Exporting Data for Use in Other Programs

TradingSolutions can export the values of any field to a text file for use in other programs. The data is separated with commas and can contain one or more securities in a single file.

Ä    Note: If you are exporting data for use in NeuroSolutions, please see Developing Models with NeuroSolutions.

Selecting Which Data to Export

To export data to a text file, select Export Data… from the File menu or press the Export Data button on the toolbar. This will display the Export Data Selection Dialog, which allows you to select which data series should be included in this export operation. After selecting the data series to include, press the OK button to continue.

Ä    Note: If a single data series is currently selected in the Portfolio View, the currently selected data series will be used and the Export Data Selection Dialog will not be displayed.

After you have selected which data series to export, the Export Field Selection Dialog will be displayed. This allows you to select which fields to export. By default, all of the fields will be selected. To continue, press the OK button.

Ä    Note: All available fields are displayed on the Export Field Selection Dialog. If a data series contains no data for a selected field, it will be exported with no data. To limit the list of available fields to those of a specific group, begin the export process from the context menu for that subgroup from the Portfolio View.

&  For help with the Export Data Selection Dialog or the Export Field Selection Dialog, see Selection Tree Dialogs.

Specifying the Export File

Once you have selected the data series and fields to export, you will see a file selection dialog labeled Export Data As. This dialog allows you to specify the name of the file to export the data to. Once you have selected a file name and directory, press the Save button.

&  For help with the file selection dialog, see the help for the File Selection Dialog.

Using the Exported Data

After you have exported the data to a file, you can import it into any program that supports comma-separated text files. Here are some examples.

·      Microsoft Access

To import the data into a table in a Microsoft Access database, create a new table using the Import Table wizard to import the exported data file and specify the following options:

·      Comma-delimited

·      First Row Contains Field Names

·      Text Qualifier is double quotes ( " )

Ä    Note: If you export fields that are not used in the first data series in the file, Access may default these empty fields to data type Text. The data type for these fields should be changed to a numeric data type such as Double. If you have many fields of this type, you may be able to accomplish this more easily from the Advanced Specifications Dialog.

·      Microsoft Excel

Select Open… from the File menu and select to import files of type "Text Files". Then, select the exported data file. Excel will automatically convert the data into spreadsheet format.

·      TradingSolutions

&  For help with importing text files, see Importing Data from Text Files.

Ä    Note: If you export TradingSolutions data and import it back into TradingSolutions, it will be imported as raw data. This means that it will load the values of any calculations or predictions, not the definitions.