|
Once downloaded,
the most efficient way to use our .csv
composite datafiles on a regular basis is
to leave them as is and to instead link
them to an Excel (.xls) spreadsheet.
With both the .csv datafile and .xls spreadsheet
opened from within the same directory (open the
.csv file first then the .xls file), each
cell in the spreadsheet links directly to
a cell in the downloaded .csv datafile.
This .xls spreadsheet
is where you will do your calculations.
On subsequent downloads, therefore, your
work will not be overwritten when you update
your data. Save each of your own .xls
spreadsheets with its own unique name (usually
just the symbol) in the same directory that
you download the .csv datafiles. The
supplied .xls spreadsheet may be used as
a template for all your "working" spreadsheets
(save this downloaded spreadsheet in the
same directory that contains your downloaded
.csv files.
|
| |
|
Let's try it: |
| |
|
| ►
|
We will assume that
you have already set up the
MasterDATAlink program and downloaded
daily data setting either eSignal
or Reuters as your data vendor in your
download list settings. It is also assumed
that Microsoft Excel is installed on your
computer.
|
|
|
| ►
|
One of the
datafiles downloaded should be the
Dow Jones
Industrial Average daily data.
The eSignal symbol for this index is
$INDU.
The Reuters symbol is
.DJI.
For purposes of this illustration, we
shall use the Reuters symbol, .DJI.
The "Demo" MasterDATAlink
downloads this datafile also.
So we are all on the same page. |
|
|
| ►
|
Download
the Spreadsheet Template from the MasterDATACSV.com
web site by clicking on the following link:
|
| |
|
| |
Download Spreadsheet
Template
(for Reuters symbol _DJI.csv
datafile)
|
| |
| ►
|
In the dialog that appears,
click on "Save"
 |
|
|
| ►
|
In the next dialog window
that appears ("Save as"), for
this example, create a new folder called
"Temp" in
your "My Documents"
folder.

In actual practice,
you will want this Excel spreadsheet
residing in the same directory as your
downloaded .csv datafiles.
|
|
|
| ►
|
Makes ure you are in
your new "Temp" directory.

Click
on "Save". |
|
|
| ►
|
In a few seconds, the "Download
Complete" dialog will appear.

Click
on "Open". |
|
|
| ►
|
Assuming you are using
WinZip,
this dialog window will appear:

Click on "Extract". |
|
|
| ►
|
Browse to the new "Temp"
folder in your "My
Documents".

Click on "Extract".
|
|
|
| ►
|
Close the WinZip
program window.
|
|
|
| ►
|
Using Windows Explorer,
go to the "C:\Documents
and Settings\xxx\My Documents\Temp" directory
(where "xxx" is your username):

First open the file "_DJI.csv".
Once that file is open, then open
the file "_DJI.xls". It is important
to open the files in this order (.csv first,
then .xls).
|
|
|
| ►
|
You should now have two
files opened in Microsoft Excel, "_DJI.csv"
and "_DJI.xls". The values displayed
in the .xls file are simply the values it
is reading from your downloaded "_DJI.csv"
file. Every time you download in the
future the Excel .xls file will reflect
the new values of composite breadth data it reads
from the newly updated or downloaded .csv file
(assuming you always download to the
same directory containing your .xls
spreadsheet).
|
|
|
| ►
|
Well, that is almost
true. There is one more important
step that must be performed in the .xls
spreadsheet file to allow it to properly
display subsequent days of new composite
data. Since your .xls file is already
open, switch to that file and go to the
bottom row of the spreadsheet (a fast way
to get there is to click somewhere in the
spreadsheet, then while holding down the
"ctrl" key, press the down arrow key).
|
|
|
| ►
|
For purposes of this tutorial,
we have purposely omitted one row from the
bottom of the .xls spreadsheet. We
are now going to add a new row so that all
of the data contained in the .csv file will
display properly. |
|
|
| ►
|
In the bottom row of
the opened spreadsheet, click in the column
"A" cell. While holding down both the "Shift"
and "Ctrl" keys, press the right arrow key.
The entire bottom row of the spreadsheet
should now be highlighted.
|
|
|
| ►
|
While holding down the
"Ctrl" key press the "c" key (this copies
whatever is highlighted to the clipboard).
|
|
|
| ►
|
Now, press the down arrow
key one time making sure that the cell highlighted
is one row below the last spreadsheet row
and in column "A". Then press the
"Enter" key.
|
|
|
| ►
|
You have added a new
line (row) of code to the bottom of your
.xls spreadsheet that will display the data
in the related row of data in the .csv datafile.
As new days of data are added to the .csv
datafile in the future, similar to the above,
add more rows to the .xls spreadsheet to
properly display that data.
|
|
|
| ►
|
Save your updated spreadsheet
(hold down the "Ctrl" key and then press
the "s" key). |
|
|
|
You can easily
"clone" your .xls spreadsheet to display
data and create "working" spreadsheets for
all the indexes and ETFs you download.
|
|
|
| ►
|
First, make a copy of
the original .xls spreadsheet and name it
something recognizable (we use the index
or ETF symbol). For this example lets
use "SPY". So you should now have
a newly copied spreadsheet named "SPY.xls".
|
|
|
| ►
|
Using Windows Explorer,
locate and open the file "SPY.csv" in your
"C:\MasterDATA\CSV\Daily\" directory.
Now open the new "SPY.xls" spreadsheet.
|
|
|
| ►
|
A Microsoft Excel dialog
will appear. Click on "Don't Update".
We want our newly created spreadsheet to
link to the "SPY.csv" datafile, not "_DJI.csv",
so we need to make some changes first before
worrying about updating the new spreadsheet.
|
|
|
| ►
|
In addition to anything
else you may have opened, you should also
now have open "SPY.xls" and "SPY.csv".
We are now going to link them up.
|
|
|
| ►
|
Switch to the open spreadsheet,
"SPY.xls" and click on cell "A1" (top left
corner). |
|
|
| ►
|
Press the "F2" key
(function key not two letters).
This will allow you to see the underlying
formula of the cell. Identify the
symbol that was utilized in the prior spreadsheet
formulas. In this case the symbol
is "_DJI". So we now know we need
to replace this symbol with the new symbol
"SPY". Press the "Esc" key.
|
|
|
| ►
|
Now, while holding down the
"Ctrl" key press the "h" key (this activates
the find and replace Excel function within
the spreadsheet). In this example,
enter "_DJI" in the "Find What" text box
and "SPY" in the "Replace With" text box.
Click on the "Replace All" button.
In a few seconds all the .xls links have
been modified to point to the downloaded
"SPY.csv" datafile .
|
|
|
| ►
|
Save your new "SPY.xls"
spreadsheet. |
|
|
|
The first time through,
this process may seem a bit mind-boggling,
but stick with it. Once you get the
hang of it, the process is really very straightforward.
The more experience you have with Excel,
the more you will see that it can do.
|
|
|
|
Work in your Excel
.xls spreadsheets, not in the downloaded
.csv datafiles. Your calculations
will thereby be preserved and applied to
subsequent new data as it occurs.
The downloaded .csv datafiles contain the
historical composite data. The .xls
spreadsheet contains and protects your work.
Don't forget to back it up
regularly.
|