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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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- Columns. Hides / Unhides columns in the grid.
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- Freeze Columns. Keeps the first column or the selected column visible while scrolling through the rest of the data.
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- Unfreeze Panes. Unlocks all columns, allowing you to scroll through the data.
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- Fit To. Allows you to resize the column width to fit the size of the titles or the data.
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- Group by. Groups the grid by a column.
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- Ungroup. Ungroups all columns.
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- Show Group by Pane. Allows you to view groups by pane.
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- Expand All. Allows you to expand all of the rows in the grid.
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- Collapse All. Allows you to collapse all of the rows in the grid.
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- Ascending. Allows you to sort data in ascending order.
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- Descending. Allows you to sort data in descending order.
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- Custom. Allows you to create multiple custom sorts for the grid.
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- Custom Filter. Allows you to create custom filters for the grid.
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- Clear Filters. Allows you to create custom filters for the grid.
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- Show. Allows you to display row numbers and vertical gridlines
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- Find. Allows you to quickly find data in the workspace.
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- Refresh. Refreshes the results in the workspace.
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- Restore Defaults. Clears custom settings that were applied to the grid.
- View Row. Provides a vertical snapshot of the data in a row
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