User guide

Datastream Advance for Office
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CONTENTS
1 Using Ribbon based UI for AFO (in MS-Office 2007 and above) 3
2 Using Excel with DATASTREAM Advance for Office 5
Creating data requests in Excel 5
Creating static data requests 7
Selecting datatypes 8
Selecting lists 9
Selecting expressions 9
Creating time series requests 10
Using lists with time series requests 10
Using functions and expressions with time series requests 11
Selecting expressions 11
Selecting dates 12
Creating Expression using Intellisense feature 12
Using Expression Editor in Static and Time Series Dialogs 14
CREATING COMPANY accounts data requests 16
Shortcuts when entering request details 16
Format options 17
Format options for static and time series requests 17
Editing an embedded data request 18
Setting the Excel Add-In system options 19
3 Using lists 23
Creating a Local list from a set of codes (Datastream, ISINs, SEDOLs, etc) in Excel (for example from a back
office system) 23
4 Using Expressions 24
The Expression Picker 24
Using the Expression Builder 24
5 Using the Request Manager 26
Editing an embedded chart 26
Changing the properties of a chart using VBA 28
6 Using the Request Table 29
What is the Request Table? 29
Creating a set of requests 30
Request Table options 32
Upload List button 33
The Series Navigation button 33
Processing and Scheduling requests 34
The AFO Index 34
User created time series 35
The user created time series template: 35
Creating a user created time series 36
Editing an existing user created time series 37