REUTERS 3000 XTRA v4.

5 QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL
You can use Excel worksheets to build your own displays with Reuters data. This section introduces several different methods of putting Reuters data into an Excel worksheet.

If you aren’t already running Microsoft Excel in Reuters 3000 Xtra, go to the Windows Start button and use the menus to select Programs / Reuters 3000 Xtra /Reuters PowerPlus Pro. The Reuters menu on the Excel menu bar gives you access to the relevant functions for working with Reuters data. If this is not available, contact Reuters Customer Support.

Drag and drop
To insert a single price into an Excel worksheet, simply drag the item from a Kobra display (either a pre-built display or one you have built yourself) and drop it in the relevant cell in the worksheet. For example, in Kobra press F4 for a pop-up quote window. In the command line of this window, type 0006.HK and press Enter. Move to Excel (the pop-up will still be displayed on top). You can now drag the Ask price (for example) from this pop-up up and drop it in a cell in your worksheet.

Anything on screen that you need to click on is printed in blue bold. RICs and other codes you use in a quote frame are printed in blue bold. News codes, report codes and keywords you use in a news frame are printed in orange bold.

If you are prompted to Enable Macros, you can do this with confidence. If you tick the box marked always trust macros from this source, then you will not receive this prompt again.

REUTERS 3000 XTRA QUICK START

USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL

set the time to every 10 seconds (for example). Type the names of the fields in a row immediately above the column. Assistants button Quote list To create a quote list with price data that is updated in real time. Assistants The Reuters Assistants give you step-by-step processes for creating different types of table. In the final step. 2. note the RtUpdate and RtGet buttons. In the worksheet. it is better to use the Reuters Real-time Quote Assistant (see Assistants later in this section). This displays the data that you have specified. click in the cell that will be the top left-hand corner of the list. use RtUpdate. REUTERS 3000 XTRA QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL . If you want to create a large or complex list.5 QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL NOTES: Speed lists If you want to create a quote list and you know the exact names of the fields that you want to display. This is a more efficient way of updating all the values in near-real time without Excel constantly recalculating. DISPLAY NAME LAST BID ASK NET CHANGE PERCENT CHANGE VOL ACCUMULATED TRADE TIME stock name last traded price current best bid current best ask net change since the last open percentage change since the last open volume of stock traded so far since the last open time of the last trade The Assistants button on the toolbar gives you quick access to all the Assistants. click on the cell that will be the top left corner of the table in the worksheet. Some of the most commonly used fields are listed below (remember these have to be typed exactly for the speed list to work). The figures in the spreadsheet are updated automatically as the prices change in real time. If you have a large list of stocks. type the RICs of the instruments in a column of cells.REUTERS 3000 XTRA v4. you can create the list very quickly. Then select the relevant Assistant (as described below). Right .click in a cell directly below one of the field names and select Real-time Speed List in the pop-up menu. There are separate steps for supplying the RICs and choosing the fields. One advantage is that you can scroll through all the available fields to find the ones you want. 1. Then select Reuters /Assistants /Real-time Quotes. To start creating a table of data.

use the hierarchic list to locate and select the information you want to view. Fundamental data To retrieve fundamental data. Add the RIC of the instrument. Note the Code Converter in the list. Click in the cell that will be the top left-hand corner of the list. this enables you to retrieve alternative instrument codes. Click in the cell that will be the top left-hand corner of the list. you can then select Company Details to include details such as the full company name. low and close). then click on the Next button. then select the data frequency (for example. Select Reuters /Assistants / Real-time Chain. expand Company. For example. Add the RIC of the instrument. ISINs. Because the figures are generally very large. Tick for every trade. For a history of fundamental data. Add the RIC of the instrument. etc. You can then select the individual values (for example. Once you have entered the chain RIC. open. 2. high. or you can expand Company Reports to work down to specific figures. 3. Click in the cell that will be the top left-hand corner of the list. the process is the same as for a quote list. Up to 30. on a single company: 1. Select Reuters /Assistants / Time Series Data. then click on the Next button. 3.5 QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL NOTES: Index constituents and chains To create a quote list showing the constituents of an index or a chain of data (such as an options chain): 1. such as five years’ P&L. In step 2 of the Assistant. You can now complete the Assistant by accepting default values. In step 2 of the Assistant. or 1D for daily). 3. then click on the Next button. such as CUSIPS. Select Reuters /Assistants / Security History. 2. click to expand LAST TRADE. for one or more companies: 1.REUTERS 3000 XTRA v4. In step 2 of the Assistant. make sure you format the cells to view the values correctly when the list is displayed. Click in the cell that will be the top left-hand corner of the list. You can now complete the Assistant by accepting default values. REUTERS 3000 XTRA QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL . use the hierarchic list to locate and select the information you want to view.000 ticks and 20 years of daily price histories are available. You can now complete the Assistant by accepting default values. 2. 2. such as company accounts figures and key ratios. Price history To create a table with a detailed price history (a time series) of a single instrument: 1. Select Reuters /Assistants / Security Instruments.

If you have used an Assistant to display a table.) • For a time-series of historical prices. Each function has a detailed help file for further information. For further help with Reuters PowerPlus Pro. use RtUpdate. cells that you can modify are displayed in orange. such as the constituents of an index or a set of options on an underlying instrument. Similarly. leave RtMode blank. • For a chain of instruments. • For a real-time quote list. use RtChain. To find these. • For fundamental data. Use DeList (for several instruments) or DeHistory (for historical data on a single instrument). Paste Function button Adfin functions for advanced users Paste Function button Need to know more? To view the excellent on-screen tutorial for Reuters PowerPlus Pro. you can change any field by typing a different field name in the relevant cell. The real-time functions are now listed on the right. there is a huge range of analytics. scroll down the list on the left and select Adfin Real-time. (For SourceAlias. contact Reuters Customer support. click on the Paste Function button on the toolbar. it’s easy to change the contents. click on the Interactive Training button on the Reuters PowerPlus Pro toolbar. For access to these functions. Or click on Reuters / Help /Interactive Training on the Excel menu bar. Adfin functions have been designed by Reuters for advanced users of Microsoft Excel. click on the Paste Function button on the main Excel toolbar. use the value IDN. The values in the relevant column or row will be changed automatically. then scroll down the list on the left and select Adfin Options. Both standard and exotic options (Asians. In the dialogue box. scroll down the list on the left and select Reuters 3000 Data Engine.REUTERS 3000 XTRA v4. Lookbacks and others) are available. Options For options. To change any RIC in the table. Interactive Training button REUTERS 3000 XTRA QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL . simply type a different RIC in the cell and press Enter. use RtHistory. Barriers. These include options volatility and pricing functions. Ross and Rubinstein. such as Black & Scholes and Cox.5 QUICK START USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL NOTES: Modifying the worksheet Once the data is in the worksheet.

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