Using the Identifier Tab - Thomson ONE Analytics – Thomson First
Contents
1. Click the Thomson menu tab and then select Universal Selector Click the Fields tab Click Alphabetic Type your search text in the box Universal Selector Fields Reports Identifiers Stock Fields EPS FY 1 Median EPS FY1 Median F Categorized Alphabetic EPS FY2 Median EPS FY Median F Field Name Contains EPS FY3 Median PA EPS FY3 Median P miy EPS FY4 Median fe all EPS FY4 Median F EPS FY5 Median eps median Fy EPS FY5 Median F All Fields r fe Smart Function Function Code Caption An Alphabetic Search using a wildcard character Click Search Fields containing the search criteria will appear on the right Adding Fields to a Spreadsheet sui cdl Click the Thomson menu tab and then select Universal Selector Click the Fields tab Search for a field either Categorically or Alphabetically Select either the Smart Function Function or Field Code radio button from the bottom of the Universal Selector e Smart Function remembers all parameters and eliminates the need to re enter each time a field is dragged and dropped onto the sheet e Function asks you to redefine all parameters 1 e Identifier Identifier Type etc each time you drag and drop a field onto your spreadsheet e Field Code displays the VFDB code for the field in the spreadsheet instead of data To include the field name in the spreadsheet click the Caption check box The field name will be dro2. OR 2 Right click anywhere in the report and click on Thomson Report Parameters Tip To refresh your data click the Thomson menu tab and then click Refresh Your data will be refreshed A La JGHAR RESEARCH Paste Special Insert Delete Clear Contents Insert Comment Format Cells Edit Query Data Range Properties Parameters Refresh Data Report Parameters right click menu 17 Thomson ONE Analytics Add in Templates Templates are pre formatted spreadsheets that often combine field level data reports and user data to create a model or perform a specific analysis You may use the templates provided or create your own templates and save them to a directory on your computer or a network drive For more information on how to set up the network directory see the Utilities section of the manual You may also access new templates available on the Thomson ONE Analytics Web site see the Utilities section Using a Template 1 Click the Thomson menu tab and select Templates 2 Select your desired template from the available list The report 1s loaded into your spreadsheet Thomson Universal Selector Options i Lookups Reports Wi Templates Global Aggregates Screening Refresh Selection Portfolio Utilities Weorldscope Help Analyst Consensus Analyst Detail Broker Research with Batch Print Broker Research Company Snapshot Us
3. the constituents will appear on the right Note Only a user s private lists will appear in the drop down menu Thomson ONE Analytics Add in Universal Selector Fields Reports Identifiers Stock Identifiers ANDATACO INC APPLE COMPUTER INCORPORATED Alphabetic Lists APPOINT TECHNOLOGIES INC ARIEL CORPORATION AUSPEX SYSTEMS INCORPORATED pa fe AUTHENTIDATE HOLDING CORP screening Criteria BULL RUN CORPORATION le Portfolios CAM COMMERCE SOLUTIONS CHATCOM INC COMARCO INCORPORATED CONCURRENT COMPUTER CORP Dynamic List e CSP INCORPORATED DELL COMPUTER CORPORATION Edit ELXSI CORPORATION FLORIDA GAMING CORPORATION Identifier Type FRANKLIN ELECTRONIC PUBLISHERS GATEWAY INCORPORATED Home Market Code HANDSPRING INC HEWLETT PACKARD CO IMTERLAMNO INC lat Include Mame Field W Stock Identifier Lists 5 Select the Identifier Type you would like to display in your spreadsheet from the Identifier Type drop down menu 6 To add the entity name in the spreadsheet next to the identifier field click the Include Name Field check box TIP The list may be entered onto the sheet vertically or horizontally The default is a vertical list but clicking the Transpose button enters it horizontally 7 To embed all of the constituents in your spreadsheet a Click the Dynamic List check box See the Glossary for details b Click on a constituent and drag it to your spreadsheet All of the constitu
4. Add in Note You may change the specific default for Stock Identifier directly in the Dimension List Argument you must use the acceptable codes found in Appendix B OR you may set the default Stock Identifier type in Preferences as explained under the Utilities Section of this manual For a list of all appropriate Dimension Lists see Appendix E e Dimensioni Dimension2 DimensionN o You may select a specific identifier or indicate a cell reference Identifiers are symbols that identify a specific stock aggregate etc Note To view these dimension parameter fields scroll down inside the TFMulti Parameter Box See below Function Arguments TFMulti Currency Adjustment dit Dimension list BLOOM YEAR BLOOM YEAR Dimensioni 43 MSFT Dimension B2 2003 Returns data for a multiple dimension Field Dimension Optional Dimension z Formula result Help on this Function The TFMulti Parameter Box view once the scroll bar has been clicked twice 14 Thomson ONE Analytics Add in Using the Reports Tab The Reports tab allows you to drag and drop a pre defined report from the Universal Selector into your Excel spreadsheet Single Identifier Reports focus on a single stock and or time frame that you select Some examples are detail estimate and historical price series Dataworks Plus Reports only contain a list of reports if you have access to the Dataworks Plus product Any reports you create
5. Reports Identifiers Stack Identifiers INTERNATIONAL ABSORBANTS INC INTERNATIONAL AIRCRAFT INVESTORS Alphabetic Lists INTERNATIONAL AIRL SUPPORT GROUP INTERNATIONAL ALUM CORP Mame INTERNATIONAL ASSET HOLDING cul INTERNATIONAL BANCSHARES CRP ii INTERNATIONAL BANK OF ASIA Contains INTERNATIONAL BANK OF TAIPEI INTERNATIONAL BILLS FINANCE international INTERNATIONAL BIOCHEMICAL IND INTERNATIONAL BRIQUETTES HOLDING INTERNATIONAL BROADCASTING CORP INTERNATIONAL BUSINESS MACHINES INTERNATIONAL COMM TELEVISION INTERNATIONAL COMPUTER SA Identifier Tepe INTERNATIONAL CONCERT ATTRACTION INTERNATIONAL COSMETICS MET Home Market Code r INTERNATIONAL DISPENSING CORP INTERNATIONAL DISPLAY WORK INTERNATIONAL ENERGY GROUP i Include Name Field I ii Alphabetical Identifier Entities Select the Identifier Type you want to display in your spreadsheet from the Identifier Type drop down menu TIP For Stock Identifiers the drop down contains Home Market Code Bloomberg Cusip etc but for many identifier types there will be only one selection 1 e Country Identifiers To enter the entity name and identifier in the spreadsheet click the Include Name Field check box Tip This will drop the name field into the cell to the right of the identifier If you want the name field in the cell below the identifier click the Thomson ONE Analytics Add in Transpose button at the bottom left of the Ident
6. in Dataworks Plus are available via the Thomson ONE Analytics Add in Ticker List reports list all of the tickers associated with a specific category For example the Country Industry report lists all of the tickers followed by Thomson Financial within the selected country and industry The Index reports list all of the constituent companies for a selected index Portfolio Reports focus on a user defined ticker list Some examples are the Portfolio Recommendation Report and the Portfolio Price Target Report Global Aggregate Reports pull in data relating to a specific Global Aggregate for example the CAC40 You can access the monthly historical Global Aggregate data via these reports Broker Reports pull in data relating specifically to brokers The reports included in version 2 1 of the product are Coverage List and Broker List The Broker List report accepts a ticker parameter and returns all of the brokers that have submitted an estimate for that ticker The Coverage List report accepts a Broker parameter and returns all of the equities followed by that broker Universal Selector Fields Reports Identifiers A Portfolio Reports T Global Aggregate Reports Broker Reports h Historical Detail Estimate Report Summary Detail Estimate Report Historical Price Series Research Report 5 Year P amp L Report 5 Year Bal Sheet Report 5 Year Cash Flow Report Filtered Mean Report Historical Consensus Report Report Descri
7. Date EPS Fil Change 1 Week EPS Fil Change 1 Week iF AA EPS FY1 Change 1 Month Piz EPS EPS FY1 change 1 Month iP Fis EPS EPS FY1 Change 3 Month Fy4 EPS EPS Fri Change 3 Month iP FYS EPS EPS Fri Mean 1 Week Ago 11 EPS EPS FY1 Mean 1 Week Ago P 12 EPS EPS Fil Mean 1 Month Ago EPS FY1 Mean 1 Month Ago Ph 13 EPS o 14 EPS Il il All Fields fe Smart Function Function Code Caption Consensus Data EPS Forecasts The tree of categories When the Categorized button is selected the Universal Selector displays a tree of categories Click through the categorized list to find a desired field See Appendix A for explanations of the measure codes OPR EBG etc Alphabetically When the Alphabetic button 1s selected the Universal Selector displays two radio buttons Any and All and a box for keyword entry You may enter keywords to search for the name of the desired field and select either Any or All Any will return all fields that contain any of the search words AlI will return all fields that contain all of the search words Note An Alphabetic search will only return the first 200 items You should refine your search if possible by selecting the All option and including multiple keywords You may also use wildcard characters in your alphabetic search such as Thomson ONE Analytics Add in Creating an Alphabetical Search lt a 5
8. T homson ONE Analytics Add in Thomson ONE Analytics Add in User Manual Table Of Contents About Thomson ONE Analytics Add 1N 2 Universal Sclerosi 3 Wsine the Ten n Ea E T E E 3 Usmo tbe Ficlds Fabiola a a E 8 Usme the Reports fab iii 15 Usmoa Template str AA 18 Edna Template ei 19 Savne a empate lia 20 LOLE EE e A diia 21 GIOIA A E AEE NTER AN BS Seg 23 Appendix A Country CodeS ia 24 Appendix B Stock Identifier PES aia 26 Appendix C Measte COJE arnie a TOR 27 Appendix DC Orren y WA realiz 28 Appendix E Entity Dimension Relationships 30 Thomson ONE Analytics Add in About Thomson ONE Analytics Add in Thomson ONE Analytics Add in a powerful Microsoft e Excel tool allows you quickly and easily create templates build models and analyze Thomson ONE Analytics data The Thomson ONE Analytics Add in is fully integrated with the Thomson ONE Analytics Web product and enables you to access the most up to date information at all times The Add in includes the following data e Global detail and consensus level estimates featuring 20 forecast measures Historical surprise data and actuals over the past 5 years Monthly consensus history data for the past 10 years I B E S Global Aggregate forecast data Worldscope company accounts data on 35 000 public companies in over 50 markets First Call real time morning notes and analyst research reports e Data from selected th
9. ameter value TIP If you select a cell reference you may want to check the Refresh automatically when cell value changes box When checked anytime the cell value changes the report data will refresh For example if you had CSCO US in cell Al and you changed it to MSFT US the report will automatically refresh and retrieve the data associated with the new identifier Repeat step 5 for the remaining parameters in the left hand box 16 Thomson ONE Analytics Add in 7 General Report Options The checkboxes at the bottom of the Parameter Box allow you to select a few options for your report a To adjust the cell width to fit the parameter value click the Adjust Column Widths check box b To see the column headings in your spreadsheet click the Show Column Headings check box c To pivot the data click the Transpose check box This will pivot the data in the report so that rows become columns and columns become rows For example if you transpose a ticker list the list will drop horizontally into your sheet instead of vertically d To add a comment to your sheet that lists the type of report and the report parameters see below click the Include Comment check box 8 Click OK The report is entered into your spreadsheet Editing Report Parameters After you load a report into your Excel spreadsheet you may edit the criteria or parameters in two ways 1 Click the Thomson menu tab and then select Edit Report Parameters
10. ample United States Energy identifier is NA06 a combination of the ISO Country Code and the Sector Code Index Identifiers identify a specific index and can be used in conjunction with Stock type fields to pull back some pricing and EPS data for a limited set of indices Currency Identifiers allow you to search for a currency code This code can be used in the TFSingle and TFMulti formulas to convert the default currency to the currency specified Broker Identifiers allow you to search for a specific broker code to retrieve detail broker information such as specific estimates or analyst names These are used as arguments in the TFMulti function and in the Coverage List Report under Broker Reports on the reports tab Thomson ONE Analytics Add in Searching for Identifiers Alphabetically vali ile al Click the Thomson menu tab and then select Universal Selector Click the Identifiers tab Select your desired category of from the drop down menu Search for specific entities by clicking Alphabetic Note You may only search for an entity by name For example to find the identifier for IBM you could search for International Click your desired search criteria e Begins With searches for entities that begin with your search text as in the example below e Contains searches for entities that contain your search text Click Search The search results display in the right hand box Universal Selector Fields
11. ar i Broker Research with Batch Print xk ath He Broker Research zit a Cash Picas E Year ode My Documents E Profit Loss Statement 5 Year dk Ed tios Growth Rates 5 taar xk History best op Female Ple name aratyst Consens Sorry alk Web Fokjars Sena 85 PS Template xk Saving a Template 20 Thomson ONE Analytics Add in Utilities The Utilities dialog box allows you to set defaults and to edit basic user settings There are two tabs in the dialog box General and Preferences General Tab This tab allows you to enter your username password and the server address which should be http vfdb thomson com Utilities v2 1 1 9 General Preferences Username joesmith Password kkk Confirm pene Get Data on sheet calculate cache Data 1 El Hours Server Address http Fdo thomson corn Turn on Lagging I Cancel Utilities General Tab Get Data This setting determines when how the data on your sheets will be refreshed There are three options for this setting e Manually When this option is selected you must click the Refresh option in the Thomson menu e On Sheet Change When this option is selected the data on your sheet will be refreshed every time this event occurs This On Sheet Change event occurs whenever a cell is entered and exited Note This occurs more often than On Sheet Calculate e On Sheet Calculate When
12. arameter Box e Entity Type Indicates the type of field This will automatically be populated when the field 1s dropped onto the sheet The valid entity types for the TFMulti function are o Stock Fields By Year STOCK YEAR HOMECODE YEAR o Estimate Fields ESTIMATE BROKER HOMECODE o Historical Price Fields TIMESERIES DATE HOMECODE See Appendix E for additional information on the TFMulti Entity Types e Field The VFDB field name for the selected data item e Currency If this is left blank the data will be returned in the home currency of the company or aggregate Otherwise you may enter a specific currency code and all data returned will be converted to that currency e Adjustment This is a placeholder for adjustment factors to be added in future releases e Dimension List This indicates the parameters required for this specific entity type field The parameters should be entered into the TFMulti Parameter box in the order they are listed here o Entity STOCK YEAR Dimension List HOMECODE YEAR Dimension requires a cell reference to a HOMECODE for a stock and Dimension2 requires a year Y Y YY to be entered This Dimension list might also read BLOOM YEAR which indicates a Bloomberg Ticker Dim1 and a year Dim2 o Entity ESTIMATE Dimension List BROKER HOMECODE o Entity TIMESERIES Dimension List DATE HOMECODE 13 Thomson ONE Analytics
13. cs Accounted For 65 Of Fecal 2000 Reema Game 13 Music 6 Pictures 23 Financial Services 6 And Other 7 Price Information 112609 Sie ak High Sid Valk Losa i Mont Ay 3 Monihe 4 55000 7450 DO 2510 00 5300 00 5440 DO E Cut Growth Rates and PE Ratios Ba Copr Groth Rates Coreana indusir inci kakalia DE Raza I pasto Hry ir Rabie PEYO 1a MA FvO 200208 paria speri awe LE DES ARI LL ca PEE meit 110 16 0 5 Pra DOTA Insert Ed 107 Clear Contents ci Estimabes F Pecs Parod o Mean hgh Low Median CM Company ndasi E Format Celi Pei OMS 2 222 16342 20010 15242 19570 685 N Fr3 200503 Coenen Farninga Per Shane informati 27 Long Term Growth Editing a Temolae E To save the new version see Saving a Template below 19 Thomson ONE Analytics Add in Saving a Template I Uy Either create a spreadsheet with embedded data using the universal selector or edit an existing template see page 19 Once you have a spreadsheet that you would like to make into a template click the File menu tab and then Save As Select Template xlt from the Save As Type drop down menu Browse to your Templates directory and then type your desired template name in the Name box TIP To create your own Template directory see Utilities Click Save E Templates en cie tok ie anatyst Consensus xk El Analyst Detal zit S Balance Shest 5 Ye
14. cted Smart Function for your first field the Add in will remember all of the parameters To clear the memory select Function in the Universal Selector and drag a field to your spreadsheet To reactivate Smart Function click it again To select multiple fields in the Universal Selector use either the CTRL or SHIFT button To drop multiple fields onto a sheet vertically depress the Transpose button The default position will drop the fields horizontally To change any parameters in the TFSingle function click the Paste Function and the TFSingle dialog box will appear Enter your new parameters and click Go To refresh the entire sheet click the Thomson menu and select Refresh Your data will be refreshed To refresh the data in a subset of cells on your spreadsheet highlight the group of cells then click in the Thomson menu and select Refresh Selection Only the cells in the highlighted area will be refreshed 12 Thomson ONE Analytics Add in TFMulti Parameter Box TFMulti is a formula that pulls data into Excel It accepts a variety of parameters based on the field type The parameters are Identifier Field CE Type Identifier Type and Currency Function Arguments TFMulti dle Entity Type STOCKYEAR a Field 5 con sum Fy eps 5_con_ sum Py eps Currency Hi Returns data For a multiple dimension Field Entity Type Compound entity type Formula result Help on this Function The TFMulti P
15. e l http fu Firstcalllink com templates Local Intranet Templates Enable Menu Heading cancel Utilities General Tab Additional Templates 1 Thomson Server Templates Links out to the Thomson ONE Analytics web server for the most recent templates added by our Product Development group These can be saved to your local directory 2 Local Intranet Templates You can set up a link to a network server so users may share their templates within your company You can specify your menu heading This menu heading appears on the Thomson menu within Excel 22 Thomson ONE Analytics Add in Glossary Dynamic Identifier Lists A dynamic list embeds an identifier list into a spreadsheet If any changes are made to the list they are automatically reflected in your spreadsheet the next time it 1s refreshed CE Type The compound entity type that indicates the type of field It is automatically populated when the field is dropped onto the sheet Currency A descriptor in the TFSingle parameter box If this is left blank the data is returned in the home currency of the company or aggregate Otherwise you may enter a specific currency code and all data returned will be converted to that currency Field A descriptor in the TFSingle parameter box This is the VFDB field name for the selected item and will be automatically populated by the universal selector Field Code An option in the Universal Se
16. e selected data item e CE Type The compound entity type that indicates the type of field This will automatically be populated when the field is dropped onto the sheet e Adjustment This is a placeholder for adjustment factors to be added in future releases e Identifier Type Indicates the type of identifier used in the Identifier parameter The default for Stock Fields is HOMECODE To change the default option see the Utilities section of this manual Homecode is made up of the local market ticker plus the ISO country code For example Microsoft is MSFT US A list of the ISO country codes 1s included in the Appendix portion of this document e Currency If this is left blank the data will be returned in the home currency of the company or aggregate Otherwise you may enter a specific currency code and all data is converted to that currency 11 Thomson ONE Analytics Add in Notes See Appendix A for a list of the country codes associated with Country Fields and the ISO Country Codes associated with each country as well See Appendix B for a list of the Identifier Types associated with Stock Fields that are acceptable in the Thomson ONE Analytics Add in See Appendix C for Measure Codes See Appendix D for a list of the acceptable currency codes or you may search for a specific currency code in the identifiers tab You may search for the name of the currency and drag drop the identifier into your sheet TIPS 4 If you sele
17. ening Criteria Your Thomson ONE Analytics criteria based searches These searches take a top down approach for quantitative company data and broker and analyst statistics VFDB The Virtual Financial Database Thomson s proprietary data integration engine that incorporates business logic into data access 23 Thomson ONE Analytics Add in Appendix A Country Codes When creating reports using the Country Fields in the Fields tab you must use the Country Code ID in the TFSingle Formula to match the COUNTRY identifier type Users should use the ISO Country code for the creation of Home Market Code HOMECODE for example CSCO US The following lists the countries and the ISO and the Country Code IDs Bangladesh WW EB Bulgaria BG DB i O 24 T homson ONE Analytics Add in Korea Mauritius Mexico Morocco Pakistan Papua New Guinea Philippines Romania Russia Spain Zimbabwe N N N N E JP KE R YU W Z N Thomson ONE Analytics Add in Appendix B Stock Identifier Types When creating reports using the Stock Fields in the Fields tab you must enter a market code identifier in the Drag and Drop Selector to match the STOCK identifier type The following lists the Stock Identifier Type options BLOOM Datastream Homecodes are the Add in equivalent to Thomson ONE Analytics local market tickers and the ISO country codes For example Thomson ONE Analy
18. ent members of the list will be embedded in the sheet c If this list is edited in any way the constituents will be refreshed when the data is refreshed 8 To add a single member of the list to your sheet click on the desired constituent and drag it to the spreadsheet Note This does not ink the portfolio or screening criteria to the sheet Any additions or deletions made to either type of object will not be reflected in a sheet built by dragging individual tickers symbols Only a sheet created by embedding an entire dynamic list will stay synchronized with Thomson ONE Analytics portfolios or screening criteria Thomson ONE Analytics Add in Using the Fields Tab The Fields tab allows you to drag and drop specific fields from the Universal Selector into your Excel spreadsheet You may access different types of fields via this tab Available Field Categories The drop down menu at the top of the Fields tab contains a list of all the field types accessible via the Add in The list follows e Stock Fields retrieve information for equities stocks Fields included in this category are estimates fundamentals etc e Global Aggregates Fields specifically refer to the Global Aggregate product for example to obtain the aggregate FY 1 EPS for the CAC40 Note These are included in the Global Aggregates product and are not a part of the basic subscription e Country Fields related to country level aggregate data Use these in co
19. identifier Stock identifier e Broker Identifier value is BROKER and acceptable values are broker codes Specific broker codes can be found by searching on Broker name under the identifiers tab e Stock Identifier for acceptable values see Appendix B 30
20. ifier tab When the button is depressed the name will drop below the identifier 9 Click on the desired entity and drag it to your spreadsheet Drop the field in the desired cell on your spreadsheet Tip There are two options to refresh the data in your spreadsheet 1 Click the Thomson menu tab and then click Refresh The w Help entire sheet will be refreshed _ 2 You may also refresh the data in a subset of cells on your spreadsheet Highlight a group of cells then click in the Thomson menu and select Refresh Selection Only the cells in the highlighted area will be refreshed Thomson Universal Selector Tha Templates Refresh Selection Utilities Help Using Identifier Lists The Add in also links you directly to your Thomson ONE Analytics Screening Criteria and Portfolios allowing you to create data models on your most frequently used equities Your screening and portfolio data may be updated by clicking the Edit button where you ll be brought to Thomson ONE Analytics To access your identifier lists 1 Click the Thomson menu tab and then select Universal Selector 2 Click the Identifiers tab 3 Select Stock Identifiers from the drop down menu currently you may only view lists of equities in Thomson ONE Analytics 4 Click Lists and select either Screening Criteria or Portfolios and select your desired list from the drop down menu Once a specific list has been selected
21. ing Templates TIPS If your template includes research you may view it if you have a First Call Web username and password by clicking on the research title To change the ticker used for the template click the cell containing the identifier and type your desired ticker Click on the identifier type below the ticker and select your desired identifier by using the down arrow that will appear To refresh the entire sheet click the Thomson menu tab and select Refresh Your data will be refreshed To refresh the data in a subset of cells on your spreadsheet highlight the group of cells then click in the Thomson menu tab and select Refresh Selection Only the cells in the highlighted area will be refreshed 18 Thomson ONE Analytics Add in Editing a Template 1 Click the Thomson menu tab and select Templates 2 Select your desired template from the available list Your selected report will be loaded into your spreadsheet 3 To change the ticker used for the report click the cell containing your identifier and type your desired ticker and identifier type In the example below the identifier is located in cell Al To delete data highlight your desired row click the right mouse button and then select Delete The example below show the Quarterly rows being deleted from the Consensus Earnings Per Share Information section 6758 JP Buy 3 Iderdifier Type _HOMEGODE 4 SONY CORPORATION JP Business A Electroni
22. ird parties including Compustat fundamental database Furthermore the Add in is updated on the same frequency as Thomson ONE Analytics ensuring that your data reflects any changes or updates to the Thomson Financial databases Thomson ONE Analytics Add in The Universal Selector The Universal Selector allows you to select fields functions reports and entities to add into your Excel spreadsheet The Universal Selector consists of a Fields tab a Reports tab and an Identifier tab Universal Selector Fields Reports Identifiers Stock Fields hal EPS FY1 Mean iP EPS FY1 Mean Categorized Alphabetic EPS FY1 End Date F EPS F i End Date Date Format Reference A EPS FY1 End Date Date Format Py Consensus Data EPS FY1 End Date 4 EPS Forecasts EPS FY1 Change 1 Week EPS Fri Change 1 Week P MELE EPS FY1 Change 1 Month Fife EPS EPS FY1 Change 1 Month P Fv EPS EPS FY1 Change 3 Month Pr4 EPS EPS FY1 change 3 Month iF FYS EPS EPS Fri Mean 1 Week Ago 11 EPS EPS Fil Mean 1 Week Ago iP 12 EPS EPS Fil Mean 1 Month Ago EPS Fi Mean 1 Month Ago P Iz EPS La 14 EPS sa I Li gt All Fields f Smart Function Function Code Caption The Universal Selector Using the Identifier Tab The Identifier tab allows you to search for specific identifiers that can be linked to fields or reports to create your own spreadsheet populated with Thomson Financial data All Identifie
23. lector Selecting this will display the VFDB code for the field in your spreadsheet instead of data Function An option in the Universal Selector Selecting this will ask you to redefine all parameters 1 e Identifier Identifier Type etc each time you drag and drop a field onto your spreadsheet Identifier A descriptor in the TFSingle parameter box It 1s a symbol that identifies a specific stock aggregate etc Portfolio Your Thomson ONE Analytics portfolio which contains your predefined list of ticker interests and allows you to easily track movement and estimates Templates Pre formatted templates that combine field level data reports and user data in an Excel spreadsheet Transpose This option allows you to pivot the orientation of any data item identifier or report when dragging dropping onto a spreadsheet Report Types Single Identifier A report that focuses on a single stock and or time frame that you select Some examples include detail estimate and historical price series Ticker List A report that lists all of the tickers associated with a specific category For example the Country Industry report lists all of the tickers followed by Thomson Financial within the selected the selected country and industry Smart Function A Universal Selector option that remembers all parameters and eliminates the need to re enter data each time you drag and drop a field into your spreadsheet Scre
24. mbination with the Country type identifiers to retrieve aggregate data for specific countries e Stock Fields by Year retrieve estimate and actual data for specific calendar years or fiscal years e Estimate Fields pull back detail level estimate data These fields allow you to create custom detail estimate reports by defining specific brokers e Historical Pricing Fields pull back pricing data for specific dates using both relative and specific dates e Country Industry Fields retrieve aggregate data for a specific country industry combination when used in conjunction with the Country Industry aggregate identifiers For example you may retrieve the aggregate FY1 EPS for the United States Banking industry NA0104 e Country Sector Fields retrieve aggregate data for a specific country sector combination when used in conjunction with the Country Sector aggregate fields For example you may retrieve the aggregate FY1 EPS for United States Energy NA06 Thomson ONE Analytics Add in Locating a specific field Once a field type is selected users may locate a specific field in two ways in the example below Stock Fields is selected Categorically Universal Selector Fields Reports Identifiers Stock Fields hal EPS FY1 Mean F EPS FY1 Mean Categorized Alphabetic EPS FY1 End Date P EPS FY1 End Date Date Format Reference EPS FY1 End Date Date Format PF EPS FY1 End
25. pped into the cell above the data field TIP If you want to have the caption to the left of the data field click the Transpose amp button 10 Thomson ONE Analytics Add in 6 Select your desired field and then drag and drop it into your desired cell 7 One of two parameter boxes will appear either TFSingle or TFMulti a For Stock Global Aggregates Country Country Industry and Country Sector fields the TFSingle Parameter Box will appear b For Stock Fields By Year Estimate Fields and Historical Pricing Fields the TFMulti Parameter Box will appear 8 Enter your desired parameters and click OK 9 To add another field repeat steps 1 5 TFSingle Parameter Box TFSingle is the formula that pulls data into Excel The parameters are Identifier Field CE Type Identifier Type and Currency Function Arguments TFSingle Identifier Field S_fyi_median CE Type STOCK Identifier Type l BLoom Pl Ya S Fri median ze oO 0 oof 3 A We he Currency Returns data For a single dimension Field Identifier Type OPTIONAL Type of identifier For STOCK gt IBESTER BLOOM D T4STRESM HOME CODE ISIN CUSIP SECOLI SEDO Formula result Help on this function Cancel The TFSingle Parameter Box e Identifier You may select a specific identifier or indicate a cell reference Identifiers are symbols that identify a specific stock aggregate etc e Field The VFDB field name for th
26. ption Universal Selector Reports 15 Thomson ONE Analytics Add in Creating a Single Identifier Report ee 6 Click the Thomson menu tab and then select Universal Selector Click the Reports tab Select Single Identifier from the drop down menu Click on your desired report and drag it to your Excel spreadsheet The Add in Parameters window will open with parameters listed on the left hand side Thomson Report Parameters Detail Estimate Report How parameter value is obtained Identifier Type i Prompt for value using the following string Currency Period f Use the Following value A C Get the value from the Following cell PO i Adjust Column Widths Transpose Mw Show Column Headings f Include Comment Cancel The Thomson ONE Analytics Add in Parameters window Select a parameter from the left hand menu and define it by using a string entering a value or getting a value from a cell reference in the right hand menu e Prompt for value using the following string prompts you to enter a specific value each time the report is refreshed You can select the string used in the prompt dialog box The example above shows the following dialog box when the sheet 1s refreshed e Use the following value allows you to enter a specific value to be used in the report e Get the value from the following cell allows you to indicate a specific cell reference from which the report will pull the par
27. r Categories are described below You may also access your Thomson ONE Analytics portfolio and screening criteria entities and embed them in an Excel spreadsheet Thomson ONE Analytics Add in Available Identifier Categories The drop down menu at the top of the Identifiers tab contains a list of all the types of entities accessible via the Thomson ONE Analytics Add in The list follows Stock Identifiers There are several categories of stock identifiers For all identifier types see Appendix B Global Aggregates Identifiers specifically refer to the Global Aggregate product for example CAC40 Note These are included in the Global Aggregates product and are not a part of the basic subscription Country Identifiers related to country level aggregate data Use these in combination with the Country type fields to retrieve aggregate data for specific countries Country Industry Identifiers identify a specific country industry combination and when used in conjunction with the Country Industry ageregate fields retrieve aggregate data for the specified Country Industry combination For example United States Banking identifier is NA0104 a combination of the ISO Country Code and the Industry Code Country Sector Identifiers identify a specific country sector combination and when used in conjunction with the Country Sector aggregate fields retrieve aggregate data for the specified Country Sector combination For ex
28. this option is selected the data on your sheet will be refreshed every time a function 1s calculated or changed in the spreadsheet Cache Data This setting determines how long data retrieved from the Thomson ONE Analytics server will remain in your system memory For example if you set this to 1 hour and retrieve a FY 1 EPS Consensus Mean for MSFT this data will remain in your memory for hour If at any point in that hour you access the FY 1 EPS Consensus for MSFT 21 Thomson ONE Analytics Add in again it will retrieve it from your computer s memory instead of making a request to the server Once the set time has passed if you try to retrieve this data again the Add in will re query the servers for this data Preferences Tab Default Identifier Types allow you to set the default option for all Identifier Types To set a default identifier type follow the steps below 1 Click on the Entity for which you would like to set a default for in the left hand list box 2 The list box on the right will populate with the choices available for that Identifier Type Note If only one option appears in the right drop down box there is only one type of identifier for the selected entity 3 Inthe example below Stock type has been selected and Sedol has been selected as the default identifier type Utilities v2 1 1 9 General Preferences Default Identifier Types Additional Templates Thomson Server Templates Enabl
29. tics uses MSFT while the Add in uses MSFT US 26 Thomson ONE Analytics Add in Appendix C Measure Codes When selecting forecast items you see the codes for a specific measure not the description of the measure Measure Description Zi Thomson ONE Analytics Add in Appendix D Currency Codes The following lists available currency codes long and short names available pe i o aal DSE Synthet Synthetic EEK EGP ESP FIM FRF GBP GHC HKD HRK UF Hungarian Forint IDR 28 T homson ONE Analytics Add in i inea Ki Tolar Koruna Dollar Rand 29 T homson ONE Analytics Add in Appendix E Entity Dimension Relationships When selecting forecast items you see the codes for a specific measure not the description of the measure TIMESERIES used for Historical Price Fields Dimensions are Date type Stock identifier e Date Type values are DATE and RELDATE o DATE requires a specific date 01 05 2003 o RELDATE accepts a relative data convention D 1 translates into yesterday M 2 translates into two months ago Y 1 translates into year ago e Stock Identifier for acceptable values see Appendix B STOCKYEAR used for Stock Fields By Year Dimensions are Stock identifier Year e Stock Identifier for acceptable values see Appendix B e Year accepts a specific year in Y Y Y Y format ESTIMATE used for Estimate Fields Dimensions are Broker
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