1. Contents: Introduction Finding series Create graphs and reports
Import the results in Excel

2. 1. Introduction
Communication Server / Mainframe
DSAdvance is a reporting and charting
interface specifically designed for use
with Datastream’s financial data service.
Explain Connections
Datastream supplies data direct to the
PC through a high-speed line to the mainframe.

3. Ds advance

4. Online or Offline?
The default is to connect and go online when data is requested. Users can work offline and add to the project with Add New Request
Getting Connected
Flash in bottom right corner of screen indicates connection. Tools / Connect Now
Right mouse click on flash in bottom right corner / Connect Now
Run Now to request report, chart or data immediately

5. Data Coverage
Datastream is a historical financial database with 4 main modules:

6. DATA
Clean Data – Data is checked several times per day to strict business rules.
Regularly Updated Data – Data is updated daily.
Long History – Equities and Indices from 1964 and macroeconomic series from IFS from 1950.

7. Help in Datastream Extranet – Datastream.com
Registration:: Access:
Online manuals: Getting Started,

8. The DSAdvance Screen Five parts of screen
Database Selection – databases,
Program Selection – generate Overview, Chart, Report, Data or Comparison
Find field
Parameters – Set display period, data type and currency
Output Screen
Change window size
Drag & Drop splitter bars to resize Output and Project screens
Viewport Zoom button to enlarge or reduce the size of displayed reports or charts

9. Example A: Overview of Company Performance - France Telecom
Display Overview of Company Performance for France Telecom over 3 years in Euro.
Database = Equity = France Telecom Output = Overview of Company Performance Time period = 3 years
1. Select Equity database tab
2. Select program tab: Overview of a single series Select output: Overview of Company Performance
3. Display Time period = -3Y
4 Display Currency = Euro
5. Select Equity: Type in Find field = France Telecom
6. Run Now button to request chart
7. Viewport Zoom button

10. Overview of company performance
Equity name, Geographic code, Exchange
Constituent Codes
Mnemonic
Forecast data
Current price
Dividend data
Recent price history, change & Market value
Recent business history
Default graphic – history & relative to local index
Shares issued and statistics

11. Finding Series Select Equity tab
1. Simple Find - In Find type the company name, series name etc.
Note: Do not use this option for Economic series. Better to use Filter.
OPEN THE DATASTREAM NAVIGATOR:
Free text search: free search
Advanced search: set parameters
2. Find * - In Find type * + part of series name. E.g. *bp gives BP Amoco
3. Filter – alternative to using Find

12. Example B: Chart of a single series - Bayer
1. For Bayer use a Line chart to display Price over 3 years.
2. Select the Price and Price Relative chart to compare Bayer with the DAX30 local index
3. Change relative index to the MSCI Germany local currency index
3’. Change relative index to the Dow Jones Euro Stoxx 50 index (DJES50I)

14. Example B: Chart of a single series – Bayer D:BAYN
Part 1- Line Chart of Price
1. Equity: select Bayer found via filter
2. Program tab: Chart of a single series / Line Chart
3. Time period = -3Y / Run Now
Part 2 – Price Relative Chart: Relative to local index
1. Select output:
Price and Price Relative Chart / Run

15. Example B: Chart of a single series - Bayer
Part 3 – Change Relative Index
1. Settings / Default Index tab
Select: MSCI Country Index (Local) / OK /
Run Now
Part 3’ – Price Relative Chart: Relative to Dow Jones Euro Stoxx 50 index
1. Settings…
In Find type: *STOXX 50 /OK / Run Now
Mnemonic: DJES50I

17. Example C: Change of Date and Datatype – Mediaset
Display Mediaset stock by price for last 5 years
Display Mediaset stock Price Earnings Ratio since January

18. Example C Part 1 – Select Mediaset Equity database
Program tab: Chart of a single series/ Line Chart
Time period = -5Y Currency = Local Currency
Find field = * Mediaset
Select Equity = Mediaset / Run Now

19. Part 2 – Configure Dates Show Fixed & Relative Dates
Configure dates: Start = Fixed 1/1/01 End = Relative 0 Day / Check Before Today

20. Part 3 – Select P/E Ratio datatype
1. Press Datatype
2. Show how to select P/E ratio
Note: Graph output has a limitation on the frequency of the data. Daily data can be displayed for up to 2 years; weekly data between 2 to 5 years and monthly data beyond. A fixed start date will display that data at weekly/monthly frequency so 31 of month will give month-end data.

21. Moving Average Chart
In Chart of a single series there are 2 Moving Average Charts.
1. Moving Average Chart with fixed parameters (5 and 20 days)
2. Moving Average Chart - Configurable

23. Example D: Moving Average Chart – Configurable – Fiat
Display Moving Average chart of Price for Fiat over 20 days and 50 days over the last year.
1. Equities/ Find field = Fiat/ Select stock
2. Program: Chart of a single series/ Moving Average Chart – Configurable
3. Date: = -1Y Datatype = Price (Adjusted)
4. Settings: Show options in MAV configuration box
5. OK /Run Now

24. Favourites – Save often used requests
Use the Favourites facility to store often used requests
To save Moving Average 20 day and 50 day in Fiat example:
After Run Now press Add Fav. Button
In Favourites type unique name (e.g. MAV 20 day & 50 day)
Confirm OK

26. Report on a single series
gives a variety of useful reports.
Performance over 1, 3, and 12 months – Settings
Settings: Select relative index and performance periods
Default Index: Choose Market or Sector index
Periods: Select performance periods in ascending order

27. Example: Coca Cola
Part 1: Report – Performance over 1, 3, and 12 months
1. Equity = Coca Cola
2. Program tab: Report on a single series / Performance over 1, 3 and 12 Months / Run Now
Fixed end date/today

28. Report Overview of company performance Dividend payment report
Capital issues and changes

29. Dividend payments report

30. Bonds
To find a Bond:
1. In Find: type the name 2. Use Filter

31. Example F: Overview of Bond Performance – Germany GVT 2003- 4 ¾% 04/07/2034
Display Overview of Bond Performance for the bond over 12 months.
Bond tab
Program tab: Overview on a single series/ Overview of Bond Performance
Date = -1Y
4. Filter / Local Series Market = Germany
Borrower = Germany government
Coupon = equals 4.75
5. Select Bond / Run Now

33. Summary Information
Shows all available data for a bond.

34. Yield curve chart Constituents
List of series summary/yield curve chart
Settings
General settings
Comparison across curves
Comparison across dates

36. Comparison between two yield curves

37. 7. Indices Finding an Index Select equity index tab
Open datastream navigator
Explore equity indices
By market>Germany>Deutsche Boerse>Euro>benchmarks>DAX

38. Example H: Market Index – German DAX Index
1. Select German DAX Index from Germany. Display a Line Chart of the price index for last year.
1. Select output: Chart of a single series/ Line Chart
2. Time Period = -1Y Datatype = Price Index / Run Now

39. Exercise 11: Percentage Changes Chart – IBEX 35 Index (Spain)
Display a Percentage Changes Chart for the IBEX 35 Spanish equity index for the last 2 years.
Part 1: Find Index – Browse
1. Select database tab Index
2. Browse / 2 (Country M-Z) / 22 (Spain)
3. Scroll to IBEX 35 index / Finish
4. Select Index
Or Find Index - *
2. Find = *IBEX 35
3. Select Index
Part 2: Select Output
1. Chart of a single series / Percentage Changes Chart
2. Dates = -2Y / Run Now

40. 8. Time Series Data
The Time Series Data selection downloads values from a single series between two dates at a specified frequency.
For several time series use
Multiple series\ Time Series Data
Use Add button

41. Example I: Time Series Data – DAX Index
Request monthly price data in spreadsheet for DAX Index for the period 1/1/99 to now.
Transfer result to Excel.
Part 1 – Select program and index
1. Index
Program Data for a single series/ Time Series Data
Options:
Time: Fixed =1/1/99, Relative = 0 Days Datatype = Price Index Settings: frequency: monthly

42. 9. Constituent Lists
Constituent lists are lists of equities and bonds that can be downloaded.
Example J: Performance over 3 months – FTSEMIB
Constituents tab (LFTSEMIB)
List of series-summary / performance ranked over three months
2. Datatype = Price (adjusted) / Run Now

43. Exercise 13: Top 30 performers – FTSE 250 Constituents
Select the FTSE 250 constituents. Display a bar chart of the top 30 performers over 1 month and 12 months.
Part 1: Find Series
1. Constituents tab
2. Filter / Edit or clear items in filter. Name = *LFTSE 250 / OK
Part 2: Display Performance over 3 months
Summary – for a list of series/ Bar Char: Top 30 Perf over 1 and 12 months Run Now

45. 11. Project
Projects are a simple way of recalling frequently used reports, charts and data formats. Every request that is run is automatically added into the project box.
Save a Project:
1. File\ Save As 2. Save button Save Project if changes have been made.
Note: Default folder is “user”. File Extension = .ADV

46. Project
New Project
A new project has a clear Request Screen and clear Project Screen
1. Start up DSAdvance software 2. New Project button Open a Project
To open saved projects to show default folder:
File/ Open or Open File button Update a Project
A project can be refreshed by clicking on the refresh button or by scheduling the Night Shift
1. Refresh Current Request - updates single request
2. Refresh Project - updates whole project
3. Tools/ Schedule Night Shift – updates project automatically at programmed times and frequencies

47. Example M: Save project and schedule night shift
Save current project on local C: drive. Schedule project to be updated on the same day in 3 minutes with one off frequency.
Part 1 - Save Project
1. File / Save as or Save button
2. Enter File Name / Save
Part 2 - Schedule Update
1. Tools / Schedule Night Shift / Schedule Project tab
2. Schedule For Future Select Date & Time [+3 minutes] Frequency = One Off
3. Browse../ Select file to schedule / Add + file to Schedule details / OK

48. Toolbar
Refresh the currently displayed request with the latest Datastream prices or values.
Refresh all requests in the current Project with latest Datastream prices or values.
Add request to Project for Scheduled Night Shift processing. Use the Add New Request button to add any number of requests to a Project so all requests can be processed together when you connect to Datastream.
Delete the displayed request from the current Project.

49. Download in Excel Static data request
Static data can be requested for a number of series on a given time interval.
Static data can be requested for: a) Single series
b) List of series
a) Push Settings to select up to 9 datatypes.

50. Example: Dax 30 Select in Find: Dax 30
NB DON’T USE Data for a single series \ static data
Select Summary – for a list of series / Static Data
Select fixed date: today.
In Settings: DS Static Datatypes
Select, Weight in Index, Earnings Per Share
In Key Datatypes select Market Value.

51. Parte 3: transfer in Excel
1. Tools , Transfer , Excel.
Or Right click on Transfer and select Excel.
2. settings:
Data from viewport: Without creating dynamic link
As Refreshable object: (dynamic link)
Select the positioning in Excel.

52. Static or time series data
Single series/static data (up to 9 datatypes)
Single series / time series data (1 datatype)
Multiple series/ time series data (one or more series and datatypes)
List of series summary for constituents (static data and yield curve chart)

53. Multiple series time series data