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The ribbon for the Data wunderbar allows you to perform actions on the data in the Reference Data Center. The ribbon choices depend on what you are doing. By switching tabs, you change your ribbon choices.
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- Create New. Creates a new security or data strategy.
- Edit. Edits security detail information, such as corporate actions, factors, call / put schedules, and third party cash flows.
- Delete. Deletes a security.
- View. Displays security detail information, such as corporate actions, factors, call / put schedules, and vendor cash flows for a security.
- Authorize. Authorizes an override to an exception.
- Release Exception. Releases an exception.
- Attach/Comment. Attaches comments and documents to securities and exceptions.
- Audit. Displays a list of manual changes made to securities and exceptions.
- Data Overrides. Displays a list of all manual changes associated with one or more securities and allows you to modify the changes.
- Released Exceptions. Allows you to list and edit released exceptions.
- Reports. Generates reports that you can print and export. -
- MicroStrategy Reports. Generates MicroStrategy reports that you can print and export.
- Submit. Allows you to submit a data strategy or securities data type for processing.
- Check for Conflicts. Lists data strategies with overlapping securities. You must be in the Data Strategies workspace to view this option.
- Export. Exports the data displayed in the workspace to an Excel or CSV file.
- Print. Prints the data displayed in the workspace.
- Copy. Allows you to select an item in the workspace and copy it to the clipboard.
- Cut. Allows you to remove a selected item from the workspace.
- Paste. Allows you to paste an item you copied into the workspace.
- Search. Allows you to view recent securities searches and save search criteria for reuse.
- Find. Allows you to quickly find data in the workspace.
- Refresh Screen. Refreshes the results in the workspace.
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The Securities Workspace
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The Securities workspace is the main work area in the Reference Data Center where data is displayed or edited. In the Securities workspace, you can review securities and exceptions, create and delete securities, audit manual changes to securities, attach documents and comments to securities, generate reports, and edit overrides.
The summary information is the top section of the Securities workspace. This pane displays the counts of securities released, the Top 5 Exceptions by count, and the count of exceptions by data strategy. You can query counts by:
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- Jobs/Events Status pane. This area lists all the jobs/events for the Reference Data Center event type.
- List/Dependencies/SLA pane. This pane displays the data strategies processed for the job/event selection above.
- Exceptions pane. This area displays the exception details for a data strategy selection above.
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