RTD links - Estimates

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