The My series Activity is a secondary activity. This means that it might not be directly available among the Activity tabs and in that case you can find it using the popup menu shown by pressing the arrow key below the tabs.

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You can create and edit two types of series: Account in-house and Excel in-house.



Account in-house

You can create your own time series to be stored in the in-house database associated with your Macrobond account. Series can be accessed on any computer where you run Macrobond. Series can be stored in different folders. Series stored in the Personal account folder can only be accessed by you. Series stored in the Company account folder are shared with all users associated with the same company. The Library folder can be read by everyone within the company, but only some users can store series.

The easiest way to create and update time series to the account in-house database is often to use the Macrobond Excel add-in as described in “Uploading in-house series”. However, you can also create, update and delete series using the Macrobond application.

If the set of series have been changed by some other user or by using the Excel add-in, you might want to press the Refresh button:

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In order to delete a series, select the series and then select Delete from the Edit menu.

To create a new series, press the “New series” button at the bottom of the application and fill in the required fields. Values can be entered or pasted from some other application.

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You can edit an existing series by selecting it and then press the Edit button.

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Creating a series from the values of another series

Another way to create a new in-house series is to select a range of values in a Table presentation and then select “Save values as in-house series” from the Edit or context menu. This will bring you to the dialog where you can set properties and edit values before the series is saved.

Creating a calculated series

A calculated series does not store any values, but instead uses a Macrobond document as the source of the series. This means that you can use power of the formula language and all the analyses to calculate a series which is always up-to-date and that can easily be reused and shared with other users.

You create a new calculated series by selecting a column of values in a Table presentation of any Macrobond document and then select “Save calculation as in-house series” from the Edit or context menu. This will then take a copy of all the calculations in the document and bring up the following dialog:

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The copy of the document will be stored as part of the time series and you need to give this document a name. When you save the series, a copy of the calculated series document will be opened in the Analytics Activity. This document will contain a special entry in the Analysis tree called “My calculated series” as can be seen below:

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In this case the calculated index from the Index build is made available as a series called “index”. You can make more series available from the same document by pressing the Add button in the “My calculated series” for those series. It is possible to add more “My calculated series” entries to the analysis tree to expose even more calculations.

Once the document used by the calculated series is saved and closed, you can open it again by selecting one of the calculated series in the My series Activity and then press the Edit button. You can delete calculated series in the My series Activity just like other series, but you can also remove them “My calculated series” entry in the analysis tree by selecting a series and then chose Delete from the Edit menu.



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Excel in-house

With the My series Activity you can create a list of series definitions that points to ranges in Excel sheets where the time series values are. When such a series is used, the application will load the Excel sheet and extract the values. The values are not stored by the Macrobond application; only the reference to the Excel sheet where the data is found.

These steps are performed in order to define a series.

  1. Mark the range of data where your values are stored in an Excel sheet. The Excel document must be saved. The values must be stored in a column. You typically want to select the whole column so that any new values you add in the future will be included in the range.
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    The series will start at the first row that contains a number. You can select one or more columns. If you have only one column, the application will assume that the columns contain the time series values. If you have more than one column, the application assumes that the left most column contains dates and the right most contains values. If you mark more than two columns the ones in the middle are not used.
  2. Select Copy from the Edit menu in Excel.
  3. Switch to the Macrobond application, go to the My series Activity and select “Excel in-house”
  4. and press the “New series…” button at the bottom.
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  5. Fill in a series name. This must be a unique name of only letters and digits. Also fill in a description, a region and a category.
  6. When you press the “Paste Excel link” button, the application will look at the clipboard and find the link that you copied from Excel in the first step.
  7. If you have included a date column, the frequency and start dates will be filled in automatically. Otherwise you have to specify these.

When you have filled in all the data and pressed OK, your new series will be available to be used in the application. These series will not be different from any other series in the application and you can for instance find them in the Browse Activity if you select the database view called “Excel in-house series – by region”.

If you move or rename your Excel document or move the data in a document, you need to inform the Macrobond application of these changes. You can change the link used by the application by selecting your series in the My Series activity and then press the “Edit link” button.



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Video Tutorials

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