As presented in the Overview video for this section, in every Macrobond document you build, the analyses and chart presentations you apply to the data are added to a tree schema - called the Analysis tree. What we are going to look at now is the first branch of the analysis tree, the Series list. Any changes you make to the series list will influence the analyses and presentations that follow.
If you are already familiar the features of the Series list and are interested in using a specific setting, select one of the how to guides from the links below.
The Series list is the first node of the Analysis tree, and opens to the right to show all the data. The purpose of the Series list is to prepare the series for further analysis and presentation by converting all series to a common calendar and filling in missing values. You can also convert series to a common currency, add forecasts, and set a data range.
Series name and description
Series added to a document are listed in the Series List, and are comprised of two components.
- The series name provided in the Expression field e.g. eubank0133
- The description e.g. Euro Area, ECB Consolidated Balance Sheet & Flows of MFI Sector, Eurosystem, Total Assets & Liabilities, All, EUR
The order of operations
When making modifications to the data in the series list, certain operations are necessarily prior to others. Please bear this in mind as it will affect any further changes that are made.
Whether you perform all, or only a few of the modifications available, you should proceed in the following order:
- Add forecasts to the relevant series in the list
- Select how to harmonize the observations, and how to treat missing values
- Select the currency conversion
- Apply the data range, to limit all the time series to a specific range of time.
- Finally, select the frequency, and if necessary a method for frequency conversion.
- Apply formulas to the various series in the list.
Unless you know exactly which series you want to look at, building a new document is often a trial-and-error process of finding the data that works best. Learning about the different options to add and remove time series from a document will ensure that this process is as quick and effective as possible.
You can use the Series information tab to check metadata information for series you have selected in the series list. This is an easy way to check series metadata without having to leave the analysis tree.
Use the formula language to customize your calculations beyond the options available via the analysis tree.
Open the formula editor by clicking on the ‘fx’ button, to the right of the series name in the expression field. The name of the series in that field will automatically be added to the editor.
You'll find a selection of formulas in a list to the right of the editor.