User guide

Using Excel with Datastream Advance for Office
Page 23 of 38
3 USING LISTS
CREATING A LOCAL LIST FROM A SET OF CODES (DATASTREAM, ISINS, SEDOLS,
ETC) IN EXCEL (FOR EXAMPLE FROM A BACK OFFICE SYSTEM)
To create a local list:
1. Select Create List from the Datastream>Tools menu.
2. The Datastream List Creation dialog is displayed.
3. Select the Code Range from the Code Range field.
4. Enter the list description in the List Description field.
5. Enter the file name in the List File Name field.
6. Select the Store List Locally, or create a User Created Index by selecting to upload as an X# list.
7. Click OK.
When you have saved your list, the list is held locally on Datastream, or on the mainframe system, and is
available for immediate use.
Note The local list facility in the Request Table enables a range of codes to be linked to a local or user
list on the central system and to be regularly updated.