PDF THOMSON REUTERS SPREADSHEET LINK

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 Functions ................................................................................................................................................................... 64 Mathematical Operators ........................................................................................................................................................... 112

Chapter 9 Funded Portfolio Builder........................................................................................................ 115

Create a Funded Portfolio ......................................................................................................................................................... 115 Import a Funded Portfolio ......................................................................................................................................................... 116 Save a Funded Portfolio or Watchlist ......................................................................................................................................... 117

Chapter 10 Watchlist Builder ............................................................................................................... 118

Create a Watchlist .................................................................................................................................................................... 118 Import a Watchlist .................................................................................................................................................................... 118

Chapter 11 Report Builder.................................................................................................................... 120

Custom Reports (Report Builder) ............................................................................................................................................... 120 Ownership Reports (Report Builder) .......................................................................................................................................... 123 Reuters As Reported Fundamental Data Reports (Report Builder) .............................................................................................. 130 Adjust and Apply Formats (Report Builder) ................................................................................................................................ 132 Customize Your Export (Report Builder) ..................................................................................................................................... 132

Chapter 12 Screen Builder .................................................................................................................... 134

Build a Screen (Screen Builder).................................................................................................................................................. 134 Save a Screen (Screen Builder) .................................................................................................................................................. 144 Open a Screen (Screen Builder) ................................................................................................................................................. 144 Run a Screen (Screen Builder) ................................................................................................................................................... 144

Contents

Delete a Screen (Screen Builder)................................................................................................................................................ 145 Work with Results (Screen Builder) ............................................................................................................................................ 145 Customize Your Export (Screen Builder) ..................................................................................................................................... 146

Chapter 13 Multi-Factor Ranking......................................................................................................... 147

Build a Multi-Factor Ranking .................................................................................................................................................... 147 Save a Ranking (Multi-Factor Ranking)...................................................................................................................................... 151 Open a Saved Ranking (Multi-Factor Ranking)........................................................................................................................... 152 Generate a Ranking (Multi-Factor Ranking) ............................................................................................................................... 152 Delete a Ranking (Multi-Factor Ranking) ................................................................................................................................... 153 Work with Results (Multi-Factor Ranking).................................................................................................................................. 153 Customize your Export (Multi-Factor Ranking) ........................................................................................................................... 154

Chapter 14 Proprietary Data Manager ................................................................................................. 156

Create Data Items (Proprietary Data Manager)........................................................................................................................... 156 Manage Proprietary Data Items (Proprietary Data Manager)....................................................................................................... 160 Export (Proprietary Data Manager) ............................................................................................................................................ 161

Chapter 15 Linking ............................................................................................................................... 162

Import and Export Content (Linking) .......................................................................................................................................... 162 Refresh Links (Linking) ............................................................................................................................................................. 168 Set Standardized Names (Linking)............................................................................................................................................. 169 Manage Links (Linking)............................................................................................................................................................. 169 Highlight All the Links in a Presentation or Document (Linking) .................................................................................................. 172 Edit Individual Links (Linking) ................................................................................................................................................... 173 Keyboard Shortcuts (Linking) .................................................................................................................................................... 173 Save a Source Workbooks and Target Presentation or Document to a Zip File (Linking)................................................................ 178

Chapter 16 My Workbench.................................................................................................................... 179

About My Workbench................................................................................................................................................................ 179 Manage Lists (My Workbench)................................................................................................................................................... 179 Manage Screens (My Workbench) .............................................................................................................................................. 180 Manage Expressions (My Workbench) ........................................................................................................................................ 181 Manage Custom Aggregates (My Workbench) ............................................................................................................................ 181 Manage Templates (My Workbench).......................................................................................................................................... 182 Manage Rankings (My Workbench) ........................................................................................................................................... 183 Use the Recycle Bin (My Workbench) ......................................................................................................................................... 184 Export to Excel (My Workbench) ................................................................................................................................................ 184

Chapter 17 Options ............................................................................................................................... 185

Change Connection Settings(Options) ....................................................................................................................................... 185 Change Null Tolerance Defaults (Options) ................................................................................................................................. 185 Change Reporting State Defaults (Options)................................................................................................................................ 185 Change Calendar Methodology Defaults (Options) ..................................................................................................................... 186

Contents

Change Lookback Defaults (Options) ......................................................................................................................................... 186 Information Logs (Options) ....................................................................................................................................................... 187 Change Identifier Matching Settings (Options) ........................................................................................................................... 187 Change Broker Settings (Options).............................................................................................................................................. 188 View Entitlements (Options)...................................................................................................................................................... 188 Change Update Settings (Options)............................................................................................................................................. 189 Change Regional Settings (Options) .......................................................................................................................................... 190 Fiscal Calendar Options ............................................................................................................................................................ 193 Choosing a Fiscal Calendar ....................................................................................................................................................... 193 Change Error Message Display Settings (Options) ...................................................................................................................... 194 Export Options to Excel (Options) .............................................................................................................................................. 197 View Version and Support Information (Options) ........................................................................................................................ 197

Chapter 18 Click Thru ........................................................................................................................... 199

Enable or Disable Click Thru...................................................................................................................................................... 199 Access Click Thru...................................................................................................................................................................... 199 Edit a Number (Click Thru Audit) ............................................................................................................................................... 200 Print a Source Document (Click Thru Audit)................................................................................................................................ 200 Save a Source Document as a PDF (Click Thru Audit).................................................................................................................. 200 Cell Format and Click Thru ........................................................................................................................................................ 200

Chapter 19 Enable or Disable Real-Time Data .................................................................................... 202

Chapter 20 Refresh Cells ...................................................................................................................... 203

Refresh Selected Cells (Refresh) ................................................................................................................................................ 203 Refresh the Active Worksheet (Refresh) ..................................................................................................................................... 203 Refresh a Workbook.................................................................................................................................................................. 203

Chapter 21 Calculation Mode ............................................................................................................... 204

Chapter 22 Work Offline or Disable Function Calls.............................................................................. 205

Use Thomson Reuters Spreadsheet Link While Offline................................................................................................................ 205 Disable Function Calls .............................................................................................................................................................. 206

Chapter 23 Date Syntax ........................................................................................................................ 207

About Dates (Date Syntax) ........................................................................................................................................................ 207 Build Dates (Date Syntax) ......................................................................................................................................................... 207 Absolute Dates (Date Syntax).................................................................................................................................................... 208 Relative Dates (Date Syntax) ..................................................................................................................................................... 208 Learn Frequencies (Date Syntax) ............................................................................................................................................... 210 Date and Period Builder ............................................................................................................................................................ 212

Chapter 24 Keyboard Shortcuts............................................................................................................ 214

Chapter 25 Thomson Reuters Spreadsheet Link Consulting Services and Support ............................ 217

Contents

Index............................................................................................................................................................ 218

About this Document

About this Document

Intended Readership

The Thomson Reuters Spreadsheet Link User Guide teaches new users and those who recently upgraded to Thomson Reuters Spreadsheet Link version 2.3 how to use Thomson Reuters Spreadsheet Link so that they can combine historical and real-time data with their own portfolio holdings information and also target and assess comparable companies, spot trends, create sophisticated financial models and streamline the pitch book creation process directly in Excel. You must have entitlements for some content and functionality. Some content is not available to all users. For information on your entitlements, contact your sales representative.

In this Document

This document outlines the general workflow of using each component of Thomson Reuters Spreadsheet Link so that users can perform their own calculations and models in Excel. Detailed workflow information is available in the Thomson Reuters Spreadsheet Link Quick Start Guide, available from the Business Services Consulting Team at Thomson Reuters, or in the F1 help files in Thomson Reuters Spreadsheet Link.

Feedback

If you have any comments on this document please contact the Thomson Reuters Business Services Consulting Team at trconsulting@.

THOMSON REUTERS SPREADSHEET LINK - USER GUIDE MN-212

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