DATASTREAM

All the answers to the Datastream certification can be found in the study materials below. Work through the training and then request a token to take the exam.

STEP 1: PREPARATION TRAINING MATERIAL VIEW

Learn the Basics (7)

  • Key Benefits Of Datastream - (03:41) View description

    Watch this video for an introduction to the key features and benefits of Datastream. Datastream is the most comprehensive economic and financial time series database. With access to an unrivalled set of historical financial content, you can investigate the correlations and relationships between more global economic indicators and various asset classes.

  • Datastream: Finding Codes with Navigator View description

    This course covers the following topics:

    • How to Access Navigator Search (1:17)
    • Using Free Text Search to find Codes (3:49)
    • Help with using the Free Text Search (2:55)
    • Using Navigator to Preview Equity Datatypes (1:55) more
    • Using Explorer to Find Codes (2:08)
    • About the Search Results (1:52)
    • Finding Datatypes (2:22)

  • Getting Started with Datastream Charting View description

    This module covers the following topics:

    • Access Datastream Charting (01:09)
    • About the Chart page (04:00)
    • About the Library tab (06:16)
    • Navigating Key Indicators and Exporting Data to Excel (04:08) more
    • Other Datastream Charting Tabs(01:07)
    • Help and Support (01:05)

  • Creating and Editing Datastream Charts View description

    This module covers the following topics:

    • Create a New Blank Chart (02:31)
    • Apply Datatypes (02:19)
    • Apply Currency Conversion to All Series (01:37)
    • Apply Functions (02:41) more
    • Change the Date Range (02:12)
    • Change Chart Settings (03:17)
    • Rebasing Charts (01:07)
    • Save a Chart (02:30)
    • Load a Saved Chart (01:53)
    • Project: How do I rebase a Chart(03:25)

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  • Customize Datastream Chart Settings View description

    This module covers the following topics:

    • Changing Chart Settings (03:05)
    • Customizing Chart Legends (01:26)
    • Customizing Chart Axes (01:32)
    • Changing a Locked Setting (01:28)

  • Using Chart Styles to Customize Datastream Charts View description

    This module includes the following topics.

    • Create a New Chart Style (04:35)
    • Apply a Style to a Chart (01:30)
    • Apply a Style to Multiple Charts (01:05)
    • Editing Several Charts at once (01:35) more
    • Setting a Default Style (01:17)
    • Using Transparency Settings on a Chart (02:10)
    • Change a Locked Setting (01:18)
    • Save a Change to an Existing Style (01:34)
    • Apply Datastream Styles to Charts in Excel (01:16)

  • Using Fathom Charts in Datastream Charting - (03:57) View description

    Thomson Reuters has teamed up with Fathom Consulting to offer Datastream customers access to Fathom’s analytical content through a new library of Fathom charts.

Working with Different Chart Types (6)

Working in MS Office (3)

  • Retrieving and Analyzing Data in Excel - (03:44) View description

    This OnDemand video explains how customers can use DFO - Datastreams add-in for Microsoft Office - to build complex models and reports that can be linked straight into Excel.

  • Datastream for Office: Using Request Tables View description

    This course covers the following topics:

    • Key Benefits of Request Tables (1:44)
    • Creating a Request Table (6:16)
    • Creating a Chart Request (2:26)
    • Using pre-built Tearsheets (1:41)

  • Datastream Charting: Exporting and Refreshing Charts View description

    This course covers the following topics:

    • Export a Chart to Microsoft Excel (1:54)
    • Export a Chart to Microsoft Word (2:10)
    • Export a Template to Microsoft Office (1:40)
    • Export Multiple Charts to Microsoft Office (2:23) more
    • Export a chart as an Image File (2:45)
    • Share a Live Chart URL (2:27)
    • Share a chart using the Edit URL (1:46)
    • Set Sharing Preferences (2:05)
    • Refresh charts from Microsoft Office (2:09)
    • Running a template from Microsoft Excel (1:26)
    • Using the Chart Manager (4:25)
    • Refresh locally-stored chart images (0:57)

Analytics and Tools (8)

  • Datastream: Working with Functions and Expressions View description

    This course is an introduction to working with Functions and Expressions in Datastream Charting and Datastream for Office. This course covers the following topics:

    • About Datastream Functions and Expressions (3:53)
    • About Static Functions (3:30) more
    • About Moving Format Functions (3:12)
    • Working with Calendar Functions (4:39)
    • Using the Rebasing function in a Time Series Request (3:28)
    • About the Expression Builder (1:49)
    • Using the Expression Builder to create a simple expression (3:37)
    • Using a Custom Expression in Datastream(1:46)
    • Using a Custom Expression in Datastream Charting (1:22)

  • Datastream: Working with User-Created Lists View description

    This module covers the following topics:

    • About User Created Lists (1:46)
    • Create a List from a Range (2:38)
    • Creating a List from Datastream Navigator (2:02)
    • Accessing User Created Lists from a Request (1:06) more
    • Accessing User Created Lists from a Datastream Charting Template (1:04)

  • Datastream Charting: Working with Annotations View description

    This course covers the following topics:

    • About Annotations (1:11)
    • Annotate a series with Substitutable Text (3:14)
    • Create Complex Annotations using Substitutable Text (2:07)
    • Add Text Boxes (1:27) more
    • Add a Recession Band (4:05)
    • Add Horizontal and Vertical Annotation Lines (3:01)
    • Add Freehand Lines (1:47)
    • Add Circles and rectangles (2:36)
    • Add Markers to Lines (2:13)
    • Change Annotation Styles (3:32)

  • Sharing Datastream Chart URLs View description

    This course includes the following topics:

    • Setting Sharing Preferences (1:54)
    • Sharing a Live Chart URL (2:08)
    • Sharing a Chart using the Edit URL (1:14)

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  • Datastream Charting: Using Correlations in Datastream Charting View description

    This course covers the following topics:

    • Using the line correlation dialog to set a correlation
    • Setting the correlation spectrum
    • Applying best fit shift to a correlation chart
    • Finding sample correlation charts in the Datastream Library

  • How Do I Create My Own Correlation Chart? - (03:56) View description

    Correlation is a powerful tool that allows you to analyze the relationship between multiple time-series. This OnDemand video showcases how to use Datastream Charting (DSCHART) to create your own correlation charts.

  • Datastream for Office: Working with User-created Time Series View description

    This course covers the following topics:

    • Accessing the User Created Time Series template (1:20)
    • Create a User Created Time Series (5:10)
    • Accessing a User Created Time Series from Datastream Charting (1:08) more
    • Adding a User Created Time Series to a Request (1:22)
    • Editing a User Created Time Series (3:00)

  • Datastream: Creating Your Own Indices View description

    This course covers the following topics:

    • About User Created Indices (1:15)
    • Creating an Index in Under a Minute (1:30)
    • Creating an Index from a List in Excel (3:10)
    • Using the UCI Template to Create and Edit an Index (5:51) more
    • Creating an Index from a Data Table (2:52)
    • Editing an Index from the UCI Template(2:45)

Exploring the Data Content (2)

  • Finding Bond Indices and Constituents List - (05:47) View description

    This video will demonstrate how to find Bond Indices and constituent lists to support selecting asset allocations, performance benchmarking and constructing structured products. Datastream and leading index suppliers including Iboxx and Merrill Lynch provide comprehensive coverage and history more for this essential data.

  • Datastream Asset4 - (03:17) View description

    Thomson Reuters Asset4 provides a one-stop shop of ESG information which may be accessed via Datastream, allowing users to seamlessly combine and analyze ESG data with financial metrics. Watch this video to learn how to access and use this information in Datastream. Total Running Time 3:17

Tips, Tricks and Ideas (1)