MyGrid is designed in order to help you create your multidimensional tables quickly.
In the application main menu, you can follow New > MyGrid steps or from the “MyGrid” icon in the toolbar of your workspace, you can create your own tables by following the given steps.
Step 1- Twelve different types of Grid are presented to easily help you to select the one you need.
The first six table type presents formats that have been created using date and data/ratio/indicator (will be named as function in the following steps) combinations. The pictures in every box are designed to help you find the table format you need. For example;
- For a specific security, if you would like to analyse one or several functions ordered by dates, you should choose the first upper-left table type.
- For a specific field, if you would like to analyse one or several securities for a time period, you should choose the sixth table type.
- For a specific date/period ,if you would like to analyse one or several functions ordered by securities, you should choose upper-right table type.
The last six tables present formats related to multidimensional comparison tables. For example, for a specific security ,if you want to see value of a ratio or financial item for different periods, you could choose table number 7.
You can go to the next step after double clicking any picture in only the first step.
Step 2- Select security or group of securities for your analysis.
If you want to analyse a particular security, youl should select “Security” box at the top of the screen, if it’s exchange, sector, indices or groups then “Group” box must be checked. If “Group” box is marked, you should be careful about selecting group functions like group data, group periodic and group ratio as category in the field selection part.
You may see a warning box which states that “More than one security can not be selected as table type” if selection of more than one security is not available for the table type you choose.
 |
In order to go to the previous step, please click back button on the upper-left of the screen. In order to delete all data you have selected and go back first page, please click Reset button. |
Step 3- Define the date range. (See Date Selection – Help)
You can select date by either using calendar or date functions. If you use calender to select your dates, you will get a static table where your date range will be always the same. If you select date with date functions, you get a dynamic table where date range updates itself with the given function.
Step 4- Select the functions you would like to review. (See Function Selection – Help)
By using the right-click menu on the selected functions, you can access the following properties:
Parameters: You can use this option in order to change the parameters of the selected function. These parameters are set separately for each function. The default values of the parameters of the selected function will be used if not specified otherwise.
Edit as formula: You can edit the formula of the selected function by using this option.
Properties: You can change the name of the column instead of using the function name. Alignment option enables you to decide the position of the figures in the final table.
Step 5- Define the below options.
Currency: You can analyze the data in different currencies.
Date Sort Order: You can order dates ascending or descending.
Rollback: You can use this option to use the closest data from the earlier date or period, in case the data is not available for the specified date or period.
|
In the field selection step, for all the functions in data category except Close, Close(raw), Paid-in Capital, Market Capitalization and FF Market Capitalization the rollback option is not supported. This means that if you select Volume or Low for a holiday then the resulting value will be Null/Empty. |
Normalization: : Where applicable you can select this option to normalize the values of the Graph by accepting the first value as 100.
Show row numbers: You can view the row numbers as the first column of the table.
Hide empty rows: You can hide empty rows of the table in case none of the related cells have data.
Step 6- Edit grouping options for your tables.
This option will be activated if you select multiple securities/groups. Grouping definitions can be made using the summary formulas list on the right side. You can group your functions by average, minimum, value etc.
General Features of MyGrid:
You can reach the shortcuts on the top of the final data table and change security/group, date or currency easily.
You can change the sort logic by clicking on the column headers. (Both text and numeric data columns are sorted first ascending then descending)
By using the right-click menu on the data table, you can use the following features,
1. You can copy data on MyGrid and paste to MS Excel as formula or as value.
2. You can use “Designer” (F3) option to view/edit your selections.
3. You can use “Column Width” to change the size of the columns. There are three options here:
- Fit to Window: This option fits the table to the window properly and entirely.
- Automatical: This option will adjust the column width automatically. This option is the system default.
- Free: You can personalize the column width of the columns and keep it this way in your settings.
4. You can view/edit visual properties using Properties (F4) window.
- You can mark/unmark the parameters under “Title” headline to decide what parameters will be changeable in the top of the final data table. For example, if you mark “Currency” using Properties > Title, you will be able to change Currency easily at the top of the final data table and analyze your results in different currencies with one click.
- You can name the table by using “Title” under Window headline.
5. You can convert to graphs from your tables using Convert to Graph option.