Datastream

Datastream is an extensive database of historical financial numerical data. It contains over 40 years of data. Datastream contains quantitative data for most companies (equities) quoted on any stock exchange. In addition, it contains a lot of other data including: equity indices, unit trusts, bonds, economics, exchange rates, interest rates and commodities. Data is provided by a number of organisations including: Worldscope, International Monetary Fund (IMF), Organisation for Economic Cooperation and Development (OECD) and national government sources. Datastream offers a wide choice of charting, reporting and downloading options. Datastream does not contain qualitative data or data on private companies. resources and how to get more help in using Datastream. Datastream Advance: Getting Started is a more detailed guide (compared to this one) which provides information on many of the other functions and capabilities of Datastream. A copy of this guide can be found next to both of the Datastream PCs.

1. Datastream Advance
When using Datastream for the first time you are advised to use the Datastream Advance Interface. The Datastream interface is good for simple requests such as total assets for a single company at a given time or closing prices for a single equity index over a period of time etc. The basic procedure for submitting a Datastream Advance request is given in part (a) and a specific example in part (b). (a) Basic Procedure Figure 1 on page 2 shows the basic procedure for submitting a request in Datastream Advance. (b) Example: Financial Data over Time for a Single Company This example looks to extract data (e.g. daily share price) for one company (e.g. Tesco PLC) over a period of time. Towards the end of this section information on how to display the data graphically is given. A screenshot of the Datastream interface is given on page 3.  Select Equities from the Data Category menu (top left of screen).  Select Single Series – Data > Time Series Data from the Analysis menu (bottom left of screen).

ACCESS
Datastream is only available on 2 PCs located in zone LGC of the Main Library. To access Datastream you will require your Active Directory (ADF) username and password. If you do not know your ADF details please contact the Computing Helpdesk: www.itservicedesk.bham.ac.uk. Next to each PC is a booking folder. You are advised to use the booking system in order to guarantee time on one of the machines Mon-Fri. The PCs operate on a first-come, first-served basis at weekends.

THIS GUIDE
This guide is intended to get you started with using Datastream. In Section 1 Datastream Advance is introduced. The Datastream Advance for Office (Excel Add-on), which is useful for certain types of request, is introduced in Section 2. Sections 3 and 4 give details of alternative

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Single Series – Report. Select (if applicable) (a) Datatype (e. Click Filter / Search and a list of matches will be returned. Equity Indices. uncheck the box and click Datatypes. MSCI. Local) 5.  Click Settings (top right) to change the frequency for which the data is displayed (daily.g. WS and Primary Quote categories (although there are exceptions). Interest Rates. To change this to something else. Exchange Rates.  Click on the Excel (transfer data to spreadsheet) icon to export the data to Excel. In addition. Single Series – Chart etc. Economics etc. Equity Index (e.) * The category you require for companies 2. Your selected company will now appear in the Name field on the main Datastream screen (beneath datatype). You will taken through to the Navigator again. Economics variable (e. Check to see whether the ‘No Datatype’ box is checked. price). let’s select a time period of 1 year (-1Y). in this case Tesco PLC. If it is. Select the one of interest by clicking the Mnemonic hyperlink (If you are unsure of what the datatype represents click on the book icon to the left of each entry to gain a definition of the datatype). that you are interested in)  Beneath Enter Series is the Datatype selection. the base date.  An overview of company performance can be seen by selecting Analysis and 4. in this case Tesco PLC. Single Series – Data. currency and market categories also give clues about the company. Select the company (by single clicking on its name) you are interested in.). You will need to consider what frequency is most suited for the type of data you are looking to display (in this case daily). Other Options  To chart the data simply change the Analysis from Single Series – Data > Time Series Data to Single Series – Chart > Line Chart. In the Navigator you can search for the datatype you require (e.g. yearly etc.) 3. This allows you to find the Datastream Mnemonic (code) for the company of interest. 1986 to 2006) (c) Settings [frequency] (e.  A list of results matching the search will be returned. GDP) etc. the datatype returned will be the share price (by default). In this case. Select Analysis (Single Series Overview.g. In this case: TESCO – TSCO (where TSCO is the DS mnemonic). Select Data Category (Equities*.  Change the time period using the check boxes towards the top right of the screen (base date will provide data as far back as Datastream has data). 2 . To set other time periods click the Time Period button. You will return to the main Datastream screen and your datatype will be selected. FTSE 100). Find Series (Select the Equity (e.  Check the Currency is what you require (leave in this case as local currency). In general the company you will require will be that whose name is in bold type and answers ‘yes’ to all of the IBES.  In the Navigator which appears type Tesco in the name box and click search. daily) (d) Currency (e.g.  Click Run Now! The data will then be displayed in the large screen of the Datastream interface.g. Run Now! Figure 1: Basic Procedure for using Advance  Next to the Enter Series box click Find Series (top middle of the screen). Tesco PLC).g. monthly.g.1. closing price) (b) Time Period (e.g.

transpose data) 5. Select Series / List 2. A screenshot of the interface is given on page 4. Submit Figure 3: Procedure for using Advance for Office (b) Example: Financial Data over Time for Multiple Companies  Use Advance to create a list of companies. Select the list created in stage (1) or search for series (e. total sales. select Single Series – Report and pick a report from the list.g. Create a Local List (Optional) Use Datastream Advance (Data Category > Local List) to create a list of equities etc.  To view a lot of financial details for the latest year for one company in one go. From Data Category 1 . Select (if applicable) (a) Datatype (e.g.g. for example to -1Y.  Click Run Now! If you get an error message. equities) of interest 4.) over a period of time or if you want to find closing prices for lots of equity indices you would probably be best advised to use Datastream Advance for Office (also known as the Excel Add-on).g. annually) (d) Options (e. Select Static Request or Time Series Request 3. Datastream Advance for Office (Excel Add-on) For more complex situations. 2. This feature is available on both Datastream PCs. (a) Basic Procedure 1. total liabilities etc. check that your selected date range is not too large and reduce if it is. 1986/ 2006) (c) Frequency (e.Export to Excel Find Series Datatype Time Period Settings Data Category { Currency Run Now! Analysis { Figure 2: Key Features of the Datastream Advance Interface Results Single Series Overview > Overview of Company Performance and click Run.g. The basic procedure for submitting a Datastream Advance for Office request is given in part (a) and a specific example in part (b). such as extracting lots of datatypes for a single company (such as total assets. closing price) (b) Start / End Date (e.

bham.  Select the companies using the Series Navigator icon (next to the Find box).bham.bham.Static Request Datastream Tab Time Series Request Series Selection List picker Datatype Mnemonic Picker Time Period Frequency Options { Submit Figure 4: Key Features of the Datastream Advance for Office (Excel Add-on) Interface select User Created > Local Lists.ac.ac. Further Help If you need further help in using Datastream (or indeed any of the other library resources available) you can book a session with the subject specialist in Library Services for the Birmingham Business School. 3. Enter a List Description name and a List File name: both can be the same. Contact details at: www.  Click on the List Picker to select the list of companies which you selected above (alternatively you can select companies using Series selection.library. Change the dates and any options required. As there are more rows than columns in a spreadsheet the Transpose Data option can be useful. Use the Datastream Mnemonic Picker in the same way as in the previous section to select the datatype(s) required.ac. All Library Services documents are available in other formats. An overview of other resources that can give you company information is given in the Company Information guide: www. please contact Library Services on 0121 414 5828 1 or www. This is done in the same way as described in the previous section. but the latter must end . Click Next. Click List Wizard > Next.library.bham.shtml .uk/searching/guides/ databaseguides/companyinfo. Click Finish.shtml 4.  Open Excel and from the top menu select the Datastream tab and then Time Series Request. See the Information Sources for the Birmingham Business School guide: www.ac.library.uk/help/ask.elibrary. Click Submit.LLT.bham.shtml for information D/Com. Some Economics data can also be found on ESDS International.library.uk/searching/guides/ subjectguides.06/SAB/23-09-10 . ensuring a comma is placed between each company). The selected companies will appear in the List Wizard (to select companies more quickly view the instructions on pages 54-58 of the Advance: Getting Started manual).ac.uk).uk/searching/subject support. Further Resources Some of the information which can be found on Datastream can also be found on other resources available on eLibrary (www.

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