User guide

Using Excel with Datastream Advance for Office
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2 USING EXCEL WITH DATASTREAM ADVANCE FOR OFFICE
CREATING DATA REQUESTS IN EXCEL
Datastream Advance for Office (AFO) enables you to create and issue data requests from within Excel, rather
than creating your data requests in Datastream and then embedding them in Excel. When you issue a request
from Excel, it is passed directly to Datastream, bypassing Datastream. The results are returned as dynamic,
refreshable objects. This means that your data requests can be saved and refreshed within Excel without having
to launch Datastream. The breadth of Datastream‟s historical data is available for use in your spreadsheets. Any
number of data requests can belong to a spreadsheet and be refreshed as a batch using the Request
Manager. See Using the Request Manager.
The data request creation facilities available in Datastream are also available in Excel.
Static Data
Time Series Data
Company Accounts
Series selection – including
Datastream equities, market indices,
commodities, bonds, interest and
exchange rates, investment and unit
trusts, warrants and economic series.
Series selection – including
Datastream equities, market indices,
commodities, bonds, interest and
exchange rates, investment and unit
trusts, warrants and economic series.
Series selection – including
Datastream equities, constituent lists
and Local Lists (that contain equities)
Local List selection – including
Datastream Local Lists, user created
mainframe lists and constituent lists.
Local List selection – including
Datastream Local Lists, user created
mainframe lists and constituent lists.
Company account formats – including
Datastream and Worldscope items.
Datatype selection – static datatypes
for Datastream, MSCI, I/B/E/S and
FTSE.
Datatype selection - time series
datatypes for Datastream, MSCI,
I/B/E/S and FTSE.
Local List selection – including
Datastream Local Lists, user created
mainframe lists and constituent lists.
Expression selection - including
Datastream global and user created
expressions.
Expression selection – including
Datastream global and user created
expressions.
Frequency of reported data -
including daily, weekly, monthly,
quarterly and yearly.
Currency Convertor - including
currency
Currency Convertor - including
currency.
Date of requested data.
Start and end dates for display
period.
Start and end dates for display
period with annualise option.
Format options - including selection
of column and row title and
headings.
Format options - including selection
of column and row title and
headings.
Format options - including row titles.
The Intellisense option enables you to see the functions and parameters available for the functions with links to
the help files.
The Editor option enables multiple series or datatypes/functions/expressions to be easily reviewed, edited and
extended with links to the metadata.
The hyperlink to Metadata option enables series codes to be linked to the Navigator classifications and
metadata pages. This also enables series that are now dead or inactive to be identified in your workbook via the
Search For Dead Codes menu options.