Guide Thomson One -Excel - Université de Sherbrooke
Quick tips for the Thomson One Excel Add-In In all cases, open Thomson One first and start your spreadsheet at around B5 to give you some room to
work with your data.
Dynamic Quotes: Basic sheets
Start by entering some symbols, highlight them and then click on the T-ONE menu. Then select DDE Quotes Data:
Historical Quotes
Start by inserting a symbol, highlight it and then click on the T-ONE menu. Then select DDE Historical Data:
Further Tips
Sending spreadsheets to recipients without Thomson One:
After selecting the data fields, click the Native Formula radio button. This will show a dialogue box when the recipient opens the spreadsheet asking whether the user wishes to update the data:
Select the cell where you will be inserting the data:
Select the data fields you need by double clicking on the items on the left to add them to the right:
Select the cell where you will be inserting the data:
Select the data fields you need by double clicking on the items on the left to add them to the right:
Use your own field headers:
If you have models where you are using your own field headers, you can opt to NOT display the field headers and insert your own:
After selecting the fields, uncheck the box Paste Field Names in as Headings:
Click OK to show the data on the sheet.
Don't forget to insert a start date by clicking on the calendar tool to the bottom left. Click OK.
Other useful symbols:
Symbol Formats
Preferred Rights
Symbol.series e.g. TOC.B Symbol'R e.g. AM'R
Notes
Symbol'T e.g. FCC'T
Options
option root [space][month code][numeric strike]
e.g. TOC N44
Warrants
Debentures
US Composite Unit Trusts
Symbol' e.g. STE' Symbol'Z e.g. SPF'Z
Symbol -US e.g. IBM-US
Symbol.UN e.g. REI.UN
North American Exchange Codes:
AMEX
-A Chicago Stock -M NASD ADF
-D
Exchange
AMEX
-J National Stock -C NYSE
-N
Emerging Co.
Exchange
Marketplace
ArcaEx
-P Composite
-US Pink Sheets
-5
Boston
CBOE
Chicago Board of Trade CNQ
-B International
-8 Philadelphia
-X
Securities (EOE)
-E Montreal
-R TSX
-T
Exchange
OTC BB
-U
-CB NASDAQ
-O
-L Pure Trading
-PT TSX Venture
-V
Commonly used symbols:
Commodities ? Most Active Future
Gold
GC/1-US
Silver
SI/1-US
Crude Oil
CL/1-US
Natural Gas
NG/1-US
Copper
HG/1-US
Aluminum
AL/1-US
Zinc
ZSD3M/-LM
Nickel
NID3M/-LM
Platinum
PL/-NM
Fixed Income Cdn 2 yr Benchmark Cdn 5 yr Benchmark Cdn 10 yr Benchmark Cdn 30 yr Benchmark Canadian Prime US Treasury 10 yr US Treasury 30 yr
CDN.02-CD CDN.05-CD CDN.10-CD CDN.30-CD CA.PR-IL US.10-PX US.30-PX
North American Indices
TSX
.TTT-T
TSX Venture
.JX-V
S&P 500
.SPX-E
DJ Industrial Average .DJIA-DI
Nasdaq Composite
.NCOMP-O
World Indices FTSE 100 CAC40 DAX Hang Seng Nikkei
UKX-LN CAC40-FR DAX-XE HIS-HK NK225-OK
Exchange Rates CAD per USD USD per CAD CAD per Euro Euro per CAD CAD per GBP GBP per CAD
CAD-TN CADUSD-TN CADEUR-TN EURCAD-TN CADGBP-TN GBPCAD-TN
Hit F1 on your keyboard for detailed help with specific pages
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