In the materials presented below we are go through a list of topics introducing different options of finding data, available in Macrobond application.



Finding Data in Macrobond - overview video
















Transcript (click to expand)
[01 Intro 1]

It goes without saying that you won’t get much done in the application without finding data to work with first. Equally obvious is that the best way to find and select the data depends on what you want it for. In this video, we’ll go through a quick introduction of the different options available. Don’t worry about knowing all of them. The aim now is for you to find out which options you want to focus on in the tutorials that follow. Getting to know even a few of these options will substantially improve how effectively you can find and use data.


[02 Intro 2]

Let's jump right in, We'll be using the US manufacturing PMI published by ISM, to show you different ways you can go about finding data in the application.


[03 Browse – Overview]

A quick way to find key indicators is to start in Browse and use the overview tab. In the command bar, you can choose from various groupings of key indicators. One click on the relevant indicator will generate a basic chart. To work with this data in Analytics, click on the orange “A” button.


[04 Browse – Time series and Analytics – series browser]

Let’s say you’d like to see a particular indicator in context, that is, relative to the other series collected from the primary source. Then, using the time series tab, and in this case for US PMI, the Economics database, will allow you to navigate the tree structure and find the data in context. You can also navigate the various databases in Analytics. The benefit of finding data in Analytics is being able to apply analyses immediately after selecting the data.


[05 Analytics – Economics – by concept]

As you saw in Browse, you can choose between using different views of the database to navigate the data. Using the By Concept view is ideal for quickly finding and selecting the same indicator for multiple countries, and quickly navigating key concepts. So, if we use the same example as before, You can find and add this series for the US.


[06 Analytics – Series list, typing the series code]

If you happen to know the series codes you can simply add those directly to the series list.


[07 Search – basic search]

Now, it might happen that you’re unsure of where a series is located in the tree, or what the code is. This is why we have search. Find the data you’re looking for using keywords, and filter options to narrow or broaden the search results.


[08 Release 1]

If you’re interested in finding a time series related to a specific release, the Releases tab is where you should be looking. In releases, you can use the calendar to check for the latest update or which series were included in that release. Using the filtering options will help you narrow down the results you are shown.


[09 Release 2]

To locate a specific time series use the search field. View more information about the release here, or use the actions in the command bar for more options.


[10 Selecting multiple series in: Browse - Overview]

Now that you’ve seen the options for locating a series, let’s look at the options for selecting multiple series in the same category. We’ll use the example of Debt to GDP ratios released by Eurostat, covering some of the major European countries. Since Debt to GDP is a key indicator an easy way to do this is from the Overview tab in Browse, where we started.


[11 Selecting multiple series in: Analytics - by Concept]

If you prefer to start in Analytics using the By concept view is a very efficient way to add multiple series in the same category.


[12 Selecting multiple series in: Analytics – changing code]

Let’s have a look at adding series by changing the codes in the series list. If you’ve added one series, you can use this approach to add series, simply by changing the country code. It is important to know this only works for series which are labeled Macrobond defined or part of a harmonized international database.


[13 Selecting multiple series in: Macrobond defined Actions group]

For those indicators that are Macrobond defined or come from a harmonized database you can use a search action in the command bar to generate a complete list of all the series available for that category of indicator.


[14 Additional options]

The final thing to mention is using data from outside the application. You can integrate your own data from Excel, or through SQL. Or you can import data from the Bloomberg Terminal, using our connector.


[15 Summary]

You've probably got an idea about which of these options are going to be most useful to you. If you'd like to learn a bit more about these topics have a look at the step by step guides provided in this section. In the next section of the curriculum we'll start looking at using analytics and applying analyses.



The tree structure
Data in Macrobond

The Data you access via Macrobond is either part of the core package, or from our commercial add-on databases. The former is a comprehensive foundation of data that comes with the application, the latter is a selection of commercial databases that are licensed separately and integrated with application. The core data package contains two types of database: Macrobond’s proprietary databases, and national and international databases.

Macrobond Proprietary Databases

These databases cover macroeconomic, financial, and equity indicators that have been grouped and organized into a tree-structure by Macrobond. They feature thousands of primary sources from around the world. The proprietary databases have the following titles

  • Economics
  • Bonds
  • Equity – fundamentals
  • Equity – prices
  • Funds
  • Futures
National & International Databases

For these databases, we have reproduced the original source structure and classification in the application. For the most part, these databases are from international sources that provide harmonized data across countries. However, we have chosen to reproduce the structure of certain primary sources, as well. You’ll find the datasets typically cover most, if not all, the data available from the source.

Keep in mind that we add new databases on an ongoing basis, the current list includes the following:


International Databases

  • ALFRED
  • Conference Board TED
  • ECB
  • Eurostat New Chronos
  • IMF
    • IMF Balance of Payment Statistics (BOPS)
    • IMF Coordinated Direct Investment Survey (CDIS)
    • IMF COFER
    • IMF Coordinated Portfolio Investment Survey (CPIS)
    • IMF Direction of Trade Statistics (DOTS)
    • IMF Financial Soundness Indicators (FSI)
    • IMF Fiscal Monitor (FM)
    • IMF Government Finance Statistics (GFS)
    • IMF International Financial Statistics (IFS)
    • IMF World Economic Outlook (WEO)
  • MSCI Index Module
  • OECD
    • OECD Annual National Accounts (ANA)
    • OECD Economic Outlook
    • OECD Labour Market & Productivity
    • OECD Main Economic Indicator
    • OECD Quarterly National Accounts (QNA)
    • OECD STAN
    • OECD PISA
  • World Bank
    • World Bank Africa Development Indicators (ADI)
    • World Bank Commodity Markets
    • World Bank Doing Business
    • World Bank Global Economic Monitor (GEM)
    • World Bank Global Financial Development (GFD)
    • World Bank International Debt Statistics
    • World Bank Quarterly External Debt Statistics
    • World Bank Surveys
    • World Bank World Development Indicators
    • World Bank Worldwide Governance Indicators

National databases

  • BEA
  • BLS
  • Bundesbank
  • Cansim
  • INSEE
  • ONS
Add-on Databases

Although we try and include as much data as we can in our core package, certain commercial data providers require that individual licenses be purchased by the client. To make this as convenient as possible, these databases are integrated into your application account, and maintained and updated by Macrobond so that you still have the ease of accessing all your data in the same place.

We currently have agreements with the following data providers to provide access for licensed users.

  • Barclays Fixed Income
  • Consensus Economics
  • EIU Country Data
  • EPFR
  • GFI Credit Default Swaps Market Data
  • ICAP OTC Interest Rates
  • J.P. Morgan Fixed Income
  • Markit Iboxx
  • Markit PMIs
  • Merrill Lynch Fixed Income
  • Morningstar
  • MSCI Enhanced Index Module
  • Oxford Economics
  • PMA (Property Market Analysis)


The Economics database – choosing between different views

Find out how to navigate our Economics database using different views of the database. Each view is named after- and organized for a particular purpose, making it easier and quicker to find and select the data you need.

Finding the Economics database in Browse and Analytics

Use the time series tab (Browse) or Series browser tab (Analytics) to navigate the entire collection of time series available in the application. The first step to navigating the data is selecting a database to look at from the drop down menu. Our core database is called Economics, and you’ll notice that there are several views or schemas available for navigating the data within. When navigating data in this way, selecting an entity from the tree will generate a list of the relevant data in the pane below.

Economics – by category
When to use this view
Ideal for finding commodities and energy data. It also works well with world-wide, non-country specific data.

In the By Category view, time series are organized by economic categories, such as labor market, or national accounts. The subcategories can be accessed and navigated by selecting a country for which you would like to view the data, as shown below. Selecting a subcategory will generate a list of time series in the pane below the database tree.

Economics – by country & by country major
When to use this view
When focusing on a specific country. And, if you want to access detailed data in an organized and structured way.

For these two views, the data is organized primarily by country, and then by economic categories. Data categories and subcategories are only shown if data is available for the selected country. By country major generates a list limited to those countries for which data coverage is extensive.

Economics – by region

The structure of this view is similar to Economics – by country, with data being organized by region.

Economics – by source
When to use this view
For finding data from a particular source, or when you are familiar with the way the source organizes the data.

In this view there are two main categories:

  • International sources, presented by region
  • National sources, presented by country

The time series are subsequently organized by source, and finally by release.

Bear in mind that it is the country, or region, of the source that you should select, and not the country that the data references. For example, for CPB World Trade Monitor you would not look under International sources > World. The data is in fact located under National sources > Netherlands, since the source, CPB, is a Dutch institution.

For certain releases, we categorize and organize the data in accordance with the source.

Economics – by concept
When to use this view
When looking for one concept across several countries. If you are looking for a leaner and simpler tree structure to access key indicators.

The Economics - by concept tree is an easy way to access similar key data, or concepts, for several countries. The data can be navigated through two primary categories, All sources and National sources.

The National sources category only includes indicators from local, or primary, sources. Because of methodological differences, granular data can’t be compared across local sources, which means that only a limited selection of indicators are provided for this view. All sources includes harmonized data provided by international sources like IMF, Eurostat, ECB OECD, which can also be accessed as individual database views.

The data is organized using the standard Macrobond economic categories and key concept sub-categories.



What is the purpose of the red exclamation marks?

In the application, we use red exclamation marks to indicate when a time series is a key series for that category.

These series can be one of two types:

  • The headline series of a given publication
  • The key series of a given country, which we’ve defined to facilitate cross country comparison.

Tip: To see which kind of series is being indicated, hover your cursor over the time series in question, as shown in the images below.



Using column categories to sort data - video










Transcript (click to expand)
[01 Introduction]

In addition to the filters used in the series browser, you can use columns to define the type of series information shown, as well as to sort the list of time series. In this video you’ll learn to customize what time-series information is displayed, and how to quickly see the most relevant results by sorting per column.


[02 Default columns and sorting order]

To start let’s have a look at which columns are displayed. As you know, when selecting a data node from the tree the associated time series will be shown here. If you haven’t made any changes to the columns yourself, you should have four basic categories in place.


[03 Adding and sorting columns]

By right-clicking on any column header, you can customize which columns should be displayed, and in which order. When selecting which categories to add, keep in mind that you’ll be using these parameters to sort the list of time series later on. Drag and drop the entities to change the order.


[04 Customizing the series sorting]

By default, time series are listed in alphabetical order. But if you’re focused on something other than the title of a time series, frequency for example, you can see more relevant results by using this parameter. So, let’s have a look at how to make use of these columns to sort the list of time series.


[05 Example 1]

Let’s say you’ve read about a manufacturing employment indicator from ISM and know what the last value is, but don’t know the exact description of the series. Once you’ve looked up the correct ISM survey, simply click on the Last Value to sort the time series. Depending on what the value is you’ll click once for descending order, and once more for ascending. A third click will reset the list to alphabetical order.


[06 Example 2]

Now let’s imagine that you want to find the time series with the longest history for the S&P 500. Once you’ve looked up the data category in the tree, simply apply the same logic and click on the Start date column to sort results based on that information.


[07 Conclusions]

Using columns to sort the list of data is a quick, but also very flexible way of viewing the most relevant time series to your search. To learn about using additional filters for frequency and discontinued time series, click on the video link below.




Filtering content in the Time Series Browser - video










Transcript (click to expand)
[01 Introduction]

When you select a category of data from the tree, the associated time series are displayed in a list below. Filters help you to limit the amount of information you need to look through to find the right time series. In this video, we’ll look at how to filter by frequency, view time series organized by methodology, and include or exclude discontinued series.


[02 Frequency filter]

To start, let’s have a look at the Current Account data for China. To activate the filter settings, click on the filter icon, here.
As you can see the list shows time series with quarterly and annual frequency. You can narrow down the list by specifying which frequency the series should be in, here in the drop down menu.


[03 Metadata tabs]

If you look to the top left corner of the list, you’ll notice various tabs. Each tab groups series that share a common attribute. Tabs are only made available if there are a significant number of time series with common attributes.


[04 Flat view option]

If you prefer not to use these tabs, simply select flat, here, to combine all the time series into a single list.


[05 Discontinued series option]

Occasionally a data source may decide to stop updating certain time series. These time series continue to be stored in our database, but will be classified as discontinued. By default, these series are not shown in the list, but if you want to view the discontinued time series simply check this box, here. All discontinued series are shown in red, to make them easy to distinguish.


[06 Conclusions]

Remember that settings will be saved even after closing the application, so if you want to remove a certain filter or view, you need to deselect or change these settings.
To learn about using column categories for sorting data, click on the video link below.




Finding data structured like a source - video










Transcript (click to expand)
[01 Introduction]

If you’re looking for data and know the name of the source, using the By source view of the economics database is the quickest way to locate it. In this video, we will look at how data is structured in the by source view, as well as how to use the slider to view the different components of a data category.


[02 About by Source view]

To make it quicker and easier to navigate our database, we created several different entry points or views of the Economics database. The Economics By Source view allows you to locate series using the source as a starting point. In this database view many of the releases are presented in the same way as the source. Others have been structured by Macrobond using a logical categorization of the components. Regardless of which method we use to structure the data, all the series can be browsed by level, for a simplified view of the components.


[03 Same classification as source]

So, the first step is finding a source you’re looking for. National sources are organized by country, while international sources are organized by region. Grouping the sources this way refers to the residence of the source, and not the reference country of the time series you’re looking for.


[04 Example]

For example, if you are looking for Flow of Funds data from the US Federal Reserve you’ll find this under national sources. As you can see the different tables are listed here, and once you select one, L101 for example, the various components of that table are displayed below. In this case we have replicated the way the source structures the data.


[05 Main categories structure]

Another benefit of using this view is navigating all the data from a source according to a logical grouping, such as CPI, National Accounts or Balance of Payments. To illustrate, we’ll look for a major indicator – CPI for Germany. It’s a national source so we’ll go to major countries and select Germany, following the tree to find the right source and category. This gives you access to the entire German CPI release organized by component.


[06 Category levels]

To adjust how many components are shown, use the slider. Take it down to level one to get an overview of the release, and then move it across to see the sub components. Remember that for the Levels feature to be available the Flat checkbox should not be selected.


[07 Conclusions]

If you’d like to learn about some of the other ways of finding data in our database have a look at the links below.




Customized shortcuts to access data

Using Favorites - video















Transcript (click to expand)
[01 Introduction to Favorites option]

Favorites is a way of creating an easy-to-navigate reference list of time-series. In this video, we will go through the two main use cases for favorites, looking at how to mark time series as favorites, saving them to different accounts, how to organize your favorites into folders, and adding comments.


[02 What are the use cases]

There are two main use cases for favorites, quick access to time series, and consistent data use across teams. Favorites can be saved to your personal account for quick access to the time series you use most often.
Alternatively, if the choice of time-series needs to remain consistent across a department or company, you can use favorites as a reference list. So, instead of having to check which time-series to use for German GDP, for example, you can use the favorites tab to access the correct series directly.
Both of these examples are built using the same basic steps, so let’s take a look at how favorites works.


[03 Tagging a series as Favorite – selecting a series]

Let’s assume that you have the series you want to favorite on the screen. Right click on this series, and select add to favorites list from the context menu that pops up.


[04 Tagging a series as Favorite – saving series in a selected account]

Once this option is selected, a dialog box will appear, prompting you to select an account. When you’re not in the favorites tab, favorited series will be marked in the tree with a yellow star. So, to avoid having a myriad of yellow stars visible to everyone, make sure to select an account based on how you’ll be using the favorite. If it’s simply for your personal convenience, it’s best to save it to your personal account. If the purpose is to create a reference list that your colleagues should use, then place it in the department or company account, accordingly.


[05 Favorites tab]

All the series you tag this way are accessible via the favorites tab, here. As you can see, the series we’ve just tagged is available under personal account.


[06 Structuring the Favorites folders]

Of course if you’re going to tag more than a handful of favorites, you’ll want to organize them into groups using the New Folder button, especially when it’s for department- or company-wide reference. You can use the cut, or copy, and paste command to add time series to the relevant folders.


[07 Saving to folders directly]

Once you have created folders for your favorites, you can tag and save series directly to the relevant folder.


[08 Showing the added series in Favorites tab once again]

We can see that all tagged series are visible now in the newly created ECB folder in the Favorites tab.


[09 Saving tagged series in the Company account]

To create a reference list to be used by others, the same steps apply, but this time the favorites should be saved to a department or company account. Let’s use German GDP as an example. As you can see there are many options for this indicator. It’s common that an organization or department may want to specify which of these time series should be used. In this case, you simply tag the given series as a favorite and save it to the relevant public account.


[10 Adding comments]

You’ll notice that there is a field for adding comments when saving a favorite – this can be used to provide information about why the series has been tagged.


[11 Highlighting comments in the Favorites tab]

If we open the Favorites tab you’ll notice the yellow star, this is used throughout the application to indicate that a series has been favorited. Hovering the cursor over the star will display the comment, as well as who added it, and a time stamp.


[12 Editing the comments]

If you want to edit the comment, highlight the relevant series, press F2 or right click and select Edit favorite(s) from the context menu.


[13 Creating Favorites from different activities]

You can create favorites when viewing time series in Browse, Analytics, Search and even in the Excel add-on. Simply follow the same steps as we just went through.




Using Bookmarks - video










Transcript (click to expand)
[01 Introduction to Data tree Bookmarks]

Simply put, bookmarks can be used to organize data by category, source, release and country to create a customized data tree, which you can access through a separate tab. Bookmarks allow you to collect the data most relevant to you, your department, or organization and then group it in a way that suits your needs. In this video, we’ll go through how to create, organize, and navigate bookmarks.


[02 Creating a bookmark]

Let’s say you often use flow of funds data for the US, and want to make it easy to access a selection of those indicators you typically review. Start by finding the relevant category you want to create a bookmark for, in this case, Flow of Funds for the US. Hover the cursor over the entity to activate the bookmark icon and click on it to open the Add bookmark dialog.


[03 Add bookmark dialog window]

Let’s change the title to something easily identifiable and add a comment for reference. At this point you should select whether you want to create this bookmark for personal, or shared use. All bookmarked entities are indicated with a blue flag, in the database. So, if you save your bookmark to a department or company account, the people included in that account will also have the blue bookmark icons visible in their application. In this case we’ll save to the personal account.


[04 Organizing the bookmarks]

To access the bookmarks you’ve added, click on the bookmarks tab, here. If you want to organize your bookmarks further, you can arrange them into various groups by adding folders.


[05 Navigating within the bookmarks]

As you can see, bookmarks are arranged in a tree structure, with expandable subcategories. If you want to know where in the database a bookmark derives from, click on the circle icon. This will open the time-series tab at the point in the database that the bookmark refers to.


[06 Recognizing saved bookmarks in the tree]

As we touched on earlier, blue bookmark icons will be visible beside all bookmarked entities, throughout the database tree. These icons are not only visible to the person who created the bookmark, but also to all the users who have access to the account the bookmark is saved under. You can see more information about a bookmark, such as the title, comment, and who created it, by holding your cursor over the icon.


[07 Creating bookmarks from different activities]

Bookmarks can be created and accessed from anywhere in the application where data is presented in a tree structure, so, Browse and Analytics, as well as from the Excel add-in.




Used in Document feature (the little blue square)

An icon that indicates when a series has been used in one or more documents.

If you see a small, blue, square icon to the left of a time series it means this series has been used in a document. Either a document you created yourself, or a document saved to an account you have access to.

What is this helpful for?

In a word, productivity.

Instead of creating a new document from scratch, you’ll be able to see if a series has already been used in a document. Use this document as is, or duplicate it and make the necessary changes.

Either way, you save yourself the time of doing work that has already been done.
Because the icon identifies which series have been used in documents before, it can also help you quickly locate relevant series when selecting from an extensive listing.

How do you access these documents?

Right click on the icon and hold your cursor over Used in, in the context menu.

This will generate a dropdown list of the documents the series has been used in.

As you can see in the image, the following information is provided:

  • The account the document is saved in
  • The name of the folder
  • The title of the document

Use case

Let’s say you want to create a table of the US central bank balance sheets. Looking down the list you’ll notice that you have a choice of documents you can use.

This function is available in

  • All of the activity tabs, except for Releases
  • Via the excel add in, but only to view the list of documents

Note: You can only open documents from this list when working in the application.

In database listings, series that are used in one or more documents stored with your Macrobond account (Personal, Department or Company), will get a small blue square in the Notes column. You can then select the ‘Used in’ item on the context menu to see where it is used. Select the menu item to open the corresponding document if you like.

You can use this option from any Activity giving you access to time series – Browse, Analytics and Search – except Releases. In Excel Add-in you can also see in which documents a given series is used, however you can not open them (this can be done only directly from the Macrobond application).



Finding Data in Search

Search terms for more accurate results

If you’re using search to find data, including metadata or operators in your search queries will help you narrow down the results you get. In the article below you’ll be given a few examples of how to do so.

Using Metadata

All the series in the application include a variety of metadata that you can add to your search queries for better results.

Metadata categories you can try adding, include but are not limited to:

  • region
  • frequency
  • unit
  • economic or financial categories and sub-categories
  • source
  • methodology

Example 1

Search using the following metadata:

  • country: France
  • economic subcategory: GDP
  • source: INSEE
  • price type: Constant
  • information on seasonal adjustment: SA

For a list of commonly used abbreviations that can be used in searches, have a look at this link: https://help.macrobond.com/navigation/data-structure/commonly-used-abbreviations/

Using Operators

There are two operators or characters that are useful when searching for specific results:

  • - (minus) to exclude a certain term
  • | (pipe) to indicate that results should include either one OR another term

Example 2

Add the “–“ sign before the keyword, without a space, to exclude results that include particular words
e.g. USA Debt Forecast -ECFIN –IMF
This query will return forecasts series for the US with the word “Debt”, excluding two sources: ECFIN and IMF


Example 3

Add “|” between the relevant keywords, without spaces, to get results for Germany OR France.
e.g. Germany|France Gross Debt GDP IMF
This query will return time series from IMF for France or Germany with the words “Gross” “Debt” and “GDP”



Find the same indicator for different countries

Part 1 - Using the Overview tab in Browse - video










Transcript (click to expand)
[01 Introduction]

When you’re in Browse you can use the Overview tab to quickly find the same indicator for different countries. With just a few clicks you can visualize the data as a simple chart and, if necessary, move it to Analytics to develop further. In this video, we’ll perform a quick comparison of Eurostat’s Debt to GDP ratios for several European countries.


[02 Why to use Browse Overview?]

The Overview tab in Browse gives you access to a collection of key indicators, generated per country. Since we’re looking at a few of the larger economies for this example, we’ll use the Major countries view to narrow down the list and speed up selection.


[03 Displaying the selection of key indicators]

As we click through the list, you’ll notice that the selection of key indicators is displayed by category, up here in the command bar. Keep in mind that sources provide a varied offering of data, so you may not find the same indicators for every country you view.


[04 Generating a simple chart]

Once you’ve highlighted a country, just look for the relevant group and click on the indicator to generate a simple line chart.


[05 Using "Add to active"]

Now, let’s say you want to compare the data for Germany, to France. Click on France in the list, navigate back to the command bar, and click on ‘Add to active’. Keep going until you’ve added all the countries you want to look at.


[06 Open in Analytics]

If you want to apply calculations to the data, or make changes to the chart, click on the orange A button. This will transfer the selected time series to a document in Analytics.


[07 Reference to other materials]

There are a few other options for quickly comparing the same data across different countries. Have a look at the list to the left of the page to see what’s available.




Part 2 - Using Economics by Concept - video










Transcript (click to expand)
[01 Introduction]

In this video, we’ll take a look at using the Economics by Concept view to find the same indicators for different countries or regions. This is especially useful if you don't want to leave the Analytics activity to find a time series or if you simply prefer the logic of finding data via a Tree structure. By the end of this video, you’ll understand what the by Concept view is, how the data is structured in by concept and the steps for finding and comparing indicators.


[02 What is the by Concept view?]

The Economics by Concept view groups data by similar key indicators or data concepts. Once a concept is selected, you can choose from a list of countries that have comparable data for that concept.


[03 Economics - by concept in Analytics activity – introduction]

Now that you understand the basic idea, let’s see it in action. We’ll use a Debt to GDP ratio published by Eurostat as an example. First, you’ll need to decide if you want to select from only the National sources or from All the sources.


[04 Economics - by concept in Analytics activity – practical example, part 1]

Since Eurostat is an international source, we’ll use All sources as an entry point. Select one of the main categories to view a list of data sources. Then, click on the source you’re interested in and navigate to the relevant concept.


[05 Economics - by concept in Analytics activity – practical example, part 2]

Once you’ve selected a concept, a list of comparable countries will appear below. If you want to select multiple countries at once, hold down the Ctrl button.


[06 Economics - by concept in Analytics activity – practical example, part 3]

When you’re done, click here to add the selected series to the document.


[07 Reference to other materials]

In addition to by Concept, there are a few other ways you can quickly compare the same data across different countries. Have a look at the list to the left of the page to see what’s available.




Part 3 - Using Search Activity - video















Transcript (click to expand)
[01 Introduction]

Search is a useful function to quickly find the same indicator for different countries. There are two ways to do this. If the relevant indicator is Macrobond defined, all it takes is a single click to generate the results. If not, you can use ‘by description’ in the Actions tab to customize your search results.


[02 Search – Macrobond Defined 1]

When searching for a headline series, or data from harmonized databases such as OECD or IMF, use the Macrobond defined action to display the series for other countries that indicator is available for. Just click on the series and locate Macrobond defined in the Search actions group, here.


[03 Search – Macrobond Defined 2]

Clicking on the Action will open Search, where the list of series will be displayed. Let’s select a few countries and add them to a document.


[04 Relation with Economics 'by concept']

It’s useful to note that if a series is Macrobond defined you can also use the ‘by concept’ view in the Economics database to find the same indicator for different countries. You’ll find a link to the video on using ‘by concept’ below.


[05 Search – Macrobond Defined 3]

Macrobond defined might not be available for every series you search for, so if you’ve clicked on the series, and Macrobond defined is not displayed in the search actions group, it’s because it’s not available for that series. In that case, you can try using ‘by description’ instead.


[06 'By description' – caveat]

I’ll start this with a caveat, using ‘by description’ for this purpose is really an insider work-around for when a series is not Macrobond defined. So, it’s going to take a bit more than a single click, but it’s definitely worth learning.


[07 Search – 'by description' – selecting the series]

We’ll use the IMF IFS database as an example, and select Brazilian Domestic Credit Claims on Private Sector, the quarterly series.


[08 Search – 'by description' – selecting the series]

We’ll use the IMF IFS database as an example, and select Brazilian Domestic Credit Claims on Private Sector, the quarterly series.


[09 Filtering results]

What we’re going to do now is adjust the results by applying a filter or, excluding and adding words to your search term to get the precise description for the indicator. Have a look at the series description, and try and identify and remove the differences. In this case, the only difference is the frequency, and there’s a filter for that, which we’ll use.


[10 Selecting the proper series frequency]

Once you have your search down to a single result, remove the country name from the search field. That way you’ll be performing a search for every series matching the description you have in the search field, effectively looking up a list of every country with an indicator of that description.


[11 Search – selecting several series to be added to a document]

Hold down CTRL to select all the countries you want to add, and then click Add to Document 1, here.


[12 Conclusion]

So, now you know two ways to use Search to find the same indicator for different countries. If you’d like to know more about how to filter results in Search, or anything else mentioned during the video, the relevant links are provided on the page below.




Using the Actions Tab

Understanding which commands are available, and what happens when you apply them to a selected time series.

Before we look in to the actions tab you should be aware that each activity tab is like a workspace, with tools and features suited to particular types of tasks. For example, browsing data, or performing analyses. So, what happens if you want to use a tool from a different activity to the one you are currently working in? To do this with as little disruption, and as few clicks as possible, you’ll find shortcuts to those tools in the command bar. Those shortcuts are what we call Actions.

Terminology

Before go we any further let’s get the terminology out of the way.

  • The dark grey area at the top of the application is called the command bar
  • Up to three different tabs with commands are available in the command bar, depending on which Activity you are in.

In this article, we’ll be going over how to use the Actions tab. So, an obvious question to start with is…

What are Actions?

Actions are what you see in the different-colored blocks under the actions tab. These commands are applied to time series or other entities such as releases, when working in any of the Activity tabs (except style sheets and web publish). The available commands, or Actions, are steered by which time series you’ve selected.

How are Actions organized?

As you can see, the actions are divided into groups. The first thing to notice is that the color of the group reflects the color of the activity tab the action will be performed in. The second thing is that a single activity might have more than one group. For example, as you see in the image below, there is one group with options for presenting the selected time series, and another for transforming the time series, but the result of both actions will be displayed in Browse (green). Descriptions of each group are provided below.

What is each group for?

What is each group for?

The first block you’ll see on the left, is for actions performed in Browse. <\p>

Analytics

Use the actions to add the selected series to a new document in Analytics, or to add it to any of the documents you have open in the Analytics tab at the time. <\p>

Presentation

These actions give you different options for visualizing the data in Browse. This is useful if you’d like to quickly view the data over a certain period of time, or accessing the metadata in Time Series Information for example.

Transformations

Choose from a few simple calculations to apply to the selected time series. This action results in a chart being generated in Browse.

Locate series in tree

Locate the selected series in the tree, for any of the Economics database views. This is useful if you’ve found a time series outside of the tree structure (in Browse or Analytics) and you’d like to view the series relative to categories, subcategories or related series.

Releases

View the relevant release for the selected time series. This is useful if you’d like to add a series you just found to your list of favorites for easy access at a different point in time.

Search

Use this action to perform a search based on the selected time series. It’s a useful way to quickly find the same type of series for other countries, for example.

To Summarize the Actions tab

  • It appears when you select an entity, such as a time series
  • You can access the actions tab in any of the activities used to access data
  • It shows you which commands you can execute for a given entity, in any of the Activity tabs



Accessing the metadata information of a time series
Recommended reading prior to this section
Using the Actions tab
Viewing series metadata in the application
  • Quickly access metadata for a series from anywhere in the application
  • View release information, frequency, methodology etc.
  • Get the information with a single click
  • Keep the information open in Browse, for easy review
How to access metadata: step-by-step

You can save a lot of time by simply viewing the time series metadata from within the application. Regardless of which Activity tab you are in, the action is always available.

  1. Click on the relevant time series in the list, making sure it’s highlighted.
  2. Navigate to the command bar, and click on the action tab if it is not already selected.
  3. Look to the group of actions available under Presentations
  4. Click on Time series information.


  5. This will automatically open the Browse tab where the metadata is displayed.


  6. To return to your work, simply click on the Activity tab you were working in


Visualize time series for quick review
Recommended reading prior to this section:
How to use the Actions tab?
Context

When you want to quickly review the data a series contains, without having to create a document.

When you want to confirm that you’ve selected the correct series before adding it to a document you’re working on.

How to quickly display a series as a chart or table?
  1. Select one, or multiple series to visualize. This can be done from any of the activity tabs.



  2. Navigate to the command bar, and make sure the actions tab is selected and displaying the actions.



  3. Look under the group called Presentations, and click on one of the options available. The browse activity will automatically open to display the presentation you selected.



  4. Click on the activity you were in before to return to what you were doing, or use the analytics actions to start working with the data.


Locate series in Tree - video








Transcript (click to expand)
[01 Introduction]

Some time series are available in more than one view of the database, such as Economics by country or Economics by concept. Locate in Tree is an action that makes it easy to hop between these different views when looking at a particular series. In this video, we’ll take a quick look at two common use cases for this action.


[02 ‘Locate series in tree’ in Search activity]

The first case we’ll look at is when you come across a series without having looked it up in the Tree, for example, via Search, and want to see where it is located in the Tree. I’ve already entered USA Industrial production in the Search field, so let’s continue. Once you find your series in the list of results, select it, navigate to the actions tab and find the Locate in Tree group, here. Multiple options will be available, depending on which database views the selected series can be found in.


[03 Different colors of Actions’ groups]

You’ll notice that the actions groups are assigned colors. The color of a group indicates where the action will take place. In this case, the group is green, the same color as the Browse tab. So, once you select a database view, the series will be shown in the Browse tab.


[04 Locate series in tree in Analytics activity]

Next, we’ll look at quickly switching between different database views for a selected series, without manually navigating the database. A typical case for using the action this way is when you’re working in Analytics, and want to look into one of the series in a chart. This is especially useful if you’re looking at a chart someone else made, and you want to find out more about the data they used.


[05 Locate series in tree using different database views]

As you can see here, we’ve added the US industrial production series we looked up earlier, to an Analytics document. Let’s say you want to see what other data is available from the source. Navigate up to the Actions tab again, click on by source and you’ll see a new tree structure appear on the left. If you want to see a list of equivalent series for other countries, click on by concept. You’ll notice that this time, the Action group is orange, which is why the data is being displayed in Analytics, and not in Browse, as before.




Finding data by looking up releases

Recommended reading prior to this section:
Using the Actions tab
What are the red exclamation marks?
Context
  • You want to check how recent the data is, or the next update, before you start working with it
  • You’re interested in a particular release from a source, but you don’t know enough to locate the series in the tree
  • You want a quick way to find and access data from releases that you use regularly
What kind of information can you view?
  • Search for past and forthcoming releases of economic and company fundamentals data
  • Use the actions tab to view all the series associated with a release
  • Easily identify the headline series of a release
  • Filter across regions and time ranges, and favorite those you want to keep track of
How to find what you’re looking for?
  1. At the top left of the releases pane, select:
    • The regions or countries you’re interested in
    • The date range during which releases were made
    • The category of data you’re looking for; economic or company data



  2. Scroll down the list to view the results. The list is presented chronologically.
  3. To view the headline series: Click on a release to view the headline series in the pane to the right



  4. To view all the series included in a release, navigate to the command bar, and click on By release in the search group, displayed under the actions tab. This action will open the search tab to display a list of all the series included in the selected release.



Using the series you’ve found.
  • Select the relevant series, either from the list of headline series in Releases or from the complete list in Search. Navigate to the command bar and select from the available actions in the actions tab.
  • TIP:
    If you are unfamiliar with actions, or the actions tab - read this quick guide.
    Actions are an essential part of using the application, so it’s best to familiarize yourself sooner, rather than later.
Integrating and using external data

Account in-house series solution - video














Transcript (click to expand)
[01 Introduction]

If you want to work with in-house data in the application, there are two solutions for doing so, Account in-house and Excel in-house. In this video we’ll look at Account in-house. You’ll learn how to create a template which allows you to upload and save your own series to Macrobond, and easily share them with colleagues through the Department and Company accounts.


[02 The purpose of Account in-house]

If you don’t mind saving your in-house series to Macrobond servers, and want to easily share these series, and the documents they are used in with colleagues, then account in-house is a good solution for you. You can either upload series directly from within the application, or by creating a template in Excel.


[03 Creating Account in-house series in Macrobond]

Let’s start by looking at how to upload series from within the application. Open the ‘My series’ tab, which you’ll find in a list of additional activities, here. Now, select Account in-house from the drop-down menu and then click on ‘New series’ to open the dialog box. You can either input the data manually, here or copy and paste values from your file.


[04 Adding values - options]

You can also modify the values you add using scripts. For example, if you want to add a forecast type the letter F in parentheses, followed by a space and then the value. If you don’t want to add a value for certain dates, type the word ‘Skip’.


[05 Required information]

The next step is to fill in the basic, required information for the series.
The series name is a unique code that can be used to find any series in the application. The series description is the title of the time series and should describe what type of data the series contains.
Don’t forget to fill in the Frequency, Start date, Region and Category.
If you’d like to classify the series further, you can fill in the optional information too. Once you’re done click on Save to upload the series to Macrobond.


[06 Account in-house with Excel add-in]

The other alternative for uploading series to the application is via a template in Excel. The first step is to create the template. Click on the Macrobond tab in Excel and select create template, here. Then add the required information.


[07 Forecast]

If you want to add forecast values to the series, click on the Optional Information tab and tick this box to add a column for forecasts. Once all the information is filled in, click on Create template.


[08 Entering data]

The next step is to add data to the relevant columns below the template.
To indicate whether a value is a forecast or not, type either True or False in the forecast column, here.


[09 Creating multiple templates]

If you need to upload several different series, you can quickly create additional templates by copying the original and modifying the information. If both series have the same start date, simply copy the second column of the template, and make the necessary changes.


[10 Uploading the template]

If you’re working in an Excel file with multiple datasets, like we have here, and you’re ready to upload, you can choose to click and select specific templates and only upload those, or you can upload all of them at once.


[11 Accessing the series]

To access these series, go to Analytics or Browse and select the Account in-house database from the drop down menu, here. Remember to refresh the data tree to show the series you’ve just added.


[12 Conclusions]

Using the Account in-house solution is an easy way to use your in-house series in the application, combine them with Macrobond series and share them with colleagues. Have a look at the links below to learn more about creating and managing in-house series.




Managing Account in-house series - video









Transcript (click to expand)
[01 Introduction]

Now that you know how to create Account in-house series, let’s have a look at how to manage them. In this tutorial, you’ll learn to edit series settings or adjust values, how to change the location of an in-house series, or create a copy in a different location, as well as how to delete series.


[02 Editing in-house series]

To edit the settings of a series, start by going to the ‘My series’ tab, and use the tree structure. To select the correct account, and find the series you want to change.


[03 Example]

Click on the edit button to access the series information. You can change any of the fields, except the series name.
You can also edit the existing values.
And add new ones.
To complete the task, click Save.


[04 Changing location]

If you want to move or copy a series into a different folder, click here or right click to select the option from the context menu. In the dialog box, choose a new directory. Now, you’ll need to decide if you want to create a copy in this location, or simply to move the original to the new directory. Let’s move this series to the Department account so that we can share it with others.


[05 Deleting in-house series]

To delete an in-house series, right-click on the series you wish to remove and select Delete. A pop-up confirmation will appear to ensure you don’t delete a series by accident.


[06 Conclusions]

If you prefer to store your in-house series on your company computer or servers, have a look at the links below to learn about creating and managing Excel in-house series.




Excel in-house solution - video













Transcript (click to expand)
[01 Introduction]

If you have in-house data that you’d like to work with in Macrobond, or to integrate with series in the application, there are two options for doing so, Account in–house and Excel in-house. In this video, we'll be looking at how to use Excel to create an in-house dataset, and how to access that data from within the application.


[02 Editing in-house series]

The Excel in-house solution allows you to access data stored in Excel while working in Macrobond. If you prefer to store in-house data on your company computers or servers but still want to use the data in Macrobond, the Excel in-house solution is a good fit. While the Account in-house solution stores data in the application, Excel in-house creates a link between the application and an Excel file. This data, and any Macrobond documents made with it, can still be accessed by, and shared between you and your colleagues, as long as anyone who wants to use it has access to the Excel file the data is stored in.


[03 Creating Excel in-house series]

To start uploading a series you need to open the My series tab which you’ll find in a list of additional activities, here. Select Excel in-house from the drop-down menu, and then click on the New series button.


[04 Series information]

Next, you’ll need to add reference information about the series, as well as create a link to the Excel file where the data is stored. You’ll notice there are two tabs in the dialog box that appears. One is for required information. The other is for optional information, which is helpful for classifying your in-house data.


[05 Information fields]

Now, let’s have a quick look at how to go about naming your series. The series name is a unique code that can be used to find any series in the application. The Series description is the title of the time series and should describe what type of data the series contains.


[06 Linking Excel file]

Once you’ve filled in the necessary information, you can create the link to your dataset in Excel. Open the Excel file with your data in it and make sure to save it if you have not done so yet. Copy the columns you want to add data from. Then, go back to the application and click Paste Excel link, here.


[07 Frequency & Start date]

Because we included the dates column in our selection, Macrobond will automatically add frequency and start date information from the file. Otherwise you’ll need to do so manually. Finally, you can click on OK to complete the task.


[08 Range vs Entire columns]

Let’s say you intend to add more values to this series at a later point in time. You might have noticed that we selected whole columns, rather than just those cells that were populated with data. If you selected the entire column when creating the link, Macrobond automatically includes these new values the next time you access this series in the application. So, for example, if we add two new dates to our file, the application will reflect these changes. If the time series is already open in the application when you update the dataset in Excel, simply click on the F5 button, to refresh the series with its latest values.


[09 Accessing created Excel in house series]

You can access these time series in Browse or Analytics, under the Excel in-house database.


[10 Conclusions]

These time series can be used just like any other series in the application, as well as combined with Macrobond time series in a document. Have a look at the links below if you’d like to learn more about creating and managing your in-house series.




Managing Excel in-house series

In the previous video, introducing you to the fundamentals of the Excel in-house solution, you learnt how to use Excel to access your in-house series in Macrobond. To get the most value out of this feature, you should also learn how to update and manage your in-house series. This article will go through how to do so.

Keep in mind

Because Excel in-house series are not stored in the application, managing them differs from the way you modify Account in-house series. In essence, the series you access via the Excel in-house solution are simply being mirrored from a particular file in a particular location.

  • Any changes to a series should be made in the Excel file, not in the application.
  • If you move or rename the Excel file containing your data the link with Macrobond will be broken. So, remember to update this information in the application.
How to edit Excel in-house series

Any changes you make to your dataset in the linked Excel file will automatically be reflected in the application.

  1. Click on the My series tab


  2. Select the relevant account and find the Excel in-house series you want to edit


  3. Go to the command bar and select the Go to in-house series action

  4. Select one of the two options that are presented


  5. Open in Excel – this will open the Excel file directly from Macrobond. Use it when you want to edit data.
    Edit link – allows you to access series settings:

    • modify the reference information about a series, e.g. Description or category.
    • Update the location or name of the file under path
    • Edit the data range by changing which cells are being referenced for data
  6. Click OK to complete the task
Deleting Excel in-house series
  1. Go to the My series tab
  2. Select the relevant account and series
  3. Go to the command bar and select the Delete in-house series action
  4. A warning will pop-up, confirm it to proceed.




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