Datastream charting getting started

Embed Size (px)

DESCRIPTION

1

Text of Datastream charting getting started

  • 1. DATASTREAM DATASTREAM CHARTING GETTING STARTED Thomson Reuters Training Quick and easy access to Technical Analysis charts and data is essential in todays fast moving markets. Datastream Charting is an intuitive web-based tool created to do just that. It has been designed around your workflow with key analytical tools allowing you to easily test financial and economic scenarios and share charts with colleagues and peers. Discover key functionality that Datastream Charting has to offer enabling you to quickly and easily create and customize charts and save valuable time using short codes. Content: Benefits of Datastream Charting .................................................................................................... 2 Overview of Datastream Charting.................................................................................................. 2 Chartbook ...................................................................................................................................... 2 Key Indicators and Overview Page ............................................................................................... 4 Creating Charts .............................................................................................................................. 6 Applying Currency Conversion and functions ................................................................................ 7 Editing Chart Settings .................................................................................................................... 8 Saving and Managing Charts ...................................................................................................... 11 Managing charts .......................................................................................................................... 11 Exporting Charts from the Canvas .............................................................................................. 11 Need help or further training? ...................................................................................................... 12
  • 2. Datastream Charting Getting Started DSC2.7Nav4.420131106 2 BENEFITS OF DATASTREAM CHARTING Datastream Charting is an intuitive web-based tool, designed around your workflow with key analytical tools just a mouse click away and shortcuts for expert users. There is no need to learn complicated financial calculation formula to manipulate the data. You can test financial and economic scenarios in a few mouse clicks and share charts with colleagues. Datastream Charting allows you to: Access key economic indicators and preview datasets with a few mouse clicks Easily create charts for any financial instrument or indicator Manage charts, styles, and templates through the library Modify charts with customized expressions and multiple options Insert refreshable charts in Microsoft Office documents OVERVIEW OF DATASTREAM CHARTING Datastream Charting is integrated into Thomson Reuters Eikon. It is an integral part of Datastream Professional, and accessible via Datastream For Office and Datastream Desktop. This document introduces the 5 major features of Datastream Charting: Chart Book, Key Indicators, Library, Chart and Overview. The below provides an overview of each feature. Chart Book: provides a unique and immediate repository of analytical content. Key Indicators: a list of major economic indicators sorted by country or indicator type. Library: storage library of Datastream standard / user-created charts, styles and templates. Chart: interactive charting window with extended functionality such as data viewer and export. Overview: shows an overview of the selected economic series with background information. CHARTBOOK The Chartbook, brought to you by Fathom Consulting, provides a unique and immediate repository of analytical content.
  • 3. Datastream Charting Getting Started DSC2.7Nav4.420131106 3 You will find a wide range of economic and financial market indicators, covering a thorough selection of advanced and emerging market economies. The countries covered account for over 95% of global GDP. The Chartbook also contains Fathom proprietary indices such as the Sovereign Fragility Index: Fathom also provide joint conditional probabilities of default for various Euro Area governments. The Chartbook is organized by country, and then type of data. You can find charts related to economic growth in the National Accounts section, or for more forward-looking indicators of economic growth, look in Surveys. As well as macroeconomic data, the Chartbook also includes a range of data on key financial market asset prices. The charts automatically update, so you can stay on top of all the latest economic and financial markets developments. You can export the charts to Office or as image files, or you can copy charts to your own Library. Click on any chart name to open it in the Chart page. Here you can amend the chart, apply your own styling and then save the changes in your own Library. In the Details View you can also copy the URL to the clipboard to share it with others.
  • 4. Datastream Charting Getting Started DSC2.7Nav4.420131106 4 KEY INDICATORS AND OVERVIEW PAGE The Key Indicators page displays a list of major economic indicators with links to other pages as well as the ability to export data to MS Excel. You can view economic data for a specific country. Click on the arrow button next to the dropdown box at the top of the page. You can also expand or collapse each classification group by clicking on the expand/collapse icon on the group header. Hover over the Fly-out next to the series name and select View Overview, to go to the Overview page for this series. The Overview page provides a basic chart (non customizable) with source information, background information and recent values. Hover over the Fly-out next to the Series Name to find related information or to send the current code to other pages. Select country or category type Export series data to Excel Preview Collapse or expand classification group Hover over the Fly-out next to a series name to open a menu for a single series or Use Selections for multiple series Links to Overview page
  • 5. Datastream Charting Getting Started DSC2.7Nav4.420131106 5 Exporting series to Excel You can export one or more series from the Key Indicators page to Excel. To export a single series, hover your cursor over the Fly-out button to the right of the series which you would like to export. Click the Export Series To Excel option from the menu. Make your selection in the Export Option dialog and click OK. To export more than one series, select the series by clicking the appropriate check boxes to the left of the series name and hover your cursor over the Fly-out button next to Use Selections at the top of the page and click Export Series To Excel. Exporting a single series to Excel Exporting multiple series to Excel Alternatively, click on the Export Series Data To Excel button on the page header. The selected series will be displayed in Excel grouped by frequency and starting from the start date of the longest time series in the selection.
  • 6. Datastream Charting Getting Started DSC2.7Nav4.420131106 6 CREATING CHARTS You can create charts easily by using the menus in the Chartbook page or the Key Indicators page. To open Fathoms Sovereign Fragility Index for Greece in the Chart page select the Open Chart option from the Fly- out to the right of Greece Sovereign Fragility Index. It loads the chart into the Chart page. To chart the GDP data for China, Japan, and the United States go back to the Key Indicators page and select National Accounts GDP by Expenditure from the category dropdown. Then tick each of the 3 countries, and select the Create New Chart option from the Fly-out to the right of Use Selections. It loads the selected 3 series into the Chart page. Alternatively, on the Chart page you can: use expert entry: type an identifier into a series field. find a new series using the Fly-out next to each line and select Find New Series to open Navigator:
  • 7. Datastream Charting Getting Started DSC2.7Nav4.420131106 7 Overview of the Chart page Here is an overview of the Chart page: APPLYING CURRENCY CONVERSION AND FUNCTIONS Applying Currency Conversion to all Series You can change Datatypes and currencies for each or all of the series easily with a few mouse clicks. To apply a currency conversion to multiple series, open the currency Fly-out menu by hovering over the Fly-out icon to the right of All Series On Chart. Select the required currency or click Enter Currency and type the currency code into the dialog box. Click OK or press Enter to apply the currency conversion to all series on the chart, each of which can still be edited individually by using the Fly-out menus for each line. Here, select Currency > US Dollar to convert the currency into US Dollar. The series will be co