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Category: Technical information
Macrobond 1.27
Charting
Setting to show label for last year
There is a new setting called “Prefer last year” that will tell the application to prioritize showing a label for the last year in the case where every year is not included on the x-axis.
In the chart below, every odd year is used for the labels due to this setting.
Analytics
Setting for "Start at shortest" and "End at shortest" in Index Builder
The new settings for starting or ending the calculation when the shortest series starts or ends simplifies some scenarios when using the Index Builder.
Metadata about actual sampling observation date for Cross-sampling
The date of the observation is added as metadata to the series in case the “Last common” or “Value at” methods are used in the Cross-sampling analysis.
This can be used in charts to get automatic texts. In the example below, the text “{s .ObservationDate}” has been used as the default legend text.
New method to calculate levels after differentials in Regression analysis
In the Regression analysis there are nowt wo different ways to calculate the levels after first order differentials have been used:
- Legacy – add the differences to the dependent series
- Aggregate – aggregate the differences
Include only periods with data in all series in Slice analysis
The new setting in the Slice analysis called “Include only periods available in all series” will exclude periods that are not available in all series. A common use case for this feature is to exclude the leap year of daily series.
Without this setting, the leap year will result in a gap in the graph as can be seen in this example:
With the new setting February 29th will not be included:
TrimMean formula function
The TrimMean takes a series and calculates the mean value by excluding the highest and lowest values. The number of values to exclude is specified as a percentage (0-100) or the total number of values. An equal number of values are removed from the top and bottom tails.
New methods Standardize and Trim mean in Cross-sampling analysis
In the Cross-sampling there is a new method called Standardize.
This is calculated as the mean divided by the standard deviation.
The new Trim mean method corresponds to the formula function covered in the previous section.
Application features
Filter by frequency for all database types
The filter by frequency in the list of series in the data browser now works for all types of data bases and not just the ones provided by Macrobond.
Configure what document events result in Windows notifications
You now have even more fine control over what document events that are shown as Windows notifications.
Event notification status in status bar
If the document event notification is not working, there is a symbol in the status bar. This can be the case if the required servers are blocked in a firewall. See the deployment guide for requirements.
You can click on the icon to bring up a dialog, where you can send the error message to our support team that can help rectify this.
Actions are opened as Preview documents in Analytics
Actions that you find in the Action bar after selecting one or more time series, such as Line chart, will now open as Preview document in the Analytics activity, unless you are in the Browse activity. Previously they were always opened in the Browse activity.
Our long-term goal is to remove the Browse activity.
Chart in series tooltip
When you hover the mouse of the title of a series in the database view, the tooltip will show a line chart of the series.
Option to replace all discontinued series
The new button “Automatically select alternative series” in the dialog for replacing discontinued series will select the replacement series.
If there are several suggestions for a series, you will still have to make a selection.
Support for revision history in Web API Series Provider
The Web API Series Provider allows the Macrobond application to connect to your internal data sources. We have now also added support for accessing revision history that you have stored internally. Please see documentation here.
Other
- Add option to set missing value representation when copying Excel dataset from MB app.
- Performance enhancements and reduced memory footprint.
Installation
You can begin installation directly within the application. Either by clicking on the yellow banner that appears in the application, or by going to Help|Check for update in the menu of the Macrobond application.
If updating requires involvement from your IT department, please see the instructions provided here.
If you have asked us to contact your IT department directly, an email with information about upgrading to the latest version will be sent to your IT contact person. You are always welcome to contact the Macrobond team if you have any questions.
Changed requirements
- This version of the Macrobond application requires .NET Framework 4.7.2 or later.
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The Macrobond Data API for Python (Python wrapper)
Introduction
The Macrobond Data API for Python uses either the Macrobond Web REST API or the Macrobond Client data API to obtain time series with values and metadata. The API consists of a set of functions in common between the underlying APIs as well as specialized functions unique to each implementation.
You get time series directly as Pandas series.
Requirements
This API can be used only with Data+ license.
Macrobond Data API for Python officially supports Python 3.6+.
Installation
Macrobond Data API for Python is available on PyPI:
python -m pip install macrobond-data-api
Keyring
When using WebClient it is recommended to use the system keyring. Keyring should only be necessary if you have a license which includes the Web API. If you have Data+ license it shouldn't be needed.
This can be done easily by running the include script using this command:
python -c "from macrobond_data_api.util import *; save_credentials_to_keyring()"
Supported keyrings:
- macOS Keychain
- Freedesktop Secret Service supports many DE including GNOME (requires secretstorage)
- KDE4 & KDE5 KWallet (requires dbus)
- Windows Credential Locker
Error: failed testing username and password
raise self.oauth_error_class( authlib.integrations.base_client.errors.OAuthError: invalid_client: Error: failed testing username and password
This error usually derives from two situations:
- You do not have the proper Macrobond license to use it – the Keyring should only be necessary if you have a license which includes the Web API.
Using Python, R, EViews or MATLAB API you must use the COM API - you do not need to enter any passwords in them as they are fetched from the Macrobond application. - The credentials are being mistyped. When using Windows Command Prompt to set up the Keyring it might be confusing as nothing shows up when you type the password - this is normal security mechanism. Also, by default, you cannot copy and paste in the password field, it must be typed manually.
- To be able to copy the password in the Command Prompt you must enable it in the Command Prompt Properties. To do that, open Command Prompt, right-click on the title bar and select Properties. In here enable 'Use Crtl+Shift+C/V as Copy/Paste'.
- To be able to copy the password in the Command Prompt you must enable it in the Command Prompt Properties. To do that, open Command Prompt, right-click on the title bar and select Properties. In here enable 'Use Crtl+Shift+C/V as Copy/Paste'.
Working with Python wrapper
Learn more about the Commonly used metadata in Macrobond.
Download one series (Basic usage)
import macrobond_data_api as mb_api
usgdp = mb_api.get_one_series("usgdp")
print(usgdp)
Download one series (Advanced usage)
#web
from macrobond_data_api.web import WebClient
with WebClient('client id', 'client secret') as api:
series = api.get_one_series('usgdp')
print(series)
#com
from macrobond_data_api.com import ComClient
with ComClient() as api:
series = api.get_one_series('usgdp')
print(series)
Extensive guide - more examples
We have prepared examples in Jupyter Notebooks to help you start using Python wrapper. See them on our Github.
How to install Macrobond main app from downloaded files?
Go to installation page, scroll to the 'Install from downloaded files'. Press on 'Macrobond installation files for Windows' and download zipped package.
Shorter method (recommended)
It does the same as 'Longer method' but you don't have to install each file separately, it will do it for you.
Open zip file, navigate to the install.bat file and run it
You will see new window with 'Macrobond XY-bit Setup'. Press 'Next':
Select installation folder, press 'Next':
It's ready for installation. Press 'Install':
The whole process is automated. At the end you will see:
Press 'Finish'.
Longer method
It does the same as 'Shorter method' but here you have to install each file separately.
Open zip file, navigate to pkg folder. You will find there two files.
First install .msi file, then .msp. Macrobond will work only when you install both of them in that order.
After running first file you will see new window with 'Macrobond XY-bit Setup'. Press 'Next':
Select installation folder, press 'Next':
It's ready for installation. Press 'Install':
The whole process is automated. At the end you will see:
Press 'Finish'.
You have successfully installed base for the main app. But you cannot use Macrobond yet. Go back to pkg folder from zipped file. Run second file (.msp file starting with 'Patch'). This will upgrade your Macrobond to the newest version.
You will see new window with 'Macrobond XY-bit Setup'. Press 'Upgrade':
The whole process is automated. At the end you will see:
Press 'Finish'. Now you can use your Macrobond.
How to install Macrobond main app from the Setup Program?
Please close all opened Office programs (Word, Excel, PowerPoint). Go to installation page, scroll to the 'Download the setup program' button and press it.
It will download launcher .exe program. Run it, you will see a new window with 'Macrobond XY-bit Setup'. Press'Next':
Select installation folder, press 'Next':
It's ready for installation. Press 'Install':
The whole process is automated. At the end you will see:
Press 'Finish'. Now you can use your Macrobond.
Installation
Macrobond 1.26
Charting
Pie charts
There is a completely new chart type called Pie charts that is typically used after Cross-sampling analysis.
Mini-pie charts as Bar chart symbol
The small Pie charts within Bar charts illustrates the proportion of two series, or magnitude of one value on a scale 0-100. These Pie charts are part of the new ‘Symbol’ column type.
Custom logo
You can use an SVG image as a custom logo. This can be specified in the Style sheets as well as in each chart. See the previous image for an example.
We impose some limitations on the SVG images. For security reasons, any JavaScript and external references are ignored. Only vector graphics are supported and bitmaps in the image will be ignored. Embedded fonts will not work. You can use a tool such as https://boxy-svg.com to convert fonts to paths.
Logo + text at the same time
As seen in the previous example, you can have text and logo at the same time.
Value axis “Auto reverse”
Some series contain a hint that they are best presented using a reversed value axis. The setting of reverse scale on the value axes has a new option called ‘Auto’ that takes this hint into account.
New tabs in Analytics
You will find an overview of these new features below. There is more information on our Help site here.
New “Open documents” tab
There is tab in the Analytics activity called Open documents. This offers a vertical view of the open document tabs including a thumbnail. You can go to the tab by selecting a document in the list.
Documents can be closed by using the “X” in the corner which is displayed when the mouse is over an item or by using the context menu.
You can navigate to this tab using the keyboard shortcut Ctrl+Shift+o.
New “Documents” tab
The new tab called Documents in the Analytics activity is an alternative way to open documents instead of using the File Open/Save dialog.
This view offers the following benefits:
- You do not need to bring up a dialog to browse among the documents
- You can quickly switch between several different locations
It also integrates the list of Recently used documents and Notifications that can also be found in the Start activity.
This view contains one or more crumb bars at the top that can represent different locations in the folder structure. Having more than one crumb bar allows you to quickly switch between locations you commonly use. You can select how many crumb bars you want to have by pressing ⚙️button that can be seen in the upper right corner in the image below.
You can navigate the directory structure in several different ways:
- By clicking on the “arrows” in the crumb bars
- By using the “tree button” to the right of the crumb bar
- By double clicking on subfolders displayed below the crumb bars
- By typing on the keyboard in the crumb bar
Preview document
When you select a document by clicking on it in the Documents tab, the document will be opened in preview mode. This is indicated with the orange color of the document tab:
When you select another document, it will replace any document currently opened as a preview. In this way, you can browse through documents and preview them without collecting a lot of open documents.
The document will stop being in preview mode if:
- You double click on the document in the Documents tab
- You click on the Open symbol next to the X in the orange preview tab
- You make any change in the document
Open containing folder
The command “Open containing folder” on the context menu of the document tabs, will navigate to the folder where this document is stored in the Documents tab.
Notifications of changed documents
Notifications for open documents
You will get a notification in the application if a document you have opened is modified.
The notification will be in the form of a yellow banner at the top of the document and in the Open documents tab:
Subscribe to document change notifications
You can subscribe to notifications of document changes by right clicking on a folder in the new Documents tab. This will refer to documents in that folder and all sub folders.
You have an option of receiving those notifications on the Start activity of the application or also as Windows notifications.
The notifications on the Start activity looks like this:
Application features
“Change region” for multiple documents
You can select more than one document in the File Open/Save dialog and then “Change region” on the context menu. You will then see a dialog where you can select a new region. The existing documents will be updated with series that matches the new region.
If you select “Change region and duplicate”, you can instead create new documents instead of the updating existing and select what location to save the new documents. It is also possible to select how the new documents should be named.
“Change region and duplicate” for Presentation documents
If you right click on a Presentation document in the File Open/Save dialog, you can select Change region and duplicate. This will work in a similar way as when you selected multiple documents as described in the previous section. You should pick a new folder for the changed documents and the new presentation document.
Time series info icon above Action bar + context menu
The blue “i” in the Action bar is a shortcut to display the Time series info report for the selected series.
This option is also on the context menu of series in the time series browser.
Columns First and Last revision date in the Data browser
From the context menu of the header in the time series browser you can select to include the timestamps of the first and last revision stored by Macrobond for series that have revision history.
Show local language description in series info tooltip
For series that have a description in a local language it is now included in the tooltip of the series in the time series browser.
Explicit selection of “primary presentation”
The primary presentation is the presentation that is used for thumbnails. It is the one that is activated when you open a document and is the default for previews and in the Viewer.
There is a star in front of the name of the primary presentation in the analysis tree. This can be seen for the Bar chart here:
You can select another primary by clicking on the corresponding position for another presentation in the tree or by selecting “Make chart primary presentation” from the context menu.
New Start activity style
The Start activity has been redesigned.
- You can filter what types of news items to include
- Most news items have images that will be displayed together with the title and a short summary
- The notification pane has been moved to the lower left corner and now includes both new notifications subscriptions to changed documents plus the Watchlist notifications
- You can change the proportions of the panes by dragging the splitter line
More options for Regions for in-house series
The list of possible regions when saving an in-house series now includes many more regions and not only the major countries.
Labels with time period in the Slice analysis for daily data when slice period is Yearly
When you have daily data, select “Match by date” and slice by year in the Slice analysis, there will be value labels containing the dates that can be shown on the x-axis of a chart.
This works best if the series have one observation for each day of the week. You can configure in the Series list that the series should be converted to Monday-Sunday if it is not already in that frequency.
Select a different presentation for embedded chart
If you double click in a chart embedded in an Office document, it will open for editing in the Macrobond application. Here you can now select another chart in the document to be the one that is visible in the Office document by marking it as the primary presentation.
Missing series input mode for lists in Series list
We have added an option to select how to treat series that are missing when using lists of series in the formula expressions.
Other
Vintage property on ISeriesExpression in desktop API
By setting the Vintage property of an ISeriesExpression object, you can use vintage versions of series that stores revision history in Unified requests. Unified requests allow you to convert a set of series to a common frequency and calendar. See our API documentation.
Support for Vintage in the Excel add-in All series
There is now support for time series vintages in the Excel add-in. You can select a vintage timestamp for the whole data set, or you can select a revision for specific series in the basket.
A new column called “Revision” will show what revision that will be downloaded for each series in the basket.
View the Macrobond chart library in the Viewer
The new crumb bars and list of open documents have been added to the Viewer product too. Another addition is that the Macrobond chart library can be accessed directly from the Viewer.
Installation
You can begin installation directly from within the application. Either by clicking on the yellow banner that appears in the application, or by going to Help|Check for update in the menu of the Macrobond application. If you have a version older than 1.24, the automatic update feature will ask you to update to 1.24.2 before it offers you to update to later versions.
If updating requires involvement from your IT department, please see the instructions provided here.
If you have asked us to contact your IT department directly for these upgrades, an email with information about upgrading to the latest version will be sent to your IT contact person. You are always welcome to contact the Macrobond team if you have any questions.
Changed requirements
- This version of the Macrobond application requires .NET Framework 4.6.2 or later. Version 4.6.2 is the oldest version supported by Microsoft.
- The application need access to communicate with three additional servers: sse.app1.macrobondfinancial.com, sse.app2.macrobondfinancial.com, sse.app3.macrobondfinancial.com. See Deploying the Macrobond application.