In My series tab, locate the calculated in-house series you want to move. Select it and use ‘Edit’ in the details pane on the right. Go to Analysis tree > My calculated series node, press Edit next to the series. Copy the series information into Notepad. Use the Documents tab to identify the document name. … Continue reading “Migrating Calculated in-house series”
In Analytics tab open the Bookmarks sub-tab. Right-click the bookmark folder you want to migrate and select Edit. Copy all information from the Edit bookmark window into Notepad. Select the blue arrow next to the bookmark to open its original location in the database. At the original location, right-click the selected branch and choose Copy. … Continue reading “Migrating Bookmarks”
In Analytics tab open the Favorites sub-tab. Right-click the series you want to migrate, then select Edit favorite(s). Add the series to a document so that you can see its series code. Copy the information from the Edit favorite window into Notepad. Include the series code, file location, and comment. Sign in to your new … Continue reading “Migrating Favorites”
Plain / By Region Of Region Plain / By region To migrate Plain or By Region list: Open new document. Copy all time series codes into it. In rows add all additional info you’re going to need (or add it to Notepad, depends on you): type of list, account name of list description, concept, parent … Continue reading “Migrating Lists”
Go to Style sheets tab > File > Open. Open each of relevant Style sheets. Then go to File > Save as and save them in My computer folder. They will be saved on your own computer under directory: %appdata%\..\Local\Macrobond Financial\Stylesheets Make sure that their names will let you know where to re-save them (or … Continue reading “Migrating Style sheets”
Go to Watchlist tab > Items, and from the tree start going one-by-one making screenshot for each. The most important is the location of the original chart. You will use that screenshots later to re-apply Watchlist items.
Go to Releases tab, select Regions sub-tab. Check the star icon, set Time range as big as you can, and make sure that in panels Regions and Type option ‘All’ is checked. Click on each release and go to Actions ribbon’s Search panel > By Release. From Search results choose one series from that release, … Continue reading “Migrating Releases”
Go to Analytics tab (Search sub-tab) and press Load button. Make screenshot of each filter set (in some cases you will need to drop-down filter to see all elements) as you will need to re-create them manually.
In Analytics tab (Browse sub-tab) go to region filters > Load, and one-by-one pick each filter from Personal account. To make sure you replicate them correctly you will need to Edit them, and save screenshot of what’s inside. Then you will need to re-upload them manually.
In Analytics tab create an empty document. You will be copying all of those functions to that document, which you then save on your Desktop. Later you will copy from that document to Personal/Department/Company account when on new account. Go to Edit > User defined functions. Then: Copy a function. Select ‘Document’ section. Click on … Continue reading “Migrating User defined function”