DATASTREAM ADVANCE 4.0 Scope The Datastream Research Service contains key data sets from both developed and emerging markets - equities, market indices, company accounts, macroeconomics, bonds, foreign exchange, interest rates, commodities and derivatives, equity prices, volumes, market capitalisation, earnings and dividend data for around 50,000 equities covering 64 developed and emerging markets. Global equity indices covering 38 markets, 6 regions and 127 sectors; extensive world-wide unit trust pricing and dividend coverage for 11 countries, including over 10,000 UK trusts - over 200,000 international macroeconomic time series available with indicators for around 175 countries sourced from central banks - foreign exchange rates for over 63 currencies - over 2,000 interest rates - over 200,000 bonds from 32 markets - 19,000 warrants from over 50 markets - commodities covering 1,500 spot prices and major indices. Sources include stock markets, national government sources such as the OECD and the IMF; forecast earnings data from I/B/E/S and added value sets from MSCI and FTSE All World. Datastream: Advance software allows the following features: Charts & graphs with up to eight data elements on one so that you can combine data and analyse trends and relationships. Create reports for a list of stocks. Screen stocks by growth or value. Accessing Datastream Advance Datastream is available on a dedicated terminal in the library and can be booked for up to one hour in advance of use. To access datastream enter the username and password (available from enquiry desk.) Ensure the domain name is set to ‘morlib’. Click on the ‘advance’ icon on the desktop. The Advance Desktop You will see the following areas on the Advance Desktop: see 1 The Results Window on the upper left is where data, charts, and graphs are displayed. Click on the down-arrow to maximise the window. Below this is the Data Category Drop Down Box. Under the Series button, choose your Datatype. (Best left on default). On the top right corner, you will see a toolbar of programs ranging from Overview of a Single Series to Comparison - One or More Series. Directly beneath is a list of reports that vary with each data category and program. On the lower right part of the screen are icons to change the settings, date range and Datatype to display. These menus also change depending on the data category and program selected. Also on the right is the Run Now button to execute the request. Using Quick Search to Find Information Click the Series navigation button to open Datastream Navigator. Select Name or mnemonic from the find drop down box. Select Starts with or Contains from the drop down box. Type the first few characters of the name or mnemonic in the Search field. Click the Red button. (Series Navigator) Select your data from the list displayed. Usually the most accurate is the listing without brackets and with the most ’yeses’ in each field. Alternatively, leaving the series box blank, click on the navigator icon. This will produce a search form, which can be customised to your requirements. Using Drilldown to narrow your search. If there are too many pages of lists, or you wish to see companies in a particular sector, leave series box blank, click on navigator and choose drilldown. There are two identical columns with folders containing the same data. At the top of both columns you will see the category you previously selected, such as, Equities. There is also a list of folders by country name. Double –clicking on the country folder in the first column will open another series of folders arranged by industrial sector. In the second column you will see the companies in your chosen sector, arranged alphabetically by name. Click on the company name to select it and return to the Advance main screen. Making a Chart or Report or Time Series Request Select Overview of a single series, or Chart of single series or Time Series request from Program toolbar menu. (Remember: top right hand corner menu bar with icons) Select the type of information you require from the lists given. Click the Run Now button. Your data will appear in the Results window. Choose the Date and the Display Options by clicking on the settings and Calendar Icon. Click Run Now again to run your search. Price and price relative chart. Finding Prices for Companies No Longer Trading (Dead Series) Go to Programme Toolbar and click on Flashlight icon in upper right hand corner and select Remote Search, Dead Series. Continue your search in the usual way. Comparing one or more series Go to Programme toolbar and click on the far right icon (2 charts). Choose the format of the data you wish to compare from the list. You can mix formats. Click on recent series and click on the first of the series you wish to compare. Back at the Programme Toolbar click on the [+] button. Repeat for all other series you wish to include. This creates a list. When all are selected click on Run Now. Constituent Lists Choose the above from category toolbar. Search for series you require in the usual way. When found, go to Programme Toolbar and set to Summary for list of series. Select the option you require from list. Click on Run Now. N.B If the excel icon is not highlighted with this option; you can go to edit, select all and copy, then paste the results into excel. Create a List To create a customised list click on Category, and local list. To the bottom left, click on Page and magnifying glass icon. Click on create new. Choose your criteria e.g. indices, ftse all excluding multi-nationals. Search using navigator in the usual way. If using drill down you can select the folder and press control to select specific companies in that folder, to add to your list. Give list a name in list description box. Choose save as options. Click on Finish. Exporting Reports The format of data displayed on the output window will vary depending on what program and report you ran. There will be charts and graphs or simple lists of time series data. Charts and graphs can be saved as a graphic file and then inserted into Word as a picture, or saved in Excel. Time Series data can be saved as an Excel spreadsheet. Saving Your Results On the Advance toolbar on the upper left part of the screen, click on the X icon to Export to Excel. If this option is not available, you can copy and paste into excel or another application. Save your file in the usual way. We recommend you save to drive A:/ floppy disk. Save the file type as an excel file (or word file if applicable.) N.B Choose Transfer data from viewpoint to export data to the spreadsheet. Use this feature to maintain a spreadsheet that will be updated with new data each time the file is opened. Transfer data to Current Sheet or New Work Book. Place data in Specified or Active cell. If you choose Active cell, any data already in that area on an open spreadsheet will be written over Connecting to Datastream Advance for Office (Excel) Open Excel. Click Datastream-AFO on the toolbar at the top of the screen. Basic Steps Select Time Series Request or static request or company accounts. Type in data you require. Click the Navigator icon to the right of the series entry box. Click the Drilldown button to limit results by market or currency. After selecting a filter type and its criteria, change the ‘find’ box back to the original and enter your data. Click on Search. Back in the excel toolbox click on submit. Choose a Category with the menu at the lower left. For company data, choose Equity. Type in a company name or other topic in the Find box. It may take a moment for the results to appear. Double click the series name to select. Click the button to the right of the Datatype box to qualify your request. Datatypes vary depending on what category you are looking for. Click the Definitions button for an explanation of the datatype. Select the starting date and frequency for the series. Click Submit. Viewing Options Your data is now displayed on an Excel spreadsheet. If the far left column comes out with ### marks just widen the column to see the dates. Before running another search to add data to your spreadsheet, make sure to move your cursor to a blank area of the spreadsheet. Click DataStream-AFO on the top toolbar and repeat the Basic Steps above to add more information to your workbook. Printing and Downloading Click File and select Print to print to print your spreadsheet. Click File and select Save As to save your spreadsheet. Troubleshooting For online help using Datastream through Excel, click Datastream-AFO on the toolbar and select Help or one of the Online Manuals. If the data you require is not available call the DataStream Help line to inquire about alter natives. Citing Information from DataStream (MLA Style Example:) Datastream Advance. Vers. 4.0. Thomson Financial. Babson College Horn Lib., Babson Park, MA. 29 Oct. 2003. For additional MLA examples, see http://www.mla.org/.