Kobra Getting Started

Reuters Kobra 5.0 Getting Started GuideDocument Number 500101.4

8 June 2005

Copyright © 2005 Reuters. All Rights Reserved.Except as permitted by law, no part of this document may be reproduced or transmitted by any process or means without the prior consent of Reuters. Reuters, by publishing this document, does not guarantee that any information contained herein is and will remain accurate or that use of the information will ensure correct and faultless operation of the relevant service or equipment. Reuters, its agents, and employees shall not be held liable to or through any user for any loss or damage whatsoever resulting from reliance on the information contained herein.

Reuters and the Reuters sphere logo are registered trademarks and trademarks of the Reuters group of companies around the world. Equis International and Lipper are Reuters companies. ADFIN, KOBRA, KONDOR, and MetaStock are registered trademarks, and Reuters 3000 Xtra, Reuters Data Contribution Server (DCS), Reuters Data Transformation System (DTS), Reuters Dealing 2000-2, Reuters Dealing 3000, Reuters Enterprise Licensing System (ELS), Reuters Integrated Data Network (IDN), Reuters Kondor Global Limits, Reuters Kondor Trade Processing, Reuters Kondor Value at Risk, Reuters Knowledge, Reuters Market Data System (RMDS), Reuters Network Management System (NMS), Reuters News 2000, Reuters News Distribution System (NDS), Reuters Optimizing Contribution Server (OCS), Reuters Personalized Delivery System (PDS), Reuters PowerPlus Pro, Reuters Trader for Commodities (RTC), Reuters Triarch are trademarks of the Reuters group of companies around the world.

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Published by Reuters, The Reuters Building, South Colonnade, Canary Wharf, London, E14 5EP, UK.

Kobra 5.0 Getting Started Guide, Document Number 500101.4, 8 June 2005

http://customers.reuters.com/crmcontactus/support.asp

Reuters Kobra 5.0 Getting Started Guide

Document History

HistoryDocument Number

Date Comments

500101.4 8 June 2005 Minor update. Published as an Adobe PDF file packaged with Reuters 3000 Xtra 5.0, and published on the Reuters Customer Zone.

500101.3 1 April 2005 Published as an Adobe PDF file packaged with Reuters 3000 Xtra 5.0, and published on the Reuters Customer Zone.

500101.2 1 March 2005 Updated for Reuters 3000 Xtra 5.0. Second draft for internal review. Published as an Adobe PDF file.

500101.1 6 December 2004 Updated for Reuters 3000 Xtra 5.0. First draft for internal review. Published as an Adobe PDF file.

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Reuters Kobra 5.0 Getting Started Guide

4 8 June 2005

TABLE OF CONTENTS

Part I: OverviewChapter 1 Introducing the Kobra Documentation ............................................................................................. 11

Using This Guide ........................................................................................................................................12Conventions Used in The Online Help ........................................................................................................13Kobra Guides and Online Help ...................................................................................................................14Performing a Full Text Search ....................................................................................................................16Run, Link, and VBA Modes .........................................................................................................................18

Chapter 2 First Steps With Kobra ..........................................................................................................................21Starting and Exiting Kobra ..........................................................................................................................22Using Data Store and Links Bar ..................................................................................................................26Opening and Closing Kobra Files ...............................................................................................................30Saving Kobra Files ......................................................................................................................................33Introducing Reuters XMS Models (only available in Reuters 3000 Xtra) ....................................................34Moving Between Open Flex Documents and Books ...................................................................................36Moving Between Sheets in Books ..............................................................................................................37Kobra Modes: Run, Link and VBA ..............................................................................................................38Customizing the Workspace .......................................................................................................................39

Chapter 3 Basic Kobra Tasks .................................................................................................................................41Adding Kobra Objects to Flex Frames ........................................................................................................42Selecting an Object .....................................................................................................................................49Moving Between Frames in Flex Documents .............................................................................................50Working With Flex Frames in Flex Documents and Flex Viewers ..............................................................51Adding and Removing Flex Frames ...........................................................................................................54Opening and Closing Browsers ..................................................................................................................57Changing Fonts and Colors of Objects .......................................................................................................59Printing Sheets and Objects .......................................................................................................................60

Chapter 4 Using Kobra in Link Mode ...................................................................................................................63

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Table of Contents Reuters Kobra 5.0 Getting Started Guide

Switching Between Run Mode and Link Mode ...........................................................................................64Working with Objects in Link Mode .............................................................................................................66Selecting Objects in Link Mode ..................................................................................................................67Setting Properties in Link Mode ..................................................................................................................68

Part II: Viewing Market Data, News, and InformationChapter 6 Retrieving and Displaying Information.............................................................................................71

Using Kobra Command Line to Retrieve Information .................................................................................72Dragging and Dropping Data Between Objects ..........................................................................................75Copying and Pasting Data Between Objects ..............................................................................................77Linking Objects in Flex Documents to Retrieve Information .......................................................................79Searching for News Categories and Item Codes by Sector .......................................................................81Searching for Item Codes ...........................................................................................................................84Searching for Items, Issues, and Issuers with Reuters Search ..................................................................86Displaying Information on the Web .............................................................................................................87

Chapter 7 Viewing Market Data ..............................................................................................................................89Viewing Full Quotes and Chains in Records and Pages ............................................................................90Using the Matrix to View Quotes for a Portfolio of Instruments ..................................................................92Editing Instrument Portfolios .......................................................................................................................95Formatting Instrument Portfolios .................................................................................................................98Changing Fonts and Colors in the Matrix ....................................................................................................99Setting a Record Alert to Monitor Instrument Prices .................................................................................102Activating, Deactivating, and Deleting Alerts ............................................................................................105Displaying Records, Headlines, Graphics, or Company Data Related to an Alert ....................................106Displaying a Scrolling List of Quotes and Chains Using the Ticker ..........................................................107

Chapter 8 Viewing Headlines and News ............................................................................................................ 111Overview of the News Object ................................................................................................................... 112Viewing News ........................................................................................................................................... 113Viewing Cross-Referenced Information .................................................................................................... 116Displaying Related Information ................................................................................................................. 117Using News Search Expressions to Filter Headlines ................................................................................ 118Creating and Saving Search Expressions Using the News Expression Builder .......................................121Narrowing the Focus of Searches to Specific Words or Phrases .............................................................125Combining Search Expressions ................................................................................................................127Modifying How Headlines Are Displayed ..................................................................................................129

Part III: Analyzing Data in Graphs and SpreadsheetsChapter 10 Analyzing Data in a MetaStock Chart..............................................................................................133

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Reuters Kobra 5.0 Getting Started Guide Table of Contents

MetaStock Chart Object Tools and Menus ................................................................................................134Creating a Chart .......................................................................................................................................141Changing the Instrument ..........................................................................................................................144Changing the Interval ................................................................................................................................146Changing the Range .................................................................................................................................147Changing the Analysis Type .....................................................................................................................148Zooming and Scrolling ..............................................................................................................................149Displaying Cursors and Gridlines .............................................................................................................151Adding an Annotation ...............................................................................................................................153Using the Properties Editor .......................................................................................................................155

Chapter 11 Analyzing Data in a Spreadsheet .....................................................................................................159Creating a New Worksheet and Opening an Existing Worksheet .............................................................160Saving a Worksheet in a File ....................................................................................................................161Entering Cell Data .....................................................................................................................................162Adding a Function to Formulas in Worksheet Cells ..................................................................................163Viewing Realtime Data in Cells .................................................................................................................164Viewing Reuters TS1 Historical Data in Cells ...........................................................................................166Viewing Fundamental and Reference Data in Cells .................................................................................169Editing Cells Containing Text, Numbers, or Formulas ..............................................................................172Specifying How Numeric Data is Displayed in Selected Cells ..................................................................173Defining when Recalculations are made ..................................................................................................174Resizing Rows and Columns ....................................................................................................................176Changing Fonts and Colors ......................................................................................................................179

Chapter 12 Transferring Data to an Excel Spreadsheet...................................................................................181Dragging and Dropping Data ....................................................................................................................182Copying and Pasting Data ........................................................................................................................183

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Table of Contents Reuters Kobra 5.0 Getting Started Guide

8 8 June 2005

PART I:OVERVIEW

This part includes:

• Introducing the Kobra Documentation• First Steps With Kobra• Basic Kobra Tasks• Using Kobra in Link Mode

Overview Reuters Kobra 5.0 Getting Started Guide

10 8 June 2005

CHAPTER 1 INTRODUCING THE KOBRA DOCUMENTATION

Contents • Using This Guide• Conventions Used in The Online Help• Kobra Guides and Online Help• Performing a Full Text Search• Run, Link, and VBA Modes

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Chapter 1 Introducing the Kobra Documentation Reuters Kobra 5.0 Getting Started GuideUsing This Guide

Using This Guide

What this guideexplains

The Reuters Kobra 5.0 Getting Started Guide explains how to:• use the Kobra environment• design Flex documents for financial applications

Intendedaudience

The Reuters Kobra 5.0 Getting Started Guide is intended for users with Run Mode licenses who create or use Flex documents in Kobra. Users must be familiar with the Windows operating system, as well as financial information services.

How this guide isorganized

The Reuters Kobra 5.0 Getting Started Guide is organized in three parts that give an overview of Kobra, explain how to view market data, news, & information, and how to analyze data in MetaStock Charts and spreadsheets.

How to use thisguide

First read “Conventions Used in The Online Help” on page 13 to familiarize yourself with the manner in which information is presented and the terminology used in this guide. Then read the parts in the order they are presented.

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Reuters Kobra 5.0 Getting Started Guide Chapter 1 Introducing the Kobra DocumentationConventions Used in The Online Help

Conventions Used in The Online Help

Text

Terminology

Convention Explanation

italics Menu names and items, command buttons, and titles of guides.

“Text in quotation marks” References to chapters or sections. Messages displayed.

bold words or phrases Emphasizes an explanation.

1. Numbered bold text A series of actions that you perform in the defined order.

◆ Bold text A one-step procedure to perform.

courier font User input, directories, file names, and contents.

<courier_italics> Site-specific variables or parameters.

➤ Sequence of menu items to choose.

root#any_other_user$

The user that you must be to enter a command.

Term What You Do

Activate Place the cursor over the item and click.

Choose Make a choice from two or more available menu items.

Click Quickly press and release the mouse button while the cursor is over the item.

Double-click Quickly press and release the mouse button twice in succession while the cursor is over the item.

Drag and drop Press and hold the mouse button while the cursor is over the item, then move the cursor to the required position, and then release the mouse button.

Enter Type in data.

Highlight Place the cursor over a row in a table (or a cell in a matrix) and quickly press and release the mouse button while the pointer is over the item.

Press Press a key on your keyboard.

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Chapter 1 Introducing the Kobra Documentation Reuters Kobra 5.0 Getting Started GuideKobra Guides and Online Help

Kobra Guides and Online Help

PDF files The Kobra guides are delivered as Adobe PDF files that you can display on screen and print using Adobe Acrobat Reader.They are available:• in the \Reuters\Documentation\Kobra directory• on the Reuters Customer Zone https://customers.reuters.com/support/products/index.asp

User guides

Designer guides

Installation andadministration

guide

Title Document Number

Kobra 5.0 Getting Started Guide 500101

Reuters Search 5.0 User Guide 500114

Kobra 5.0 Quick Reference Guide 500115

Multimedia News Object for Kobra 5.0 Guide 500117

Reuters 3000 Xtra Metastock Chart Getting Started Guide 501208


Kobra 5.0 Workspace Designer Guide 500102

Kobra 5.0 Realtime Objects Designer Guide 500103

Kobra 5.0 Control Objects Designer Guide 500104

Kobra 5.0 Accessory Objects Designer Guide 500105

Kobra 5.0 Windows Objects Designer Guide 500106

Kobra 5.0 Spreadsheet Object Designer Guide 500107

Kobra 5.0 Database Objects Designer Guide 500108


Reuters 3000 Xtra Suite 5.0 Installation Guide 501211

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https://customers.reuters.com/support/products/index.asp

Reuters Kobra 5.0 Getting Started Guide Chapter 1 Introducing the Kobra DocumentationKobra Guides and Online Help

Customizationguides

Online help Kobra is delivered with context-sensitive and indexed online help for objects and dialog boxes. You can either:• choose Help ➤ Help Topics • click the object or dialog box and press F1

Examples Example Links.kob in the Kobra \Reuters\Sample\Xtra directory contains working copies of an example link for each of the Kobra objects.


Kobra 5.0 ActiveX Controls Integration Guide 500112

Kobra 5.0 Customizing With VBA 500113

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Chapter 1 Introducing the Kobra Documentation Reuters Kobra 5.0 Getting Started GuidePerforming a Full Text Search

Performing a Full Text Search

Before you begin Reuters used Adobe Acrobat 6.0 Pro to create the .pdf and .pdx files in the Reuters 3000 Xtra Suite documentation set. If you encounter difficulty using full text search with your version of Adobe Reader, download Adobe Reader 6.0 from this URL http://www.adobe.com/products/acrobat/reader_archive.html on the Adobe web site.You must also set up the index.

How to perform afull text search

How to set up theindex

Step Action

1 Click in Adobe Acrobat.

2 Enter the text for your search inquiry, then click Search.You can enter a number, word, phrase, or term using wild card characters (*, ?) and operators (=, ~, !, Boolean, and comparison).

3 Choose a guide in Search Results by highlighting a guide and clicking View.Adobe Acrobat highlights the first hit or hits that match your inquiry.

4 Navigate within a guide by clicking: • to go to the next highlight (or press Ctrl+])

• to go to the previous highlight (or press Ctrl+[)

• to perform another search

5 Navigate from guide to guide in Adobe Acrobat version:• 6, by pressing Ctrl+Space+]• 5, by pressing Ctrl+Shift+]

6 Choose another guide in Adobe Acrobat version 5 by clicking (or pressing Ctrl+Shift).

Step Action

1 Set up an index in Adobe Acrobat version:• 6 by clicking (or pressing Ctrl+F)• 5 by choosing Edit ➤ Search ➤ Select Indexes (or pressing Ctrl+Shift+X) and going to

step 4

2 Click Use Advanced Options.

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Reuters Kobra 5.0 Getting Started Guide Chapter 1 Introducing the Kobra DocumentationPerforming a Full Text Search

3 Choose Select Index from the Look in drop-down menu.

4 Click Add.

5 Choose the following index file (*.pdx):<install_directory>\Reuters\Documentation\xtra\x_index.pdx

6 Click Open.Adobe Acrobat displays the name of the index (Reuters 3000 Xtra 5.0 Guides)

7 Remove any indexes in the list that you do not need and then click OK.Removing indexes improves response time and avoids unnecessary search results.

Step Action

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Chapter 1 Introducing the Kobra Documentation Reuters Kobra 5.0 Getting Started GuideRun, Link, and VBA Modes

Run, Link, and VBA Modes

Modes You can use Kobra in a number of different modes; the features that you can use are sometimes restricted to particular modes. See Kobra 5.0 Workspace Designer Guide.

What you can doin Flex

documents

What you can doin books

You can: In this mode:

Run Link VBA

Add objects to frames

Delete, move, and resize objects

Duplicate and crop objects

Access all object functions

Make basic modifications such as change font and colors

Set properties that the designer has made available

Set properties for objects, sheets, files, and the Kobra environment

Link objects so that they share data

Integrate new objects and significantly alter the workspace environment

Make value-added links that for example, transform data and send commands


Run Link VBA

Use objects that are added to sheets

Add objects to sheets

Delete, duplicate, and crop objects

Access all object functions

Make basic modifications such as change font and colors

Set properties that the designer has made available

Set properties for objects, sheets, files, and the Kobra environment

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Reuters Kobra 5.0 Getting Started Guide Chapter 1 Introducing the Kobra DocumentationRun, Link, and VBA Modes

Link objects so that they share data

Integrate new objects and significantly change the workspace environment

Make value-added links that for example, transform data and send commands


Run Link VBA

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Chapter 1 Introducing the Kobra Documentation Reuters Kobra 5.0 Getting Started GuideRun, Link, and VBA Modes

20 8 June 2005

CHAPTER 2 FIRST STEPS WITH KOBRA

Contents • Starting and Exiting Kobra• Using Data Store and Links Bar• Opening and Closing Kobra Files• Saving Kobra Files• Introducing Reuters XMS Models (only available in Reuters 3000 Xtra)• Moving Between Open Flex Documents and Books• Moving Between Sheets in Books• Kobra Modes: Run, Link and VBA• Customizing the Workspace

8 June 2005 21

Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideStarting and Exiting Kobra

Starting and Exiting Kobra

How to startKobra

Starting Kobrafor the first time

When you start Kobra for the first time, Import Files Wizard opens. This wizard enables you to import Kobra files you created with previous versions of Kobra into the Data Store. See “How to import Kobra files into the Data Store” on page 28.

Starting Kobrawith Reuters

Login

Reuters Login is a permissioning service to access certain permissioned Reuters data sources and services. If Reuters Login is:• enabled, you are prompted to log in when you start Kobra.• not enabled, you are promted to log in whenever you attempt to access certain permissioned

data sources and services.See “How to enable Reuters Login” on page 22.

How to enableReuters Login

Step Action

1 Click the Windows Start menu, and choose Programs ➤ Reuters ➤ Kobra.If Reuters Login is enabled, Reuters Login opens. See “Starting Kobra with Reuters Login” on page 22.If not, Kobra starts.

2 If Reuters Login opens, enter your user name and password, and then click Log In.After a few moments, Kobra starts.If you are using:• 3000 Xtra, the home page (Get Going) opens• Kobra-standalone, the workspace opens

Step Action

1 Choose Tools ➤ Options.Options opens.

2 Choose Application ➤ General.

3 Set Enable Reuters Login at Startup to Yes.

4 Click OK.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraStarting and Exiting Kobra

Double-clickingany Kobra file

You can also start Kobra by double-clicking any Kobra file in Microsoft Windows Explorer. Kobra files have .kof, .kob, or .kow filename extensions.

How to add anobject to a Flex

frame

Step Action

1 If the 3000 Xtra home page is displayed, choose File ➤ New.The Kobra workspace opens.

2 Double-click an empty Flex frame.The menu of available objects appears.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideStarting and Exiting Kobra

How to changeto Full Screen

mode

Full Screen mode maximizes the main Kobra window and Flex Viewer windows and temporarily removes title bar, menu bar, status bars, and toolbars.

3 Choose an object from the menu.For example, Quote, News, or Matrix.The object appears in the empty frame.

You can now use the object to view data. See “Retrieving and Displaying Information” on page 71.

Step Action

Step Action

◆ Choose View ➤ Full Screen.Kobra displays a Full Screen toolbar which is used to resort to normal screen display mode.Note: Move the mouse to the top (or side) of the screen to activate the menu bar, and toolbar.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraStarting and Exiting Kobra

How to changeback from FullScreen mode

How to exit aKobra session

Step Action

◆ Click Close Full Screen on the Full Screen toolbar. If the Full Screen toolbar is closed, either:• Press Alt V, then U and Enter.• Move the cursor to the top of the screen to display the menu bar, and then choose

View ➤ Full Screen.

Step Action

◆ Choose File ➤ Exit.

8 June 2005 25

Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideUsing Data Store and Links Bar

Using Data Store and Links Bar

Overview Data Store and Links Bar are two complementary tools that enable you to save, organize, and access saved Kobra files and objects, as well as lists of available XMS models, and Quick Charts. You can store Kobra files in Data Store and then add your favorite ones to the Links Bar for easy access.

Note: The Data Store stores creates ‘links’ to Kobra files and objects saved in you file system. However, we continue refering to the ‘links’ as files because, if you delete an item from the Data Store it also deletes the file from you file system.

Data Store

Item Name Description

Links Bar Contains links to saved documents added from the Data Store

3

2

4 5

1

1

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraUsing Data Store and Links Bar

Links Bar

Data Store Stores Kobra files

My Store Contains saved Kobra files, and Kobra objects, and folders.

Reuters Store Contains a complete list Reuters XMS models, and Quick Charts gathered in folders.

Find Enables you to search for Kobra files, and objects found in the Data Store


2

3

4

5


Links Bar Opens Customize Links Bar to allow you to add Kobra files and folders from the Data Store.

Xtra Menu Opens Xtra Menu, a comprehensive list of available data and functionality for any instrument

Quick Charts Opens Quick charts:• Technical Analysis• Curve Chart• Spread Chart• Economic Indicator Chart• FX Forecast Chart

Link to a saved Kobra file

An example of a link that opens the corresponding Kobra file

Link to a folder containing Kobra files

An example of a link to a folder containing Kobra files

32 51 4

1

2

3

4

5

8 June 2005 27

Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideUsing Data Store and Links Bar

How to open theData Store

How to importKobra files intothe Data Store

Step Description

◆ Choose View ➤ Data Store.Alternatively, in the standard toolbar, click , or press Ctrl+F1 on your keyboard.Data Store opens.

Step Action

1 Choose File ➤ Import Files.Import Files Wizard Step 1 opens.Note: When you start Kobra for the first time, Import Files Wizard opens automatically.

2 Click Next.Import Files Wizard Step 2 opens with a prepopulated list including:• KOBRABOOKPATH value, if it exists• My Documents folder as defined by the standard Windows API

3 Click Add Folder to add another folder where Kobra files are located.Select Folder opens.

4 Select a folder and click OK.Import Files Wizard Step 2 appears with the new folder(s) you selected in Select Folder.

5 To add more folders, repeat steps 3 to 4.

6 Click Next.Import Files Wizard Step 3 opens listing all Kobra files found in the folders, and sub-folders.

7 Click Import Files to add the Kobra files to the Data Store.The Data Store opens in the workspace with the imported files.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraUsing Data Store and Links Bar

How toadd/remove

documents andfolders inLinks Bar

Step Action

1 Click the arrow in , and choose Customize Links.Customize Links Bar opens.

2 Choose an item from My Store, Reuters Store, or use Find to search for one.

3 Click Add > or Remove > to add or remove your selection.The item you chose appears in Links Bar.

4 Click OK.Kobra adds/removes your selection in Links Bar.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideOpening and Closing Kobra Files

Opening and Closing Kobra Files

Opening multiplefiles

When you open a Flex document, book, or workspace file, you do not have to close any Kobra file that you have open. You can open several files at a time provided there is enough memory available on your PC.

Description ofKobra files This file type: With file

extensionContains:

Flex document .kof a collection of one or more Flex sheets.

Book .kob a collection of one or more sheets.

Matrix .mtx Matrix Object data, stored separately from the book or Flex document. Its contents vary, depending on where you are in the Matrix when you save the file. See Kobra 5.0 Realtime Objects Designer Guide.

Worksheet .wko Spreadsheet Object data, stored separately from the book or Flex document. See Kobra 5.0 Spreadsheet Object Designer GuideReuters Kobra 5.0 Spreadsheet Object Designer GuideSpreadsheet Object.

Workspace .kow all of the workspace information regarding selected books and Flex documents open in the workspace. It contains the following information for each open book and Flex document file: • its position in the workspace• the size of the window it is displayed in• its name and locationSaving the above information in a workspace file makes it possible to quickly re-open an assortment of files and display them in the same layout.It also contains the complete description of browsers including:• objects they contain• data displayed in the objects• size and position of the browser

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraOpening and Closing Kobra Files

Important! If another user has already opened the book, Flex document or workspace file, you can open the file for viewing only.

How to open filesthat are not inthe Data Store

You can open books, Flex documents, and workspace files on your network, on another network, or using your web browser which are not in Data Store.

How to openrecently opened

files

How to closeFlex documents

and books

Step Action

1 Choose File ➤ Open ➤ Browse.Browse opens.Note: The File Browser menu option also displays a list of all the saved Kobra files you created.

2 Browse to find the file you want to open.

3 Click Open.After a few moments, Kobra displays the book, Flex document or workspace file that you specified. The file automatically appears in the Data Store for easy access in the future.

Step Action

1 Choose File ➤ Recent Files.Kobra displays a list of recently opened files.

2 Choose the file to reopen.Kobra displays the chosen file.

Step Action

1 Click the book or Flex document you want to close to select it.

2 Choose File ➤ Close.Alternatively, click in the Kobra menu bar.Kobra closes the file or prompts you to save it before closing it, if you modified the file but have not saved your changes.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideOpening and Closing Kobra Files

How to set thecurrent

workspace asthe startupworkspace

Step Action

◆ Choose File ➤ Set as Startup Workspace.At startup, Kobra automatically reopens all the files currently open in the workspace (including Flex viewers, and browsers).Note: For more information on the startup file. see “Setting a File to Open at Startup” in the Kobra 5.0 Workspace Designer Guide.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraSaving Kobra Files

Saving Kobra Files

How to save abook or Flex

document underits existing name

How to save abook or Flex

document undera new name

Note: For more information, see “Saving Files” in the Kobra 5.0 Workspace Designer Guide.

Step Action

◆ Choose File ➤ Save.Alternatively, click . Kobra saves the file under its existing name.

Step Action

1 Choose File ➤ Save As.Save opens.

2 Type a new name and click OK.Alternatively, click More Options>> to save it in another location, and/or enter a description.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideIntroducing Reuters XMS Models (only available in Reuters 3000 Xtra)

Introducing Reuters XMS Models (only available in Reuters 3000 Xtra)

Default modelbooks

Reuters provides a set of model books, called Reuters XMS models with Kobra. These books are tailored to meet the needs of specific markets and positions.

XtraNavigationtoolbar

The XtraNavigation toolbar allows you to access the Xtra Home page and various tools, as well as quickly switching between opened documents. This example shows the XtraNavigation toolbar as docked (see “Docked and floating toolbars” on page 39).

Icon Description

Opens the product homepage Get Going, a portal where you can, among other things, search and open models, view product related articles.

Opens Xtra Menu, a comprehensive list of available data and functionality for any instrument.

Opens a list of links to models related to the current model, presented in categories. When you open a model from this list, Kobra populates the model with the same instrument(s) / context as the current model.

Opens XMS User List, where you can view previously entered RICs, build your own list of RICs, and enter previously-used codes into the current model.

Opens User Preferences where you can personalize your XMS models by entering preferences to be used as default settings on all models.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraIntroducing Reuters XMS Models (only available in Reuters 3000 Xtra)

How to show orhide the

XtraNavigationtoolbar

How to configureyour e-mail

system to usethe E-mail

Screenshotbutton

Opens Xtra charts:• Technical Analysis• Curve Chart• Spread Chart• Economic Indicator Chart• FX Forecast Chart

Attaches a screenshot of the of the current window in an E-mail or allows you to save it as an image file. To configure your e-mail system to use this button, see “How to configure your e-mail system to use the E-mail Screenshot button” on page 35.

Brings forward the models that are already open. Every time you open a model, Kobra creates a button.

Icon Description

Step Action

◆ Choose View ➤ Toolbars ➤ XtraNavigation.A checkmark next to XtraNavigation means that the toolbar is displayed.

Step Action

1 In Microsoft Internet Explorer, choose Tools ➤ Internet Options.Internet Options opens.

2 Choose Programs.

3 In E-mail, choose your e-mail system.

4 Click OK.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideMoving Between Open Flex Documents and Books

Moving Between Open Flex Documents and Books

How to displaythe most recently

opened file

How to move to aspecific file

Note: Alternatively, choose Window, then the desired file from the list.

File order andlist size

Whenever you create a new book or Flex document, or open an existing one, Kobra adds it to the Window menu. This menu keeps a chronological list of the books and Flex documents you have most recently created or opened during the current Kobra session.

Step Action

◆ Press Ctrl+Tab Alternatively, press Ctrl+F6.Important! Keyboard shortcuts are customizable. See your system administrator if the above keyboard shortcuts do not work.Kobra displays the last file on the list in the Window menu. This is the most recently opened or created book or Flex document. The Window menu displays the open Flex documents and books in the order you created or opened them during the current Kobra session.

Step Action

◆ Choose a file by clicking one of the file icons in the XtraNavigation toolbar.

After a few moments, the chosen file is displayed.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraMoving Between Sheets in Books

Moving Between Sheets in Books

When somesheet tabs do not

appear

When the size of the Kobra screen display is not wide enough to show all sheet tabs in an active book, Kobra displays scroll arrows at the right-hand edge of the sheet tab bar. Use these scroll arrows to scroll to sheets for which tabs are not visible.

How to move tothe previous

sheet

How to move tothe next sheet

How to move to aspecific sheet in

an active book

Step Action

◆ Click the tab of the previous sheet.Alternatively, press Ctrl+Page Up.

Step Action

◆ Click the tab of the next sheet.Alternatively, press Ctrl+Page Down.

Step Action

◆ Click the tab of the desired sheet.Kobra moves to the chosen sheet.Alternatively, choose View ➤ Go to Sheet and double-click a sheet in the list.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideKobra Modes: Run, Link and VBA

Kobra Modes: Run, Link and VBA

Three modes Three different modes exist in Kobra:• Run mode• Link mode• VBA mode

Run mode Run mode enables you to insert realtime objects in Flex documents, consult data, such as newsfeeds and quotes, or to analyze data. This is the “normal” operating mode.

Link mode Link mode enables you to:• access a greater variety of objects• design Flex sheets, Flex documents and books• link objects• customize Kobra to your requirements.For more information, see “Using Kobra in Link Mode” on page 63.

VBA mode VBA mode enables you to:• create and modify Kobra global projects, to reuse features in several books or Flex documents,

add document-independent features to the workspace, and publish Kobra code libraries for use in other applications

• create VBA scripts to customize the Kobra workspace or automate processes, through the Microsoft Visual Basic Editor

You must obtain a special support agreement to do the above with VBA in Kobra. However, you can use global projects in Kobra without obtaining a special support agreement. See “Using VBA in Kobra” in the Kobra 5.0 Workspace Designer Guide.

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Reuters Kobra 5.0 Getting Started Guide Chapter 2 First Steps With KobraCustomizing the Workspace

Customizing the Workspace

Docked andfloating toolbars

By default, the standard application buttons are docked in the top left-hand corner of the application. You can drag them down and leave them floating on the workspace using the left-hand side handle of a set of buttons.

Hidden toolbarbuttons

A double chevron at the right end of a toolbar indicates there is not enough room in the workspace to display all buttons.

How to displayhidden toolbar

buttons

How to move atoolbar from itsdefault position

How to hide ordisplay toolbars

How to dock atoolbar

How to settoolbar

properties

Step Action

◆ Click the chevrons at the right end of the toolbar.Kobra displays the hidden buttons and their tool tips in a list.

Step Action

◆ Double-click anywhere in the docked toolbar except on its buttons.The toolbar floats on the Kobra workspace. You can now move and resize it.

Step Action

◆ Right-click anywhere in the toolbar and choose a toolbar display option.

Step Action

◆ Drag it to the area between the sheet area and the title bar, or between the sheet area and the status bar.

Step Action

◆ Choose Tools ➤ Customize.Customize opens.

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Chapter 2 First Steps With Kobra Reuters Kobra 5.0 Getting Started GuideCustomizing the Workspace

How to show orhide the status

bar

By default, the Kobra workspace shows the status bar (at the bottom of the screen).

Step Action

◆ Choose View ➤ Status Bar.When you hide the status bar, the check mark no longer appears next to it in the menu.

40 8 June 2005

CHAPTER 3 BASIC KOBRA TASKS

Contents • Adding Kobra Objects to Flex Frames• Selecting an Object• Moving Between Frames in Flex Documents• Working With Flex Frames in Flex Documents and Flex Viewers• Adding and Removing Flex Frames• Opening and Closing Browsers• Changing Fonts and Colors of Objects• Printing Sheets and Objects

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideAdding Kobra Objects to Flex Frames

Adding Kobra Objects to Flex Frames

Flex frames A Flex frame is part of a Flex document. When you first open Kobra, you will by default see a Flex document divided into three Flex frames.

Objects An object is a self-contained module of functionality that performs a specific function in the Kobra environment.

Objects you caninsert in Flex

frames

This table lists the objects that you can insert in Flex frames, along with the related object and browser names used in Kobra.

What you can dowith objects

Once you insert an object in a Flex frame, you can:• use its toolbar and menus to perform all of its basic tasks• use its title bar and menu to perform other basic tasks• customize the object• link the object to other objects in Flex frames

Flex Object Browser Book Object

Quote Quote browser Item Display Object

News News browser News Headline Object

MetaStock Chart MetaStock Chart browser MetaStock Chart Object

Matrix Matrix browser Reuters Matrix Object

Internet Explorer Internet Explorer browser Internet Explorer Object

Online DirectoryNote: For Reuters 3000 Xtra users, this object opens as Reuters Search.

Online Directory browser

Spreadsheet Spreadsheet browser Spreadsheet Object

Ticker Ticker browser Ticker Object

Alert Alert browser Alert Object

Intraday Viewer Intraday Viewer browser Intraday Viewer Object

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksAdding Kobra Objects to Flex Frames

See also • The appropriate object user guide, for example, Kobra 5.0 Realtime Objects Designer Guide• “Basic Links” in the Kobra 5.0 Workspace Designer Guide• “Advanced Links” in the Kobra 5.0 Workspace Designer Guide

How to add anobject to a Flex

frame

Naming objects When you add a new object to a Flex frame, Kobra automatically assigns it a name and number. The:• name indicates the object type

Step Action

1 Double-click an empty Flex frame.The menu of available objects appears.

2 Choose an object from the menu.For example, Quote, News, Matrix.The object appears in the empty frame.

3 To add another object to the same Flex frame, right-click in the frame, and choose Frame ➤ Insert.

4 Choose an object from the menu.For example, Quote, News, Matrix.The object appears in front of the previous one, with tabs for each object to enable you to select them.

8 June 2005 43


• number indicates the number of objects that are now on the Flex documentYou can rename the object to reflect its function. For example, if you add a Quote to the Flex document to view the top 100 stocks on the London stock exchange, you can name the object Top 100 London (see “Basic Properties” in the Kobra 5.0 Workspace Designer Guide).

How to renamean object tab

When you add more than one object to a Flex frame, Kobra automatically adds a tab to the top of each object. The tab enables you to bring an object forward. Kobra automatically assigns names to these tabs. To rename an object tab:

How to hide theobject toolbar

By default, all objects have a toolbar within their frame, the object toolbar.You can hide the toolbar in:• a selected object• all the objects in the Flex sheet• all future objects you insert in a Flex sheetTo hide a toolbar in a selected object:

Step Action

1 Right-click the tab and choose Rename Tab.Rename Title opens. By default Automatic is active.

2 Activate Custom and enter a name.

3 Click OK.

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To hide toolbars from all objects in a sheet:

To hide object toolbars in all future objects you insert:

Step Action

◆ In the object title bar, click .The object toolbar is hidden.Alternatively, in the object title bar, click , and then deactivate Show Toolbar in the menu.

Step Action

◆ Choose View ➤ Object Toolbars ➤ Hide All.The object toolbars of all the objects in the Flex sheet are hidden.

Step Action


2 Choose Application ➤ Flex.

3 In Embedded Toolbar Visible, choose No.The object toolbars are hidden in the objects you insert in Flex sheets from now on.

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How to hide theobject title bar

By default, all objects have a title bar displayed in their frame.You can hide the title bar in:• a selected object• all the objects in the Flex sheet• all future objects you insert in a Flex sheetTo hide the title bar in a selected object:

To hide title bars from all objects in a Flex sheet:

To hide title bars in all future objects you insert in a Flex sheet:

Step Action

◆ In the object title bar, click , and then deactivate Show Title Bar in the menu.The object title bar is hidden.

Step Action

◆ Choose View ➤ Object Title Bars ➤ Hide All.The object title bars of all the objects in the Flex sheet are hidden.

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How to delete anobject

How to move anobject to another

frame

How to copyobjects

Step Action



3 In Object Title Bars Visible, choose No.The object title bars are hidden in the objects you insert in Flex sheets from now on.

Step Action

1 Click the frame containing the object to delete.

2 If there is more than one object in the frame, click the tab of the object you want to delete to bring it forward.

3 Right-click the object title bar, or object tab if there is more than one object, and choose Remove Object and click Yes at the prompt.Kobra removes the object from the frame.

Step Action

1 Click the frame containing the object you want to move.

2 If there is more than one object, click the object tab to bring it forward.

3 From the object title bar or object tab, drag and drop the object into the target frame.The object appears in the target frame.

Step Action

1 Click the frame containing the object you want to move.

2 If there is more than one object, click the object tab to bring it forward.

3 From the object title bar, press Ctrl while you drag and drop the object into the target frame.Kobra pastes the copied object into the target Flex frame.If the target frame already contains an object the new object appears on top of the previous one(s).

8 June 2005 47


How toresequence

objects within aframe

How to delete allthe objects of a

frame

Step Action

◆ Drag and drop the object tabs to resequence the objects.

Step Action

1 Click the frame to select it.

2 Choose Format ➤ Clear Frame.Kobra prompts you to confirm that you want to delete frame contents.

3 Click OK.Kobra removes all the objects from the frame.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksSelecting an Object

Selecting an Object

Purpose You must select an object to perform certain tasks on it. You can only select one object at a time. When you select an object, you tell Kobra that subsequent commands apply to that chosen object only.

Selected object When you select an object, Kobra displays a narrow, colored border around it. The menus and buttons associated with that object (if there are any) are displayed on the toolbar and menu bar.

How to select anobject Step Action

◆ Click the object.

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideMoving Between Frames in Flex Documents

Moving Between Frames in Flex Documents

How to move to aparticular frame

How to move tothe next frame

How to move tothe previous

frame

Step Action

◆ Click the frame.

Step Action

◆ Press Ctrl+Space.

Step Action

◆ Press Ctrl+Shift+Space.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksWorking With Flex Frames in Flex Documents and Flex Viewers

Working With Flex Frames in Flex Documents and Flex Viewers

Overview Frame borders may not be entirely independent from the borders of adjacent frames. If the borders of adjacent frames also move as you drag in the following procedure, it means that the borders are dependent on each other. Dragging the border resizes all of the frames that share the border. When borders behave this way, you cannot resize one frame without resizing the others. See “Dependent borders” on page 51 and “Independent borders” on page 52.

Dependentborders

The middle horizontal border in this example is dependent as it spans the entire Flex document from left to right. This means that the top borders of the two lower frames are dependent. Changing the height of one of the frames changes the height of the other frame.

The middle vertical border in the following example is dependent as it spans the entire Flex document from top to bottom. This means that the left borders of the two frames on the right-hand side of the Flex document are dependent. Changing the width of one of the frames changes the width of the other frame.

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideWorking With Flex Frames in Flex Documents and Flex Viewers

Independentborders

The middle horizontal border in this example is independent as it spans only part of the Flex document. This means that moving this border does not affect any frames you create on the left-hand side of the Flex document.

The middle vertical border in the following example is independent, as it spans only part of the Flex document. This means that moving this border does not affect any frames you create in the top part of the Flex document.

How to hideframe separators Step Description

1 From the menu bar, choose View ➤ Frame Separators ➤ Hide/Show Separators.Show/Hide Separators opens.

2 Click the separator(s) you want to show/hide, and then click OK.Visible separators are in black and hidden ones are in gray.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksWorking With Flex Frames in Flex Documents and Flex Viewers

How to resizeFlex frames

How to resizemultiple frames

Step Action

1 Place the pointer over the frame border to move.The pointer icon changes as you place it over the border.

2 Drag the frame border to the new size.The Flex frame assumes the new size.• drag the frame at the top, bottom, left, or right edge of the Kobra screen, in addition to

resizing the Flex frame, you create a new Flex frame• press Shift while dragging the frame at the top, bottom, left, or right edge of the Kobra

screen, you create a frame that spans the entire length or width of the Flex document

Step Action

1 Place the pointer over the intersection of frame borders.The pointer icon changes shape to show that you are resizing three or four objects. This example shows you resizing four objects.

2 Drag the intersection to a new size.

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideAdding and Removing Flex Frames

Adding and Removing Flex Frames

What happenswhen you add a

frame

When you add a frame to a Flex sheet, you change the size of the original frame, and create a new frame. The size of the two frames equals the size of the original frame before you added it. You can also see it as splitting one frame in two.

Default contentof frames

You can set the object that Kobra displays by default in new Flex documents and in new frames you create.

How to addframes

You can add a frame to a sheet using two methods:• using the Add Frame function• dragging the frame border next to the edge of the sheetTo create a frame by using the Add Frame menu option:

Step Action



3 In Default Frame Content, choose the object you want Kobra to display by default in new Flex documents and in new frames you create.

4 Click OK.

Step Action

1 In the object title bar, click , and then choose Add Frame from the menu.Alternatively, either:• Right-click in the frame, choose Frame ➤ Add Frame.• Choose Format ➤ Add Frame.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksAdding and Removing Flex Frames

To create a frame by dragging the frame border:

2 Choose either:• Above• Below• Left Right.Kobra resizes the original frame and creates a new frame. Kobra automatically displays the default object set for the application.Note: In a Flex Viewer, the Add Frame options are also displayed in the Flex Viewer toolbar .

3 Drag the frame border to the desired size.Kobra resizes the original frame and creates a new frame. Kobra automatically displays the default object set for the application.Important! If the background of the frame that you dragged changes color when you drag it, releasing the mouse button does not create a new frame, it deletes the original frame.

Step Action

1 Click the frame that touches any edge of the Flex sheet and beside which you want to create a new frame.Kobra displays a border around the chosen frame.

2 Place the cursor over the frame border that is at the edge of the Flex sheet.The cursor changes as you place it over the frame border.

3 Drag the frame border inwards to the desired size.• Drag from the top or bottom to create a horizontal division. • Drag from the left or right edge to create a vertical division.Kobra resizes the original frame and creates a new frame.Important! If the background of the frame that you dragged changes color when you drag it, releasing the mouse button does not create a new frame, it deletes the original frame.

Step Action

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideAdding and Removing Flex Frames

How to removeframes Step Action

1 Click the frame to select it.Kobra displays a border around the frame you chose.

2 Right-click the frame and choose Frame ➤ Remove Frame.Alternatively, drag the border of the frame to the opposite side, as if you were closing the frame. The background of the frame that you drag changes color. Release the mouse button to remove the original frame.Kobra removes the frame including all the objects in it.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksOpening and Closing Browsers

Opening and Closing Browsers

Purpose A browser is an object in a moveable, resizable window that overlays the Kobra workspace.

Usage You can open browsers to quickly view information in objects that you do not want to keep on your workspace for long periods of time. For example, you may want to always view the latest news headlines on a certain topic in a News Object, but only read the occasional news story in a Quote browser, which you close once you have read the story.

Browsers andobjects

Browsers have the same functionality as objects on sheets, except that:• you can move, resize, and close browsers• they have their own command lines• they are never linked to other objects• they overlay the book or Flex document you have open

Example of abrowser

This example shows a Quote browser.

Using browsers You use browsers the same way you use objects. You can open browsers from objects, or using keyboard shortcuts. Each browser contains:• a command line, for requesting the items to display• a toolbar, for carrying out basic object tasks• scrollbars, for viewing off-screen information• a display area, where the requested information appears

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuideOpening and Closing Browsers

Objects fromwhich you canopen browsers

You open a browser containing related information when you double-click an item in the following unlinked objects:• Quote Object• Reuters Matrix Object• News Object• Quote List Object• Ticker Object• Alert Object

How to openbrowsers from

objects

Step Action

1 Click the object to select it.

2 Double-click the item in the object that you want to obtain more information on.Kobra opens a browser displaying the available related information.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksChanging Fonts and Colors of Objects

Changing Fonts and Colors of Objects

Purpose You use Font and Colors to change:• the color of objects and of the data they display• the font, size, and style of text displayed in objects

Note: You can also change the colors and fonts used in an object using the Properties window.

How to changethe font of an

object

How to changethe colors of an

object

Note: Alternatively, you can change the font used in an object by right-clicking inside the object, and choosing Properties ➤ Appearance.

Step Action


2 In the Formatting toolbar, click .Font and Colors opens.Note: The Formatting toolbar is not visible by default. To display it, right-click anywhere in the toolbar area, and choose Formatting.

3 Choose the Font, Style, Size, and Effect in Font and Colors.Click the dialog box and press F1 to display a description of each field.

4 Click Apply or OK.Kobra applies the font to the selected object.

Step Action


2 In the Formatting toolbar, click .Font and Colors opens.Note: The Formatting toolbar is not visible by default. To display it, right-click anywhere in the toolbar area, and choose Formatting.

3 Set the Fore Color and Back Color.Click the dialog box and press F1 to display a description of each field.

4 Click Apply or OK.Kobra applies the colors to the selected object.

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuidePrinting Sheets and Objects

Printing Sheets and Objects

How to specifyprint settings

How to setheader and

footer text forsheet printouts

How to setheader and

footer text forobject printouts

Setting bothoptions and

object properties

If you set both the Options and object Properties, Kobra uses the object properties when you print the object.

How to print asheet

Step Action

1 Choose File ➤ Print Setup.

2 Specify the desired settings.

3 Click OK.

Step Action


2 Choose Application ➤ Printing and enter the Header Text and Footer Text.

3 Click OK.

Step Action

1 Right-click the object and choose Properties.Properties opens.

2 Click Printing and enter the Print Footer and Print Header.

3 Click OK.

Step Action

1 Choose the sheet you want to print.Note: Make sure an object is not chosen by clicking anywhere else in the sheet.

2 Choose File ➤ Print.Print opens.

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Reuters Kobra 5.0 Getting Started Guide Chapter 3 Basic Kobra TasksPrinting Sheets and Objects

How to print anobject

How to printQuote and Quote

List objects

Using a printcommand

You can also print objects by sending a print command to a linked Workspace Object (see “Workspace Object” in the Kobra 5.0 Accessory Objects Designer Guide).

3 Click Properties to set the page layout and paper size, and then click OK.

4 In Print Range, activate Sheet.

5 Click OK.Kobra prints the displayed sheet and all objects on it.

Step Action

Step Action

1 Click the object you want to print.



4 In Print Range, activate Selection.

5 Click OK.Kobra prints the object.

Step Action

1 Click the object you want to print.



4 In Print Range, activate Selection, and choose either:• Entire Item to print all data loaded in the object, even if not visible on screen.• View to print the current view only.

5 Click OK.

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Chapter 3 Basic Kobra Tasks Reuters Kobra 5.0 Getting Started GuidePrinting Sheets and Objects

62 8 June 2005

CHAPTER 4 USING KOBRA IN LINK MODE

Contents • Switching Between Run Mode and Link Mode• Working with Objects in Link Mode• Selecting Objects in Link Mode• Setting Properties in Link Mode

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Chapter 4 Using Kobra in Link Mode Reuters Kobra 5.0 Getting Started GuideSwitching Between Run Mode and Link Mode

Switching Between Run Mode and Link Mode

What you can doin Link mode

Link mode enables you to:• access a greater variety of objects• design Flex sheets, Flex documents and books• link objects• customize Kobra to your requirements

How to switchbetween Run

mode and Linkmode

What happenswhen you switch

modes

Step Action

◆ Choose Tools ➤ Link Mode.Alternatively, click , if it is displayed.

When you switch from:

Result:

Run mode to Link mode

• The color of the frame border changes. The default frame color in Link mode is cyan. However, the color may have been changed on your system.

• The Designer toolbar opens. The toolbars appear in the positions previously set in Link mode.

Link mode to Run mode

• The color of the frame border changes. The default frame color in Run mode is yellow. However, the color may have been changed on your system.

• The Designer toolbar closes. The toolbars appear in the positions previously set in Run mode.

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Reuters Kobra 5.0 Getting Started Guide Chapter 4 Using Kobra in Link ModeSwitching Between Run Mode and Link Mode

How to put anobject in

temporary Runmode

While in Link mode, you can temporarily put an object in Run mode without actually switching out of Link mode. This allows you to see how the object behaves in Run mode.

Step Action

1 When in Link mode, double-click the object to put it in temporary Run mode.Kobra displays a colored border around the object. The active object toolbar appears, the object toolbar becomes active, and the Object menu appears.

2 Click another frame to return to Link mode.

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Chapter 4 Using Kobra in Link Mode Reuters Kobra 5.0 Getting Started GuideWorking with Objects in Link Mode

Working with Objects in Link Mode

What you can dowith an object in

Link mode

Once you insert an object into a Flex frame or a book, you can:• customize the object (see “Setting Properties in Link Mode” on page 68)• link the object to other objects

How to insertobjects in Link

mode

Linking an objectto other objects

Link mode offers many more possibilities for linking objects than Run mode. See:• “Basic Links” in the Kobra 5.0 Workspace Designer Guide• “Advanced Links” in the Kobra 5.0 Workspace Designer Guide

Step Action

1 Verify that you are in Link mode.

2 In the Designer toolbar, click , or choose View ➤ Toolbox.Kobra displays Toolbox where the objects are presented in categories:• Control• Realtime• Accessory• Windows• Database• MessagingImportant! The Toolbox is customizable. See your system administrator if you cannot locate the above objects.

3 Click the desired tab, double-click the icon, or drag and drop the object into the frame, or book.

4 To add another object, double-click the icon from the Toolbox, or drag and drop the object into the frame, or book.In a Flex frame, the object appears in front of the previous one, with tabs for each object to enable you to select them.In a book, there are no tabs. The objects may overlap, or be superposed.

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Reuters Kobra 5.0 Getting Started Guide Chapter 4 Using Kobra in Link ModeSelecting Objects in Link Mode

Selecting Objects in Link Mode

Purpose In Link mode you can select one or more objects on a displayed sheet (in Run mode you can only select one object at a time).

Selected objectsin Flex sheets

When you select an object, Kobra displays a narrow, colored border around it. The color of the frame border in Link mode is different from that in Run mode.

Selected objectsin books

When you select an object, Kobra displays a series of squares, known as resize handles, around the object.

How to select anobject

Testing objectsin temporary Run

mode

You can see how an object behaves in Run mode, without actually switching from Link mode, by placing the object in temporary Run mode (see “How to put an object in temporary Run mode” on page 65).

How to select allobjects on a

sheet

Step Action


2 Click the object.

Step Action


2 Choose Edit ➤ Select All Objects.

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Chapter 4 Using Kobra in Link Mode Reuters Kobra 5.0 Getting Started GuideSetting Properties in Link Mode

Setting Properties in Link Mode

Purpose To be able to access and modify all object properties, you must be in Link mode, not Run mode.

Settingproperties

See Kobra 5.0 Workspace Designer Guide.

Access toproperties

You can modify user access to properties (see “Setting Properties Access for Run Mode Users” in the Kobra 5.0 Workspace Designer Guide).

Settingproperties using

command line

You can use the command line to set properties of some objects in Link mode.

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PART II:VIEWING MARKETDATA, NEWS, AND

INFORMATION

This part includes:

• Retrieving and Displaying Information• Viewing Market Data• Viewing Headlines and News

Viewing Market Data, News, and Information Reuters Kobra 5.0 Getting Started Guide

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CHAPTER 6 RETRIEVING AND DISPLAYING INFORMATION

Contents • Using Kobra Command Line to Retrieve Information• Dragging and Dropping Data Between Objects• Copying and Pasting Data Between Objects• Linking Objects in Flex Documents to Retrieve Information• Searching for News Categories and Item Codes by Sector• Searching for Item Codes• Searching for Items, Issues, and Issuers with Reuters Search• Displaying Information on the Web

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideUsing Kobra Command Line to Retrieve Information

Using Kobra Command Line to Retrieve Information

Purpose The Kobra command line is the text box on the toolbar, and, in a Flex document, in the object toolbar.The command line is the main way in which you enter data in Kobra objects using the keyboard. You use the command line to:• enter data into objects• enter criteria to search the Fundamental and Reference Database (FRD) for historical and

financial informationThe data you enter depends on the type of object. For example, in a Quote, you can enter a RIC. In a News, you can enter a news category code.

Note: You can drag data from other objects into the command line.

Command line This example shows all possible parts of the command line.

Part Description

Datafeed Editor A list of all of the datafeeds that Kobra can receive realtime data from. Click the arrow to display the list of datafeeds and click an entry in the list to request an item from a different datafeed.Note: Kobra only displays this part of the command line when you choose realtime objects for which you can choose a datafeed.

Item Code Editor An area in which to enter data. Type the item or story code to request, or other data, and press Enter.Important! If the Real Time Address Case Conversion option in the Tools ➤ Options ➤ Application ➤ Main Command Line category is set to Yes, Kobra converts text to upper case (not case-sensitive). If this option is set to No, Kobra does not convert the case used to enter text (case-sensitive).

2 3

4

1

1

2

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationUsing Kobra Command Line to Retrieve Information

Example of use In this example, you choose a News, enter a search expression in the command line, and press Enter.

Reuters Search Opens Reuters Search to search for historical or financial information (see Reuters Search online help).

History List A list of all previously entered data for each datafeed. Click the arrow to display the history list, and then click an item in the list to recall it.Note: The command line can automatically suggest code schemes for searches. Choose Tools ➤ Options ➤ Application ➤ Main Command Line and Tools ➤ Options ➤ Services ➤ Reuters Database Search categories.

Part Description

3

4

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideUsing Kobra Command Line to Retrieve Information

Command linechanges with

context

The command line changes with the context. When you click some objects that display realtime items, the command line splits into the Datafeed Editor and Item Code Editor.

RICs A Reuters-specific item code is known as a Reuters Instrument Code (RIC).

How to searchfor a RIC using acompany name,

code, or bond

How to accessthe commandline when it is

hidden

The Kobra command line toolbar as well as the command line found in the object toolbar may be hidden. Even though both are hidden, the command line is still active.

Note: This procedure does not apply to the Internet Explorer Object (see “How to access the hidden command line for the Internet Explorer Object” on page 74 ).

How to accessthe hidden

command linefor the Internet

Explorer Object

Step Action

1 In the Item Code Editor, start typing a company name or instrument.A drop-down menu appears suggesting three kinds of search:• Name search for: to search by company name• Code search for: to search by instrument code• Bond search for: to search by Ticker, Coupon, and Maturity

2 Choose an option, and continue typing the name or instrument.

3 Press Enter.Reuters Search displays the results.

Step Action

1 Click the object to choose it.

2 Type the info you want, and then press Enter.The command line appears and data is sent to the object when you press Enter.

Step Action

1 Click the Internet Explorer Object to choose it.

2 Type in a URL or choose one from the history list that opens, and press Enter.The command line sends the data to the object.

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationDragging and Dropping Data Between Objects

Dragging and Dropping Data Between Objects

Introduction This section gives examples of the types of object you can drop data into. You can drop data into other objects besides these shown here; the examples only show the most useful types of destinations.

Important! The successful transfer of data depends on whether the data selected or copied from one object is recognized by the target object or application into which the data is dropped or pasted. See Kobra 5.0 Workspace Designer Guide.

Dragging fromobjects

This table shows what data you can drag and drop between Kobra objects.

This table explains what the symbols mean.

This symbol: Means that you can drag and drop:

Item data

A news category code

A news headline

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideDragging and Dropping Data Between Objects

How to drag anddrop data

Quote Object orQuote browser

When in a Quote Object or Quote browser, you can choose the information to drag and drop using .

Step Action

1 Click the object that you want to drag the data from to choose it.

2 Drag and drop the data into the destination object.If the destination object:• accepts the dropped data, it then processes it.• does not accept the dropped data or does not process it, this can be due to one of

three things; the:- target object’s property Accept Drop has been deactivated (in Link mode), or- data you have dropped is incompatible with the data that the object accepts, or- object does not accept dropped data

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationCopying and Pasting Data Between Objects

Copying and Pasting Data Between Objects

Purpose You can also copy and paste data between Kobra objects and other applications. When you copy and paste, you can either:• use the default format• choose another format that is shared by both the source and target objects

Copy and pastedata formats

You can only copy and paste between objects that share at least one data format. See “Copy and Paste Data Formats” in the Kobra 5.0 Workspace Designer Guide for a list of data formats that each object accepts for copy and paste operations.

How to copy andpaste data

How to copy andpaste data usinga specific format

Step Action

1 Click the object you want to copy the data from to choose it.

2 Choose the data you want to copy.Skip this step if the object contains a single data item.

3 Choose Edit ➤ Copy.

4 Choose the object that you want to paste data into.

5 Choose where in the object you want to paste data.If you cannot select an area in the object, then skip this step.

6 Choose Edit ➤ Paste.If the destination object:• accepts the pasted data it then processes it.• does not accept the data or does not process it, this is because either the:

- data format used in the source object cannot be interpreted by the target object- object does not accept pasted data

Step Action

1 Click the object you want to copy the data from to choose it.

2 Choose the data you want to copy.Skip this step if the object contains a single data item.


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Copying data inthe Spreadsheet

Object

To transfer data from a Spreadsheet Object to other applications, you copy and paste, instead of dragging and dropping.

Pasting images You can transfer an image of the news story if you copy the object, choose Edit ➤ Paste Special, and choose the bitmap format.

4 Choose the object you want to paste data into.

5 Choose where in the object you want to paste data.Skip this step if you cannot select an area in the object.

6 Choose Edit ➤ Paste Special.Kobra opens Paste Special that displays the formats that are common to the source and target objects.

7 Choose a format and click OK.Kobra pastes the chosen into the target object using the format specified.

Step Action

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationLinking Objects in Flex Documents to Retrieve Information

Linking Objects in Flex Documents to Retrieve Information

Purpose You can link objects in a Flex document so that objects can share data with each other as opposed to being stand-alone entities. The communication channels that you set up allow you send data from one object to another.

CreatingAdvanced Links

When you link objects in a Flex document, Kobra suggests simple links that are most likely to be of use to you. To set up more complex links, you must use Link mode. See:• “Basic Links” in the Kobra 5.0 Workspace Designer Guide• “Advanced Links” in the Kobra 5.0 Workspace Designer Guide

Using links in aFlex document

Once you have linked objects, data is transferred from the source to the target object when you perform a specific task in the source object. More often than not, you double-click to request data and see the requested data displayed in the target object.

Examples After linking two objects together, you double-click one to display data in the other. For example:

How to linkobjects

When you double-click: Kobra displays:

a news headline the news story in a Quote Object

an item in a Ticker Object related realtime data in a Quote Object

Step Action

1 Add two objects to a Flex document.See “Adding and Removing Flex Frames” on page 54.

2 Choose a source object.

3 Choose Tools ➤ Link To.The cursor changes to show that you are about to link objects.

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4 Choose a target object in the Flex document.Kobra displays the link options available. This example shows the Quote Object as the source and the News Object as the target.

5 Activate one or more link options.

6 Click OK.When you perform the specified action in the source object, data is transferred to the target object.

Step Action

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationSearching for News Categories and Item Codes by Sector

Searching for News Categories and Item Codes by Sector

Reuters SpeedGuide

This section explains how to use the Reuters Speed Guide to find news category codes and item codes by market sector or country.

How to accessthe Reuters

Speed Guide

Step Action

1 Insert a Quote in the Flex document.

2 Click the Quote to select it.

3 Type the code reuters then press Enter.The Reuters Speed Guide Welcome page appears in the Quote (see “Reuters Speed Guide” on page 81). Page codes and item codes appear between chevrons (< >). News category codes appear between square brackets ([ ]).

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideSearching for News Categories and Item Codes by Sector

How to viewpages, item

codes, and newscategories in a

browser

How to viewpages and item

codes in adifferent Quote

browser

How to viewpages and item

codes in anotherQuote

How to selectnews categories

and view them

Step Action

◆ Double-click a code between chevrons or brackets.The information appears in a:• Quote browser if you clicked a page code or an item code (for example, <FTSE>)• News browser if you clicked a news category code (for example, [FR])Subsequent double-clicks allow you to view pages and item codes in the same Quote browser.

Step Action

◆ Shift-double-click the page code.The page appears in a different Quote browser.

Step Action

◆ Select and drag the page code to another Quote.

Step Action

1 Insert a Quote and a News in the Flex document.

2 Select the Quote and choose Tools ➤ Link To.

3 Select the News.

4 In the Link dialog box, activate When I double-click a news reference, show corresponding news headlines.

5 Click OK.See “Linking Objects in Flex Documents to Retrieve Information” on page 79.

6 Display a Reuters Speed Guide page in the Quote.

7 Double-click a news category code in the page.The news headlines from that category appear in the News.

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationSearching for News Categories and Item Codes by Sector

For additionalinformation

For more details on using the Reuters Speed Guide, go to one the following pages (either double-click the code or type the code in the command line):• user/help• speed/guide1• phone/help

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideSearching for Item Codes

Searching for Item Codes

How to searchfor a RIC fromthe command

line

How to convert acode into a RIC

and insert it in aQuote Object

How to searchfor a bond using

TCM (Ticket,Coupon, and

Maturity)

Step Action

1 In the command line, type a company name or instrument.A drop-down menu appears suggesting three kinds of search:• Name search for: to search by company name• Code search for: to search by instrument code• Bond search for: to search by Ticker, Coupon, and Maturity

2 Choose an option.

3 Press Enter.Reuters Search displays the results.

Step Action

1 Click a Quote to select it.

2 Enter the code in the command line.For example, the ISIN code FR0007052782.

3 Press Ctrl+Shift+Enter.• If it is a unique ID, Kobra populates the selected object• It it is not a unique ID, Reuters Search opens displaying the results.

4 If Reuters Search opens, click the desired RIC.Kobra populates the selected object.

Step Action

1 Click the Quote object to select it.

2 Do one of the following:• If you have a complete TCM, type it in the command line. For example IBM 2.75 05

(Ticker: IBM, Coupon: 2.75%, Maturity: 2005).• If you have an incomplete TCM, in the command line, type the Ticker, or the Ticker and

either the Coupon or the Maturity. For example IBM >2 (Ticket: IBM, Coupon: greater than 2%).

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3 Press Enter.• If it is a unique TCM, Kobra populates the selected object• It it is not a unique TCM, Reuters Search opens displaying the results.

4 If Reuters Search opens, click the desired RIC.Kobra populates the selected object.

Step Action

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideSearching for Items, Issues, and Issuers with Reuters Search

Searching for Items, Issues, and Issuers with Reuters Search

Purpose Reuters Search enables you to search for, retrieve, and display global and financial information from the Fundamental and Reference Database (FRD). Reuters Search retrieves information based on name, code as well as search criteria you enter. When you perform a search, the items that match the search criteria are displayed in a results pane.

Fundamentaland Reference

Database (FRD)

FRD is the database containing historical data and financial instruments. A request for data by Reuters Search from the FRD returns any relevant data found in the database, according to the search request criteria.Usually the items you find in a market sector are instruments or quotes. If you type a name of a company, Reuters Search returns a list of all related asset classes that match the name you entered. By default, Reuters Search displays all the results that match the name. You can then choose:• Companies/Issuers: all organizations that match the name you entered. You can drill down and

select any related instruments (Equity, Bonds, Warrants)• FX/MM: all FX/MM instruments linked to the name you entered.

How to startReuters Search

from Kobra

How to sendsearch results to

an object

For moreinformation

See Reuters Search 5.0 online help.

Step Action

◆ Choose Edit ➤ Find Reuters Data.Alternatively, click .

Step Action


2 Type a name or code in the command line.

3 Press Enter.Alternatively, click .Reuters Search opens and displays the list of results.

4 As soon as you find the RIC you are looking for, click it.Reuters Search closes, and the RIC displays in the selected object.

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Reuters Kobra 5.0 Getting Started Guide Chapter 6 Retrieving and Displaying InformationDisplaying Information on the Web

Displaying Information on the Web

Internet Explorer You can view financial and other information on the web using the Internet Explorer Object. When you add an Internet Explorer Object to a Flex document, you can navigate with the Internet Explorer application from inside Kobra.

Note: The default home page displayed when you open the Internet Explorer is the same one as you have configured in the Internet Explorer application.

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Chapter 6 Retrieving and Displaying Information Reuters Kobra 5.0 Getting Started GuideDisplaying Information on the Web

Toolbar You can move backwards and forwards, make a search, and display favorites using the toolbar that is displayed when you select the object.

Button Description

Backwards

Forward

Stop

Refresh

Home

Search

Favorites

Reuters Customer Zone home page

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CHAPTER 7 VIEWING MARKET DATA

Contents • Viewing Full Quotes and Chains in Records and Pages• Using the Matrix to View Quotes for a Portfolio of Instruments• Editing Instrument Portfolios• Formatting Instrument Portfolios• Changing Fonts and Colors in the Matrix• Setting a Record Alert to Monitor Instrument Prices• Activating, Deactivating, and Deleting Alerts• Displaying Records, Headlines, Graphics, or Company Data Related to an Alert• Displaying a Scrolling List of Quotes and Chains Using the Ticker

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideViewing Full Quotes and Chains in Records and Pages

Viewing Full Quotes and Chains in Records and Pages

Quotes andchains

How to viewquotes and

chains

How to view timeand sales data

for a specificdate

Type of Quotation Description Example Item Code

Full quote The complete quotation of an instrument. fte.pa

Chain A series of related quotes you can access simultaneously with a single request. For equities this could be an order book or market-maker prices.

0#fte.pa

Time & Sales A log of all trades for a particular instrument for up to the last 14 days.

tfte.pa

Step Action

1 Insert a Quote in the Flex document.


3 Choose a datafeed from the drop-down list in the command line.

4 Type the item code in the command line.For example, type the item code fte.pa.

5 Press:• Enter to view the full quote• F3 to view a chain• F8 to view time and sales dataThe requested item is then displayed.

Step Action

1 Type item_code\-no. of days in the command line.

2 Press F8.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataViewing Full Quotes and Chains in Records and Pages

Time and salesdata examples

These examples show how to request time and sales data for France Telecom for a specific date and time.

To view time and sales data from: Enter: Then press:

Five days ago fte.pa\-5 F8

Seven days ago at 10:15 AM fte.pa\1015-7 F8

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideUsing the Matrix to View Quotes for a Portfolio of Instruments

Using the Matrix to View Quotes for a Portfolio of Instruments

How to create aportfolio in a

matrix

Creating a matrixfrom a chain

Rather than entering individual item codes, you can also add all the items of a chain record to a matrix by entering a chain item code. For example, if you enter 0#.DJI, all the records that make up the chain become the item list.

How to sortitems in the

Matrix

Step Action

1 Insert a Matrix in the Flex document.

2 Type an item code in the command line and press Enter.The instrument is added to the end of the matrix.Note: You can also drag and drop item codes from other Kobra objects.

3 Repeat step 2 until you have entered all the item codes required for your portfolio.

Step Action

1 Click the Matrix to select it.

2 Click .The Sort dialog box opens.

3 Choose a field from the Sort By list and choose Ascending or Descending.Note: You can sort by up to three columns by choosing other fields in the Then By lists.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataUsing the Matrix to View Quotes for a Portfolio of Instruments

How to save aQuote List

You can save the list of items used in a matrix as a Quote List.

How to save amatrix template

You can save the information concerning the list of fields requested for each item in the item list (the column headers) and display format settings as a Matrix Template.

4 Choose how often you want the data to be updated by choosing a time period from the Sort Frequency list.

5 Click OK.The data is automatically updated at the chosen sort frequency.

Step Action

Step Action


2 Click and choose Save As.Save Quote List opens.

3 Enter the filename under which you want to save your list of items.Note: If you want to save the list in a different folder, click More Options ➤ Advanced.

4 Click OK.

Step Action


2 Click and choose Save Template As.Save Matrix Template opens.

3 Enter the filename under which you want to save the matrix template.Note: If you want to save the template in a different folder, click More Options ➤

Advanced.

4 Click OK.

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideUsing the Matrix to View Quotes for a Portfolio of Instruments

How to recall anexisting Quote

List

How to recall anexisting matrix

template

Step Action

1 Insert a Matrix in the Flex document.

2 If you want to keep the current template, click and activate Keep Current Template.

3 Click and choose the Quote List you want to insert in the matrix.

Step Action


2 Click and choose the template you want to apply to the matrix.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataEditing Instrument Portfolios

Editing Instrument Portfolios

How to modify afield name or

item code

How to specify adatafeed for a

row

You can choose a datafeed for each row in the matrix. By default, a row uses the datafeed specified in the Matrix Default Datafeed property.

How to specify adatafeed for

multiple rows

Step Action

1 Double-click the column or row header containing the field name or item code that you want to modify.Alternatively, right-click in the row header and choose Edit Item. The header switches to edit mode.

2 Place the cursor at the desired position, and type the modification.

3 Press Enter.

Step Action


2 Choose Object ➤ General Appearance ➤ Row Header ➤ Key Letter and Code.Alternatively, click and choose Key Letter and Code. The row header column changes to include the key code.

3 Double-click a row header whose datafeed you want to specify.

4 Choose a datafeed from the Datafeed drop-down menu.You can search for an available datafeed by entering its keyletter in Search Datafeed.

5 Press Enter.

Step Action


2 Choose Object ➤ General Appearance ➤ Row Header ➤ Key Letter and Code.Alternatively, click and choose Key Letter and Code. The row header column changes to include the key code.

3 Select the row headers whose datafeed you want to specify.

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How to insert,delete, or clear

rows

How to insert,delete, or clear

columns

How to resizerows or columns

You can resize columns and rows by clicking and dragging row or column separators in the same way as in Excel. Double-clicking a row or column separator will force the row or column to adjust its size automatically to its content.

4 Keep the cursor over the row headers and double-click.The Datafeed menu opens.

5 Choose a datafeed from the Datafeed menu.The datafeed chosen by default is the datafeed that corresponds to the datafeed of the top-most row selected. You can search for an available datafeed by entering its keyletter in the Search Datafeed text box.

6 Press Enter.

Step Action

Step Action

◆ Choose Object ➤ Row ➤ :• Insert to insert a row before the selected row• Delete to delete the selected row from the matrix• Clear ➤ All to clear the selected row, leaving it empty

Step Action

◆ Choose Object ➤ Column ➤ :• Insert ➤ Real-time Data to insert a column containing realtime data before the selected

column• Insert ➤ Historical and Reference Data to insert a column containing historical or

reference data before the selected column• Insert ➤ Free Text to insert a column containing your own text before the selected

column• Delete to delete the selected column from the matrix• Clear to clear the selected column, leaving it empty

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataEditing Instrument Portfolios

Copying andinserting

The Matrix uses an intelligent copy and paste function. If necessary, the Matrix inserts new rows and/or columns. Regardless of where you copy data from, the object inserts (not pastes) it differently depending on the menu you have chosen.

Important! You can paste information you copied from anywhere in a Matrix to a Spreadsheet or another spreadsheet application, such as Excel.

Right-click the: And choose: To insert the:

Matrix selection header Insert Item list and field list from the entire Matrix.

Row header Insert Copied Items List of items copied.

Column header Insert Copied Fields List of fields copied.

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideFormatting Instrument Portfolios

Formatting Instrument Portfolios

Templates You can view and access data easily using customized Matrix templates. A template contains the definition of displayed columns, and formatting information such as column header label preferences, sort criteria, font, and color settings. When you first add a Matrix to a sheet, the displayed Matrix uses the default template.

How to format aportfolio

according to atemplate

Note: To create your own templates, see “How to save a matrix template” on page 93.

Step Action


2 Choose Object ➤ Templates.Alternatively, click .Kobra displays a list of templates you have created (if any) and templates provided with the application.

3 Choose the template you want to apply to the matrix.The Matrix applies the chosen template.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataChanging Fonts and Colors in the Matrix

Changing Fonts and Colors in the Matrix

Fonts and colors You can modify the format of various parts of the Matrix. This table lists what you can modify.

Note: Sometimes there may be conflicting format information for the same cell. In this case, the format defined for individual cells has the highest priority and the format defined for the background has the lowest priority.

Example This example shows a matrix with various colors and fonts. For easier readability, alternate colors have been used for the rows (light yellow for Back Color and yellow for Alternating Back Color). Flash colors (red and blue) indicate changing changing information in realtime data.

Part of Matrix Colors Fonts

background

column header

row header

columns

rows

individual cells(using the COLOR function)

changing information in individual cells (using Flash colors)

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideChanging Fonts and Colors in the Matrix

How to formatthe background

of the Matrix

You can modify the font, color and gridlines used for the background of the Matrix. You can also choose alternate colors for the rows.

How to formatrow headers or

column headersin the Matrix

Step Action


2 Choose Object ➤ General Appearance ➤ Font & Colors.

3 Use the tabs to access different categories of cell properties, and choose the properties you want from the tabs in the dialog box.

4 Click OK.The Matrix cells are modified according to the chosen format.

Step Action


2 Choose either:• Object ➤ General Appearance ➤ Row Header ➤ Font & Colors• Object ➤ General Appearance ➤ Column Header ➤ Font & Colors

3 Choose the properties you want from the tabs in the dialog box.

4 Click OK.The cells in the row header or column header are modified according to the chosen format.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataChanging Fonts and Colors in the Matrix

How to formatspecific rows or

columns in theMatrix

How to formatindividual cells

in the Matrix

You can modify the colors of individual cells using the COLOR function. See “Formatting individual cells in the matrix” in the Kobra 5.0 Realtime Objects Designer Guide.

How to highlightchanging

information inrealtime data

You can apply Flash colors to specific columns of the Matrix to highlight changes in realtime data. Kobra analyzes the Master Column for changes in data. A lower value is indicated for a few seconds by a red background in the master column and any slave columns. Similarly, a higher value is indicated for a few seconds by a blue background.

Step Action

1 Select the row(s) or column(s) you want to format.

2 Choose either:• Object ➤ Row ➤ Format• Object ➤ Column ➤ Format

3 Choose the properties you want from the tabs in the dialog box.

4 Click OK.The selected Matrix cells change to the chosen format.

Step Action


2 Choose Object ➤ General Appearance ➤ Flash Colors.

3 Activate Use Flash Colors.

4 Choose the Master column.

5 In Select the Slave Columns, activate any other columns you want to highlight whenever changes occur in the master column.

6 Click OK.

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideSetting a Record Alert to Monitor Instrument Prices

Setting a Record Alert to Monitor Instrument Prices

Purpose You can set an alert that warns you when an instrument price reaches a certain limit. You do this by specifying a limit for the value of a field in a record. These types of alerts are called record alerts.

How to set arecord alert from

a Quote or aMatrix

Step Action

1 In the Quote or Matrix, right-click the field for which you want to set an alert. For example, the Ask price for a specific RIC.

2 Choose Set Alert.New Record Alert opens. Kobra fills in the parameters for you.

3 Modify the parameters if desired.For example, you may wish to change the value.

4 Click the Action tab, and specify the action to be taken when the alert goes off.For example, select Sound and default beep to emit a beep when the alert goes off. You can set different sounds for upper and lower limits.

5 Click OK.When the alert goes off, Kobra displays an Alert message. If specified, a beep will sound.

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How to set arecord alert in

the Global AlertManager

Step Action

1 Choose Tools ➤ Global Alert Manager.Global Alert Manager opens.

2 Choose the Record icon, and click New.New Record Alert opens.

3 Set the Item Address and press Enter.For example, choose Q as the datafeed keyletter and JPY= as the item code.

4 Click the Field Name drop-down menu to choose a field name, and click OK.If the specified record is available, the current data field value is displayed in Current Value. For example, specify ASK as the field name.

5 Choose a condition from the Condition drop-down list.For example, choose Lower Than so the alert goes off when the value falls below a certain limit.

6 Enter a Value.

7 Click the Action tab, and specify the action to be taken when the alert goes off.For example, select Sound and default beep to emit a beep when the alert goes off. You can set different sounds for upper and lower limits.

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8 Click OK.The Alert Manager displays details of the new alert.

9 Click Close.When the alert goes off, Kobra displays an Alert message. If specified, a beep will sound.

Step Action

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataActivating, Deactivating, and Deleting Alerts

Activating, Deactivating, and Deleting Alerts

How to activateor deactivate

alerts

Deactivating an alert makes the alert inactive so it does not go off.

How to delete analert

Note: Alternatively, right-click the alert and choose Delete.

How to clear thelist of alertmessages

Step Action

1 Choose Tools ➤ Global Alert Manager.Global Alert Manager opens and displays a list of alerts.

Note: You may need to click on the + sign to left of Record to expand the list of alerts.

2 Click the alert to select it.

3 Click:• Activate to activate an inactive alert• Deactivate to deactivate an active alertAn icon to the left of an alert indicates whether the alert is active or inactive:• indicates that the alert is active (or on)• indicates that the alert is inactive (or off)

Step Action

1 Choose Tools ➤ Global Alert Manager.Global Alert Manager opens.

2 Choose the alert you want to delete.

3 Click Delete.

Step Action

1 Choose View ➤ Global Alert List.

2 Click .The alert messages displayed in the Alert are removed. The Alert remains empty until alerts are set off again.

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Chapter 7 Viewing Market Data Reuters Kobra 5.0 Getting Started GuideDisplaying Records, Headlines, Graphics, or Company Data Related to an Alert

Displaying Records, Headlines, Graphics, or Company Data Related to an Alert

How to display arelated recordfrom a record

alert

How to displayfurther related

information(when available)

Step Action

1 Choose View ➤ Global Alert List.

2 Double-click the record alert message.The related record is displayed in a Quote browser.

Step Action

1 Right-click an alert message to display the Alert menu.

2 Choose from:• Related Quote• Related News (headlines)• Related Graph• Related Company DataThe related information is displayed in a browser.

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Reuters Kobra 5.0 Getting Started Guide Chapter 7 Viewing Market DataDisplaying a Scrolling List of Quotes and Chains Using the Ticker

Displaying a Scrolling List of Quotes and Chains Using the Ticker

How to viewquotes in a

Ticker

Adding a chainto a Ticker

Rather than entering individual item codes, you can also add all the items of a chain record to a Ticker by entering a chain item code. For example, if you enter 0#.DJI, all the records that make up the chain become the item list.

Changingscrollingdirection

You can change the scrolling direction by clicking .

Note: The image on the button indicates the scrolling direction applied after you click the button.

Pausing andresumingscrolling

You can pause or resume scrolling by clicking:• (pause) • (resume)

How to add,change and

remove itemsusing the Ticker

Manager

Step Action

1 Add a Ticker to the Flex document.


3 Choose a datafeed from the drop-down list in the command line.

4 Type an item code in the command line and press Enter.For example, type the item code fte.pa.

5 Repeat step 4 until you have entered all the item codes you want to display in the Ticker.

Step Action


2 Choose Object ➤ Ticker Manager.Ticker Manager opens.

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How to apply afilter

Follow the procedure below to apply a filter in the Ticker so that an item only appears when certain conditions are met.

3 Add, replace, or remove items by:• setting the Item Address, and clicking Add (for example, choose Q as the datafeed

keyletter and EUR= as the item code)• selecting the item in the Displayed Items list, setting the Item Address, and clicking

Replace• selecting the item in the Displayed Items list, and clicking Remove• clicking Remove All

4 Click OK.

Step Action

Step Action

1 Click the Ticker to select it.

2 Choose Object ➤ Ticker Manager.Ticker Manager opens.

3 Click Filter and choose an item from the Item Selected list.

4 Activate Display Only When.Note: By default the Always Displayed check box is activated.

5 Choose a field from the Field Name list.The Field Name list enumerates all the fields displayed in the Ticker.Note: You set the fields displayed in the Ticker by setting the Field Names property. You can identify fields by their name, FID number, or DDE acronym.

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6 Choose the operator from the Operator list, and set the Value.

7 Activate Filter All Items if you want to apply the filter to all items.

8 Click Apply, then OK.When you apply the filter to:• a single item, the Ticker Manager displays an asterisk (*) next to the item in the

Displayed Items list• all items, no asterisks are shown

Step Action

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110 8 June 2005

CHAPTER 8 VIEWING HEADLINES AND NEWS

Contents • Overview of the News Object• Viewing News• Viewing Cross-Referenced Information• Displaying Related Information• Using News Search Expressions to Filter Headlines• Creating and Saving Search Expressions Using the News Expression Builder• Narrowing the Focus of Searches to Specific Words or Phrases• Combining Search Expressions• Modifying How Headlines Are Displayed

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Chapter 8 Viewing Headlines and News Reuters Kobra 5.0 Getting Started GuideOverview of the News Object

Overview of the News Object

Purpose The News Object displays headlines and alerts from different news services via the Kobra newsfeed.

Available newsservices

In Kobra, you can access the following news services:• Reuters News 2000• Reuters Financial News• Factiva News Search• Top News

Function Reuters News 2000

Reuters Financial News

Factiva News Search

Top News

Duration 1 day 13 months 2 years today

Realtime headlines

Historical headlines

Corporate newsfeeds

Local, national and international papers

Pictures

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Viewing News

How to viewnews headlines

Scrollingthrough a list ofnews headlines

You can scroll through a list of news headlines using the up and down arrow keys on your keyboard, and the Page Up and Page Down keys.

How to navigateto the latest or

the earliestheadline in the

list

Displayingpreviouslyrequestedheadlines

You can quickly recall search expressions entered previously by choosing Object ➤ Display from History (or clicking ). This displays a list of the last ten search expressions used.

Note: To save a search expression, see “How to save a search expression” on page 123. To recall a search expression, see “How to recall a search expression” on page 124.

Step Action

1 Insert a News in a Flex document.


3 Type a news search expression in the command line.You can enter a RIC as a news search expression. For example, type RTR.L for news relating to Reuters shares traded on the London Stock Exchange. You can also enter category codes. For example, to view headlines concerning France, type FR. See “Using News Search Expressions to Filter Headlines” on page 118.

4 Press Enter.Kobra displays a list of news headlines.

Step Action

1 Right-click a headline.A pop-up menu is displayed.

2 Choose either:• Go to Latest to move to the most recent headline, or• Go to Earliest to move to the least recent headline

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How to viewheadlines using

Factiva NewsSearch

When a list of headlines is displayed, you can toggle between Reuters News 2000/Reuters Financial News and Factiva News Search.

How to view anews story

associated witha headline

Note: You can also drag and drop, or copy and paste, a news headline to view the associated news story in a Quote.

How to viewheadlines using

Top News

You can access Top News at any time.

How to view afull news storyfrom Top News

Step Action

◆ Click to search using Factiva News Search.

Step Action


2 Double-click the headline (but not a cross-reference symbol in the headline).Alternatively, select the headlines using the up and down arrow keys on your keyboard, and press Enter.The associated news story is displayed in a Quote browser, or in an Internet Explorer browser in the case of Factiva News Search.

Step Action

◆ Click to access Top News.Top News opens in an Internet Explorer window.

Step Action


2 Click the Top News headline or the more ... link.The associated news story displays in a Quote browser.

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How to start aReuters

Messagingconversationfrom a News

Story

Step Action

◆ Double-click the Reuters Messaging address (ending with @reuters.net).

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Viewing Cross-Referenced Information

Purpose Cross-referenced information is a record, a page, or more headlines related to the displayed news headline. You view this information by double-clicking cross-reference symbols inside news headlines. The information is displayed in a browser or a linked object.

Drag and drop You can also view cross-referenced information using drag and drop. See Kobra 5.0 Workspace Designer Guidefor a detailed description and an example of dragging and dropping data in Kobra.

Symbolsindicating

cross-referencedinformation

Item Description

Record or page item codes or addresses

Chevroned item codes

Bracketed Reuters News 2000 category codes

2 31

1

2

3

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Displaying Related Information

How to displayrelated

information

You can display additional information (if available) related to the headlines displayed.

Step Action

◆ Right-click a headline and choose:• Related Quote• Related News• Related Graph• Related Company DataThe related information displays in a browser.

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Using News Search Expressions to Filter Headlines

Purpose You can filter news headlines to view only those on topics that interest you. You filter headlines using news search expressions.

News searchexpressions

News search expressions are made up of:• free text• RICs• category codes• dates• content-specific filters

Note: You can either use these items alone or in combination to view news headlines.

Category codes Category codes are short, easy-to-remember search expressions that let you choose topics for which you receive headlines.

Useful categorycodes

Category codelist

You can find details of category codes in the News Expression Builder. See Kobra 5.0 Realtime Objects Designer Guide.

Searching bydate in Reuters

News 2000

Headlines from the Reuters News 2000 news service are stored for a maximum of 24 hours from the time they appear. By entering appropriate codes in the command line, you can view headlines from any specified time or day within that 24-hour period.

This category code: Displays:

A All headlines

NEWS General news

INT Interest rates

POL Politics

MRG Mergers and acquisitions

SPO Sports

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Searching bydate in ReutersFinancial News

In Reuters Financial News, you have access to both realtime headlines and headlines from an archive of approximately 13 months.

Time and dateformats

This table describes the time and date formats you can use to access headlines in Reuters News 2000 and Reuters Financial News.

Searching bydate in Factiva

News Search

You can use the News Expression Builder to view headlines from Factiva News Search:• from before or after a specified date• within specified dates

Important! You cannot specify dates directly in the command line. You can choose to receive the headlines from any given period within two years.

Reuters News2000

content-specificfilters

You can filter headlines in Reuters News 2000 using content-specific filters.

Language filters This table describes how to filter headlines by language in Reuters News 2000 and Reuters Financial News.

This format: Example: Display headlines from:

@HH:MM:SS DD/MM/YY

or@HH:MM:SS DD/MM/YYYY

@22:30:00 11/06/01 22:30 on 11 June 2001

@HH:MM:SS @12:00 12:00 of the current day

Use: To search for: Example:

%K= A specific news source %K=T displays all updates to all pages using the keyletter T.

%P= Specific news page updates %P=T261 displays only updates to the page 261 from the source identified by the keyletter T.

%S= Permanent items %S= displays all permanent items.

Use: To search for: Example:

L A specific language LFR displays all headlines in French.

%L= A specific language %L=FR displays all headlines in French.

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Summary of filtercriteria

Furtherinformation

See Kobra 5.0 Realtime Objects Designer Guide.

News Service Filter by:

Date Time Language

Reuters News 2000

Reuters Financial News

Factiva News Search

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Creating and Saving Search Expressions Using the News Expression Builder

How to open theNews

ExpressionBuilder

NewsExpression

Builder

Step Action

1 Click a News to select it.

2 Choose Object ➤ News Expression Builder.Alternatively, click . The News Expression Builder opens.

Item Description

Description or Code Contains

Allows you to search for a desired description or code by entering letter combinations containing a minimum of two letters. Results are listed in the code search tabs.

2

3

45

67

8

9

1 1 2

3

45

67

8

9

News 2000 and Reuters Financial News Factiva News Search

8

1

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Refresh Updates the list of codes in the code search tabs.Important! You only need to use Refresh if Reuters adds a new code that you want to use immediately.

Code search tabs

Click:• Subject to search for code by subject name• Report to search for code by report name• Both to search for code by either subject or report name• Sources to search for code by source name, that is, newsfeed, news

agency, or language of publication

Add to News Expression

Adds the selected code to the search expression.

Boolean buttons Click:• NEAR to search for headlines containing both expressions within a

space of ten words (this is only available in Factiva News Search)• AND to search for headlines containing both expressions• OR to search for headlines containing either expression (this is the

default Boolean operation if you do not specify one)• NOT to search for headlines excluding an expressionSee “Combining news search expressions” on page 127.

News Search Expression line

Displays the search expression that is sent to the database as a search command.

Erase Clears the News Search Expression line.

Time Span drop-down menu

Choose:• 1 week (default) to specify and select headlines from one week ago up

to the present time• Since to specify and select headlines from a certain date up to the

present time• Between to specify and select headlines between two dates• Before to specify and select headlines from before a certain dateNote: You can only specify time parameters in Factiva News Search.

Item Description

2

3

4

5

6

7

8

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How to build asearch

expression

Note: You can also enter partial search expressions in the command line, then complete them in the News Expression Builder.

How to save asearch

expression

Commands Click:• Save As to save the expression in the Data Store• OK to send the results to the News and close the window• Cancel

Item Description

9

Step Action

1 Open the News Expression Builder.See “How to open the News Expression Builder” on page 121.

2 Enter letter combinations/keywords in the Description or Code Contains box to produce a list of possible codes.

3 Choose the desired code from the Subject, Report, Both, or Source tabs.

4 Click Add to News Expression.Note: You can add the code to the News Expression by double clicking it.

5 Choose a Boolean operator using one of the buttons and insert it after the code.

6 Repeat steps 2 to 5 until you have included the desired number of codes.

7 Click either:• OK to send your command and close the News Expression Builder• Cancel if you do not want to send your command

Step Action

1 From the News Expression Builder, click Save As.Save News Expression or Save Factiva News Search opens.

2 Enter a Name by which you can easily identify the expression.

3 Click OK to save the expression.

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How to recall asearch

expression

How to edit asearch

expression

Note: You cannot replace an existing news expression in Data Store. However, you can save the modified expression under a new name (see “How to save a search expression” on page 123). You can then delete the old news expression from the Data Store if desired.

How to renamesearch

expressions

4 Click either:• OK to send your command and close the News Expression Builder • Cancel if you do not want to send your command

Step Action

Step Action


2 Choose Object ➤ Load.

3 Choose a search expression from the list.Kobra displays a list of news headlines corresponding to the search expression.

Step Action

1 Choose the search expression you want to modify.

2 Click .The News Expression Builder opens.

3 Make desired changes to the search expression.See “How to build a search expression” on page 123.

4 Click OK to confirm your changes to the search expression.The News Expression Builder closes.

Step Action

1 In Data Store, right-click the search expression you want to rename.A pop-up menu appears.

2 Choose Rename and modify the name.

3 Click anywhere outside the new name to validate it.

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Narrowing the Focus of Searches to Specific Words or Phrases

Word matchingsearch

expressions

This table explains how to search for a match that contains any of the free text in the search expression.

Partial word andphrase matching

searchexpressions

This table below explains how to search for a character string match.

What you enter Free text with no quotes or special characters

How it works This expression:• finds results that match any of the words• limits results to whole word only• is not case-sensitive

Example urban plan

Possible results This search displays headlines containing either of the words urban or plan, but not those containing:• urbanized• PLANNING

What you enter Free text with double quotes (“ “)

How it works This expression:• finds results that match the words in the exact sequence• does not limit results to whole word only• is not case-sensitive

Example “urban plan”

Possible results This search displays headlines containing the words or character string urban plan, such as:• Urban Plan• urban planning

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Exact word andphrase matching

searchexpressions

You can search for an exact match of a word or phrase.

Wildcard searchexpressions

In Reuters News 2000 and Reuters Financial News you can search for a partial match of a character string.

Note: You cannot use the wildcard search in Factiva News Search.

What you enter Free text with single quotes (‘ ‘)

How it works This expression:• finds results that match the words in the exact sequence• limits results to whole word only• is case-sensitive

Example ‘urban plan’

Possible results This search displays headlines containing the words urban plan, but not those containing:• Urban Plan• urban planning

What you enter A word or phrase including an asterisk (*)

How it works This expression:• finds words containing the character string• requires a minimum of four characters before the asterisk, that is, use

quot* but not quot*n• is not case-sensitive

Example major*

Possible results This search displays headlines containing the character string major, such as:• Major• MAJORETTE• Major-domo

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Reuters Kobra 5.0 Getting Started Guide Chapter 8 Viewing Headlines and NewsCombining Search Expressions

Combining Search Expressions

Purpose You can combine different category codes, dates, free text, and filters to create search expressions to pinpoint news on topics that interest you.

Combining newssearch

expressions

You combine category codes, dates, free text, and filters using parentheses () and standard Boolean operators.

Important! You must place dates at the end of a combined search expression.

Examplecombinations

Type this between the search command components: For this operation:

NEAR

Note: This command is only available in Factiva News Search.NEAR

OR

Leaving a space between the search components is also taken by Kobra as an OR operation.

OR

AND

A hyphen (-) or ampersand (&) can also be used.AND

NOT

An exclamation mark can also be used.NOT

This example: Displays headlines on:

(GB-POL) NOT (“BSE” OR “MAD COW”) British politics not containing the words BSE or mad cow.

MET AND “COPPER” @01/04/05 Non-precious metals containing the word copper that appeared up to 1 April 2005.

INGE %P=QJOUR General news written in French or updates to the page JOUR using the keyletter Q.

A NOT %S= All except permanent items.

VIO & (‘Atlanta’ OR ‘BOMB’) & %L=EN @28/03/05

Violence and terrorism containing the words Atlanta or bomb that appeared up to 28 March 2004, and in English.

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Note: The examples above that specify dates are not valid commands in Factiva News Search. You must specify dates in Factiva News Search using the News Expression Builder (see “Creating and Saving Search Expressions Using the News Expression Builder” on page 121).

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Modifying How Headlines Are Displayed

How to displaythe date

The date always displays in Factiva News Search. You can also display the date next to headlines in Reuters News 2000 and Reuters Financial News.

How to refreshdata display

You can refresh the data display by requesting the same headlines again from the headline database.

Step Action


2 Choose Object ➤ Date.Alternatively, click . The object displays the date next to each headline.Note: To remove the date and the check mark next to the menu item, choose Object ➤ Date again.

Step Action


2 Choose Object ➤ Refresh.Alternatively, click . The object requests the same headlines again and refreshes the data display.

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130 8 June 2005

PART III:ANALYZING DATA

IN GRAPHS ANDSPREADSHEETS

This part includes:

• Analyzing Data in a MetaStock Chart• Analyzing Data in a Spreadsheet• Transferring Data to an Excel Spreadsheet

Analyzing Data in Graphs and Spreadsheets Reuters Kobra 5.0 Getting Started Guide

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CHAPTER 10 ANALYZING DATA IN A METASTOCK CHART

Contents • MetaStock Chart Object Tools and Menus• Creating a Chart• Changing the Instrument• Changing the Interval• Changing the Range• Changing the Analysis Type• Zooming and Scrolling• Displaying Cursors and Gridlines• Adding an Annotation• Using the Properties Editor

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MetaStock Chart Object Tools and Menus

Navigation Kobra provides a number of ways to navigate using the MetaStock Chart Object:• toolbar• shortcuts• menus• Item Code Editor (in the command line)• In-place editing

Toolbar The MetaStock Chart Object has its own toolbar for quick access to insert analyses, and other features. The toolbar can either be floating or embedded in the MetaStock Chart Object.

Icon types anddescriptions

The MetaStock Chart Object uses different types of icons for the toolbar.

Icon type Descriptions Example

simple Always performs the same action. adds a text annotation.

dynamic drop-down

Always displays a list of actions. The caption of the icon displays the current selection.

displays a list of intervals. The caption displays the current interval.

split button Performs two actions:• clicking the left-part of the icon to

perform an action• clicking displays a menu

Insert Analysis :• click on to open Insert Analysis.• click to display a list of ten popular

analyses and actions available

dynamic split button

Performs dynamic actions:• clicking displays a list of

available options• clicking the left-part of the icon

repeats the last action for the new item you choose

Note: The image on the icon corresponds to the last selection you made.

Switch Analysis :• the first time you click , the drop-down

menu displays• the icon image changes to if you

choose Spline• click to switch to Spline for another

analysis you selectNote: The first time you click , the drop-down menu displays.

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Note: Tooltips are available on the icons to help you navigate within a MetaStock Chart Object.

Toolbar icons The table below provides examples of the toolbar icons and shortcuts.

dynamic Performs dynamic functions based on the item you choose.

opens X-Axis Properties when you select the x-axis.

Icon type Descriptions Example

Icon Shortcut Tool

Allows you to switch analyses between Line, Bar and Candlestick plots. You must first select an analysis to activate this icon. The image on the icon corresponds to the most recently used analysis. For example, the analysis icon changes to:• for a Line• for a Spline• for an OHLC Bar• for an HLC Bar• for an HL Bar• for a CandleStick AnalysisYou can switch an analysis either by:• clicking to choose an analysis from the drop-menu• clicking the icon, for example, to switch to the last analysis type

used

Ctrl+a Allows you to add an analysis using Insert Analysis. Click to display a list of actions available such as:• insert an analysis for the selected analysis• edit properties for the active or first analysis in the chart• choose from a list of ten popular analyses

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Allows you to insert a line study into the chart. Click to display a list of line studies available and the Delete All Trendlines option. The image on the icon corresponds to your last line study selection. Click the following icons to add a line study:• for a Ray• for a Reverse Ray• for a Line• for a Line Segment• for a Horizontal Line• for a Vertical Line• for a Fibonacci Fan• for Fibonacci Retracements• for Fibonacci Projections• for an Andrews Pitchfork• for a Gann Fan• for a Gann Line• for a Trend Channel• for a Speed Resistance Lines• for a Regression LineTo add a line study, you can either:• click to choose a line study from the drop-menu• click the dynamic icon, for example, , to add this line study last used

Allows you to choose the range and data for your current session:• Default Data or All Data• This Session• Today• This Week• This Month• This Quarter• This Year• Custom...To restore the defaults, you can deactivate the chosen range.See “Changing the Range” on page 147.

Icon Shortcut Tool

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Page Up / Page Down

Allows you to move up or down one time interval on the x-axis. The choices are:• Tick• Minutes• Hourly• Daily• Weekly• Monthly• Quarterly• Yearly

Allows you to change the interval of the chart. The caption corresponds to the current interval selection. For example, if you set a custom interval, the icon displays Custom.... See “Changing the Interval” on page 146.

Ctrl+z Allows you to undo the last action performed in the MetaStock Chart Object.

Ctrl+y Allows you to redo the last action undone in the MetaStock Chart Object.

Ctrl+p Allows you to view or modify the properties of the MetaStock Chart Object currently selected. For example, if you select the x-axis, then X-Axis Properties opens when you click this icon.See “Using the Properties Editor” on page 155.

Ctrl+k Allows you to add or remove a target cursor when you click the icon. You can click to access the following options:• add a target cursor• add a vertical cursor• add a horizontal cursor• snap to a point on an analysis

Delete Allows you to delete the selected item on the chart.

Allows you to add an annotation to the chosen chart. To delete an annotation, select it and press Delete.

Ctrl+right arrow

Allows you to zoom in on the x-axis.

Icon Shortcut Tool

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Multiple Menus Kobra provides the menus you need for editing, configuring and printing the MetaStock Chart Object. Multiple menu options are available for example:• when you right-click anywhere on the MetaStock Chart Object• via the Object menu in Kobra• when you click the object menu arrow on the title bar

Object Menu

Ctrl+left arrow

Allows you to zoom out on the x-axis.

Ctrl+t Allows you to zoom in on a defined area of a chart.

Ctrl+ – If the Market Profile option is installed, this displays the analysis options in a drop-down menu:• Split No.• Merge Next• Merge Previous• Split and Merge• Split and Merge Reset

Icon Shortcut Tool

Menu item Allows you to:

Insert Analysis Display a list of actions available for the current analysis. You can:• insert an analysis for the selected analysis• edit properties for the active or first analysis in the chart• choose from a list of ten popular analyses

Insert Analysis of Selected Analysis

Insert an analysis on the selected analysis. Insert Analysis opens with the current analysis details for the instrument for example, BarOHLC (RTR.L, Last Trade).

<Item> Properties Edit properties of a selected chart, including analyses, display options, title, and axes. Context menus display for this item. For example, Object ➤ X-Axis Properties displays when you choose the x-axis.

Interval Increase or decrease the interval on the x-axis.

Range Choose the range and data for your current session.

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Add Add items to the MetaStock Chart Object, for example:• analysis• charts and empty subcharts• symbols and shapes• trendlines• annotations

Edit Undo/redo the last action performed, copy/paste, and delete data. You can clear or delete data for the:• analysis• axes• charts and subchartsNote: Context menus display for Delete only.

View View items on the MetaStock Chart Object for example:• zoom on axes • display statistics• show/hide the marker labels, cursor, legend, grid, title, and scrollbar

Alert Allows you to add and manage alerts for an instrument.

Templates Manage your chart templates for example:• apply templates• create new templates in.reuters-chart-template format• automatically load templates

Schemes Create and apply color schemes to the MetaStock Chart Object.

Chart • save and retrieve charts in.reuters-chart format• change the properties for the active chart

Instrument Maintenance (Ctrl - I)

Perform actions for all your instrument needs. For example,• view and modify instrument settings• add new instruments, composites, and yield curves• define your favorite instruments

Command Line Behavior

Set the Command Line Behavior to either add or replace an instrument. See “Add Instrument and Replace Instrument modes” on page 144.

Show Toolbar 1 Display or hide the MetaStock Chart Object toolbar within the Kobra frame.


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Context menus Kobra lets you navigate using context menus similar to the Object menu. You can activate these menus by right-clicking anywhere on your MetaStock Chart Object. Kobra displays a menu related to the item you select.

In-place editing Kobra lets you perform in-place editing on MetaStock Chart Object items. You can click on an item in-place to change it, for example:• currency• analysis• instrument• time zone• start and end date

Show Title Bar 1 Display or hide the title bar.

Properties 2 Change the default properties for the current chart such as:• default analysis type• datafeed settings• footer and header settings for printing

Print Print the selected MetaStock Chart Object.

1. Exclusive to the Object menu2. Exclusive to the right-click menu


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Creating a Chart

How to create aninstant analysis

You can easily create an instant analysis for a single RIC. The default display type is Bar chart.

Step Action

1 Insert a new MetaStock Chart into a Flex document.

2 Choose a datafeed keyletter, type an instrument code in the Item Code Editor, and press Enter.For example, type RTR.L for Reuters shares traded on the London Stock Exchange.

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How to create ananalysis with

Insert Analysis

Step Action

1 Insert a MetaStock Chart into a Flex document.

2 Click .Alternatively, click the immediately to the right of to display a list of ten popular analyses.Insert Analysis opens.

3 Choose an analysis type from the list.For example, scroll down the list and choose Moving Average - Simple.

4 Click Interval, and choose an interval from the drop-down list.You can choose the interval (for example, Tick, Daily, Weekly, Monthly, Yearly) and a multiplier value.Note: The Tick interval is not available for some analysis types, such as Bar and Candle.

5 Click Feed, and either:• choose a keyletter from the list of datafeeds• enter a keyletter

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6 Click Instrument, and either:• choose an instrument from the list• enter an instrument codeFor example, type RTR.L to chart Reuters shares on the London Stock Exchange.

7 Either:• choose a Field and an Action value from the list if you have used this instrument before• leave the Field and Action values as Default if this is the first time you are using this

instrument

8 Change any other parameters if necessary.For example, a Moving Average analysis has an averaging period, which you can change.

9 Click Add to complete the analysis.The analysis is drawn on the chart, but Insert Analysis remains open. You can add another analysis to the chart if you want.

10 Click Cancel.

Step Action

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Chapter 10 Analyzing Data in a MetaStock Chart Reuters Kobra 5.0 Getting Started GuideChanging the Instrument

Changing the Instrument

Purpose You can change your charts and analyses quickly and easily:• using the Item Code Editor, or• by dragging an instrument code from another object, or another Windows application

How to changethe instrumentusing the Item

Code Editor

Note: You must be in Replace Instrument mode. See “Add Instrument and Replace Instrument modes”.

Add Instrumentand Replace

Instrumentmodes

When entering instruments in the MetaStock Chart Object using the item code editor, Kobra has two modes:• Add Instrument• Replace InstrumentBy default, the Replace Instrument mode is activated, so Kobra updates the existing analysis with the new item code you enter in . You can only add new analyses when in Add Instrument mode. You can change the mode by choosing either:• Object ➤ Command Line Behavior ➤ Add Instrument• Object ➤ Command Line Behavior ➤ Replace Instrument

Step Action

1 Select a MetaStock Chart or an analysis.If the chart has more than one analysis, but you want to change the instrument for only one of them, select the analysis whose instrument you want to change. Otherwise the change will be applied to all the analyses in the chart.

2 Type or choose a RIC in the Item Code Editor.

3 Press Enter.In the selected analysis, or in all the analyses in the selected chart, the instrument changes to the one you entered.

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How to changethe instrumentusing drag and

drop

You can copy an instrument code from another object. For example, a RIC from a news story in a News Object.

Step Action

1 Click and drag the text from the source object to a chart in the MetaStock Chart.If Kobra is minimized when you do this, drag the text onto the Kobra icon on the Taskbar, wait until the Kobra window is displayed, then continue dragging.

2 Drag over an analysis so that it displays selection handles.

3 Release the mouse button.The instrument in the selected analysis will change to the instrument from the source application.

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Changing the Interval

Purpose You can use either the interval tools on the toolbar, or in-place editing, to change the chart interval. This change affects all the analyses in the chart. Some intervals are not available for all analysis types. For example, you cannot select the Tick interval for Bar or Candle charts.

How to changethe interval using

the toolbar

Step Action

1 Select a chart.

2 Click the arrow to the right of the Interval .

3 Choose the required interval from the list.

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Reuters Kobra 5.0 Getting Started Guide Chapter 10 Analyzing Data in a MetaStock ChartChanging the Range

Changing the Range

Purpose You can change the range (time frame) of the data displayed. For example, you may want to view data for this day, this quarter, or this year.

How to changethe range

How to displaydata for the

current tradingsession

How to displayall available data

You can rescale the x- and y-axes so that all available data for all analyses is displayed.

How to displaydefault data

You can rescale the x- and y-axes so that the default range of data, including the last value, is displayed for all analyses. If the chart contains a Bar or Candle analysis, the default range of data includes as much data as possible without losing the distinct display of bars or candles.

Step Action

1 Select a chart.

2 Click the arrow to the right of the Range .

3 Choose the required range from the list.

Step Action

1 Select a chart.

2 Click the arrow to the right of the Range .

3 Choose This Session from the list.

Step Action

◆ Choose Object ➤ Range ➤ All Data.Alternatively press Shift+F4.

Step Action

◆ Choose Object ➤ Range ➤ Default Data.Alternatively press Shift+F3.

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Chapter 10 Analyzing Data in a MetaStock Chart Reuters Kobra 5.0 Getting Started GuideChanging the Analysis Type

Changing the Analysis Type

Purpose You can easily switch analyses between the Line, Bar and Candle display types. Remember, though, that Bar and Candle charts cannot be displayed on a Tick interval.

How to changethe analysis type Step Action

1 Select a line analysis in any chart.Make sure the chart has an interval higher than Tick.

2 Click .

3 Choose one of the options:• Line• Spline• Bar - Open High Low Close• Bar - High Low Close• Bar - High Low• CandleStickSome of the options may be grayed out, depending on the interval.

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Zooming and Scrolling

Purpose You can zoom in and out on the x- and y-axes at the same time, or on a specific area of a chart. You can also zoom in or out on the x- or y-axis individually, and you can move backwards and forwards in the chart.

How to zoom inon a specific

area

How to zoom in(expand x-axis)

How to zoom out(contract x-axis)

Step Action

1 Choose Object ➤ View ➤ Zoom ➤ Zoom Area.Alternatively, click . The mouse pointer changes to a magnifying glass shape.

2 Click and drag the mouse diagonally over the area you want to enlarge.

3 Release the mouse button.The area you selected will be zoomed to fill the chart area.

4 Repeat steps 1 to 3 to zoom in further if necessary.

Step Action

1 Choose Object ➤ View ➤ Zoom ➤ Expand.Alternatively, click .

2 Repeat to zoom in further if necessary.

Step Action

1 Choose Object ➤ View ➤ Zoom ➤ Contract.Alternatively, click .

2 If you zoomed in more than once, zooming out takes you back one step at a time.

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How to zoom onthe x-axis usingthe arrow keys

How to zoom onthe y-axis usingthe arrow keys

How to scroll thex-axis

How to scroll they-axis

Step Action

1 Click the x-axis.

2 Press Ctrl+left arrow or Ctrl+right arrow to zoom in or out.

Step Action

1 Click the y-axis.

2 Press Ctrl+up arrow or Ctrl+down arrow to zoom in or out.

Step Action

1 Click the x-axis.

2 Click the left or right arrow on the scrollbar to scroll in the corresponding direction.Alternatively you can use the left arrow and right arrow keys.

Step Action

1 Click the y-axis.

2 Click the up or down arrow on the scrollbar to scroll in the corresponding direction.Alternatively you can use the up arrow and down arrow keys.

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Displaying Cursors and Gridlines

Purpose You can optionally display cursors and gridlines on a chart. A cursor is a line or pair of crossed lines that appears wherever you click on the chart and gives precise information about the date/time and value at that spot.

Cursor styles Normally the chart legend displays the time or date and value of the latest data point. When there is a cursor, the legend displays the time or date and value at its current position.

How to show acursor

Cursor Type Example Description

Target A cross hair cursor with a label showing the time/date and value at the point where the two lines in the cursor cross.

Vertical A vertical line with a label showing the time/date and value at the point where the line crosses the x-axis.

Horizontal A horizontal line with a label showing the value on the Y-axis at the point at its current position.

Step Action

◆ Choose Object ➤ View ➤ Cursor and choose the cursor style from the list.Note: When a cursor is displayed, you cannot select items on the chart. Each click of the mouse simply moves the cursor to a new position.

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How to hide acursor

Hide the cursor when you wish to select other items in the chart.

Gridlines Gridlines can be drawn at each increment on the x- and y- axes. You can choose whether to display gridlines, and you can change the color and appearance of these lines for each chart.

How to show orhide the grid

display

Step Action

◆ Choose Object ➤ View ➤ Cursor ➤ No Cursor.

Step Action

◆ Choose Object ➤ View ➤ Grid.Alternatively, press Shift+F9.

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Adding an Annotation

Purpose You can add any number of text annotations to create labels, comments and notes anywhere on a chart. The text is displayed in a box, and is connected to its starting point with a straight line. Once you have typed the text, you can move the box anywhere within the chart. You can also edit the text, change the color of the text and box, remove the line, and change or remove the box outline. Most of these changes are made in the Properties Editor.

How to add anannotation Step Action

1 Select the chart in which you want to place the annotation.

2 Click .The cursor changes shape.

3 Move the cursor to the position on the chart where you want the line connected to the annotation to begin, and click.A box appears, containing the word “Annotation”.

4 Move the cursor to a position on the same chart or sub-chart where you want to place the annotation, and click again.

5 Type the text of the annotation.The box expands to accommodate the amount of text you type. Press Ctrl+Enter if you want to create a new line.

6 Click anywhere outside the box when you have finished.The annotation is displayed.

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How to edit anannotation Step Action

1 Click inside the annotation to select it.Markers appear at the beginning and end of the text.

2 Either:• double-click a word to select it• click to highlight the whole annotation, then select the part to be changedYou can then re-type the text.Note: You can use drag and drop or Ctrl+v to insert text from another application, such as Microsoft Word, into an annotation.

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Using the Properties Editor

Properties Editor You can use the Properties Editor to change the properties of any item in a MetaStock Chart:• chart• analysis• x-axis• y-axis• trendline• annotation• statistics displayThis feature is context-sensitive. The Properties depend on the selected item.

Note: You can only change the properties for one chart at a time.

How to modifyproperties Step Action

1 Click the item you want to modify to select it.For example, the x-axis.

2 Double-click the item.Alternatively, click .The Properties Editor opens, displaying the current properties for the selected item.

3 Use the tabs, and options available, to make the required changes.

4 Click Apply to update the chart with the changes.You can continue making any other modifications to the properties of the chart.

5 When finished, click OK.

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Example: How tomodify gridlines Step Action

1 Click the MetaStock Chart to select it.

2 Click .Chart Properties opens.

3 Click General.

4 In Gridlines, activate Display Gridlines.

5 Click Display.

6 Click Element, and choose Grid Lines.

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7 In Color, click to display the color selection available. Choose a new color for the gridlines, and click OK.

8 Click Line Width, and choose a line width.

9 Click Line Style, and choose a line style.

10 Click Apply to update the chart with the changes.You can continue making any other modifications to the properties of the chart.

11 When finished, click OK.

Step Action

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CHAPTER 11 ANALYZING DATA IN A SPREADSHEET

Contents • Creating a New Worksheet and Opening an Existing Worksheet• Saving a Worksheet in a File• Entering Cell Data• Adding a Function to Formulas in Worksheet Cells• Viewing Realtime Data in Cells• Viewing Reuters TS1 Historical Data in Cells• Viewing Fundamental and Reference Data in Cells• Editing Cells Containing Text, Numbers, or Formulas• Specifying How Numeric Data is Displayed in Selected Cells• Defining when Recalculations are made• Resizing Rows and Columns• Changing Fonts and Colors

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Chapter 11 Analyzing Data in a Spreadsheet Reuters Kobra 5.0 Getting Started GuideCreating a New Worksheet and Opening an Existing Worksheet

Creating a New Worksheet and Opening an Existing Worksheet

Worksheet files Worksheet files have the extension .wko.

How to create anew worksheet

How to open anexisting

worksheet

Step Action

1 Click the Spreadsheet to select it.

2 Choose Object ➤ Worksheet File ➤ New.A new, empty, untitled worksheet appears in the Spreadsheet.

Step Action


2 Choose Object ➤ Worksheet File ➤ Open.Open Worksheet opens.

3 Choose the file you want to open.

4 Click Open.The specified worksheet displays in the Spreadsheet.

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Saving a Worksheet in a File

Purpose Once you have finished creating a new worksheet or modifying an existing one, you can save your work to a file. You can either save it under:• its existing name (if it has one), or• a new nameYou can subsequently open the file in any Kobra document you want, not just in the book you created it in.

How to save aworksheet under

a new name

This procedure explains how to save a new worksheet for the first time or to save an existing worksheet with a new filename.

How to save aworksheet underits existing name

Follow the procedure below to save a worksheet under its existing name and in the same folder.

Step Action


2 Choose Object ➤ Worksheet File ➤ Save As.Save Worksheet As opens.

3 Move to the folder where you want to save the worksheet, then enter the name under which you want to save it.

4 Click Save.Kobra saves the worksheet under the new filename, in the specified folder.

Step Action


2 Choose Object ➤ Worksheet File ➤ Save.Kobra saves the file under its existing name.

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Entering Cell Data

How to entertext, numbers,

and formulasinto an empty

cell

Dragging anddropping data

into theSpreadsheet

You can also drag and drop data from other objects, such as a Quote or Ticker, into a Spreadsheet cell.

Step Action


2 Select the cell that you want to contain the data.The selected cell is highlighted.Important! If you cannot select the worksheet or the cell, this means that the person who built the sheet has restricted your access to data.

3 Either enter the data:• directly into the cell • into the Spreadsheet command line

4 Press Enter.The data you entered or the calculated formula value appears in the cell.

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Reuters Kobra 5.0 Getting Started Guide Chapter 11 Analyzing Data in a SpreadsheetAdding a Function to Formulas in Worksheet Cells

Adding a Function to Formulas in Worksheet Cells

Procedure You can enter a predefined Spreadsheet function into a cell using the Paste Function.

Note: If you know the correct name and syntax for a particular function, you can simply select the cell, and type the function directly into the Spreadsheet command line, preceding it with an equals sign.

Step Action


2 Select the cell in which you want to insert the function.The cell is highlighted.Important! If you cannot select the worksheet or the cell, this means the person who built the sheet has restricted your access to data.

3 Choose Object ➤ Insert ➤ Function.Paste Function opens.

4 Choose a function type from the Function Category scrolling list.All functions of that type are displayed in the Function Name scrolling list.

5 Choose the function you want from the Function Name scrolling list.The function, and a list of its argument names, is displayed.

6 Click OK.The function is displayed in the Spreadsheet command line, and in the selected cell.

7 Substitute the argument names for real values.Important! To enter the arguments correctly, look up the Functions Reference in the Spreadsheet online help. Make sure you do not delete the parentheses, or the commas separating arguments.

8 Press Enter.The function and its arguments are pasted into the Spreadsheet cell where the function performs the required calculation and the result appears.

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Viewing Realtime Data in Cells

Realtimeinformation

The Spreadsheet can access, display, and manipulate realtime information. You can display the realtime values of record fields from record-based servers in the cells of a worksheet. You can then integrate these values in user-defined formulas or predefined Spreadsheet functions, and display the result in a worksheet cell. See Kobra 5.0 Workspace Designer Guide.

RECORDfunction

The RECORD function is one of the predefined realtime functions of the Spreadsheet. You use the RECORD function to view realtime data from any realtime server in worksheet cells.

Syntax

Examples

Mandatoryarguments

Optionalargument

How to display afield from a

realtime record

=RECORD(RecordName,FidNameNum[,Datafeed])

=RECORD("EUR=","BID")

=RECORD("ICI.L",34)

Argument Represents the: Data type

RecordName Name of the record that contains the data you want to display. Enclose this argument in double quotes.

Text string

FidNameNum Name or number of the record field whose value you want to display. If you use the FID name, enclose it in double quotes.

Text string or numeric value


Datafeed Service keyletter to retrieve the realtime data from. When you do not specify a keyletter, the formula requests the realtime data from the default datafeed. Enclose this argument in double quotes.

Text string

Step Action


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2 Enter the RECORD function, preceded by an equals sign, in the cell where you want the realtime data to appear, and enter the appropriate arguments.

See “Adding a Function to Formulas in Worksheet Cells” on page 163.

3 Press Enter.The data in the specified record FID appears in the worksheet cell.

Step Action

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Viewing Reuters TS1 Historical Data in Cells

SERIES function The SERIES function is one of the Spreadsheet’s predefined functions. You use the SERIES function to view Reuters TS1 time series record data in worksheet cells.

Usage You use the SERIES function to display the time series data (TS1) for a record in a range of cells. The top row in the range displays the FID names of data retrieved from the record. The rows below that within the range contain the data values, separated by the time interval that you specify in the function.

Note: A TS1 notes field, containing various information about the data, is also available for some time series data. You can choose the cell in the worksheet that displays the TS1 Notes field.

Syntax

Examples

Mandatoryarguments

=SERIES(RecordName,Period,Range,[InputRange],[Datafeed])

=SERIES(".FCHI", "d", k4:k08)

=SERIES("EUR=", "w", a2:a2)


RecordName Name of the record for which you want to display historical data. Enclose this argument in double quotes.

Text string

Period Frequency with which you want to receive data:• d = daily• w = weekly• m = monthlyEnclose this argument in double quotes.

Text string

Range Range reference of the cells receiving historical data, and is only used to specify the number of rows to display data. If Range is a single cell (xn:xn) the Spreadsheet retrieves as much data as exists in the TS1 database for that item.Important! Do not use a single cell range (xn:xn) if you define the START DATE and END DATE optional arguments in an input range.

Range reference

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Optionalarguments

How to displayhistorical TS1

data in cells


InputRange Range of cells you use to enter certain optional arguments. You enter the desired optional arguments and their corresponding values in the input range, then you reference the input range in the formula.

Range reference

Datafeed Service keyletter you want to retrieve the historical data from. If you do not specify a keyletter, the formula requests the historical data from the default datafeed. Enclose this argument in double quotes.

Text string

Step Action


2 Enter the SERIES function, preceded by an equals sign, in a cell and enter the appropriate arguments.

See “Adding a Function to Formulas in Worksheet Cells” on page 163 and “Syntax” on page 166.

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Note: The TIME and DATE columns returned by the SERIES function are always formatted dd/mm/YYYY. If you want another format, you can use the SERIES2 function. This has exactly the same arguments as the SERIES function, except that it does not automatically format the DATE and TIME fields. You can therefore apply cell formatting to these columns.

3 Press Enter.The time series data appears in the cells you specified.

In this example, columns b to h contain historical data, although only columns b to e were specified in the Range argument. This is because the Range argument is only used to specify the number of rows to display data. You can use the InputRange argument to select the columns you want to display.

Step Action

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Viewing Fundamental and Reference Data in Cells

DESIMPLEUPDATE function

The DESIMPLEUPDATE function is one of the Spreadsheet’s predefined functions. You can use this function to view Fundamental and Reference data in worksheet cells. DESIMPLEUPDATE retrieves a value from a named data source specified by the keyword SOURCE in the DeMode argument. By default, the data source is set to EQUITY. The result is displayed in the cell in which you entered the function.You can find the list of fields available for a given security in the Reuters Data Encyclopedia at: http://rde.session.rservices.com/3000xtra.

Syntax

Example

Mandatoryarguments

Optionalarguments

=DESIMPLEUPDATE(Code, Field, [Conditions], [DeMode])

=DESIMPLEUPDATE("RTR.L","NUM_EMPLOYEES")


Code Instrument code for which the function returns data Text string

Field Field to retrieve Text string


Conditions Any extra information required to retrieve the desired data. This depends on the provider and the kind of request being made. It identifies any required conditions and/or supplementary values needed.

Text string

DeMode Data retrieval parameters. DeMode specifies the data source, update frequency, data filters/extrapolators for historical data, results format, and specifies whether results are refreshed automatically. See “DeMode Argument” in the Kobra 5.0 Spreadsheet Object Designer Guide for a list of keywords and their default values.

Text string

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http://rde.session.rservices.com/3000xtra

Chapter 11 Analyzing Data in a Spreadsheet Reuters Kobra 5.0 Getting Started GuideViewing Fundamental and Reference Data in Cells

How to displayFundamental

and ReferenceData in cells

Step Action


2 Enter the DESIMPLEUPDATE function, preceded by an equals sign, in a cell and enter the appropriate arguments.See “Adding a Function to Formulas in Worksheet Cells” on page 163 and “Syntax” on page 169.

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3 Press Enter.The requested data appears in the cell in which you typed the function.

Step Action

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Editing Cells Containing Text, Numbers, or Formulas

How to edit cellscontaining text,

numbers, orformulas

Step Action


2 Select the cell whose contents you want to edit.The cell is highlighted and its contents are displayed in the command line of the Spreadsheet.

3 Either click:• in the command line of the Spreadsheet, or• double-click in the selected cellIn both cases, a flashing cursor appears, and the data is ready for editing.

4 Either edit the contents of the:• command line of the Spreadsheet, or• contents of the cellNote: If you make a mistake when editing data in a cell, press Esc to bring back the original cell data.

5 Press Enter.The new data you entered or the calculated value of the edited formula appears in the cell.

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Reuters Kobra 5.0 Getting Started Guide Chapter 11 Analyzing Data in a SpreadsheetSpecifying How Numeric Data is Displayed in Selected Cells

Specifying How Numeric Data is Displayed in Selected Cells

Number formats A number format determines how numbers in a worksheet are presented. For example, you can set:• the number of decimal places (for example, 3.14 or 3.142)• whether to group digits to make a number easier to read (for example, 2,234, or 2,897,633)• a currency symbol to be displayed automatically in front of numbers (for example $3.14)

Important! If you want to change the symbols used to represent a decimal point, or to separate groups of digits in a number (for example, the comma in 3,987), you must modify the Regional Settings in the Windows Control Panel.

If the sheet designer has locked the worksheet displayed in the Spreadsheet, you cannot set any number formats.

How to applyformats to

selected cells

Note: To apply number formats to every cell, select all cells on the worksheet (step 1) by clicking the gray rectangle in the upper-left corner of the Spreadsheet.

Step Action

1 Select the cell or range of cells that you want to format.

2 Choose Object ➤ Format ➤ Cells.Format Cells opens.

3 Verify that the Number tab is selected.

4 Choose a format from the Category list to display the format options.

5 Set the format options that you want.

6 Click OK.The number format options are applied to the selected cells.

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Defining when Recalculations are made

Purpose You can define when you want formula calculations in a worksheet to occur. You can set up a Spreadsheet so that worksheet calculations occur:• automatically (default)• manually• periodically

Three types ofrecalculation

How torecalculate

automatically

This procedure explains how to set a Spreadsheet to automatically recalculate its formulas whenever any of the values in the displayed worksheet formulas change.

How torecalculate

manually

Recalculation Method

Definition Use When You

Automatic When any of the values used in a formula change, the formula and all its dependent formulas are automatically calculated.

Need immediate updates of calculated information.

Manual When any of the values used in a formula change, no new result is calculated. The formula and all its dependent formulas are only calculated when you next choose Object ➤ Tools ➤ Calculation ➤

Calculate Now.

Do not need immediate updates of calculated information.

Periodic When any of the values used in a formula change, no new result is calculated. The formula and all its dependent formulas are only calculated every X seconds, where X is the period you define.

Need regular (but not immediate) updates of calculated information.

Step Action


2 Choose Object ➤ Tools ➤ Calculation ➤ Automatic.

Step Action


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How torecalculate

periodically

2 Choose Object ➤ Tools ➤ Calculation ➤ Manual.The formulas in the displayed worksheet are recalculated.

Step Action

Step Action


2 Choose Object ➤ Tools ➤ Calculation ➤ Periodic.

3 Type the number of seconds you want to elapse between recalculations.

4 Click OK.

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Resizing Rows and Columns

Purpose You can change the way each of the worksheets looks when it is displayed in a Spreadsheet. For example, you can customize a worksheet by changing the:• width of some or all columns• height of some or all rows• cell display options, such as whether a formula or its value is shown• font style, size, and color of data in cells• data alignment in cellsYou can also:• remove gridlines from the worksheet• hide components of the object, such as scrollbars• customize a worksheet by changing the way numbers are displayed (see “Specifying How

Numeric Data is Displayed in Selected Cells” on page 173)

How to resizeselected rowsand columns

You can quickly change the size of a single row or column using the mouse (see “How to drag column and row size” on page 177).

Step Action


2 Select the column(s) or row(s) whose size you want to change.In this example, to increase the width of column c, either:• select the column letter to highlight the entire column, or

• select some cells in the column.

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How to dragcolumn and row

size

Note: If you drag the separator so the row or column disappears from the sheet, you can restore the row or column by again placing the pointer above the separator, and double-clicking.

How to changesize of all rows

or columns

You can change the height or width of all cells in a worksheet except for those whose size is already set using Object ➤ Format ➤ Column ➤ Width, or Object ➤ Format ➤ Row ➤ Height.

3 Choose either:• Object ➤ Format ➤ Column ➤ Width• Object ➤ Format ➤ Row ➤ Height

4 Enter a new value in Column Width or Row Height.

5 Click OK.The corresponding column width or row height changes accordingly.

Step Action

Step Action


2 Place the pointer above a row or column separator so the pointer changes to a resize handle.

3 Drag the row or column to the new size.

Step Action


2 Choose either:• Object ➤ Format ➤ Column ➤ Standard Width• Object ➤ Format ➤ Row ➤ Standard Height

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3 Enter a new value in the dialog box.Important! The maximum value you can enter for row height or column width is 2000 pixels.

4 Click OK.The height or width of all rows or columns except for those whose size is already set using Column Width or Row Height change accordingly.

Step Action

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Changing Fonts and Colors

Purpose You can change the font, size, and style of data in selected cells. You can also change the background color and text/data color of worksheet cells.

How to changethe font and

color of selectedcells

You can change the background color (back color) and data color (text color) of selected cells.

How to changethe default

colors of all cells

You can change the default background color (back color) and default text/data color (fore color) of all cells in a worksheet, except for those whose color has already been set individually.

Step Action


2 Select the cell(s), column(s), or row(s) whose contents you want to format.

The cells are highlighted.

3 Choose Object ➤ Format ➤ Cells.

4 Use the tabs to access different categories of cell properties, and choose the properties you want from the menus.

5 Click OK.The selected cells are displayed with the new format.

Step Action


2 Right-click anywhere inside the Spreadsheet and choose Properties.

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Chapter 11 Analyzing Data in a Spreadsheet Reuters Kobra 5.0 Getting Started GuideChanging Fonts and Colors

3 Choose Appearance/Default Back Color, choose a color, and then click OK.

4 Choose Appearance/Default Fore Color, choose a color, and then click OK.

5 Click OK.All cells in the worksheet, except for those whose color has already been set, display the new colors.

Step Action

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CHAPTER 12 TRANSFERRING DATA TO AN EXCEL SPREADSHEET

Contents • Dragging and Dropping Data• Copying and Pasting Data

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Chapter 12 Transferring Data to an Excel Spreadsheet Reuters Kobra 5.0 Getting Started GuideDragging and Dropping Data

Dragging and Dropping Data

Purpose Dragging and dropping lets you transfer data using the mouse. It is a quick and easy way of moving data from a Flex document to an Excel spreadsheet. You simply click on the data in the Flex document, drag it to the Excel spreadsheet, then release the mouse button.

Realtimeupdates

When you drag and drop, or copy and paste realtime data into Excel, the value in the Excel spreadsheet also updates in realtime.

Versions ofExcel

You can obtain realtime updates in Excel with Microsoft Excel version 5 and higher.

How to drag anddrop data

Realtime objects This table summarizes the results you obtain when you drag data from realtime objects (or their corresponding browsers) in a Flex document and drop it into Excel.

Step Action

1 Click the object you want to drag the data from to select it.

2 Press and hold down the mouse button on the data you want to drag.

3 Holding the mouse button down, drag the mouse pointer to the Excel spreadsheet.

4 When the mouse pointer is above the application window, release the mouse button.If Excel accepts the dropped data, it then processes it.

Drag a: From a: Excel displays the:

News story Quote browser Text of the news story

News headline News browser Text of the headline

Field value Quote Value in a cell. The value updates in realtime. You can select the data you want to drag and drop using .

Field value Ticker Value in a cell. The value updates in realtime.

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Reuters Kobra 5.0 Getting Started Guide Chapter 12 Transferring Data to an Excel SpreadsheetCopying and Pasting Data

Copying and Pasting Data

Purpose You can use Copy, Paste and Paste Special in the Edit menu to transfer data from one object to another. For example, you select an object, copy the data it contains, and then select the Excel spreadsheet and paste the data into it.

Copying andpasting using aspecial format

Some objects let you choose a format for the data you are transferring. You do this by copying data, then pasting it using Paste Special. For example, you can transfer an image of news headlines if you copy data from a News story, choose Edit ➤ Paste Special, and choose the bitmap format.

How to copy andpaste data

withoutmodifying data

formats

How to copy andpaste data usinga specific format

Step Action

1 Click the object you want to copy the data from to select it.

2 Select the data you want to copy.


4 Select the Excel spreadsheet.

5 Select the cell into which you want to paste the data.

6 Choose Edit ➤ Paste.If Excel:• accepts the pasted data, it displays it• does not accept the data or cannot display it, this is because it cannot interpret the

data format used in the source object

Step Action

1 Click the object you want to copy the data from to select it.

2 Select the data you want to copy.


4 Select the Excel spreadsheet.

5 Select the cell into which you want to paste the data.

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Chapter 12 Transferring Data to an Excel Spreadsheet Reuters Kobra 5.0 Getting Started GuideCopying and Pasting Data

6 Choose Edit ➤ Paste Special.Paste Special appears displaying the formats that are common to the source object and Excel.

7 Select a format and click OK.The selected data is pasted into Excel using the format specified.

Step Action

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Kobra Getting Started

Documents

Transcript of Kobra Getting Started