Transcript No Slide Title

DSAdvance
Training Quick Reference
Contents
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Main Areas of Advance
Selecting Form of Output
Finding Required Series
Selecting an Economic Series
Creating a Line Chart
Creating a Comparison Chart
Ranking
Downloading
Projects
Local Lists
Creating Local Lists Manually
Downloading Constituent Lists
Advance For Office
Downloading Through AFO
AFO Continued and Request Management
AFO Tables
Manipulating Data/ Functions
Manipulating Data/ Functions continued
DSWindows Request Equivalents
1. Main Areas of Advance Request Window
Output
window
These tabs select the type
of output, e.g. Overview,
Chart etc.
Run the request
Start/End Dates
Data type
Series
Selection
Tabs
Scroll
button for
more tabs
Currency Selector
Use this field to
search for a series
Starting up Advance will bring up the request window illustrated above. From this window you need to
firstly 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.
2. Selecting Form of Output
The options which appear below the tabs above will depend on the type of series you have highlighted, although in principal
the 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 able
to 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’ option
within 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 number
of time series requests
3. Finding Required Series
Series Selection Window
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
1. Select correct Tabs
1. Select correct Tabs
2. Click +
3. Click OK
2. Type in the series name
Pick stocks from a particular market AND sector
3. Ensure you have the
correct series hihglighted
If you can’t find series ...
Try a wild card search by prefixing a word with ‘*’
Select
Country/Se
ctor via
Host tab
This will locate anything with ‘CHINESE’ anywhere in the
title - useful if you don’t have the full company name.
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.
4. Selecting an Economic Series
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 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
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.
Search by Country
Search by Database
5. Creating a Line Chart
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
1. Select the type of
series using the
selection tabs
2. Find the series you
require
7. The chart is displayed in
the output window
6. Creating a Comparison Chart
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
1. Select appropriate series tab
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 application
Export
Export graph as a picture
Transfer
Embeds the chart as a refreshable
object within Excel, Word or
PowerPoint
(See Downloading for more information)
Select Properties to edit Line
Styles and Font/Text Styles
7. Ranking a List of Shares by Performance
1. Select Constituents
2. Find the index required
3. Click the Summary Tab
4. Highlight Performance
Ranked
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
8. Downloading
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 right
clicking 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
Export works with static request
or time series requests
Once you have chosen which application you would like to
transfer the data to, the following box will appear.
Select Transfer As an
Embedded Request if required
9. Projects
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
Requests
2. Run regular requests and to view the project click on
Use Find if you
cannot find
your request
Tab.
3. Requests will be stored and projects can be saved by clicking
4. By right clicking in the request area you get the following
options
Output
You can also update projects by using the following icons
Refresh current
request
Refresh project
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.
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
10. Local Lists
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.
List names
1. To enter the List facility, click
on the Local Lists button.
List Constituents
2. To create your own local list,
click List Wizard
Create a Local List manually
3. Choose what type of list you
want to create
Edit a previously created list
Download Datastream
constituent lists
4. Use Help if you have a
problem
Download user list from
Datastream
4. After you have selected
an option, click Next
.

Lists cont
11. Creating Local Lists Manually
3. Add selected series to
build up the list
1. Choose the category
you want to list.
4. Give your list a
meaningful name
2. Find the required series
5. When you are satisfied
with your list, click Next
Reminder: You can use
Filter to ease the search
6. Store your list, either:
Upload the list to be
stored on the Datastream
mainframe(see next page)
OR
Finish to save the list on
your local drive
7. Access your list under
Local Lists
Amend the list by double clicking on the title
Delete a series by right clicking on the selected item
12. Downloading Constituent Lists
Industry 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.
1. Chose the list to be downloaded
Downloading L#LISTS
Advance allows you to download user created lists from Datastream,
for example lists created in DSWindows programs for stoarge and
use in Advance.
1. If the L~List code is known, type it in
3. Highlight the correct list
Use Filter and Browse to
locate the required list
2. Click Next to continue
3. Give the list an
appropriate name
4. Click Finish to
download the list.
Note:
This is a copy of the
current list and will
not automatically
update when the
constituents are changed
4. Click Next to continue
2. Or, use the Find facility, type in a
keyword and hit the Find button
5. Click to delete
list from Advance
and Datastream
6. Give the list
an appropriate
name
7. Hit Finish to
download the list
13. Advance For Office (AFO) - Excel Add-in
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.
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 datatype 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
AutoRefresh will update the
request automatically each time
the spreadsheet is opened
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
14. Downloading Data Through AFO
Allows you to specify a time period over which you can view
individual series or a list of items.
2. SERIES SELECTION- Pick your instrument
and choose your series
1. Enter the request within the Time Series Dialog box
3. LIST PICKER- This facility
allows you to use UCL from
DSWindows & Advance in AFO
4. DATATYPE PICKERChoose the items you
wish to display for your
series or list.
Visible button option
has been requested
It is possible in AFO to request
time series data for a list. Note
that the box must be ticked
Note- Editor facility
allows you to amend
the request
5. Enter a fixed or relative
date & submit the request
15. AFO Request Management
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
NOTE- Option to Refresh the whole workbook
1. Select the correct tab
2. Select the appropriate
Request and amend
Number of actions available to the user
Pick the appropriate embedded request and amend accordingly
16. Using Datastream AFO Tables
The AFO Table can be obtained by selecting Datastream-AFO from the Excel Menu, Selecting Request Table then New Request Table, this will
enable 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,
Any of the buttons along
selecting a specific destination for output of Data as well as Charts.
the top row can be
Enter Start and End dates (if
copied and pasted onto
Select Static, Time Series, Timeseries
required) and Frequency
other worksheets
List, Co. Accounts or Charts
Select
Yes/No to
update a
new or
existing
request
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.
Select required
format from
the list
Checking this
box will allow
you to include
cell references
within the series
lookup column
Click on the buttons to
access Series Selection
or list picker.
Alternatively, type in a
known code
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.
17. Manipulating Data using Functions
If you need to manipulate the data in some way, for instance, viewing the percentage change in a share price
in a static request you will need to go through the following process.
Click on Expression Builder to
create an expression
Click on
to
bring up items window
If you have created function in
DSWindows, you can type in the
expression using the same syntax
in this field
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
.
18. Manipulating Data using Functions (cont.)
Using a Datastream function (e.g. Percentage Change)

Click on

to select function type:
Check this box if you want to apply this
expression to any other series
Pick up percentage change(period)
and hit ‘OK’

Click on the blank field and
then the Graph button

Click on the default
time period and then
select
to pick
your own required
time period
Type the required series here

Type in a suitable name for the expression and select
19. DSWindows Request Equivalents
Request
DSWindows Program
Process to Replicate Request in Advance
Line Chart of a Single
series
401A or 401X
Select your desired series and then click on
and to specify your datatype by clicking on
tab. Select line chart
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
one series
401A or 401X
Click on
tab to select charts and either rebased or actual values option.
Pick out your series and
these to your Entries Window after ensuring you
have selected your correct item by selecting
. Use the pull down currency
selector to pick a specific currency if required (Carries out the ~ function)
Download a Time Series
(with option to send to Excel)
900B
Click on
tab and select Time Series Data request. Select datatype and
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
(with option to send to Excel)
900A
This would usually be run for a list of companies so you would pick a list from
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 clicking
on
and selecting up to nine items.
Rank out a list of companies
By their price performance
101R
Carry out same option as for previous request but select performance ranked.
Select your start date in the usual way and click on
to specify a
relative index as required.
Performance over 3 times
Periods
101B
As previous two requests but select ‘Performance over 1,3 and 12 months’.
Select relative index if required from within