Display Chart Dialog

Display Spreadsheet Dialog

The Display Chart and Display Spreadsheet dialogs allow you to select one or more fields to display in a chart or spreadsheet. They also allow you to modify the fields that are currently being displayed in a chart or spreadsheet.

&  For help with the chart view, see Displaying Data in a Chart.

&  For help with the spreadsheet view, see Displaying Data in a Spreadsheet.

Working with Views

When you indicate to display a new chart or spreadsheet, you can either display a previous view or select new fields to display. A "view" is a collection of fields associated with a saved chart or spreadsheet. In addition to any charts or spreadsheets that you request to save, the most recent view for each chart and spreadsheet of a data series is saved automatically when you close them.

·      Display a previous view for this data series

This option allows you to display a previous chart or spreadsheet. This can be a chart or spreadsheet that you requested to save or the most recent view for this data series. While this option is selected, the contents of the selected view are displayed in the field list.
The following options are available:

·      * Most Recent View

This view is the most recent chart or spreadsheet displayed for this data series. Views are typically only saved when a chart or spreadsheet is closed.

Ä    Note: This is the default value when it is available.

·      * Default Chart / * Default Spreadsheet

This view is the default chart or spreadsheet for the portfolio. The fields included in the default chart can be set from the Modify Options Dialog: Charting page. The fields included in the default spreadsheet are the raw data fields and the Primary/Secondary/Service signals defined for the data series.

Ä    Note: This is the default when no previous views are available.

·      Previously Saved Views

Charts and spreadsheets can be saved to be recalled here using Save this Chart… or Save this Spreadsheet… from the context menu for a chart or spreadsheet.
Saved views can be renamed or deleted by pressing the Manage Views… button. This displays the Modify Data Series: Data Views page.

·      Select new fields to display.

This option allows you to select new fields to display in a chart or spreadsheet using the field selection tree on the lower portion of this dialog. While this option is select, the currently selected fields are displayed in the field list.

Ä    Note: The fields included in a previous view can be added to the new display by selecting the desired view from the field selection tree.

Selecting Fields to Display

To select fields to display in a chart or spreadsheet, select the name of one or more fields from the selection tree and press the Add Selected Fields button. This will display these field names in the current display list. Entire subtypes of fields can be added by selecting the subtype name.

:    Example: Selecting Raw Data and then pressing the Add Selected Fields button will add all of the fields listed under the Raw Data heading.

In most cases, this dialog will begin by displaying only the fields of a selected data series. To select fields from another data series in the portfolio, use the radio button above the list display fields for the entire portfolio, then select from those fields in the selection tree.

To create a new field and add it directly to the display, press the Create a New Field… button. After you exit the Display Fields dialog, any calculations that are required by this new field will be performed.

New fields are always added to the bottom of the field list. When adding new fields to a chart, the added field can be added in a new sub-chart by selecting Display added field in a new sub-chart.

&  For help using the selection tree, see the help for Selection Trees.

Special Values in the Selection Tree

The selection tree for the Display Fields dialogs includes several special values that can be added to the display.

·      Composite Charts (charts only)

Composite charts are display fields that combine the values of several fields into a single chart element. Double-clicking on Composite Charts will add the most commonly used of these, the High/Low/Open/Close Chart.

Ä    Note: This group is only available if fields named "High", "Low", and "Close" are available. Some fields also require a field named "Open".

·      High/Low/Open/Close Chart

This chart uses a vertical line to represent the entire high/low range of the data. A horizontal line entering from the left represents the opening value. A horizontal line exiting to the right represents the closing value.

·      Japanese Candlestick Chart

This chart uses a vertical bar to represent the range of prices between the opening and closing values. A vertical line extending above the bar represents the high range of values. A vertical line extending below the bar represents the low range of values. Bars in which the closing value is below the opening value are colored. Bars in which the closing value is above the opening value are left white.

·      High/Low/Close Area Chart

This chart uses a line to represent the closing value. Bands above and below this line indicate the amount of area between the closing price and the high and low prices.

·      High/Low/Close Bar Chart

This is the same as the area chart, except bars represent the range of values between the high and the close, and the close and the low.

·      Field Sub-values

In addition to displaying the actual value of a field, several sub-values can be calculated on the fly for the display.

Ä    Note: These sub-values do not create new fields and, therefore, are not directly available for use as inputs to other fields.

·      Value

This sub-value displays the actual value of the field. This is the same value that is displayed if the field name is selected.

·      Change in Value

This sub-value displays the change in the value of the field from the previous bar.

Ä    Note: If the previous value is null, the change is considered to be null.

·      Percent Change in Value

This sub-value displays the percent change in the value of the field from the previous bar.

Ä    Note: If the previous value is zero or null, the percent change is considered to be null.

·      Raw Prediction Output

This sub-value displays the value of the neural network without postprocessing. In other words, if this field was predicted using percent change preprocessing, the value being displayed would be the predicted percent change. In addition, any postprocessing applied to predicted signals is removed.

·      Error in Prediction Value

This sub-value displays the difference between the predicted value and the desired value.

Ä    Note: If the desired value is null, the error will also be null.

·      Error in Raw Prediction Output

This sub-value displays the difference between the raw prediction output and the desired value without postprocessing. In other words, if this field was predicted using percent change preprocessing, the value being displayed would be the difference between the predicted percent change and the actual percent change.

Ä    Note: If the desired value is null, the error will also be null.

·      Previous Views

This item allows you to select all of the fields associated with a previous view for a data series. This is useful for modifying previous views or displaying the same information in charts and spreadsheets. Double-clicking on the Previous Views category or the Chart or Spreadsheet category will select the most recent view of that category.

Changing the Order of the Fields

To change the order that the fields are displayed in, select a field from the list, then press the Slide Up or Slide Down buttons to move the selected field. You can also use the mouse to drag the fields to a new position in the list.

When adding or modifying the fields in a chart, dashed lines represent the beginning of a new sub-chart. These dashed lines can be moved in order similar to the fields in the list. In addition, the last field in the list can be slid downward to move it into a new sub-chart.

Individual fields can also be removed by selecting them and pressing the Remove from Display button.

&  For help changing the order of items in a list, see the help for Orderable Lists.

Setting Amount of Data to Display

The TradingSolutions Portfolio contains all of the data that has been imported for each stock. However, in most cases, you will only be interested in viewing the most recent data. So that charts and spreadsheets can be displayed more quickly, only the most recent data is loaded by default.

You can adjust how much data is loaded into the chart or spreadsheet with the following settings:

·      Load data for last: period of time

This option restricts the chart or spreadsheet to only load the most recent values.

:    Example: Setting this to 2 Years will cause the chart or spreadsheet to only load the most recent 2 Years worth of data.

Ä    Note: You can load any remaining data from within a chart by selecting Load Remaining Data from the context menu for the date axis, or from within a spreadsheet by selecting Load Remaining Data from the context menu for the date column.

·      Load all available data.

This option loads all available data into the chart or spreadsheet.

You can also adjust the initial display size of charts when you first open the display:

¨    Display chart for last: period of time

This option indicates how much data to display in the chart when it is first opened.

What Do I Do Next?

When you are finished selecting the fields to display or changing an existing display, press the OK button. If you would like to exit from this dialog without making a new display or changing an existing display, press the Cancel button.

How Did I Get Here?

The Display Chart Dialog appears if you select to display a portfolio, data group, or data series in a chart. It is also displayed when changing an existing chart and when selecting to display the values of a spreadsheet in a chart.

The Display Spreadsheet Dialog appears if you select to display a portfolio, data group, or data series in a spreadsheet. It is also displayed when changing an existing spreadsheet and when selecting to display the values of a chart in a spreadsheet.