Excel Add-ins Quick Start Guide - University Of Toronto

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Excel Add-ins – Quick Start GuideContentsBloomberg - Excel Add-In. 2Datastream - Excel Add-in. 9FactSet - Excel Add-in. 13Thomson Reuters Eikon - Excel Add-in . 19

Bloomberg - Excel Add-InBloomberg has an excel add-in tool which allows users to download current information, historicalinformation and bulk data to their excel spreadsheets.1) To launch the Wizard, select “Bloomberg” and then click “Real-Time/ Historical”. Then select thetype of data needed based on your objective. Note that for “Historical End of Day”, the startingand ending dates are both compulsory.2) For example, if you want to find out the price of all stocks in the Dow Jones Industrial Average,select “Market, Reference, Analytical, Data Sets” and then find the DJIA index and click ADDALL NEXT .Page 2

3) Then type in “Price” to search for relevant fields. In this case, double click “PX LAST” to add thatto your field.4) After selecting the desired format and layout, the data should be exported into excel.Page 3

Obtaining Real-Time Quotes1) To obtain a real time quote for one or more securities, select “Market, Reference, Analytical,Data Sets”.2) In the screen that follows, type the desired ticker into the “Security Identifier” field and doubleclick on the specific security from the auto-complete dropdown menu. This security should nowappear in the “Selected securities” box on the right. The Bloomberg ticker convention forequities is as follows: ticker space country code space security type . The tickersymbol for Microsoft would be MSFT US Equity. Once the desired security has been selected,click Next.3) Leave the “Field Source” as “Bloomberg Fields” and select the relevant data fields by expandingthe categories below. You can also search for data fields by entering keywords into the “Searchtext” field and clicking the Search button.For example, you can search for the Bid Price, Ask Price, and Last Price fields. Other commonlyused keywords include Volume, Change, High, Low, EPS, P/E, Beta, and Dividend Yield. Theselected fields should appear in the box on the right. Click Next once the desired fields havebeen selected.Page 4

4) The last step is optional and allows you to specify the layout of the data output on your Excelworksheet. Click Finish when you are satisfied with the specified layout.Ensure that the “Real-Time Updates” box is checked.Page 5

5) In order to obtain real-time quotes for all of the securities in an index, follow Steps 1 above. Inthe following screen, leave the “Security identifier” field blank and choose “Indices” in the“From:” drop-down menu under the “Select securities” section. Select the desired index fromthe “Indices:” drop-down menu, then click Add all. You may also choose to select only specificsecurities from the index and then click Add. The relevant securities should appear in the“Selected securities” box on the right. Click Next and follow Steps 3 and 4 above to finish.Page 6

Obtaining Historical Quotes1) To obtain historical quotes for one or more securities, select “Historical End of Day”.2) From the Real-Time Quotes section above, follow Steps 2 and 3 for individual securities, or Step5 for securities in an index. When selecting fields, similar data such as “Last Price” can beobtained. It is unnecessary to select the “Date” field, as dates will be automatically populated inExcel when obtaining historical quotes through the Bloomberg add-in.3) For historical data, you must select your preferred Periodicity and Time Frame. Fixed Time Seriesproduces historical data for a fixed time frame. Please note Fixed time series, both a start date(the “From:” field) and an end date (the “To:” field) must be entered. Relative Time Seriesproduces historical data for a fixed number of periods, which will constantly be updated as“current day” changes. If we select Relative Time Series with the End date as Today and Numberof Periods as 30 days, the data output will update accordingly and pull out the historical data forthe past 30 days from today’s date. Once you have selected your Periodicity and Time Frame,click Next.Page 7

4)You may wish to select a different currency in which to report the historical quotes, or retainthe default for the specific security. Click Finish once you are satisfied with the parametersselected.Page 8

Datastream - Excel Add-inWhat does the Datastream Excel Add-in do?The excel Add-in allows you to access the Datastream database directly from within MicrosoftExcel. Using excel, you can create and embed data requests that put the data you want straight intoyour excel spreadsheet. Datastream gives you access to the world’s largest and most respectedhistorical financial numerical database. Datastream provides a range of charting and reporting tools thatenable you to manipulate and display, or simply download that data in the way that you want.Where is the Datastream Add-in?The add-in for Datastream can be found at the top right tab under “Datastream”.Downloading data from Datastream to ExcelIn order to download data you have to make a “request”. There are two types of requests:1. Time series request: requesting data of one or more series over a certain time period.2. Static request: requesting data of one or more series on a specific date.Each of these request types consists out of 4 steps:Page 9

1.2.3.4.Enter the series for which data is needed.Enter the type (datatype) of data needed.Specify the date or time period over which the data is neededSet optionsFirst step: choose the seriesWhile still under the Datastream Tab, choose the type of request that you are interested in. In this case,we will choose Time series request.Second step: choose the datatypeIn the Time series request window, once you have identified the security for which data is required, it isimportant to specify which kind of information is needed by filling in the datatypes box. If this is leftblank, a default setting will be assumed. To choose the datatype click “fx” on the left side of thedatatypes field. This will take you to a window that provides you with the various datatypes availablealong with their respective definitions. The datatypes in this window can be sorted by function anddescription.Next page: see picture of time series window along with datatypes (Function help) window.Page 10

Third step: specify the data periodWithin the time series request window, to choose the data period there are 3 boxes of input available:1. Start date: you can enter the start date in in two ways, (1) relative or (2) absolute.a. Relative: the default setting “-2Y” will result in data being downloaded from the past 2years to the end date. Here “Y” means years. But you can also use “D” for days, “W” forweeks, “M” for months, and “Q” for quarters.b. Absolute: this is used to retrieve data for a fixed time period. Enter the start date andend date in the following format: dd/mm/yyyy. You can also enter “Base Date”, this willstart the data series from the date that data is first available.2. Frequency: choose from the drop down menu the time intervals for your data series.3. End date: Choose your end date. If left blank, the default setting will be to choose the mostrecent date.Fourth step: choose optionsYou can set options about how the output will be downloaded to Excel. It is useful to check “Display RowTitles”, “Display Column Titles”, “Display Headings” and “Display Currency” to have a clear overviewabout which data was downloaded. It is also useful to check the “Embed” and “Visible Button” boxes.This will embed the request into the Excel sheet so that the user can easily update or edit the request. Ifthe “Auto Refresh” box is checked your work will be automatically updated the next time you openExcel, provided that you are using a computer with Datastream.Next page: Submitting the requestSubmitting the requestPage 11

Once the criteria above have been accomplished, it is now time to submit the request. Simply click thesubmit button.Datastream will download a time series for each datatypes requested. By default,all the essential information about the request is indicated in the Excel sheet. By having checked the“Embed” and “Visible” boxes, there is also a Refresh button. By clicking it, the request is updated. Byright-clicking on it, you can cut, copy, or delete this request. You can also open the Editor which bringsyou back to the input screen.Page 12

FactSet - Excel Add-in1) To download historical or series data, ensure that the FactSet Add-in is already enabled.File Options Add-Ins FactSet Office COM Add-In2) If it’s not already enabled, please contact the Financial Research & Trading Labassistants.Page 13

3) If FactSet Add-In is enabled, you will be able to see FactSet on the toolbar.To insert a simple table of a data item versus date, you can click Sidebar Insert, select theidentifier(s), the data item and input details, and then hit Insert at the bottom.Note: You can only retrieve one type of series at once using this method.Page 14

Formula Lookup (FQL)To look up a formula, go to the Insert Formula Dropdown Menu Formula Lookup, and theFormula Lookup window will pop up.With Formula Lookup, you can search and select the Formula you will use to download andretrieve data from FactSet.Retrieving DataThere are two ways to retrieve data – Data Downloading and FDS Codes.Data DownloadingDownloading codes are used in spreadsheets to request data from the databases on FactSet viaData Downloading. To create a template for Data Downloading, first add security identifiers tothe spreadsheet (so you will know which company’s data it is), then include your desired DataDownloading request codes (using Formula Lookup - FQL). Finally, apply any preferredformatting to your template cells.Once the template is set up and saved, you can download the requested data by selecting DataDownloading from the FactSet menu in your spreadsheet (FactSet-Excel menu RefreshDropdown Menu Data Downloading). FactSet will ask you to key in the identifiers, of whichyou would like to retrieve the data. Once the ticker is selected, Excel will create a separate file(or data file) for each identifier which displays the requested data. If you want to make anychanges to the codes in your spreadsheet (formatting, adding new codes, etc.), make sure youPage 15

make the changes in the original file (or template file), and refresh the data from the FactSetdropdown menu and view the results in the new data file.In Data Downloading, FactSet processes the requests simultaneously ( FDS codes calculate oneby one). As a result, Downloading codes in larger spreadsheets calculate faster than FDScodes, and therefore Data Downloading is often used to retrieve historic data, while FDSCodes are used for real-time data.Template File:Data File:Page 16

Using FDS Codes FDS codes are DDE (dynamic data exchange) codes that make a direct call from Excel toFactSet's mainframe. To request data with FDS codes, first place the FDS codes (which useFQL standard syntax) in an Excel spreadsheet, then select one of the recalculate options fromthe FactSet menu. FDS codes contain both the identifier and the data item. They calculate in the spreadsheetwith your codes, so FactSet does not create a separate data file (i.e., you only work with onespreadsheet).To change the template, you would simply change the FDS formula. As for refreshing your data,you can go to the FactSet Ribbon Refresh Dropdown Menu select either All FDS Codes orSelected FDS Codes. FDS Code SyntaxThe general syntax for using FDS codes in Excel is as follows: FDS("symbol","item(date)")Unlike Data Downloading codes, there is no caret ( ) at the beginning of an FDS code. Instead,the formula begins with FDS. The symbol and item are enclosed in quotation marks.Syntax for Requesting a Time Series of DataThe general syntax for using FDS codes to bring in a time series of data is as follows: FDS("symbol","item(start date,end date,frequency)")In order to bring a time series of data into an Excel spreadsheet using FDS codes, you mustdefine an array; otherwise, the FDS code will place only the first element of the time seriesinto the spreadsheet.1. Type your FDS code in an Excel cell, then press ENTER.2. Highlight the cells containing the code and the range of cells, both across and down,where the data will fill in.3. With the range still highlighted, press F2 key.4. Press CTRL SHIFT ENTER simultaneously.If you would like the FDS code to define the array for you, enable the FDS automatic arrayresizing functionality. By default, the FDS automatic array-resizing functionality is disabled. Toactivate it for all Excel files, you must launch System-Wide Preferences.Page 17

Select the FactSet Ribbon Settings Configuration.Then, select or deselect the check box: FDS Spreadsheet - Code View FDS Spreadsheet - Data ViewPage 18

Thomson Reuters Eikon - Excel Add-inEikon’s excel add-in is a very useful tool to extract historical market data or create live links tocurrent market data to an excel spreadsheet. In order to access the add-in, go to the “ThomsonReuters” tab and click on “Insert Function”. This will bring you to the Function Wizard, which is theeasiest way to extract data from Eikon.From this screen, you can enter the instrument code that you would like to extract information on.It is important that the code you use follows the Eikon syntax. For example, if you wanted historicalprice information on Apple, you would enter the instrument code AAPL.O and the instrument wouldappear below with a brief description to ensure it is what you were looking for. If you are unsure ofthe correct Eikon syntax, you can use the search function highlighted above. You simply enter a keyword and Eikon will return all pertinent results. From the results, select the desired RIC from theright of the screen or click on the results for more options.Page 19

On the next screen, you are able to select the specific information you need on the security. Youcan choose to select “Real Time and Fundamental” data or “Time Series” (Historical) data. Forexample, if you wanted real time data on the Bid, Ask, and Close of Apple shares as they arecurrently trading in the market, you would choose those fields, click add and see them in the“Selected Fields” portion on the right of the screen. It is recommended to always add Date as afield. Once done, click next. The following screen will summarize your request and output.After you click finish, the requested data will be displayed as shown below. This data offers a livelink to Eikon and will update as market prices change.Page 20

If you required historical data, you would simply select the “Time Series” tab instead of the “RealTime and Fundamental” tab and choose your desired fields. Be sure select the interval or frequencyof the data needed, as shown below. The default is set to daily.Select your intervalAfter selecting your fields, the next screen will differ from the Real Time and Fundamental datapage. With Time Series data you will need to select the time frame of historical data required.Page 21

The following screen will be a summary page is similar to the one before, with a summary of allparameters and options. The excel output for historical data is shown below.Page 22

Excel when obtaining historical quotes through the Bloomberg add-in. 3) For historical data, you must select your preferred Periodicity and Time Frame. Fixed Time Series produces historical data for a fixed time frame. Please note Fixed time series, both a start date (the “From:” field) and an end date (the “To:” field) must be entered.

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