Welcome to the Thomson Reuters Markets Academy Datastream Advance V.4.0 Part II Advance For Office (Excel Add-In)
ABOUT THE COURSE Objective: This workshop is designed for users who want to know how to find relevant market information in Datastream ADV 4.0. After this workshop, participants will obtain a comprehensive understanding of how to search for market data and also learn the ways to make good use of information efficiently for their daily workflow. Course Outlines: DataStream ADV 4.0 Datastream AFO Datastream (Extranet Help ) Support 2
DATASTREAM ADV4.0 At a Glance Datastream Advance gives you access to the world s largest and most respected historical financial numerical database. Advance provides a range of charting and reporting tools that enable you to manipulate and display, or simply download that data in the way that you want. There are over 100 standard Datastream reports, charts, and data with great flexibility and you can format your reports and charts and save them for regular updating, printing, and exporting. 3
DATASTREAM ADV4.0 Data Coverage With a global data set covering all instruments and indicator, and up to 50 years history Equities (incl. dead series) - 130,000 Indices (equities & bonds) 120,000 Constituents lists (current & historical) -100,000 Mutual funds, unit & investment trusts - 40,000 Bonds/convertibles (incl. dead series) 350,000 Warrants/futures/options - 180,000 Macro economic indicators - 400,000 Interest & exchange rates - 10,000 Commodities -3,000 Full IBES Consensus & Global Aggregates with history Economic Data- Over 400,000 time series for 175 countries. Including 3rd Party sources- IMF, OECD, EIU, WIIW Plus 3rd party databases Worldscope Fundamental Data, Russell, S&P, MSCI, FTSE W & DJ STOXX, Moody s & S&P 4
DATASTREAM ADV4.0 DS ADV 4.0 Windows Chart Advance for Office (AFO) Static, Time Series Help, 5
Datastream AFO (Advance For Office) (DS ADV 4.0 Windows) MS Add-In AFO, (, MS Office ) MS Office(MS Excel, MS Word, MS PowerPoint), MS Excel Add-In : MS Office > > > > C:\Program Files\Datastream\Datastream Advance AFO in Word AFO in Excel AFO in Powerpoint 6
Datastream AFO (, Worldscope ) Create List : Extranet : Datastream, Datastream Definition, 7
(1) : Set Criteria ( ) ( ) ( /, ) (, ) 8
(1) : Set Criteria ( ) ) (Market) (Frequency) GDP(Name), (Key Indicator), (Adjustment) 9
(2) : Explorer ( Top Down ) ) ) ) ) IMF ) OECD Economic Outlook (INSEE), (Bundesbank), (BOE&&ONS) ) BOE(Bank of England) ) Tullett Prebon ) BBA LIBOR 10
(2) : Explorer ( Top Down ) ) Key Indicator by Country 11
Datastream AFO - Static Request ( ) Series : ) KO:SGL( ) Lists : ) LDJINDUS( ) Series Selection : Datatype Mnemonic Picker : ) : (UP) (WC01001) : (PI), (MV) ** p.18 List Picker : Currency :, Reuters Spot Rate Expression Picker : ) 1Y % Change PCH#(X,1Y) 12
Datastream AFO - Static Request ( ) 3. Date 1) -1Y ( 1 ) 1. Series Selection List Picker 2. 2) 2008-10-31 ( - 2008 10 31 ) ) 5. 4. Display Row/Column Title : / Display Headings : ( /, ) Transpose Data : Display Currency : Embed : 13
Datastream AFO - Static Request ( ) ) KOSPI KOSDAQ (NAME) (PI) ( ) Date, 14
Datastream AFO - Time Series Request ( ) Series : ) KO:SGL( ) Lists : ) LDJINDUS( ) Series Selection : * : List Picker : Currency :, Reuters Spot Rate Expression Picker : ) 1Y % Change PCH#(X,1Y) 15
Datastream AFO - Time Series Request ( ) 3. Start/End Date 1) -1Y ( 1 ) 2) 2008-10-31 ( - 2008 10 31 ) ) ( ) Daily Frequency, End Date, 1. Series Selection List Picker 2. * Embed( ) Start Date, Daily Frequency, 5. 4. Display Row/Column Title : / Display Headings : ( /, ) Transpose Data : Display Currency : Display Latest Value First : Embed : 16
Datastream AFO - Time Series Request ( ) ) 2006 6 1,, WTI Datatype,. ) : * : : ** p.18 17
EQUITY EQUITY INDEX Price P PI Market Value MV Turnover by Volume VO Value VA PER PE PBR PTBV BP 18
Datastream AFO - Company Accounts Request ( ) 2. 1. Series Selection ( ) - Income Statement - Balance Sheet - Cash Flow 3. Start/End Date -4Y -4YE (Year End) ( ) Daily Frequency, End Date, 4. 19
Datastream AFO - Company Accounts Request ) 4 Income Statement : Worldscope, Annual Report (Local Currency, ) 20
Datastream AFO - New Request Table AFO > Request Table > New Requst Table 1. YES : NO : 7. 6. Start/End Date 1) -1Y ( 1 ) 2) 2008-10-31 ( - 2008 10 31 ) ) 2. Request S : Static TS : Time Series TSL : Time Series for List CAF : Company Accounts Format CH : Chart 4. 5. 3. Display Row/Column Title : / Display Headings : ( /, ) Transpose Data : Display Currency : Display Latest Value First : 21
Datastream AFO - New Request Table ( ) ) WMR(World Market Reuters) (JAPAYE$), (KORSWO$) (Daily) 2007 4 1 22
Exercise 1. Overnight Call Rate? 2., 225,? 3. CPI? 4. EPS Price/Earnings Ratio(PER)? 1. CHDEPCL 2. HNGKNGI,JAPDOWA,DJINDUS 3. VICONPRCF,INCONPRCF 4. EPS,PE 23
Datastream AFO - Create list ( ) AFO > Tools > Create List(Range Selection) 2. ) My Watchlist 1. ( ) Change Selection Code Range 3. Store List Locally : PC Upload List : ID 24
Datastream AFO - Create list ( ) ) 2001 1 31 (P), (UP), (MV) 25
Useful Links Extranet (Web Browser > Datastream Extranet) Help Definition, Online Manuals AFO Samples AFO 26
Extranet ( ) Extranet Web Browser > Extranet Registration > * > 27
Help ( Definition, ) ) Datastream (CMA#) 28
Online Manuals (PDF ) 29
AFO Samples (AFO ) 30
DATASTREAM SUPPORT CUSTOMER SUPPORT : 080-952-0880 http://customers.reuters.com/sc/contactus/simple/trdefault.aspx ON-LINE SUPPORT EXTRANET http://extranet.datastream.com/. Tools -> Web Browser -> Datastream Extranet 31
32