit the request

2. SERIES SELECTION- Pick your instrument and choose your series

3. LIST PICKER- This facility allows you to use UCL from DSWindows & Advance in AFO

4. DATATYPE PICKER-Choose the items you wish to display for your series or list.

1. Enter the request within the Time Series Dialog box

Visible button option has been requested

Note- Editor facility allows you to amend the request

The Request Management facility enables access to the underlying request parameters for embedded requests and charts. You can quickly pinpoint the required request and edit, refresh, autorefresh or delete its details

Number of actions available to the user

Pick the appropriate embedded request and amend accordingly

NOTE- Option to Refresh the whole workbook

15. AFO Request Management

1. Select the correct tab2. Select the appropriate

Request and amend

The AFO Table can be obtained by selecting Datastream-AFO from the Excel Menu, Selecting Request Table then New Request Table, this willenable you to create the following;Scheduling updates, specify which request is to be updated, enabling you to increment a time series request starting at a fixed date,selecting a specific destination for output of Data as well as Charts.

16. Using Datastream AFO Tables

Select Static, Time Series, Timeseries List, Co. Accounts or Charts

Select Yes/No to update a new or existing request

Select required format from

the list

Click on the buttons to access Series Selection

or list picker. Alternatively, type in a

known code

Checking this box will allow you to include cell references

within the series lookup column

List Creator Option. This button will allow you to create a list for use within Advance by highlighting a list of codes ( SEDOLs,

Datastream etc) from within Excel.

If no data destination is entered, data will be placed in a new sheet behind the AFO Table. Click on Data Destination to enter details of a

specific spreadsheet, you only need to point to the right workbook/worksheet/cell and hit ENTER, this destination will be entered

automatically.

Any of the buttons along the top row can be

copied and pasted onto other worksheets

Enter Start and End dates (if required) and Frequency

If you need to manipulate the data in some way, for instance, viewing the percentage change in a share pricein a static request you will need to go through the following process.

Click on tobring up items window

There are a number of options for creating functions on Advance. You are able to access Datastream specific functions by clicking on . Use mathematical operators by selecting or carry out currency conversions by clicking on .

17. Manipulating Data using Functions

Click on Expression Builder to create an expression

If you have created function in DSWindows, you can type in the

expression using the same syntax in this field

Using a Datastream function (e.g. Percentage Change)

Click on to select function type: Pick up percentage change(period)and hit ‘OK’

Click on the default time period and then select to pick your own required time period

Type in a suitable name for the expression and select

18. Manipulating Data using Functions (cont.)

Check this box if you want to apply this expression to any other series

Type the required series here

Click on the blank field and then the Graph button

Line Chart of a Single 401A or 401X Select your desired series and then click on tab. Select line chartseries and to specify your datatype by clicking on

Price Relative Chart 401B Select your desired series and then click on tab. Select Price and Price Relative Chart and specify your relative index by clicking on

and select Relative Index Tab

Chart of more than 401A or 401X Click on tab to select charts and either rebased or actual values option.one series Pick out your series and these to your Entries Window after ensuring you

have selected your correct item by selecting . Use the pull down currencyselector to pick a specific currency if required (Carries out the ~ function)

Download a Time Series 900B Click on tab and select Time Series Data request. Select datatype and(with option to send to Excel) currency as in “Chart of more than one series” request. Add your series as in

previous example Export to Excel by clicking on

Download a Static Request 900A This would usually be run for a list of companies so you would pick a list from(with option to send to Excel) either the ‘Constituents’ or ‘Local Lists’ series tab. Click on the output

tab and select “Static Data”. Select the datatype you want to view by clickingon and selecting up to nine items.

Rank out a list of companies 101R Carry out same option as for previous request but select performance ranked.By their price performance Select your start date in the usual way and click on to specify a

relative index as required.

Performance over 3 times 101B As previous two requests but select ‘Performance over 1,3 and 12 months’.Periods Select relative index if required from within

Request DSWindows Program Process to Replicate Request in Advance

19. DSWindows Request Equivalents