RTD links - Estimates

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Description

SME Direkt Level 2 Consensus Estimates data may be accessed from other applications (such as Excel) via Real Time Data (RTD).

Requirements

Subscription to an SME Direkt Level 2 package
Using RTD requires Excel 2002 or later.

Please note

Please note that the program must be running in order to provide RTD links
Make sure that the application has been started and completely logged in before opening any spreadsheets containing RTD links

Creating RTD links from SME Direkt Consensus Estimates

Step 1

Highlight the areas you would like to have updated in Excel from SME Direkt Consensus Estimates window.

SelectForRTDCopySMEL2List

Step 2

From the main menu select Edit | Copy RTD Link, or just press CTRL+R after you have selected the area.

edit2

Alternatively, you can copy all the visible fields from the SME Direkt Details window using the same command.

Step 3

Select Edit | Paste in Excel. Now you have a link to live data in Excel.

Embedding RTD formulas in Excel

The RTD formula for estimates takes five to ten parameters:

=RTD("ontrade.estimates"; ""; "(Blank)/ISIN/<Feed>"; "FundID/<ISIN>/<Ticker>"; "Variable"[; "Period"; "ValueType"; "Aspect"; "Aggregation"; "Field"])

 

ProgID

Always set to "ontrade.estimates"

Server

Leave blank ""

Feed

Leave blank "" (future extension)

FundID

Internal numerical identifier for the company

Variable

Variable (Sales, Gross profit, EBIT, Pretax, Net profit, EPS, DPS, Yield, P/S, P/E) or Meta-variable (Name, Currency, Ticker, EstimateDate, FundID, Country, RecomendationDate, RecommendationsAvg, RecommendationsBar).

Period

Period, e.g. 2008Y, 2009Q3, etc.

Value Type

Estimated (default), Actual, EstimatedNRI, ActualNRI or Deviation

Aspect

Value (default), GrowthYear, GrowthPeriod or Margin

Aggregation

Average/Actual (default), Max, Median, Min, StDev, StDevA, Count, CountUp, CountUnchanged, CountDown, ChangeLastReport, ChangeLastYear

Field

Value (default), Currency, Note

 

Sample RTD formulas (ABB):

=RTD("ontrade.estimates"; ""; ""; "87"; "Name")
=RTD("ontrade.estimates"; ""; ""; "87"; "Sales"; "2009Y")
=RTD("ontrade.estimates"; ""; ""; "87"; "Sales"; "2008Y"; "Actual")
=RTD("ontrade.estimates"; ""; ""; "87"; "Sales"; "2008Y"; "Actual"; "Value"; "Actual"; "Currency")
=RTD("ontrade.estimates"; ""; ""; "87"; "Sales"; "2008Y"; "Actual"; "Value"; "Actual"; "Note")

See the topic about RTD links for quotes on tips on how to reference other Excel cells inside the RTD formula.

 

TIP: By default Excel only updates RTD links every 2 seconds. This limit can be reconfigured, see Microsoft's FAQ (search for "RTD Throttle Interval").

References

For more background information on RTD links, see Microsoft's FAQ.



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02.02.2015