REVISED Telemet IQ - Telemet Orion Investment Software …€¦ · · 2014-04-23Using Telemet IQ ... Symbol Selection – select the ticker symbols desired ... enter *Capital to

Telemet America | 1-800-368-2078 | [email protected]

Telemet IQ

Telemet Orion’s Microsoft Excel Add-In

Executive Summary Telemet puts research, analytics and real-time market data at your fingertips. Telemet IQ, bundled with

the Telemet Orion investment platform, puts financial data into the world’s most popular spreadsheet program,

Microsoft Excel.

Telemet clients get stunning reports and charts that are ‘presentation’ ready. The data is the latest real-

time prices and financial information. Analysts save time and effort because no manual entry of financial data

(income statements, balance sheets, ratios, and cash flows) is necessary. There is more time for company

analysis, such as comparing financials and performing ‘what if’ analysis on expenses or revenue.

Telemet Orion software also bundles in several sample spreadsheets & templates that illustrate common

ways Telemet IQ can be used for reporting. To access the pre-built reports: Open Telemet Orion, then from

any Telemet Orion window click Display > Research > Excel Templates. Template instructions are on each

template.

A note for long-time Telemet clients - Telemet IQ is an enhancement on Telemet’s previous Microsoft

Excel Add-in, called MarketLink. This is because Telemet IQ uses powerful, fast Real Time Data (RTD)

technology from Microsoft whereas Telemet MarketLink used the older Dynamic Data Exchange (DDE)

standard.

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Table of Contents Introduction ............................................................................................................................................................. 3

Accessing Telemet IQ ............................................................................................................................................. 3

Using Telemet IQ .................................................................................................................................................... 3

� Data Tab: ......................................................................................................................................................... 3

� Symbol Selection – select the ticker symbols desired ................................................................................. 4

� Field Selection – the data fields desired from Telemet’s database. ............................................................. 5

� Summary Data tab: ................................................................................................................................... 6

� SEC 10K/10Q Data tab - fields from 10K & 10Q statements: ................................................................ 7

� Historical Data on Date tab – historical data for securities: ..................................................................... 8

� Historical Data Between Dates tab – historical data for securities: ......................................................... 8

� Period Selection - accounting time period ............................................................................................... 9

� Data Layout - how the fields are shown on the spreadsheet .................................................................. 10

� Telemet IQ Templates ............................................................................................................................ 11

� Snap Data / Start At ................................................................................................................................ 12

� Options Button ....................................................................................................................................... 13

� Telemet IQ Charts ......................................................................................................................................... 15

Appendix 1 – Adding Telemet IQ ........................................................................................................................ 16

Frequently Asked Questions ................................................................................................................................. 17

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Introduction

Telemet IQ provides access to over 2,000 real-time market data and company financial data items from Telemet

within Microsoft Excel. In addition, Telemet IQ provides access to over 50 charts for spreadsheet use.

Telemet IQ software requirements:

- Telemet Orion (version 8.2.03.19 or newer)

- Microsoft Excel XP (2002 or newer)

- Microsoft Excel & Telemet Orion must be running on the same computer.

Accessing Telemet IQ

When you open Microsoft Excel you should see a Telemet IQ icon in your toolbar: . If

you are using Excel 2007, Excel 2010, or Excel 2013 the Telemet IQ icon (named “Telemet IQ 64/32”) will be

on your “Add-Ins” tab (Ribbon), shown below using Excel 2010:

If the Telemet IQ icon does not appear, refer to Appendix 1 on Page 16 of this report or contact Telemet

Client Service – 1-800-368-2078 or [email protected].

Using Telemet IQ

Telemet Orion must be running before opening Microsoft Excel to use Telemet IQ. When you click the

Telemet IQ icon you will see the main Telemet IQ interface, which has 2 tab options on the

upper left corner of the screen, ‘Data’ and ‘Chart’.

� Data Tab:

The Data Tab is the default tab that opens when the Telemet IQ interface is opened and has it has 5 main

sections:

• Symbol Selection

• Field Selection

• Period Selection

• Data Layout

• Telemet IQ Template

o “Start at” selection area

o “Snap Data” check box

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o “Options” button

� Symbol Selection – select the ticker symbols desired

The Symbol Selection section offers 5 choices: Symbol(s), Symbol Type, Cell Reference, Selected

Cells, & Benchmark / Symbol List.

� Symbol(s): Select this to manually enter 1 or more symbols. Multiple symbols are delimited by

commas. For example: GE,MSFT Note: GE, MSFT - with a space between symbols will also

work. All symbols are required to have all letters capitalized.

� Symbol Type: The available Symbol Types include: Stock, Index, Option, Future, & Bond.

� Cell Reference: Select this if you have one ticker on your spreadsheet that you want referenced.

Note: Only one symbol is allowed. Referencing lets you change tickers on a spreadsheet, and all the

data items referring to that ticker will change.

Get financial and

market data items from

the ‘Data’ tab:

More on pages 4 – 14.

Get charts showing

various financial items

by clicking the ‘Charts’

tab: more on page 15.

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� Selected Cells: Select this if you have more than one ticker already on your spreadsheet. Highlight

the tickers (in the column or row) on your spreadsheet, then use ‘Selected Cells’ to reference the

highlighted area.

� Symbol List: Select this if you want to use a previously created Telemet Orion Ticker List. Select

the ‘Symbol List’ choice then select a Telemet Orion Ticker List from the drop-down menu.

o If ‘Symbol List’ is selected, then the “Holdings” check box may be selected which will allow

selection of Symbol Lists that contain holdings and utilize the holdings data when possible.

o Benchmark: Select this if you want to use a Telemet Orion Benchmark List.

� Field Selection – the data fields desired from Telemet’s database.

Click the ‘Add’ or ‘Insert’ button at the bottom right corner of the ‘Field Selection’ section (shown

above) to select various financial and market data fields. ‘Insert’ can also be used to modify an existing

Field Selection list by inserting another field into any position.

A Field Selection dialog appears and shows four tabs: ‘Summary Data’, ‘SEC 10K/10Q Data’,

‘Historical Data on Date’, & ‘Historical Data Between Dates’.

The Summary Data tab is the default tab.

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� Summary Data tab:

‘Disclaimer’ button: Provides information &

examples regarding

timing and rounding

items for fields.

‘More’ button: Allows combining data fields,

such as adding or dividing two fields.

‘Group’ area: Lists the

available field groups.

Note: The fields in the

‘Group’ area are the

same fields as Custom

Price Page data fields in

Telemet Orion.

‘Fields’ area: Shows the field

options once a

‘Group’ is

selected.

‘Find’ search box: Search for any data items by typing text.

Note: An asterisk (*) can be used for a “wildcard” search. For example, enter *5 to see

all data items with a 5, shown below:

‘Find’ search box: Information regarding the

box is shown at the

bottom of this page.

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� SEC 10K/10Q Data tab - fields from 10K & 10Q statements:

‘Industries’ drop down menu: Changes the

financial statement

format. Companies report

in one of four financial

statement formats:

Commercial and

Industrial, Registered

Investment, Insurance, or

Bank Holding.

Note: Most companies

use Commercial and

Industrial financial

reports, which is the

default.

‘Report Type’ area: Choose the financial

statement. For example,

click “Balance” for

Balance Sheet fields.

‘Fields’ area: Shows the field

choices once a

‘Report Type’ is

selected.

‘Find’ search box: Information

regarding the box is

shown at the bottom

of this page.


examples regarding timing

and rounding items for fields.

‘More’ button: Allows

combining data fields, such as

adding or dividing two fields.

‘Find’ search box: Search for any data items by typing text.

Note: An asterisk (*) can be used for a “wildcard” search. For example, enter *Capital

to see all data items with “Capital” in the data item name, shown below:

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� Historical Data on Date tab – historical data for securities:

� Historical Data Between Dates tab – historical data for securities:

Once the desired Summary Data, SEC 10K/10Q fields, Historical Data on Date, & Historical Data

Between Dates fields are selected, click ‘OK’.

‘Fields’ area: Shows the available

historical field

choices: Close,

Open, High, Low,

& Volume.

Manually enter a

Date, or click the 3

dots to select a

date from a calendar,

or use the Date drop-

down menu to select

your desired date(s),

then click “OK”.





combining data fields, such as

adding or dividing two fields.





combining data fields,

such as adding or

dividing two fields.

Manually enter a

Begin & End Date,

or click the 3 dots

to select a date

from a calendar, or

use the Date drop-

down menu to

select your desired

date(s), then click

“OK”.

‘Fields’ area: Shows the

available

historical field

choices: Net,

Net %, & Total

Return.

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The Telemet IQ screen after ‘Symbol Selection’ & ‘Field Selection’ choices have been made is below:

� Period Selection - accounting time period

Using SEC 10K/10Q Data fields require financial accounting time period(s). The Summary Data, Historical

Data on Date, & Historical Data Between Dates items are uniquely referenced by a time period so no time

period is required.

To select the time period for SEC 10k/10Q fields, click on the ‘Add’ button under ‘Period Selection’. A

window appears (example below) - select one or more periods from the list:

Note: Telemet has up to 20 years of historical data for domestic public companies with a market cap of $100M or larger.

Re-arrange

the field

order by

using up

and down

arrow

buttons.

If needed, modify a field by selecting a field, then clicking the ‘Edit’ button.

A dialog appears with more edit options. Modify field labels and create field

expressions, i.e. Microsoft Excel formulas using Telemet fields.

Remove(s)

Field Label(s)

if desired.

Add or remove the period

labels and the period dates.

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� Data Layout - how the fields are shown on the spreadsheet

There are four data format possibilities. The four formats are listed below (pages 10-11):

Field Down, Symbol/Period Across:

This layout is suitable for Summary Data or Historical Data fields. Below is an example of the format:

GE

Price - Last

Sale 11.85

Symbol/Period Down, Field Across:

This layout is suitable for Summary Data or Historical Data fields. Below is an example of the format:

Price - Last

Sale

GE 11.85

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Symbol/Period Down, Field Across:

This layout is suitable for SEC 10K/10Q data, Summary Data, or Historical Data fields. Below is an example

of the format:

Price - Last Sale

Cash and Cash

Items

Last Quarter Last Quarter

GE 11.8727

46,830,000,000

Field Period Down, Symbol Across:

This layout is suitable for SEC 10K/10Q Data. Below is an example of the format:

GE

Price - Last Sale Last Quarter

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Cash and Cash Items Last Quarter

46,830,000,000

� Telemet IQ Templates

To easily select frequently used data items (from the ‘Summary Data’, ‘SEC 10K/10Q Data’,

‘Historical Data on Date’, & ‘Historical Data Between Dates’ tabs), use a ‘Template’ to save

time.

Four templates are bundled in Telemet IQ for your convenience: Income Statement Report, Balance Sheet Report, Cash Flow Statement Report, & Ratios Report. These templates link financial data directly into a Microsoft Excel spreadsheet.

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o ‘New’ Button: Creates a new Template. Use this button to create a blank, new template.

o ‘Save’ Button: Saves (overwrites) an existing template or creates a new template.

o ‘Save As’ Button: Saves (overwrites) an existing template or creates a new template by

typing a new name.

o ‘Open’ Button: Opens an existing Telemet IQ template file.

� Snap Data / Start At

The Snap Data box is a data refresh option that is ideal for very large spreadsheets that have thousands

of cells needing data. If the Snap data box is selected the fields can update manually by using a

“Resume Updates” / “Stop Updates” button.

It is best to use the ‘Snap Data’ check box if:

1) There are more than 1,000 Telemet IQ linked data cells

and/or

2) The requested data items change infrequently (such as quarterly financial statement data items,

company names, etc.) where a manual refresh once per quarter is sufficient.

Use the ‘Snap Data’ box to create a manual data refresh spreadsheet function.

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A Snap data example: A cell Formula before selecting ‘Snap Data’ is shown below:

� A cell Formula if ‘Snap Data’ is selected is shown below:

Note: The only data layout format available when using Snap Data is Symbol/Period Down, Field

Across.

• Start At - the location where the fields appear in the spreadsheet

Use ‘Start At’ for the cell locations - where to put the data.

� Options Button

Change settings for Telemet IQ including: quote data refresh rate & Telemet IQ formula format.

For manual data

refresh press here.

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When the Options button is clicked the screen below opens.

• Quote Data:

o Using DDE: Telemet IQ can paste Dynamic Data Exchange (DDE) formulas

(instead of RTD formulas) by checking the box ‘Using DDE’. This option is for

legacy applications - those clients that have previously built macros and links

using Telemet’s previous Microsoft Excel link called ‘MarketLink’.

‘MarketLink’ links (using DDE) are not as flexible as RTD links and do not have

as many field options.

• Other o Ticker with Cell Reference: Paste a ticker or a cell reference within the Telemet

IQ formula. The default is the box is checked. When checked, there is a cell

reference within the Telemet IQ formula – the cell contains a ticker and the data

refers to the ticker in the cell. Changing the cell ticker, changes all the data on the

spreadsheet that reference the cell. If the box is not checked, the data is fixed to a

ticker inside each cell and no cell reference is available.

o Use an IF Error Formula function: If a Telemet IQ formula result shows an

!VALUE error this check box will change the !VALUE result to show a blank cell

instead.

o Use the cells format that user defined before “Paste”

TelemetOrion.RTDServer formulas.

Pasting Data onto the spreadsheet

Once all selections are made, click the ‘Paste’ button (on the bottom right corner of the screen) and the

data will populate the spreadsheet.

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� Telemet IQ Charts

Over fifty ‘Snap’ Telemet IQ Charts illustrate various trends in financial data items. Click the ‘Charts’

tab on the left side of the Telemet IQ setup screen (below). Enter up to two ticker(s), choose a ‘Chart Group’,

then choose a Chart, and click ‘Paste’. The chart options settings (if needed), including Fonts, colors, and

Titles, can also be modified.

Enter your

tickers

Change

Chart types,

items shown

on the

Chart,

colors, and

fonts.

After selecting

your Chart

settings click

‘Paste’.

An example

of a Telemet

IQ Chart.

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Appendix 1 – Adding Telemet IQ

If the Telemet IQ icon does not appear in Microsoft Excel after installing Telemet Orion, refer to the

instructions below to manually add the Telemet IQ add-in:

1. Go to Excel Options, Add-ins

2. Make sure the selection is for Excel Add-ins and click Manage

3. If Telemet_Iq_64-32 is not in the Add-Ins available window, click on the Browse button and Browse

to the ..\Telemet\RTD_64-32 folder

4. Select the file Telemet_IQ_64-32.xla and click open

5. The add-in will be included in the Add-Ins available window. Make sure it is selected

6. Click on OK and the Telemet IQ 64/32 tool will be included in the Add-Ins tab of Excel.

These instructions are appropriate for either 32 or 64 bit versions of Excel 2007, Excel 2010, or Excel 2013.

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Frequently Asked Questions

I am a long-time Telemet client and just upgraded Telemet Orion. Now when I open my Telemet IQ

spreadsheet why doesn’t it work anymore?

� Telemet IQ links have been modified recently to better work with Telemet servers. Consequently,

one possible solution to get previous Telemet IQ links updated with current Telemet IQ links.

� Previous Telemet IQ formula format: =RTD("telemet.iq",,"quote",[Cell containing

Ticker],"[Security Type]","[Data Field]")

� Current Telemet IQ formula format:

=RTD("telemetorion.rtdserver","","quote",[Cell containing Ticker],”[Data

Field]”,"[Security Type]")

o Open your spreadsheet that has previous Telemet IQ links, then open the Telemet IQ setup

screen (below) and click the “Convert to current spreadsheet to Telemet IQ 64/32” button at

the bottom of the Telemet IQ setup screen:

If any assistance is needed please contact Telemet Client Service - 1-800-368-2078 or [email protected].

Documents

REVISED Telemet IQ - Telemet Orion Investment Software …€¦ · · 2014-04-23Using Telemet IQ ... Symbol Selection – select the ticker symbols desired ... enter *Capital to