Export Data Selection Dialog

Export Data Selection Dialog

Export Field Selection Dialog

The Export Data/Field Selection Dialog allows you to select the data and fields you would like to export.

By default, all of the dates in each selected data series will be included. To export only a portion of the dates, press the Restrict Date Range… button. This will display the Export Date Range Dialog.

When you are finished making any changes, press the OK button. If you would like to exit from this dialog without importing any data, press the Cancel button.

& For help exporting data, see Importing and Exporting Data.

Understanding the Selection Tree

The items available for importing or exporting are displayed in a tree format. Each major item may be broken down into several different elements contained within them. Each item in the tree has an icon indicating what it is.

Export Data / Field Selection Tree Icons

$image\ebd_ebd20.gif$ Data Grouping

$image\ebd_ebd21.gif$ Data Series

$image\ebd_ebd22.gif$ Date Field

$image\ebd_ebd23.gif$ Numeric Data Field

Next to each file, ticker symbol, and field is a checkbox that can be used to select whether to process this piece data. Items with a check will be imported or exported, items without a check will be ignored.

Selection Tree Checkboxes

$image\ebd_ebd24.gif$ Unselected Item

$image\ebd_ebd25.gif$ Selected Item

$image\ebd_ebd26.gif$ Partially Selected Item

$image\ebd_ebd27.gif$ Required Item

$image\ebd_ebd28.gif$ Item Not Available

How Did I Get Here?

The Export Data Selection Dialog appears if you select Export Data… from the File menu or the context menu of the portfolio or a portfolio subgroup from the Portfolio View. It also appears if the Export Data toolbar button is selected when a portfolio or subgroup is selected.

The Export Field Selection Dialog appears if you select Export Data… from the File menu or the context menu of a data series in the Portfolio View. It also appears after the Export Data Selection Dialog and if the Export Data toolbar button is selected when a data series is selected.