Guide on Datastream Excel add-in

Datastream: Time Series Request (Office Excel add-in)

Updated: April 2019 (Version 1.0)

Database Guide

Contents

Page

1. Downloading and Installation 1.1. Enabling Datastream tab in Excel

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2. Time Series Request 2.1. Retrieving Equities/Macroeconomics historical data on Datastream for Office (DFO)

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3. Error messages in Datastream

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4. Troubleshooting 4.1. Datastream Excel tab missing 4.2. Failure in connecting to server

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Downloading and Installation 1.

Please use this link to download Thomson Reuters EIKON+Datastream For Office and follow the instruction:

https://goo.gl/nJAtfJ

Enabling Datastream add-in tab in Excel Open Microsoft Office Excel.

Go to “Thomson Reuters” tab and click on “Sign-in”. You may use the credentials provided by KMC.

2.

Then click on “Add-ons”.

In the Options window, click on Apps.

Click on “Enable” for Datastream and Datastream Charting apps.

Installation is successful once it says "Restart is required".

3.

Restart Excel and the “Thomson Reuters Datastream” tab is now available.

4.

You may also refer the installation guide here: https://kmcportal.inceif.org/custom/web/content/GUIDE_EIKON+Datastream_Installation.pdf

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Retrieving Equities/Macroeconomics historical data on Datastream for Office (DFO)  Open Microsoft Office Excel.  Go to “Thomson Reuters” ribbon tab.  Click “Sign In”.  Next, go to “Thomson Reuters Datastream” tab  Select “Time Series Request” to retrieve historical data.

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In the Time Series Request window, click on “Find Series”.

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You can either use the Search box* to search for equity/indicator OR use “Explore” to search for equity/indicators by sectors for example.

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*i.e. “Malaysia GDP”, CPI Singapore”, “Inflation”, “Maybank”, “Apple”, etc.

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Select “Equties > Malaysia > Banks”.

OR Economics, <indicator source>, <country>

*Only listed companies data are available in Thomson Reuters Datastream.

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Years Coverage

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The page will display the equities result based on the sector that you have chose.

Check all the box and click “Use”

Next, to get the variables, click on “Datatypes” in the Time Series Request window.

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Unchecked “TS for each item in list”

(For Macroeconomic data, you may skip and proceed to time period)

Select “Equities” in the dropdown menu.

Search the variables in the search box* and select by check the box.

7.

Repeat/continue searching if you need more varibles.

Once done, click on “Use”

Next, select your time period:  You may use the “-10Y” for last 10 years period.  Or “2000” for the year 2000,etc.  Choose your frequency “Yearly, Quarterly, Monthly, Weekly or Daily ” in the Frequency menu.  Once you have select the time period, click “Submit”

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The data will be donwloaded in the Excel as shown.

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You may edit the downloaded data (add equity, change period) by select the first cell that contains the formula and click Edit Request.

10.

**Please log out after each session to ensure uninterrupted access.

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Error messages in Datastream

When you are downloading data from Datastream, sometimes you get errors. Unfortunately they are not very clear.

Here we tried to make a list of errors and the reasons why they occur. i. The combination series – datatype doesn’t exist Example: downloading P for an index (P only exists for Equities) $$”ER”, E100, INVALID CODE OR EXPRESSION ENTERED

ii. Requesting a static datatype in a time series request Example: the combination of an equity index and the datatype P iii. Changing the currency for ratio’s Example: requesting market to book value (MTBV) in a specific currency

$$”ER”, E100, ACCESS DENIED

The requested data isn’t part of our subscription Example: requesting non-bold annual or quarterly report items from WorldScope. The solution: use the Thomson One Banker Excel add-in to download this data instead of Datastream.

$$”ER”, 2361, NO DATA AVAILABLE

The requested serie didn’t exist in the requested time period.

Example: requesting the stock price of Google from 1/1/2000 until 1/1/2001

$$”ER”, E601, DATA FOR … CANNOT BE RETRIEVED AT REQUESTED FREQUENCY

You are downloading for example quarterly data, but this item (…) is available on a yearly basis and there are other items in the request that are available on a quarterly basis.

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Troubleshooting

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2. Failure in connection to server.

If you get an error messages while logging in, try the following steps first: Close the program and clear your cache Start > All Programs > Thomson Reuters > Thomson Reuters Tools > Clear Cache / Process Viewer

Once cleared, try to open and login to the application.

-END-

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