DATASTREAM
NAVIGATOR
ONLINE HELP – PDF FORMAT
VERSION 4
Contents
CONTENTS
1 WELCOME TO THE LATEST VERSION OF NAVIGATOR .................................... 1
2 OVERVIEW ............................................................................................................... 2
What is Datastream Navigator? .............................................................................................................. 2
Data Categories in Navigator ................................................................................................................... 2
Navigator as stand-alone .......................................................................................................................... 4
Navigator Help ........................................................................................................................................... 5
3 USING NAVIGATOR ................................................................................................ 6
Series Search .............................................................................................................................................. 6
Data Categories .......................................................................................................................................... 6
4 FREE TEXT SEARCH .............................................................................................. 8
Using Free Text search.............................................................................................................................. 8
Search results page .................................................................................................................................... 9
Results grid ...............................................................................................................................................10
Refining search results ............................................................................................................................10
Highlighting the retrieved results ..........................................................................................................11
Preview Pane ............................................................................................................................................12
Ranking of results ....................................................................................................................................12
5 ADVANCED SEARCH ............................................................................................ 14
Using Advance search .............................................................................................................................14
Adding search criteria.............................................................................................................................16
Reuters Instrument Codes (RIC) Column............................................................................................16
Equity Results page .................................................................................................................................17
Results page ..............................................................................................................................................18
Export Datatypes/Series to Excel...........................................................................................................19
Charting ....................................................................................................................................................21
Selecting multiple series and datatypes.................................................................................................21
6 USING EXPLORER ................................................................................................ 24
7 DATASTREAM HELP BROWSER......................................................................... 26
8 CUSTOMIZE COLUMNS ........................................................................................ 27
9 DATATYPE SEARCH ............................................................................................. 28
Datatypes ..................................................................................................................................................28
Datatype search .......................................................................................................................................28
Viewing a datatype definition ................................................................................................................30
10 USER CREATED INDICES - IN NAVIGATOR .................................................... 31
User Created Indices (3rd party) in Navigator ....................................................................................31
11 USER CREATED LISTS IN NAVIGATOR ........................................................... 32
12 FAVOURITES - IN NAVIGATOR.......................................................................... 33
Adding series to Favourites ....................................................................................................................33
Adding multiple series to Favourites.....................................................................................................34
Contents
Removing series from Favourites ..........................................................................................................35
Enabling and Disabling Preferences .....................................................................................................36
13 USING NAVIGATOR TO SELECT SERIES FOR LISTS..................................... 37
14 NAVIGATOR SUPPORTS HTTPS PROTOCOL ................................................. 38
15 EXTRANET LINK.................................................................................................. 39
16 BULLETIN BOARD .............................................................................................. 40
17 INDEX.................................................................................................................... 41
1 WELCOME TO THE LATEST VERSION OF NAVIGATOR
In this version we have Free text search page - Simply type the text you believe best describes the series in the input
box and select Search and instantly see the top 10 results matching your search, with the
most relevant results listed at the top with stars indicating the highest ranked series.
this search could be generic such as „German car production‟ or „China imports
from US‟
or specific such as a SEDOL, a company name or another code supported by
Datastream.
The top ten results matching your search text are displayed with the most relevant results
listed at the top.
Use the filters on the left to further refine and narrow down the series using attributes
such as source, market, frequency etc
Confirm the series best suits your requirement using the chart and associated metadata
in the preview pane for a series.
Display a set of related series using the links at the bottom of the preview pane - for
example the explorer hierarchies the series is in or related series such as indices an
equity is a constituent of.
Simplified the Navigator interface to display the „Advanced search‟ and „Explorer‟ options.
In Advance search, Type ahead option is available for some fields like Market, Classification,
Source etc...
To keep you better informed of Datastream content and functionality enhancements, the
panel highlighting changes on Datastream are more prominent now.
In Advance search results page, option is available to select all results, which will return top
'n' number of results.
Do you know that via the Extranet you can set up email alerts? As an extension to the service already
offered on the Datastream Extranet, you can sign up to be kept up to date with new content and
functionality enhancements, as well as data issues. To log on to the Extranet site, please click on
Extranet.
2 OVERVIEW
WHAT IS DATASTREAM NAVIGATOR?
Datastream Navigator enables you to find and select series and datatypes for use in Datastream
desktop (Advance) and other products.
Navigator provides different levels of search enabling you to find and select your series as quickly as
possible. These are Free Text search, Advance search, Explorer, Help Browse etc.,
DATA CATEGORIES IN NAVIGATOR
The following table shows the series available in the different Data Categories.
Equities
Warrants
Interest rates - daily series
Equities
Basket
Base and policy rates
Preference shares (non-UK)
Bond
Interbank rates
Warrants (US)
Certificate
Repo rates
ADRs
Commodity
Eurocurrency rates
GDRs
Covered
Synthetic Euro Interest Rates
Genusschiene (Germany)
Currency
Short term money market rates
Exchange Traded Funds
(ETF)
Equity (Non US)
Bankers acceptances, CD,
commercial paper rates
Equity Indices
Benchmarks
Futures
Index
Government & benchmark bond
yields
Interest Rate
Loans & deposit rates
Mortgage rates; cost of funds
Overview
Sectors
Style Indices
Size Indices
Hedged Indices
Hedge Fund Indices
Private Investor Indices
Real Estate Indices
Socially Aware/Environmental
Indices
Volatility Indices
Statistics
Unit Trusts
Mutual Funds
Domestic
Offshore
Pension
Insurance
OEIC
Investment Trusts
Investment Trusts (UK)
Bonds and convertibles
Certificates
Convertibles
Floating Rate Notes
Fixed Rate Notes
Graduated Rate Notes
Hybrid Bonds
Index-Linked
Variable Rate Notes
Preference shares (UK)
Bond Indices and CDS
Global 3rd Party
Country 3rd Party
Economics –
monthly and lower
frequency
financial/economic
indicators plus production,
consumption,
stocks of selected
commodities
Commodity prices
and indices
Trade-weighted and
effective exchange
rates
Average and endof-month spot
exchange/interest
rates
Stock exchange
indicators – price
indices, turnover,
issues, equity,
volume (Germany,
China, Japan,
Malaysia, US)
Bond market
indicators - issues,
sales,
redemptions,
outstandings,
volume
(Germany,China,
Japan)
Moody‟s yields and
default averages
Capital movements
– inward and
outward purchases
and sales of
securities (Japan,
US)
Private equity
indices (US and
Eurozone)
Property return
indices (Europe, S.
Africa)
Real estate price
indices
Mutual fund assets,
sales, redemptions
(for Canada, US,
Germany)
Flow of Fund
Accounts (for US,
Japan,
UK,Germany,
Euroland )
Debt aggregates –
external and
Interest rate swaps, swaptions
Zero curves
Caps & Floors
Futures
Interest Rates
Bonds
Index
Currency
Commodity
ETF
Insurance
Swap
Options
Currency
Equity
Futures
Index
Commodities
Agriculture
Building Materials
Chemicals
Energy
Environmental
Fibres
Forest Products
Indices
Livestock
Metals
Semi-Conductors
3
Overview
Datastream Calculated
Datastream Calculated Yield
Curves
Datastream Calculated
Constant Maturities
domestic;
government,
banking, private
Total company
bankruptcies; loan
delinquencies
Credit Default Swap Indices
Credit Default Swaps
Exchange rates –
daily series
National spot rates
(end of day)
Forward rates
Cross rates
Trade weighted
indices
NAVIGATOR AS STAND-ALONE
You can access Datastream Navigator through http://product.datastream.com/Navigator/
Use your Extranet User Name and Password to access Navigator without Datastream
desktop (Advance).
If you do not have user name and password, click the link here to get the username and
password.
The username and password will be stored in the Navigator cookie. If you do not login to
Navigator for 14 days, on the 15th day the login screen will prompt you to enter username
and password. This is based on a rolling method and the rolling time period is 14 days.
Navigator can be accessed from Extranet without authentication.
4
Overview
For new releases of Navigator you will see a welcome screen as below. It describes the new features
added to the application.
NAVIGATOR HELP
Some tips for using Navigator:
Help icon for Navigator
This icon at the top left hand corner of the Navigator browser window links to the following help pages.
http://product.datastream.com/Navigator/HelpFiles/Help/Nav_help.htm
Help link
The Help link also directs you to the pages:
http://product.datastream.com/Navigator/HelpFiles/Help/Nav_help.htm
5
3 USING NAVIGATOR
SERIES SEARCH
In Datastream desktop (Advance) you can access series search from a flyout displayed when you
move the cursor over that data category.
In the below example the series search options available for Equities are Criteria Search and
Explorer.
Searching series from AFO
1. Select T-ONE/Datastream>>Static Request.
2. Select the Navigator button. The Navigator is displayed.
3. To run a search, press Enter or click the Search button.
Searching series from Datastream Charting
1.
2.
3.
4.
Launch Navigator from Datastream AFO.
Go to Charting.
Select “Find New Series” from the flyout menu.
To run a search, press Enter or click the Search button.
DATA CATEGORIES
Datastream series are stored in a database and are accessed using Datastream Navigator. The
series are grouped into 19 data categories. Selecting a data category gives you access to all the
series within that category.
The data category in use is displayed in the top-left corner of the screen. To change the data
category, roll the cursor over the data category title and select the category you want from the menu.
Using Navigator
In Any Category, when you specify the value for Base/Start/Issue Date (dd/mm/yy) field, categories
that do not have base, start, or issue date will be grayed out.
For up date information on coverage please see the Datastream extranet:
http://extranet.datastream.com/Global/default.asp
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Using Navigator
4 FREE TEXT SEARCH
USING FREE TEXT SEARCH
Finding a series
1. Select a data category from Data Category drop-down.
2. In the search box, type the text you believe best describes the series, and then click the
Search button.
3. The top ten results matching your search text are displayed with the most relevant results
listed at the top.
Notes for Searching
In addition to words that you would expect to describe the series – you can also enter any codes that
are supported on Datastream.
Special characters are supported for search text– so GDP –FRANCE matches items containing 'GDP'
but not 'FRANCE‟ and "GDP FRANCE" matches items containing 'GDP' and 'FRANCE' together in
that order. UK GDP –Eurostat will return results for UK GDP except matches from the source
“Eurostat”.
Simple single/plurals, common differences in US/UK spelling – center/centre and misspellings are
resolved or alternatives suggested by the search engine.
Synonyms are also supported for searching – In addition an initial set of Synonyms have been added
and these will continue to be expanded. Eg:
Unemployed/Unemployment, Spending/Expenditure.
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Using Navigator
If you are looking for a monthly series, you can type monthly in the search field and the results would
eliminate all other frequencies. E.g: UK Inflation Monthly or India inflation Monthly.
See Also:
Search results page
Refining search results
Highlighting the retrieved results
Preview Pane
Ranking of results
SEARCH RESULTS PAGE
Overview of the search results page
Here's a quick guide to all the elements and tools that you'll find on a search results page.
1. Data Category: Select a data category to access to all the series within that category. For
more information click here.
2. Search box: Simply type the text you believe best describes the series in the input box and
Hit Enter or select Search button.
3. Clear icon: You can clear the last search text by clicking the
icon in the search box.
4. Refine Search: You can use the filters to further refine and narrow down the series. For more
information click here.
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Using Navigator
5. Results grid: Top ten results matching your search text are displayed. For more information
click here.
6. Preview pane: The Preview pane shows the chart and metadata information of the series.
For more information click here.
7. Latest Datastream News update.
8. Explorer: Helps you to search a series with minimal effort as it further divides data categories
into top level categories. For more information click here.
9. Advance Search: Helps you to search a series that match very specific criteria. For more
information click here.
10. The Navigation buttons- Back and Next help you to go to the first page, or backwards in the
Datastream Navigator window.
RESULTS GRID
The top 10 results matching your search, with the most relevant results listed at the top with stars
indicating the highest ranked series.
Note: The results grid shows top 10 results, you can navigate through the results using the First,
Previous and Next link.
See also:
Refining search results
Highlighting the retrieved results
REFINING SEARCH RESULTS
You can use the filters on the left to further refine and narrow down the series using attributes such as
source, market, frequency etc.
Select any attribute from the Refine Search panel to filter the search. You can select the
link option to reset the filter.
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Using Navigator
Note: Selecting the
option will give you more attributes to filter the results.
HIGHLIGHTING THE RETRIEVED RESULTS
You can scroll the mouse over the result grid, the respective row gets highlighted and associated
metadata is shown in the preview pane for the series. Once you confirm the series best suits your
requirement you can pin (lock) the result of your choice by simply clicking on it.
Note: You can unpin a series selecting the selecting the
the displayed result set.
link or clicking another series from
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Using Navigator
PREVIEW PANE
The Preview pane displays the chart and the metadata information of the selected series. By default,
the chart shows the full history available for the series with no data types of functions applied.
You can also view the recent data (rather than full history) or apply data type functions to modify and
display the chart (e.g. Y/Y%, M/M%. Different data type functions are available for different content
category.
You can also select the related series using the links at the bottom of the preview pane – for example,
the explorer hierarchies the series is in or related series such as indices of which an equity is a
constituent of.
RANKING OF RESULTS
The ranking of the results is based on raw scores from the text search engine (with different fields in
the metadata assigned different weights. E.g. name has a greater weight that the explorer title) and
augmented by particular attributes of the data – these vary for different data categories as detailed
below.
Category
High
Medium
Low
Other
Equities
Primary
Major Security
Active /
Weighting factor taking
Quote
Suspended
account of number of indices
it is a constituent of
Exchange Traded funds are
not set to be Major
Securities.
Economics
Headline
Key Indicator
Active and
Reduction of score for text
indicator
Not Overdue
after an “except”.
Equity Indices
Benchmark
Has IBES
Active
Reduction of score for text
Global
after an “except”.
Aggregate
Constituent
Related to
Not a
Active
Lists
Benchmark
historical list
index
CDS
Active
Unit Trusts
Active
Investment
Primary
Major Security
Active /
Trusts
Quote
Suspended
Exchange
Provided by
Provided by
Active
Rates
WM/Reuters
WM/Reuters
Interest Rates
Headline
Active
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Using Navigator
Warrants
Bonds and
Convertibles
Bonds Indices
Commodities
Indicator
-
Member of
benchmark
explorer
-
Active
Active
Member of
benchmark
explorer
Unrestricted
Active
Active
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Using Navigator
5 ADVANCED SEARCH
USING ADVANCE SEARCH
The Navigator Set Criteria vary for each data category.
For example, the criteria for the Economics data category are:
Name, DS mnemonic, Market, Classification, Dataset, Source, Frequency, Start Date, End Date,
Key Indicator, Forecast, Unit, Adjustment, Status and Ecowin Code as shown below.
Note: Date field is improved with date specific operators such as Equal, Before and After, so for
example searches can be performed to only display series with more than 10 year of data.
To add multiple search terms to any criteria, click
To remove search terms, click
.
.
To select a search term from a predefined list, click
.
To run a search, press Enter or click the Search Now button.
Note: To return to the criteria page, use the Back button
or use Backspace.
in the top-left hand corner of the screen
Finding a series
You can use a number of different criteria in Navigator to ensure you get the correct search results.
Now new search fields have been added to the criteria pages – for example for bonds there are new
fields for issue type, bond type and the pricing unit for the instrument.
Each data category has various search criteria that can be used to refine your search.
You can add as many of these criteria as you like in any combination.
When you have entered all your criteria, click either Search Now to view your results.
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Using Navigator
Name Search by Acronyms
In the criteria search page, you can search by acronym too (in the Name field). For example, name
criteria entry of IBM will return series with International Business Machines as part of the standard
or extended name. Here IBM is the acronym for International Business Machines.
Highlighting the Retrieved Results
You can scroll the mouse over the result grid so that the respective row gets highlighted and at the
same time you can lock that particular row by clicking on it. Highlighting and locking the result row
makes scrolling and viewing the result easier.
Note: You can unlock a locked row either by clicking again or clicking some other row in the displayed
result.
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Using Navigator
Sorting the results
Entire results can be sorted by ascending order,
This applies to all data categories.
descending order or by
default sort order.
Date Display Format
Start Date and End Date is displayed according to frequency selected. For example if Frequency is
Quarterly, then the retrieved Date result is shown in 'Q4 1981'.
ADDING SEARCH CRITERIA
You can see all available criteria for a data category listed on the search page. You can display a
maximum of 75 series per page.
To add multiple search terms to any criteria, click
To remove search terms, click
.
.
To select a search term from a predefined list, click
Note:
.
1. In the Equity and Economics data categories, you can enter a
mnemonic directly into the Markets field in the search page. For
example, you can enter UK for the United Kingdom.
2. The Market and Source fields are updated with Equals and Not
filtering options to improve the search.
3. Now Bonds can be searched on Coupon name.
REUTERS INSTRUMENT CODES (RIC) COLUMN
RICs column is available for categories such as equities. With this column, you can find the
Datastream code – or vice versa with a Datastream code, also you can search for displayed RIC.
What is a Reuters Instrument Codes?
A RIC is an up to 24-character mnemonic that contains alpha-numeric and special characters.
There is generally a RIC code for each quote of a company going down to the specific
exchange and currency level which means that for equities there is not always a 1:1
relationship to a DS Codes
Although there can be multiple RICs per Datastream instrument, the Navigator business
requirement is for 1:1 relationship of these codes to our instruments, i.e. 1 RIC per series ID
displayed in navigator
The RIC code selected for display (if there are multiple RIC codes for a DS Code) will be the
RIC associated with the default DS Code/exchange/currency as specified from the
16
Using Navigator
mainframe.
Note: Only authorized user can see data in the RIC column.
EQUITY RESULTS PAGE
The results page displays all series which fit your chosen criteria and allows you to view a chart for
the performance of each series. The results page also gives you the full range of information available
for those series. The results page also helps you to view the Related Constituents Lists, Related
Equity Indices, User Created Indices, the location of the series in Explorer, and Classifications
and Metadata. The series can also be plotted on a chart.
Further Related Equity Indices page comes with options to filter the indices by criteria such as the
name and source to find the most appropriate to use for relative performance.
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Using Navigator
RESULTS PAGE
The results page displays all series which fit your chosen criteria and allows you to view a chart for
the performance of each series. The results page also gives you the full range of information available
for those series.
To view all columns available for the series, use the scroll bars at the bottom of the screen.
To view all the series that match your criteria, use the page options at the bottom of the
screen.
To view more background data on a series and any related series, use the flyout button
the right of the name. An expanded name is displayed at the top of the flyout.
to
Note: This name criteria entered in the criteria page will search this expanded name field as well as
the name field displayed in the results.
If you are using Navigator from Datastream Advance for Office (AFO) or from the List Wizard
in Datastream desktop (Advance), check the boxes
to select the series you want. You can
select multiple series and also amend your selection. Click the Use Selected link to transfer
the selected series to AFO or List Wizard in Datastream desktop (Advance) .
In the case of Flexible chart , when you open Navigator from Datastream desktop (Advance)
and select multiple series, use the Use Selected link to transfer the selected series back to
Flexible Chart bucket in Datastream desktop (Advance). Note that if you select the more link
for selecting multiple datatypes, select the Use in Advance link to transfer the selected
datatypes back to Flexible Chart bucket in Datastream desktop (Advance).
To specify the number of results displayed in the page, use the drop down box of Displayed
Results. The number of results displayed can be set to 10, 20, 30, 40, 50, 75 and 100.
To sort the results column wise, click on the
sorting buttons available next to each
header. Results will get sorted either by ascending or descending
order.
You can export the datatypes to excel using
icon present in this page.
Note: Datastream key series are displayed in bold.
Tip: You can select the number of columns you want to print per page using the Printable Version
option at the bottom of the screen.
Note: When the search results are transferred back to Datastream desktop (Advance), you can view
all details of the selected series such as Series name, DS Mnemonic, Market, Base Date,Currency
,Source, Type Series Code, SEDOL or any other criteria that you used to search your series, by
selecting the help button
near the Name field.
In AFO, note that when you select the links corresponding to SEDOL, ISIN or Local Code, the actual
values are returned to AFO. The SEDOL value will be pre-fixed by UK and sent to AFO.
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Using Navigator
EXPORT DATATYPES/SERIES TO EXCEL
To Export Datatypes to Excel
You can export the list of datatypes obtained by search to Excel. Click on Export Datatype(s)
to Excel icon.
You can customize the list by selecting the required columns.
To Export Series to Excel
You can export the list of series obtained by search to Excel. Click on export to excel icon to
export the list to excel. You can customize the list by selecting the required columns.
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Using Navigator
Increase in export to excel limit
The maximum number of series you can export to excel is now increased from 5000 to 8000 in
Retrieve Results page. If the series are greater than 8000, an info box appears as below:
You can customize the list by selecting the required columns.
Note: Export to excel icon is also present in Retrieve Results screen.
20
Using Navigator
CHARTING
You can view a chart for the performance of each series within Navigator. You can:
edit and update chart data;
hover your cursor over the chart trace to see the series value at any given date;
zoom in on a range of values by clicking on the start date and dragging your cursor to your
desired end date;
To view a chart from the results page, click
.
Note: You need to install the Adobe SVG Viewer to use the zoom functionality. You can download the
Viewer for free from the Adobe website but you may need to contact your IT department first.
Accessing User Created Time Series (UCTS) through Internal Navigator
User Created Time Series (UCTS) is accessible through Internal Navigator or Economics Navigator.
1. Launch Navigator from Datastream AFO.
2. Go to Charting.
3. Select “Find New Series” from the flyout menu.
4. Internal Navigator, which opens in new window has UCTS link in the menu bar.
5. Rest of the operations on UCTS work as usual except for data selected in UCTS will be used
by Datastream Charting.
SELECTING MULTIPLE SERIES AND DATATYPES
From Datastream desktop (Advance):
21
Using Navigator
In Flexible Chart in Datastream desktop (Advance), it is possible to use Navigator to select datatypes
and series at the same time.
1.
2.
3.
4.
5.
In the Data category window, select the required data category.
Select the Multiple Series/ Flexible Chart folder under Analysis window.
Select the Search button for the Enter Series field.
Search for the required series using the Navigator.
In the Search Results page, you can find that the certain series have more than one
datatype.
6. If you select the datatype itself, the corresponding series and the datatype will be selected to
the Flexible Chart bucket in Datastream desktop (Advance).
7. Suppose you select more than one series in Navigator, and also select more than one
datatype using "more" link, then all the combinations of the selected series and datatypes are
selected to the Flexible Chart selected series box in Datastream desktop (Advance).
Note: The above feature is available only for Datastream desktop (Advance) 4.0 SP7 and above.
From AFO:
It is possible to select multiple series and datatypes simultaneously in AFO Static, Time Series and
Company Accounts request dialogs.
For eg., from AFO menu,
1. Select T-ONE/Datastream>>Static Request.
2. Select the Navigator button.
. The Navigator is displayed.
3. To run a search, press Enter or click the Search Now button.
4. Click on the check boxes next to the required series.
5. Click on the Use link.
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Using Navigator
There are other scenarios when the Navigator behaves differently.
Scenario 1: By clicking on the required datatype, you can carry both the datatype and the
corresponding series back to AFO.
Scenario 2: To select single series and multiple datatypes, click on the more... link, select datatypes
and click on the Use link. Here the corresponding series gets selected in AFO.
Scenario 3: Click on the series name or the mnemonic to just select series.
Note:
1. The above feature is available only for Datastream desktop (Advance) SP7 and
above.
2. The SEDOL and ISIN codes are returned to AFO when the codes are selected in
Navigator.
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Using Navigator
6 USING EXPLORER
Explorer helps you to search a series with minimal effort as it further divides data categories into top
level categories. You can use Explorer for the following data categories:
Equities
Equity Indices
Bond Indices and CDS
Economics
Exchange Rates
Interest Rates
Commodities
To expand any of the top level categories, click expand button
.
To expand the series display and close the explorer tree, click maximize button
.
To view other positions for this series in the hierarchy, click the flyout button
to the right of
the name.
To specify the number of results displayed in the page, use the drop down box of Displayed
Results. The number of results displayed can be set to 10, 20, 30, 40, 50, 75 and 100.
Note: The performance of Explorer has significantly increased as the lower level nodes display
instantly when selected. The width of the Explorer pane can be adjusted so all the text of the explorer
hierarchies is displayed.
Click on the access points in the flyout to open the page containing related data categories, Related
Equity Indices, to display the series in the Explorer tree or Chart.
Clicking the Explorer option in the flyout, opens up the page containing the location of that series.
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Using Navigator
Filtering the results
You can filter the results when using Explorer.
1. Select Equals, Starts with, Contains or Does Not Contain from the dropdown menu.
2. You have option to enter two criteria to search for datatype along with 'AND' or 'OR'
operators.
3. You can filter the results obtained by using the Filter option. Type the first few letters of the
series and click Filter.
Copy list reference
You can copy the path of a series you have searched in Explorer for future
reference. To copy the path click on the link. This link can then be pasted into a document or a mail,
and clicking on it will then open Navigator in the Internet Explorer – with the explorer hierarchy
opened at this node.
Use Copied Explorer reference
facility on the Explorer page help to copy the URL of the current Explorer
position to a clipboard. This enables users to, for example, store the URL in a doc, email etc.
Information on the different content sets on the Datastream Extranet
- this link takes you to information on the currently selected data
category in the Datastream Extranet.
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Using Navigator
7 DATASTREAM HELP BROWSER
For the data categories: Equity indices, Constituent lists, Bond indices & CDS, Interest rates and
Exchange rates, Economics, Commodities, Options, and Futures you can use the Datastream
Help Browser to display Datastream Help on mnemonics and weekly economic series.
The browser enables you to navigate through Datastream help pages to display and select the
required mnemonic for a request. You can use the Datastream Help Browser when the Help Browse
button is visible on the Datastream Navigator screen and also you can access Help Browse using the
flyout in Datastream desktop (Advance) Data Category window. Clicking the Help Browse button
automatically connects you to Datastream and displays the Datastream Help Browser screen.
To use the Datastream Help Browser:
1. Click the Help Browse button.
2. Double-click on the option number.
OR
Type the option number in the Go to field and click the Go to button.
3. The Navigation buttons- Home, Back and Next help you to go to the first page, backwards
or forwards in the Datastream Help Browser.
4. Select the mnemonic that you want to use.
5. Click Finish to paste the mnemonic into Datastream desktop (Advance).
A typical browse session involves selecting a general topic, (e.g. Global Indices), then choosing a
specific topic area, (e.g. Resources), and then choosing the mnemonic for the required series, (e.g.
Gold Mining).
If you have chosen an individual Datastream mnemonic, the series is displayed the series display
area. If you have chosen a group mnemonic, for example GOLDS, all series with mnemonics starting
with GOLDS are displayed.
26
Using Navigator
8 CUSTOMIZE COLUMNS
- this allows you to select and order the columns required - non selected columns are hidden
when the results pages are displayed.
Note: If you do not enable the preferences then the “Customize Columns” button is invisible. In
addition, the customize columns option is not valid for User created indices.
Clicking on the “Customize Columns” button displays “Select Columns” window as below:
The SelectColumns screen enables you to:
Change the order of the fields using the Move Up and Move Down buttons. (The buttons
only work if the user has highlighted one of the fields in the right hand pane.)
Save the selection and order of columns using the Use Selected button.
The Cancel button exits the window without saving.
You can reset all fields to the default order using the Reset All option.
27
Using Navigator
9 DATATYPE SEARCH
DATATYPES
The datatype defines the type of data used. For example, the default datatype for equities is Price
(adjusted). For some data categories and report/chart types, you can select the datatype. For
example, for an Equity line chart request you can change from the default Price (Adjusted) datatype to
Price – Opening.
Datatypes are grouped by their type and source. For example, Datastream time series, static,
company accounts, IBES datatypes, MSCI datatypes, and Worldscope data items.
In Datastream desktop (Advance), you can select a datatype when the Datatypes field is enabled,
use Datastream Navigator to find and select the datatype you want, or if you know the exact
mnemonic, check the Expert check box and type the mnemonic to select your datatype. Click
Definitions button
beside the datatype from the list displayed. Here you can get the descriptions
on the use and derivations of the data.
Note: To get additional help on datatypes, select Help button from the Datastream desktop (Advance)
menu bar.
DATATYPE SEARCH
In Datastream desktop (Advance), you can select a datatype when the Datatypes field is enabled, use
Datastream Navigator to find and select the datatype you want, or if you know the exact mnemonic,
check the Expert check box and type the mnemonic to select your datatype. Similarly from AFO – you
can either type the datatypes directly in – or select them from Navigator.
Using Navigator to find and select your datatype
Datastream Navigator enables you to search for the datatype either using the Find with part of a name
or mnemonic, or using the hierarchies, with the results further filtered by type. The hierarchies allow
you to drill down to different sources of data. For equities, you can choose from:
Key Datatypes
Datastream time series and static datatypes
FTSE AW
IBES datatypes
MSCI datatypes
Russell
STOXX
Worldscope data items
28
Using Navigator
To select a datatype
1.
2.
3.
4.
5.
6.
Launch Datastream desktop (Advance).
Select a data category which has datatypes associated with it ex: Equity Indices.
Click datatype Search button.
Select a Data Category.
Based on the Data Category selection, different hierarchies will be displayed.
Drill down through the hierarchies to the datatype required.
Note: Based on the hierarchy selected, the filter criteria will change.
The filter options apply to all datatypes in the currently selected node of the hierarchy (including
datatypes in lower nodes) – so to filter on all datatypes select the top (All) node.
On selecting an explorer option, corresponding Datatype Name with its Mnemonic is displayed.
To set the Filter criteria, follow the below procedure:
1. Select the datatype type from the Type radio button menu. It can be Static or Time Series or
All.
2. Select the datatype ‘Name’ or ‘Mnemonic’ from the Find drop-down menu.
3. Select Equals, Starts with, Contains or Does Not Contain from the next drop-down menu.
4. You have an option to enter two criteria to search for datatype along with 'AND' or 'OR'
operators. Note that when you select the 'Does Not Contain' option, you cannot use the
boolean operators to combine search with another criteria.
5. To specify the number of results displayed in the page, use the drop-down box of Displayed
Results. The number of results displayed can be set to 10, 20, 30, 40, 50, 75 and 100.
6. Enter your search text in the Search field e.g. Price and click Filter/Search.
7. Select the datatype you want from the displayed list.
If you are accessing Navigator from Datastream Advance for Office (AFO) or List
Wizard in Datastream desktop (Advance), multiple datatypes can be selected at once
by checking the
boxes. You can select multiple series and also amend your
selection. Click the Use Selected link to transfer the selected series to AFO .
In the case of Flexible chart , when you open Navigator from Datastream desktop
(Advance) and select multiple series, use the Use Selected link to transfer the
selected series back to Flexible Chart bucket in Datastream desktop (Advance). Note
that if you select the more link for selecting multiple datatypes, select the Use in
Advance link to transfer the selected datatypes back to Flexible Chart bucket in
Datastream desktop (Advance).
8. The Reset button resets all the values and criteria to the default values.
9. You can export the datatypes to excel using
icon present in this page.
29
Using Navigator
VIEWING A DATATYPE DEFINITION
To view a datatype definition:
1.
2.
3.
4.
5.
6.
Select the datatype type from the Type dropdown menu.
Select the source from the Group dropdown menu.
Select the datatype name or mnemonic from the Find dropdown menu.
Select Equals, Starts with, Contains or Does Not Contain from the next dropdown menu.
Enter your text in the Search field e.g. Price, and click Search.
When the results of you search are displayed, click on the book icon
next to the name of
the definition you want to view.
30
Using Navigator
10 USER CREATED INDICES - IN NAVIGATOR
1. Launch Datastream desktop (Advance).
2. Click the Find Series button to open Navigator.
3. Select User Created Indices (UCI) data category. Available User Created Indices are
displayed.
Note: Unlike other data categories, User Created Indices are displayed even before setting the
criteria.
USER CREATED INDICES (3RD PARTY) IN NAVIGATOR
1. Launch Datastream desktop (Advance).
2. Click the Find Series button to open Navigator.
3. Select User Created Indices (3rd party) data category. Available User Created Indices are
displayed.
Note: Unlike other data categories, User Created Indices are displayed even before setting the
criteria.
31
Using Navigator
11 USER CREATED LISTS IN NAVIGATOR
1.
2.
3.
4.
Launch Datastream desktop (Advance).
Click the Find Series to open Navigator.
Select the User Created Lists data category.
To run a search, press Enter or click the Search Now button.
5. The search results are displayed.
Note: User Created Lists related constituents can be viewed from Result page flyout.
32
Using Navigator
12 FAVOURITES - IN NAVIGATOR
1.
2.
3.
4.
Launch Datastream desktop (Advance).
Click the Find Series button to open Navigator.
Select the Favourites data category.
To run a search, press Enter or click the Search Now button.
5. The search results are displayed.
Note:
Series that are flagged as Favourite are shown with pale orange background
in the result line.
You must enable preferences to view and manage Favourites. If you try to
select the Favourites data category without enabling preferences below
message will be displayed.
See Also:
Adding series to Favourites
Removing series from Favourites
Enabling and Disabling Preferences
ADDING SERIES TO FAVOURITES
1.
2.
3.
4.
5.
Launch Datastream desktop (Advance).
Click the Find Series button to open Navigator.
Select the data category that you want to add to Favourites.
To run a search, press Enter or click the Search Now button.
Select the “Add to Favourites” from the flyout menu.
33
Using Navigator
6. The series is added to Favourites list.
ADDING MULTIPLE SERIES TO FAVOURITES
1.
2.
3.
4.
5.
Launch Datastream desktop (Advance).
Select the Multiple Series/ Flexible Chart folder under Analysis window.
Click the Find Series button to open Navigator.
Select the data category that you want to add to Favourites.
To run a search, press Enter or click the Search Now button.
6. Click the Check boxes
to select multiple series that you want to add.
7. Select “Add to Favourites” from the Use Selected flyout menu.
8. The series is added to Favourites list.
Note:
Series that are flagged as Favourite are shown with pale orange background in the
result line.
You must enable preferences to view and manage Favourites. If you try to select the
Favourites data category without enabling preferences below message will be
displayed.
34
Using Navigator
REMOVING SERIES FROM FAVOURITES
1.
2.
3.
4.
5.
Launch Datastream desktop (Advance).
Click the Find Series button to open Navigator.
Select the Favourites data category.
To run a search, press Enter or click the Search Now button.
Select the “Remove from Favourites” from the flyout menu.
Removing multiple series from Favourites
1.
2.
3.
4.
5.
Launch Datastream desktop (Advance).
Select the Multiple Series/ Flexible Chart folder under Analysis window.
Click the Find Series button to open Navigator.
Select Favourites data category.
To run a search, press Enter or click the Search Now button.
6. Click the Check boxes
to select multiple series that you want to add.
7. Select “Remove from Favourites” from the Use Selected flyout menu.
Note:
You must enable preferences to remove series from Favourites.
35
Using Navigator
ENABLING AND DISABLING PREFERENCES
Enabling Preferences
1.
2.
3.
4.
5.
6.
Launch Datastream desktop (Advance).
Click the Find Series button to open Navigator.
Click the
link at the bottom of the screen.
Thomson Reuters Login page opens.
Enter the Datastream (Extranet) User Name and Password in Datastream Login page.
Click the Enter button. Preferences are enabled now.
Note: If you do not have User Name and Password, register using Datastream Login page.
Disabling Preferences
To disable your preferences, click on the
link at the bottom of the screen.
36
13 USING NAVIGATOR TO SELECT SERIES FOR LISTS
TO SELECT SERIES FOR LISTS:
1. Click the Series Navigation button in the List Wizard. The Datastream Navigator is
displayed.
2. Click the Series Search button.
3. Select name, DS mnemonic, DS code, SEDOL, ISIN, Local code, or IBES ticker from the find
drop down box.
4. Select starts with, Equals, contains or DoesNotContain from the that drop down box.
5. Type the first few characters of the name, mnemonic, or code in the search field.
6. Click the Search button.
The series matching your search are displayed.
7. Click the check boxes
to select the series.
8. Repeat the search and add steps, 5 - 7, until you have selected all your series.
9.
Click the
link to add all the series selected to your list.
The series are displayed in the List Wizard.
14 NAVIGATOR SUPPORTS HTTPS PROTOCOL
Now, the Navigator supports HTTPS protocol. Follow the below steps to set the HTTPS URL:
1.
2.
3.
4.
Open Datastream desktop (Advance).
Click on Tools tab and select the Options menu.
Select the Internet tab.
Change Navigator Server URL protocol to https://product.datastream.com/Navigator/
5. Restart Datastream desktop (Advance).
6. Open Navigator.
7. Check the functionality of Navigator.
Note: To use HTTPS URL, you must enable Port 443 Firewall settings. For further details, please
contact your local system administrator.
15 EXTRANET LINK
To view news:
click Extranet on the search interface to view the latest information about the data category
you have selected;
use the Datastream Research Extranet to see the latest news, as well as archive information
or each data category.
Note: You need to register for the Datastream Research Extranet before you can use it.
16 BULLETIN BOARD
Updates on changes to Datastream are displayed via the bulletin facility on the right hand bottom
corner of the Search Criteria page in all the data categories.
Click on the More... link to open the detailed news regarding that bulletin in Extranet.
E
17 INDEX
A
About search criteria .................................... 16
Adding .......................................................... 19
search criteria ........................................... 19
Adobe SVG Viewer ..................................... 26
ADRs .............................................................. 1
Advance ....................................5, 7, 22, 32, 33
Advance Data Category window ................. 32
Advance menu bar ....................................... 33
AFO .............................................................. 22
B
Backspace ..................................................... 16
Bond ............................................................. 32
Bond Indices............................................. 1, 29
C
Caps & Floors ................................................ 1
CD .................................................................. 1
CDS .................................................... 1, 29, 32
Chart ............................................................. 29
Check ............................................................ 33
Expert ....................................................... 33
Class ............................................................. 16
Close ............................................................... 6
Navigator window ..................................... 6
Commodities ................................................ 32
Constituent ................................................... 32
Country 3rd Party ........................................... 1
Credit Default Swap Indices .......................... 1
Credit Default Swaps ..................................... 1
Criteria Search ............................................ 3, 7
Customize Columns ..................................... 32
D
Data Categories .......................................... 1, 7
Datastream .......................................... 7, 32, 33
Datastream Advance ...................................... 3
Datastream Calculated ................................... 1
Datastream Calculated Constant Maturities .. 1
Datastream Calculated Yield Curves ............. 1
Datastream extranet........................................ 7
Datastream Help ........................................... 32
Datastream Help Browser ............................ 32
use ............................................................ 32
Datastream Navigator ..........3, 5, 7, 32, 33, 45
Datatype ................................................. 33, 35
Price ......................................................... 33
Select .................................................. 33, 35
view .......................................................... 35
Datatype definition ........................................... 35
Viewing ........................................................ 35
Datatypes ...................................................... 3, 33
Definitions button ............................................ 33
Displayed Results ....................................... 22, 29
Displays ............................................................ 32
Datastream Help Browser ........................... 32
Dropdown menu ............................................... 35
Economics ..................................................19, 32
Ecowin Code ....................................................16
enable preferences ............................................41
Equity ..................................................... 7, 19, 33
Equity Indices ...............................................1, 29
ETF .....................................................................1
Eurocurrency ......................................................1
Eurozone .............................................................1
Excel .................................................................23
Export ...........................................................23
Exchange ....................................................16, 32
Exchange Rates ................................................29
Exchange/interest ...............................................1
Export ...............................................................23
Excel .............................................................23
Extranet ...............................................................5
Extranet User Name ...........................................5
F
Favourites .........................................................38
Filter ..................................................................29
Filters dialog .......................................................7
Financial/economic ............................................1
Find dropdown menu........................................35
Fixed Rate Notes ................................................1
Floating ...............................................................1
Rate Notes ......................................................1
Flow ....................................................................1
Fund Accounts ...............................................1
Flyout ..................................................... 7, 29, 32
Flyout button ..............................................22, 29
Forest Products ...................................................1
Free Text .............................................................9
Fund Accounts ....................................................1
Futures ........................................................16, 32
G
GDRs ..................................................................1
Genusschiene ......................................................1
Global 3rd Party .................................................1
Global Indices ...................................................32
Gold Mining .....................................................32
GOLDS .............................................................32
Graduated Rate Notes .........................................1
Group dropdown menu .....................................35
H
Hedge Fund Indices ..........................................1
Hedged Indices .................................................1
Help Browse ...............................................3, 32
Help Browse button ........................................32
Help button .....................................................33
Hybrid Bonds....................................................1
I
IBES ................................................................45
IBES datatypes ...............................................33
Index-Linked ....................................................1
Interest ............................................................32
Interest Rates ..............................................1, 29
Investment Trusts ............................................. 1
ISIN ................................................................ 45
L
List Wizard ............................................... 22, 45
M
Markets ........................................................... 19
Materials ........................................................... 1
Building ....................................................... 1
MSCI datatypes .............................................. 33
Mutual Funds ................................................... 1
N
Name, Market ................................................. 16
Navigation ...................................................... 32
Navigator ................................1, 5, 6, 16, 22, 26
releases ......................................................... 5
Navigator 3.5.1 ................................................. 1
Welcome ...................................................... 1
Navigator Help ................................................. 6
Navigator Set Criteria .................................... 16
Navigator window ............................................ 6
News ............................................................... 49
O
OEIC ................................................................. 1
Office .............................................................. 22
Options ........................................................... 32
Outstandings ..................................................... 1
P
pin ................................................................... 13
Preview Pane .................................................. 14
Private Investor Indices.................................... 1
R
ranking ............................................................ 15
Rate Notes ........................................................ 1
Floating ........................................................ 1
Real Estate Indices ........................................... 1
Refine Search ................................................. 12
Repo.................................................................. 1
Report/chart .................................................... 33
Results grid ..................................................... 12
Results page ................................................... 22
Retrieve Results ....................................... 16, 23
S
Search button ............................................ 16, 45
Search criteria................................................. 19
SEDOL ........................................................... 45
Select series .................................................... 45
Select Starts .................................................... 35
Semi-Conductors .............................................. 1
Series Navigation button ................................ 45
Series Search .................................................... 7
Series Search button ....................................... 45
Size Indices .......................................................1
Socially Aware/Environmental Indices ...........1
Style Indices .....................................................1
Synthetic Euro Interest Rates ...........................1
T
Thomson Research Extranet...........................49
Type dropdown menu .....................................35
U
Unit Trusts ........................................................1
unpin ...............................................................13
Use ..................................................... 16, 22, 32
Back hyperlink ...........................................16
Datastream Help Browser ..........................32
Use Selected Items .........................................22
Using Explorer................................................29
Using Navigator..............................................45
select series ................................................45
V
Variable Rate Notes..........................................1
Viewer.............................................................26
Volatility Indices ..............................................1
W
Worldscope ..................................................................... 33