DATASTREAM FOR OFFICE (DFO) ADD-IN

QUICK REFERENCE CARD

DATASTREAM FOR OFFICE (DFO) ADD-IN RIBBON FOR OFFICE 2010 AND LATER
Create a one off Request Table - create Access a View and
or embedded and manage library Create a
Manage (edit, refresh create saved chart book
request for a Datastream content of Select to re-
& delete) requests. expressions. based on a Select chart to Access Online
series or list over in your sheets. spread generate the
list. charts. edit. Help.
time. sheets.
Create a one off or
embedded request
for a series or list at
one point in time.

Find the series

or datatypes
you require.
Edit request. Refresh Data Create your Open a new Create a list Select to Refresh Schedule Charts Configure a Access
and set own index or combined Request from series edit a selected or all or Chart range of Datastream
Calculation download Table and User in your chart. charts with Templates for settings and on MyRefinitiv
mode. index Created Time sheet or edit the latest Refresh. defaults.
template. Series workbook. a list. data.

STATIC DATA REQUEST TIME-SERIES REQUEST

Use to request data for a series or a list of series at a single date. Use to request data for series or list of series over a period of time.

Reference a
Type series directly or select Select to use RIC Select series from Click to convert the datatype Select list from
series or several
previous series from dropdown. codes Navigator. to a different currency. the list picker.
series.

Functions and available

parameters are displayed as Editor to facilitate
you type, with links to the See the previous creating requests
help. requests. with multiple series.
Click to select
Type the date, or request Select datatype. saved
latest values for fundamentals Enter the start date, expressions.
and economics, or intra-day end date and
Select to display
values for equities. frequency.
the expression
description or Check to display Select to
Set column and row headings, number. Custom Header. display the
transpose options and more. Time Series
Select to keep the Check to display date format.
DSGRID formula – series code.
and if the request Check to display
should be most recent value
refreshed on first.
open.

Add links to the datatype

to display the definition from
Navigator.
 DATASTREAM FOR OFFICE (DFO) ADD-IN

USING THE DATASTREAM REQUEST TABLE

The Request Table enables you to define the detail of each request – series, lists, expressions, datatypes, dates and the format, and control the updating of the requests, to facilitate the creation and modification of
complex models.

Select to refresh template

The editors facilitate the based Datastream Charts This allows you to
creation and editing of after update (taking include display code Enables data
Schedule tables to Set column and row requests with multiple Run macros account of series changes Process the option if it is a time destination references
update using the DFO headings, transpose series (or datatypes & before and after in list). request in series request with to be auto-filed for
Index. options and more. expressions). update. sequence order. Transpose turned off. columns.

Switch to maintain
the destination
references when
cells are inserted
and deleted in the
destination sheet.

Update table.
Specify the text to
use for the not
available string.
Select if request
should update.

Choose static, Select the

time-series, list, destination for the
chart requests. data.
Update central
system list (L#)
with series in your
sheet.

Update Datastream Use Data sheet for Select series (or Create user list Select datatypes Select different Select the start date,
Charts with manipulating lists) using for requests. and expressions functions and end date and frequency.
different series downloaded data. Navigator. from Navigator. expressions
based on charting Note: this sheet can
template. then be hidden.
Create or select Create chart requests.
user list for
requests.