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Datastream Advance International University of Japan
Toni Ignacio & Chrisseth Maghirang
Thomson Reuters Knowledge Network
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Introduction to Datastream Advance
This eTraining course will effectively illustrate the intuitive and easy-to-use data engines in Datastream. At the end of this session you will learn •The basic functionality of Datastream Advance enabling you to make use of DataStream's global cross-asset database •The different ways to look up series codes with Datastream Navigator in order to easily find the series you will use in Datastream analytical programmes •How to download Datastream historical data into Excel
Datastream Overview
• Gives you access to the world’s largest and most
respected historical financial numerical database.
• 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 and even export them
directly to Excel, Word, or PowerPoint
Data Selection Process
Datastream provides an easy to use interface with most options for standard requests selectable by mouse click. Start by selecting a data category and follow this sequence to generate the output you require:
Datastream Advance – Front End
Datastream Advance – Data Category
Datastream Advance –Analysis
Datastream Advance –Series / Data Type
Exercise
• Retrieve Hitachi Balance sheet. I would like to see the data for the last 5 years and also I would like to have data on my excel spread sheet.
• Retrieve Company performance overview of Sony Corp. for the last 5 years. I would like to have the data exported to excel.
Finding Codes with Navigator in Datastream Advance
• Using Set Criteria within each Asset Class
• Using the Explorer Tree for some Asset Classes
• Retrieving Search Results
• Finding Data Types
Datastream Navigator – Search
Datastream Navigator enables you to find and select series and data types for use in Datastream Advance. It is constantly up-to-date so there is no need to refresh any code database. The Database Navigator provides different levels of searching, enabling users to find and select series as effectively as possible through the Criteria Search, Explorer and Free Text Search
Datastream Navigator – Set Criteria
Datastream Navigator – Retrieve Results
Datastream Navigator – Explorer
Datastream Navigator – Overview Results
Exercises • I would like to search Japanese Banking sector
companies. How many are there? Also, can you filter with keyword “Mizuho”?
• Can you search all constituent equities of Nikkei 225?
Advance for Office (Retrieving and Analysing Data in Excel)
• Principles of Datastream Advance for Office (AFO)
• Building Embedded Requests
• Editing and/or Refreshing Embedded Requests
Datastream Advance For Office (AFO)
Datastream Static Request
Datastream Time Series Request
Request Table The Request Table enables you to define the detail
of each request –series, lists, expressions, datatypes, dates and the format, and control the updating of the requests, to facilitate the creation and modification of complex models.
Exercise • I would like to retrieve Yahoo Inc, Toyota and
Google’s Price, EPS and Total return Index as of 2010/Jan/4.
• I would like to retrieve Nikkei 225 constituent equities for last 5 days historical data of Price, EPS and Total return Index. The constituent equities should be listed vertical and days horizontal.
• I would like to retrieve Hitachi Industrial balance sheet for the last 7 years.
• Retrieve all above data on Request Table
Self Help and Support
The Extranet is a support tool created to help users get the most out of Datastream. It contains information on new content and functionality and an increasing range of spreadsheets, documents and presentations showing how Datastream charts and data can be used in Excel, Word and PowerPoint.
Self Help and Support
The Helpdesk can resolve queries or issues on product functionality, technical product issues, product connectivity, data and content, entitlements, training requests as well as directing general queries and feedback.
The helpdesk operates 24/7. For many countries a service in native language is available during core hours.
THANK YOU FOR ATTENDING! Toni Ignacio
Knowledge Network Specialist
[email protected] 1. Contact the Help Desk:
1 877 814 3571
2. To arrange training: [email protected]
KNOWLEDGE NETWORK PORTAL http://training.thomsonreuters.com
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