Thomson Reuters Spreadsheet Link User Guide
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THOMSON REUTERS SPREADSHEET LINK USER GUIDE MN-212 Date of issue: 13 July 2011 Legal Information © Thomson Reuters 2011. All Rights Reserved. Thomson Reuters disclaims any and all liability arising from the use of this document and does not guarantee that any information contained herein is accurate or complete. This document contains information proprietary to Thomson Reuters and may not be reproduced, transmitted, or distributed in whole or part without the express written permission of Thomson Reuters. Contents Contents About this Document ...................................................................................................................................... 1 Intended Readership ................................................................................................................................. 1 In this Document........................................................................................................................................ 1 Feedback ................................................................................................................................................... 1 Chapter 1 Thomson Reuters Spreadsheet Link .......................................................................................... 2 Chapter 2 Template Library ........................................................................................................................ 3 View Templates (Template Library) ............................................................................................................................................... 3 Upload Templates (Template Library) ............................................................................................................................................ 3 Chapter 3 Constituent Lookup .................................................................................................................... 5 Look Up Constituents (Constituent Lookup) ................................................................................................................................... 5 Customize Your Export (Constituent Lookup) ................................................................................................................................. 6 Chapter 4 Data Item Lookup ....................................................................................................................... 7 Browse by Category (Data Item Lookup)......................................................................................................................................... 7 Search by Data Item Name (Data Item Lookup) .............................................................................................................................. 8 Set Parameters (Data Item Lookup) ............................................................................................................................................... 9 Learn About Creating a Time Series (Data Item Lookup) ............................................................................................................... 12 Apply an Identifier to a Data Item ................................................................................................................................................ 12 Customize Your Export (Data Item Lookup) .................................................................................................................................. 14 Parameter Definitions - Alphabetical List ..................................................................................................................................... 15 Parameter Definitions - Categorized List ...................................................................................................................................... 26 Chapter 5 Identifier Lookup ...................................................................................................................... 29 Look up a Company, Equity Index, or IBES Global Aggregate (Identifier Lookup) ........................................................................... 29 Look up Foreign Exchange Rates (Identifier Lookup) .................................................................................................................... 30 Advanced Options for Looking up a Public Company (Identifier Lookup) ........................................................................................ 31 Advanced Options for Looking up a Private Company or Public and Private Companies (Identifier Lookup) ..................................... 32 Advanced Options for Looking up an Equity Index (Identifier Lookup) ............................................................................................ 34 Advanced Options for Looking up IBES Global Aggregates (Identifier Lookup) ............................................................................... 35 Advanced Options for Looking up Foreign Exchange Rates (Identifier Lookup)............................................................................... 37 Change the View of the Results (Identifier Lookup) ....................................................................................................................... 38 Customize Your Export (Identifier Lookup) ................................................................................................................................... 38 Datastream Country Identification Prefixes .................................................................................................................................. 39 Chapter 6 Aggregate Builder .................................................................................................................... 41 Create a Custom Aggregate (Aggregate Builder) .......................................................................................................................... 41 Save a Custom Aggregate (Aggregate Builder) ............................................................................................................................. 42 Open a Saved Aggregate (Aggregate Builder) .............................................................................................................................. 43 Contents Reference a Cell (Aggregate Builder) ........................................................................................................................................... 43 Customize Your Export (Aggregate Builder) ................................................................................................................................. 44 Aggregate Types (Aggregate Builder) .......................................................................................................................................... 44 Chapter 7 Chart Builder ............................................................................................................................ 46 Create a Single Equity Price Chart (Chart Builder) ......................................................................................................................... 46 Create a Multiple Equity Price Chart (Chart Builder)...................................................................................................................... 47 Create a Custom Chart (Chart Builder) ......................................................................................................................................... 48 Create a Total Return Chart (Chart Builder) .................................................................................................................................. 49 Create a Shares Traded Analysis Chart (Chart Builder) .................................................................................................................. 50 View Chart Numeric Table Data (Chart Builder) ............................................................................................................................ 52 Customize Your Export ................................................................................................................................................................ 52 Chapter 8 Expression Builder ................................................................................................................... 53 Build an Expression Starting with Data Items (Expression Builder) ................................................................................................ 53 Set Parameters for Data Items (Expression Builder) ...................................................................................................................... 55 Build an Expression Starting with Analytical Functions (Expression Builder) .................................................................................. 56 Build an Expression by Typing in the Expression Box (Expression Builder) ..................................................................................... 58 Save an Expression (Expression Builder) ...................................................................................................................................... 59 Expression Area (Expression Builder) ........................................................................................................................................... 62 Customize Your Export (Expression Builder) ................................................................................................................................. 63 Analytical