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EIU DataServices -<br />

Internet <strong>User</strong> <strong>Guide</strong><br />

Copyright © 2008 Bureau van Dijk Electronic Publishing Last updated August 2008


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Table Of Contents<br />

1.0. INTRODUCTION.......................................................................................................................... 1<br />

1.1. SYSTEM REQUIREMENTS ............................................................................................................... 1<br />

1.2. GETTING STARTED ........................................................................................................................ 1<br />

2.0. EIU COUNTRYDATA .................................................................................................................. 4<br />

2.1. PRESETS ........................................................................................................................................ 5<br />

2.2. DATA SELECTION BY COUNTRIES,SERIES AND YEARS ................................................................. 6<br />

2.2.1 Selection by country or region .................................................................................................. 7<br />

2.2.2 Selection by series..................................................................................................................... 7<br />

2.2.3 Selection by years...................................................................................................................... 8<br />

2.3. VIEWING TABLES .......................................................................................................................... 9<br />

2.4. VIEWING CHARTS........................................................................................................................ 10<br />

2.5. VIEWING COUNTRY OUTLOOKS .................................................................................................. 11<br />

2.6. ANALYSING DATA....................................................................................................................... 12<br />

2.6.1 Screening Countries................................................................................................................ 12<br />

2.6.2 Segmenting Countries ............................................................................................................. 13<br />

3.0. EIU MARKETINDICATORS & FORECASTS ....................................................................... 15<br />

3.1. DATA SELECTION BY COUNTRIES,SERIES AND YEARS ............................................................... 16<br />

3.1.1 Selection by country or region ................................................................................................ 16<br />

3.1.2 Selection by series................................................................................................................... 17<br />

3.1.3 Selection by years.................................................................................................................... 18<br />

3.2. VIEWING TABLES ........................................................................................................................ 18<br />

3.3. ANALYSING DATA....................................................................................................................... 19<br />

3.3.1 Screening Countries................................................................................................................ 19<br />

3.3.2 Segmenting Countries ............................................................................................................. 21<br />

4.0. SECTOR SPECIFIC MODULES............................................................................................... 23<br />

4.1. DATA SELECTION BY COUNTRIES,SERIES AND YEARS ............................................................... 24<br />

4.1.1 Selection by country or region ................................................................................................ 24<br />

4.1.2 Selection by series................................................................................................................... 25<br />

4.1.3 Selection by years.................................................................................................................... 25<br />

4.2. VIEWING TABLES......................................................................................................................... 26<br />

4.3. ANALYSING DATA....................................................................................................................... 27<br />

4.3.1 Screening countries................................................................................................................. 27<br />

4.3.2 Segmenting Countries ............................................................................................................. 29<br />

4.4. VIEW LIST.................................................................................................................................... 30<br />

4.5. VIEW REPORT .............................................................................................................................. 31<br />

5.0. EIU WORLD INVESTMENT SERVICE.................................................................................. 32<br />

5.1. DATA SELECTION BY COUNTRIES,SERIES AND YEARS ............................................................... 33<br />

5.1.1 Selection by country or region ................................................................................................ 33<br />

5.1.2 Selection by series................................................................................................................... 34<br />

5.1.3 Selection by years.................................................................................................................... 34<br />

5.2. ANALYSING DATA....................................................................................................................... 35<br />

5.2.1 Screening Countries................................................................................................................ 35<br />

5.2.2 Segmenting Countries ............................................................................................................. 37<br />

5.3. VIEWING COUNTRY REPORTS....................................................................................................... 38<br />

5.3.1 Select countries ....................................................................................................................... 38<br />

5.3.2 View reports............................................................................................................................ 39<br />

5.3.3 Business costs.......................................................................................................................... 44<br />

5.4. VIEWING TABLES ........................................................................................................................ 45<br />

v


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

6.0. EIU CITYDATA .......................................................................................................................... 46<br />

6.1. DATA SELECTION BY CITIES,SERIES AND YEARS ....................................................................... 47<br />

6.1.1 Selection by city, country or region ........................................................................................ 47<br />

6.1.2 Selection by series................................................................................................................... 48<br />

6.1.3 Selection by years.................................................................................................................... 48<br />

6.2. VIEWING TABLES ........................................................................................................................ 49<br />

7.0. EIU COUNTRY RISK MODEL................................................................................................. 50<br />

7.1. DATA SELECTION BY COUNTRIES,SERIES AND YEARS ............................................................... 51<br />

7.1.1 Selection by country or region ................................................................................................ 51<br />

7.1.2 Selection by series................................................................................................................... 52<br />

7.1.3 Selection by dates.................................................................................................................... 53<br />

7.2. VIEWING TABLES ........................................................................................................................ 54<br />

7.3. VIEW RATINGS............................................................................................................................. 55<br />

7.3.1 Customise risk scores.............................................................................................................. 56<br />

7.3.2 Analyst adjustment .................................................................................................................. 57<br />

7.3.3 Save ratings............................................................................................................................. 58<br />

7.4. COMPARE RATINGS...................................................................................................................... 59<br />

7.5. MODIFY WEIGHTS........................................................................................................................ 59<br />

7.6. SAVED RATINGS .......................................................................................................................... 60<br />

8.0. COMMON FEATURES.............................................................................................................. 61<br />

8.1. SAVING SEARCH STRATEGIES AND TABLES................................................................................. 61<br />

8.1.1 Search Strategies .................................................................................................................... 61<br />

8.1.2 Tables...................................................................................................................................... 62<br />

8.2. CHANGING THE CURRENCY......................................................................................................... 63<br />

8.3. EXPORTING INFORMATION .......................................................................................................... 64<br />

8.4. USER PROFILE ............................................................................................................................. 65<br />

8.4.1 Log-in...................................................................................................................................... 65<br />

8.4.2 Table ....................................................................................................................................... 65<br />

8.4.3 Options.................................................................................................................................... 66<br />

8.4.4 Delayed exports ...................................................................................................................... 66<br />

9.0. USER SUPPORT ......................................................................................................................... 67<br />

10.0. INDEX........................................................................................................................................... 69<br />

vi


1.0.Introduction<br />

The EIU DataServices portfolio consists of the following five modules:<br />

1. EIU CountryData is a comprehensive database of economic indicators and<br />

forecasts, covering 317 series for 150 countries, as well as 45 regional aggregates,<br />

running from 1980 and forecasting out five years.<br />

2. EIU MarketIndicators & Forecasts is a powerful database of economic,<br />

demographic, consumption and industry data on 60 major countries worldwide<br />

stretching back to 1990 and forward five years.<br />

More detailed sectoral data covering the market size and indicators is to be found in 8<br />

specific modules, industry oriented, covering the sectors for which there already exist<br />

series in MIF, as they deepen their coverage in these sectors: Financial services;<br />

Technology; Healthcare and pharmaceuticals; Energy; Automotive; Consumer goods;<br />

Transport, travel and tourism; Food, beverages and tobacco. These modules will be<br />

introduced gradually. These modules are only available on the Internet version of EIU<br />

DataServices.<br />

3. EIU World Investment Service features a detailed database containing flows of<br />

investment by country and industry, overseas mergers and acquisitions and business<br />

costs. The service covers the world's 60 largest economies and provides detailed<br />

analysis on political and economic background, business environment, foreign<br />

investment regulations and trends in foreign investment.<br />

4. EIU CityData is a global database of over 327 price and salary levels providing<br />

information on the cost of living in 140 cities worldwide from 1990 to the present day.<br />

5. EIU Country Risk Model measures risks for sovereign debt, currency and the<br />

banking sector across 100 countries, assigning each a rating which can be compared<br />

across markets and over time, dating back to 1997.<br />

1.1. System Requirements<br />

In order to use EIU DataServices, you will need the following:<br />

Windows 98 or higher with a screen resolution of 800 X 600.<br />

<br />

<br />

Access to the Internet using either Internet Explorer version 5.0 or Netscape Navigator<br />

4.76, or higher.<br />

A username and a password provided by Bureau van Dijk.<br />

1.2. Getting Started<br />

1. Start your browser and go to http://dataservices.bvdep.com. The following screen<br />

appears, offering an introduction to the product as well as a chart of the week and<br />

data alert.<br />

1


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

2


1.0. Introduction<br />

2. Select which data module of EIU DataServices you would like to access and click on<br />

the appropriate button to get started.<br />

3. In the next screen, you will be required to enter your <strong>User</strong>name and Password. Then,<br />

click OK to begin using the selected database.<br />

3


2.0.EIU CountryData<br />

When you enter EIU CountryData, you will be presented with the following introductory<br />

screen with explanations of each primary button on the upper toolbar.<br />

4


2.0. EIU CountryData<br />

2.1. Presets<br />

The Presets icon provides quick ways to look at key forecasts, economic snapshots and latest<br />

data. The Presets include pre-selected series and years; you only have to choose the<br />

countries of interest to generate tables and charts for these studies.<br />

1. Key forecasts takes 6 major series for last year and all 5 forecasted years.<br />

2. Economic snapshot has 27 major series for the present year and 5 historic years.<br />

3. Latest data is the major monthly series for last year and the present year.<br />

4. From the Preset icon, you can also access your list of saved search strategies and<br />

saved tables.<br />

5. Once you have selected the countries required, click View tables.<br />

5


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

6. You are automatically be presented with a table.<br />

2.2. Data Selection by Countries, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen, to open the<br />

following search menu.<br />

Note: by default it is the Countries selection that is displayed. You can also customise<br />

your dataset by searching according to Series and years.<br />

6


2.0. EIU CountryData<br />

2.2.1 Selection by country or region<br />

1. To select data by country or region click on Choose/Edit Countries.<br />

2. Choose whether you would like to proceed with the selection by Country, Region or<br />

Regional aggregate by selecting the appropriate radio button (by default, it is the<br />

Country radio button which is selected).<br />

3. Activate the check-box next to each country, region or regional aggregate you would<br />

like to include in your study. Those selected will appear in the box shown at the right.<br />

The icon illustrates the availability of long term forecasts for the country, as well<br />

as the content extent.<br />

2.2.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series.<br />

2. Choose whether you would like to proceed with the selection from a list of<br />

categories, a search by concept, a list of series names or a list of codes by<br />

selecting the appropriate radio button (by default, it is the 'A list of categories' radio<br />

button which is selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g.<br />

Demographics and Income, simply click on the + next to that line.<br />

The letters between brackets [YQM] refer to the frequency of the series<br />

(yearly/quarterly or monthly). The icon illustrates the series for which long term<br />

forecasts are available.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series will appear in the box at the right.<br />

7


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

2.2.3 Selection by years<br />

1. To select data by years click on Choose/Edit Years.<br />

2. Highlight the years you wish to include in the study using the Ctrl key to select a<br />

group of years at once. Click on Select to send them to the window at the right.<br />

Notes:<br />

To remove an item from the search, simply click the check box next to the country,<br />

series or year concerned to un-check it. The item will be removed from the search.<br />

To add more countries to your search, simply click on Choose/Edit Countries to<br />

return to the appropriate selection window and click as many additional boxes as<br />

required. The same can be done for adding/removing series and years to your data<br />

selection.<br />

8


2.0. EIU CountryData<br />

2.3. Viewing Tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and years for a single country selected .<br />

To view the data by series or by year instead, click the red By series or By year<br />

button in the lower left of the screen.<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

Country, By Series or By Year. These options are displayed in the toolbar at the<br />

bottom of the screen.<br />

4. Use the Rank button to add ranking, median, mean and quartile information to the<br />

table. Use the Swap button to reorganise the data presentation.<br />

5. Click the Analysis button to calculate and add or replace a row of data to the table<br />

with moving averages, indices, changes, trends, or subtotals.<br />

6. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button. All analyses can also be deleted using this<br />

button.<br />

7. Use the tabs at bottom right of the table to display monthly or quarterly series, where<br />

available. Combination of frequencies is also possible using the Combine frequency<br />

button that is displayed when you display Table by series.<br />

9


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

2.4. Viewing Charts<br />

1. Once your data selection is complete, you can click on View Charts in the Data<br />

Selection window or click the View Charts icon at the top of the screen to study the<br />

data in an available chart.<br />

2. Select the type of chart you wish to view from the list presented. A summary of the<br />

data selected is included in the table below the list of charts to assist you.<br />

3. Individual charts may be altered to show a different series, year or country by clicking<br />

List All. Click the print icon to print the chart you are viewing.<br />

10


2.0. EIU CountryData<br />

4. Click Close Chart to return to the list of charts available or click a different graphical<br />

icon in the lower toolbar to choose a different chart.<br />

2.5. Viewing Country Outlooks<br />

1. To view a country outlook, click on the Country Outlook icon in the toolbar at the top<br />

of the screen anytime and selecting a country from the list.<br />

2. You can also access the Country Outlook for a studied country, directly from a chart or<br />

table whenever the icon is displayed next to the country name.<br />

11


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

2.6. Analysing Data<br />

There are two types of analytical functions on EIU CountryData: Screen Countries and<br />

Segment Countries (by clicking on the variable heading).<br />

2.6.1 Screening Countries<br />

1. The Screen Countries function is a powerful search option that allows you to identify<br />

countries that satisfy your own specified criteria. The software leads you though the<br />

screening process; click the Screen Countries icon to begin.<br />

2. First, select the geographic area to include in the search e.g. All countries. Click OK.<br />

3. Then select a series e.g. Total foreign debt and complete all areas of the resulting<br />

window. Click OK to locate the countries satisfying the limits for this criterion.<br />

4. A summary window will be displayed showing your results up to this stage. Click on<br />

Add a Criterion if you wish to identify countries satisfying a combination of criteria.<br />

Alternatively, click See the List to view a list of the countries retrieved.<br />

5. When you view the list, it is possible to sort it according to the screening variables or<br />

the background data displayed.<br />

12


2.0. EIU CountryData<br />

2.6.2 Segmenting Countries<br />

1. The Segment Countries function allows you to analyse two variables for any number<br />

of countries. The software leads you through the process; click Segment Countries<br />

to begin.<br />

2. First, select the geographic area to include in the segmentation (as you did for the<br />

Screen Countries analysis) and click OK.<br />

3. Then select the two variables you wish to analyse from the list of available series in<br />

the drop down menu. Click View Table to see your results.<br />

13


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4. The table with results will be displayed. To view a list of countries falling in certain<br />

cells, click within the cell and the list will be displayed to the right.<br />

5. Use the toolbar at the bottom of the screen to Modify the search, Swap the<br />

presentation of the variables, view data in Percentages, change the Description<br />

variable or Graph the segmentation.<br />

14


3.0.EIU MarketIndicators & Forecasts<br />

When you enter EIU MarketIndicators & Forecasts, you will be presented with the<br />

following introductory screen with explanations of each button.<br />

15


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

3.1. Data Selection by Countries, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen to open the following<br />

search menu.<br />

Note: by default it is the Countries selection that is displayed. You can also customise<br />

your dataset by searching according to Series and years.<br />

3.1.1 Selection by country or region<br />

1. To select data by country or region click on Choose/Edit Countries.<br />

2. Choose whether you would like to proceed the with the selection by Country, Region<br />

or Regional aggregate by selecting the appropriate radio button (by default, it is the<br />

Country radio button which is selected).<br />

3. Activate the check-box next to each country, region or regional aggregate you would<br />

like to include in your study. Those selected will appear in the box shown at the right.<br />

16


3.0. EIU MarketIndicators & Forecasts<br />

3.1.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series.<br />

2. Choose whether you would like to proceed the with the selection from a list of<br />

categories, a search by concept, a list of series names or a list of codes by<br />

selecting the appropriate radio button (by default, it is the 'A list of categories' radio<br />

button which is selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g.<br />

Population, simply click on the + next to that line.<br />

The letters between brackets [YQM] refer to the frequency of the series<br />

(yearly/quarterly or monthly). The icon illustrates the series for which long term<br />

forecasts are available.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series will appear in the box at the right.<br />

17


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

3.1.3 Selection by years<br />

1. To select data by years click on Choose/Edit Years.<br />

2. Highlight the years you wish to include in the study using the Ctrl key to select a<br />

group of years at once. Click on Select to send them to the window at the right.<br />

Notes:<br />

To remove an item from the search, simply click the check box next to the country,<br />

series or year concerned to un-check it. The item will be removed from the search.<br />

To add more countries to your search, simply click on Choose/Edit Countries to<br />

return to the appropriate selection window and click as many additional boxes as<br />

required. The same can be done for adding/removing series and years to your data<br />

selection.<br />

3.2. Viewing Tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and years for a single selected country.<br />

To view the data by series or by year instead, click the red By series or By year<br />

button in the lower left of the screen.<br />

18


3.0. EIU MarketIndicators & Forecasts<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

Country, By Series or By Year. These options are displayed in the toolbar at the<br />

bottom of the screen.<br />

4. Use the Units, Rank and Totals buttons to add this information to your table. Use<br />

the Swap button to reorganise the data presentation.<br />

5. Click the Analysis button to calculate and add a row of data with moving averages,<br />

indices, changes, trends, or subtotals to the table.<br />

6. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button. All analyses can also be deleted using this<br />

button.<br />

3.3. Analysing Data<br />

There are two types of analytical functions on EIU MarketIndicators & forecasts :<br />

Screen Countries and Segment Countries.<br />

3.3.1 Screening Countries<br />

1. The Screen Countries function is a powerful search option that allows you to identify<br />

countries that satisfy your own specified criteria. The software leads you though the<br />

screening process; click the Screen Countries icon to begin.<br />

2. First, select the geographic area to include in the search e.g. All countries. Click OK.<br />

3. Then select a series e.g. Personal Disposable Income and complete all areas of the<br />

resulting window. Click OK to locate the countries satisfying the limits for this<br />

criterion.<br />

19


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4. A summary window is displayed showing your results up to this stage. Click on Add a<br />

Criterion if you wish to identify countries satisfying a combination of criteria.<br />

Alternatively, click See the List to view a list of the countries retrieved.<br />

5. When you view the list, it is possible to sort it according to any of the screening<br />

variables, the country names or the background data displayed (achieved by clicking<br />

on the variable headers).<br />

20


3.0. EIU MarketIndicators & Forecasts<br />

3.3.2 Segmenting Countries<br />

1. The Segment Countries function allows you to analyse two variables for any number<br />

of countries. The software leads you through the process; click Segment Countries<br />

to begin.<br />

2. First, select the geographic area to include in the segmentation (as you did for the<br />

Screen Countries analysis) and click OK.<br />

3. Then select the two variables you wish to analyse from the list of available series in<br />

the drop down menu. Click View Table to see your results.<br />

21


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4. The table with results will be displayed. To view a list of countries falling in certain<br />

cells, click within the cell and the list will be displayed to the right.<br />

5. Use the toolbar at the bottom of the screen to Modify the search, Swap the<br />

presentation of the variables, view data in Percentages, change the Description<br />

variable or Graph the segmentation.<br />

22


4.0.Sector specific modules<br />

Sector specific Modules complement EIU Market Indicators & Forecasts.<br />

More detailed sectoral data covering the market size and indicators is to be found in 8 specific<br />

modules, industry oriented, covering the sectors for which there already exist series in MIF, as<br />

they deepen their coverage in these sectors: Financial services; Technology; Healthcare and<br />

pharmaceuticals; Energy; Automotive; Consumer goods; Transport, travel and tourism; Food,<br />

beverages and tobacco.<br />

These modules are introduced gradually. As per August 2008, the first 2 modules are available<br />

Each module is split into two halves. The first is a traditional "Data service" including over<br />

time series, as in the other modules<br />

The second half presents<br />

lists of companies in the sector, including links to more detailed company information<br />

from databases published by Bureau van Dijk Electronic Publishing<br />

a detailed report for the sector . This report contains both text and tables<br />

When you enter for instance EIU Financial Services Indicators & Forecasts, you will be<br />

presented with the following introductory screen with explanations of each button.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4.1. Data Selection by Countries, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen to open the following<br />

search menu.<br />

Note: by default it is the Countries selection that is displayed. You can also customise<br />

your dataset by searching according to Series and years.<br />

4.1.1 Selection by country or region<br />

1. To select data by country or region click on Choose/Edit Countries.<br />

2. Choose whether you would like to proceed the with the selection by Country or<br />

Region by selecting the appropriate radio button (by default, it is the Country radio<br />

button which is selected).<br />

3. Activate the check-box next to each country or region you would like to include in your<br />

study. Those selected will appear in the box shown at the right.<br />

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4.0. Sector specific modules<br />

4.1.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series.<br />

2. Choose whether you would like to proceed the with the selection from a list of<br />

categories, a list of series names or a list of codes by selecting the appropriate<br />

radio button (by default, it is the 'A list of categories' radio button which is<br />

selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g.<br />

Macroeconomy, simply click on the + next to that line.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series will appear in the box at the right.<br />

4.1.3 Selection by years<br />

1. To select data by years click on Choose/Edit Years.<br />

2. Highlight the years you wish to include in the study using the Ctrl key to select a<br />

group of years at once. Click on Select to send them to the window at the right.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

Notes:<br />

To remove an item from the search, simply click the check box next to the country,<br />

series or year concerned to un-check it. The item will be removed from the search.<br />

To add more countries to your search, simply click on Choose/Edit Countries to<br />

return to the appropriate selection window and click as many additional boxes as<br />

required. The same can be done for adding/removing series and years to your data<br />

selection.<br />

4.2. Viewing tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and years for a single selected country.<br />

To view the data by series or by year instead, click the red By series or By year<br />

button in the lower left of the screen.<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

Country, By Series or By Year. These options are displayed in the toolbar at the<br />

bottom of the screen.<br />

4. Use the Units, Rank and Totals buttons to add this information to your table. Use<br />

the Swap button to reorganise the data presentation.<br />

5. Click the Analysis button to calculate and add a row of data with moving averages,<br />

indices, changes, trends, or subtotals to the table.<br />

6. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button. All analyses can also be deleted using this<br />

button.<br />

26


4.0. Sector specific modules<br />

4.3. Analysing Data<br />

There are two types of analytical functions on EIU sectoral modules: Screen Countries and<br />

Segment Countries.<br />

4.3.1 Screening countries<br />

The Screen Countries function is a powerful search option that allows you to identify<br />

countries that satisfy your own specified criteria. The software leads you though the screening<br />

process; click the Screen Countries icon to begin.<br />

1. Select the geographic area to include in the search (e.g. All countries) and click OK.<br />

2. Then select a series (e.g. Nominal GDP) and complete all areas of the resulting<br />

window. Click OK to locate the countries satisfying the limits for this criterion.<br />

3. A summary window is displayed showing your results up to this stage. Click on Add a<br />

Criterion if you wish to identify countries satisfying a combination of criteria.<br />

Alternatively, click See the List to view a list of the countries retrieved.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4. When you view the list, it is possible to sort it according to any of the screening<br />

variables, the country names or the background data displayed (achieved by clicking<br />

on the variable headers).<br />

28


4.0. Sector specific modules<br />

4.3.2 Segmenting Countries<br />

The Segment Countries function allows you to analyse two variables for any number of<br />

countries. The software leads you through the process; click Segment Countries to begin.<br />

1. First, select the geographic area to include in the segmentation (as you did for the<br />

Screen Countries analysis) and click OK.<br />

2. Then select the two variables you wish to analyse from the list of available series in<br />

the drop down menu. Click View Table to see your results.<br />

3. The table with results will be displayed. To view a list of countries falling in certain<br />

cells, click within the cell and the list will be displayed to the right.<br />

4. Use the toolbar at the bottom of the screen to Modify the search, Swap the<br />

presentation of the variables, view data in Percentages, change the Description<br />

variable or Graph the segmentation.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4.4. View list<br />

This feature gives you access to lists of companies in the sector, including links to more<br />

detailed company information from databases published by Bureau van Dijk Electronic<br />

Publishing<br />

1. To select a country or region click on Country selection.<br />

2. Choose whether you would like to proceed the with the selection by Country or by<br />

Region by selecting the appropriate radio button (by default, it is the Country radio<br />

button which is selected).<br />

3. Activate the check-box next to each country or region you would like to include in your<br />

study. Those selected will appear in the box shown at the right.<br />

4. Click on View List to display the list of companies in the selected country.<br />

30


4.0. Sector specific modules<br />

5. Click on the company name which is underlined in order to access the company<br />

detailed report, as from databases published by Bureau van Dijk Electronic Publishing.<br />

Access to these detailed reports is password controlled. BvDEP credits can be used to<br />

get access to the reports, would you not have a subscription to BvDEP Orbis database.<br />

4.5. View report<br />

1. To select a country or region click on Country selection, then click on View report.<br />

2. The report for the selected country is displayed.<br />

3. Each report contains textual information and tables, covering the various topics<br />

regrouped in two main sections: Sector forecasts and Sector profile<br />

31


5.0.EIU World Investment Service<br />

EIU World Investment Service is only available on the internet version of EIU<br />

DataServices.<br />

Like the other modules, EIU World Investment Service provides access to comprehensive data<br />

series.<br />

This module also provides access to comprehensive information sections which have been<br />

specifically selected to provide a synergistic combination for Foreign Direct Investment (FDI)<br />

research projects. It brings expertise in historical and forecast data, precise data points as well<br />

as textual opinion, all from the Economist Intelligence Unit. As cross-border M&A often makes<br />

up such a large part of FDI, World Investment Service also includes aggregated M&A figures<br />

from ZEPHYR. These give an overview as well as a breakdown by deal type, an indication of<br />

which countries acquired in your subject country plus a sector breakdown.<br />

You can create your own tailored reports that contain any combination of textual and<br />

numerical data you require, and create your own set of reference countries that you can use<br />

to compare against your choice of subject countries.<br />

When you enter EIU World Investment Service, you will be presented with the following<br />

introductory screen with explanations of each button.<br />

32


5.0. EIU World Investment Service<br />

5.1. Data Selection by Countries, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen to open the following<br />

search menu.<br />

Note: by default it is the Countries selection that is displayed. You can also customise<br />

your dataset by searching according to Series and years.<br />

5.1.1 Selection by country or region<br />

1. To select data by country or region click on Choose/Edit Countries<br />

2. Choose whether you would like to proceed with the selection by Country or Region<br />

by selecting the appropriate radio button (by default, it is the Country radio button<br />

which is selected).<br />

3. Activate the check-box next to each country or region you would like to include in your<br />

study. Those selected will appear in the box shown at the right.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

5.1.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series<br />

2. Choose whether you would like to proceed with the selection from a list of<br />

categories,a list of series names or a list of codes by selecting the appropriate<br />

radio button (by default, it is the 'A list of categories' radio button which is<br />

selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g. Foreign<br />

direct investment, simply click on the + next to that line.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series or group of series will appear in the box at the right.<br />

5.1.3 Selection by years<br />

1. To select data by years click on Choose/Edit Years.<br />

34


5.0. EIU World Investment Service<br />

2. Highlight the years you wish to include in the study using the Ctrl key to select a<br />

group of years at once. Click on Select to send them to the window at the right.<br />

Notes:<br />

To remove an item from the search, simply click the check box next to the country,<br />

series or year concerned to un-check it. The item will be removed from the search.<br />

To add more countries to your search, simply click on Choose/Edit Countries to<br />

return to the appropriate selection window and click as many additional boxes as<br />

required. The same can be done for adding/removing series and years to your data<br />

selection.<br />

5.2. Analysing Data<br />

There are two types of analytical functions on EIU World Investment Service: Screen<br />

Countries and Segment Countries.<br />

5.2.1 Screening Countries<br />

1. The Screen Countries function is a powerful search option that allows you to identify<br />

countries that satisfy your own specified criteria. The software leads you though the<br />

screening process; click the Screen Countries icon to begin.<br />

2. First, select the geographic area to include in the search e.g. All countries. Click OK.<br />

3. Then select a series e.g. GDP per head and complete all areas of the resulting<br />

window. Click OK to locate the countries satisfying the limits for this criterion.<br />

35


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

4. A summary window is displayed showing your results up to this stage. Click on Add a<br />

Criterion if you wish to identify countries satisfying a combination of criteria.<br />

Alternatively, click See the List to view a list of the countries retrieved.<br />

5. When you view the list, it is possible to sort it according to any of the screening<br />

variables, the country names or the background data displayed (achieved by clicking<br />

on the variable headers).<br />

36


5.0. EIU World Investment Service<br />

5.2.2 Segmenting Countries<br />

1. The Segment Countries function allows you to analyse two variables for any number<br />

of countries. The software leads you through the process; click Segment Countries<br />

to begin.<br />

2. First, select the geographic area to include in the segmentation (as you did for the<br />

Screen Countries analysis) and click OK.<br />

3. Then select the two variables you wish to analyse from the list of available series in<br />

the drop down menu. Click View Table to see your results.<br />

4. The table with results will be displayed. To view a list of countries falling in certain<br />

cells, click within the cell and the list will be displayed to the right.<br />

5. Use the toolbar at the bottom of the screen to Modify the search, Swap the<br />

presentation of the variables, view data in Percentages, change the Description<br />

variable or Graph the segmentation.<br />

37


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

5.3. Viewing country reports<br />

This feature is specific to EIU World Investment Service. It allows you to display a<br />

report mixing texts and tables for your selected countries.<br />

5.3.1 Select countries<br />

1. Click the Country selection button from the toolbar at the top of the screen to open<br />

the following search window.<br />

2. Mark the preferred radio button to select searching by Country or Region.<br />

3. Click the box next to each country or region you would like to include in your study.<br />

Those selected will appear in the area shown at the right on the screen.<br />

4. To remove a country or region from the search, simply click on the box next to the<br />

country or region concerned. This will unmark the item and it will be removed from the<br />

selection.<br />

38


5.0. EIU World Investment Service<br />

5.3.2 View reports<br />

1. Once your country selection is complete, you can click on View reports in the Country<br />

selection window or click the View reports icon at the top of the screen to display the<br />

reports.<br />

2. Each country report is made of the following sections, comprising a mix of text and<br />

tables.<br />

Politics and the economy<br />

Political background<br />

Economic background<br />

Comparative economic indicators<br />

Political and economic outlook<br />

Key economic forecasts<br />

Business environment<br />

Business environment rankings: summary<br />

Business environment rankings: at- a-glance<br />

Specific business operations risks<br />

Business costs<br />

Business costs, unit costs<br />

Business costs, total based on cost profile<br />

Foreign investment trends<br />

Foreign investment overview<br />

Policy towards foreign investment<br />

Major foreign investments<br />

Foreign investment data and forecasts<br />

Foreign investment, total flows and stocks<br />

Foreign investment, flows by country<br />

Foreign investment, flows by industry<br />

Foreign investment, mergers & acquisitions<br />

Making an investment<br />

Foreign investment regulations<br />

Setting up a plant<br />

Legal/corporate considerations<br />

Data sources and definitions<br />

39


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

3. By default, the complete report is displayed.<br />

4. To directly access a specific section, just click on the name of the section at left.<br />

Navigation is possible, from one section to another, using the left frame. Navigation<br />

from one country to another, amongst the selected countries, is possible using the<br />

buttons at bottom: Previous country/List all/Next country.<br />

5. You can customize the reports, using the options displayed at bottom in the left frame.<br />

40


5.0. EIU World Investment Service<br />

5.3.2.1 Build custom reports<br />

This feature allows you to create your own custom report, by combining various sections in<br />

your selected order.<br />

Custom reports can be saved and retrieved for later use. A custom report format can also be<br />

kept as your current format.<br />

When you click on Build custom report, a window displays the list of available custom report<br />

formats (unless you haven't saved any format). These formats can be modified or deleted.<br />

Just position the cursor on the selected format and select the action.<br />

You can also create a new format by clicking on the New button. The custom report format<br />

dialog box then appears allowing you to select the sections you wish to include in your new<br />

format and to give this format a name.<br />

41


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

5.3.2.2 Choose reference countries<br />

In some sections, like Comparative economic indicators, or Business costs, the subject<br />

country is compared against a selection of up to four other countries. By default, these<br />

countries are the United States, Japan, Germany and India.<br />

When you click on Choose reference countries at bottom left in the report page, the list of<br />

available reference sets (previously saved sets) is displayed; you can modify or delete any of<br />

these, except the standard set.<br />

To create a new set, click on the "New" button, then select the countries you wish to include<br />

in your new set and give this a name.<br />

42


5.0. EIU World Investment Service<br />

5.3.2.3 Create business costs profile<br />

This feature allows you to customise the business costs profile to be included in your report.<br />

When you click on "Create business costs profile" the list of available business costs is<br />

displayed.<br />

<br />

<br />

To create a new costs profile, click on New.<br />

To modify an existing costs profile, position the cursor on the selected profile, then<br />

click on Modify.<br />

To delete an existing costs profile, position the cursor on the selected profile, then<br />

click on Delete.<br />

To create a new business costs profile, you will be required to fill in numbers corresponding to<br />

your profile, e.g. number of staff per category, number of m 2 needed for office space etc.<br />

43


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

As soon as these numbers are entered, the total costs are calculated for the reference set of<br />

countries you have selected to display. You can save various costs profiles, which will be<br />

displayed in the report section named Business costs, total based on cost profile.<br />

Note: Direct access to the costs profile feature is also possible by clicking on the<br />

"Business costs" icon in the blue bar at top of the page.<br />

5.3.3 Business costs<br />

Click on the "Business costs" icon at the top of the screen to directly access the business<br />

costs profiles.<br />

Note: indirect access is also possible via View reports and selection of the Business<br />

costs section.<br />

This allows you to directly display a selected costs profile for your selection of countries, and<br />

also to create new profiles and modify or delete existing profiles.<br />

The list of available cost profiles is displayed.<br />

<br />

<br />

Click on New to create a new profile.<br />

Position the cursor on the existing cost profile label. Click on Modify to alter this<br />

profile, click on Delete to suppress it or simply click on OK (at bottom) to display the<br />

profile.<br />

5.3.3.1 Creating or modifying a profile<br />

You will be required to fill in numbers corresponding to the profile, e.g. number of staff per<br />

category, number of units for other cost items.<br />

The total costs are calculated automatically.<br />

The labour costs can be adjusted for productivity. To do so, check the box at bottom left<br />

Adjust labour costs for productivity.<br />

The profile you create or modify can be saved. Just fill in a name for this at bottom of the<br />

screen.<br />

You can also clear all weights in your format by clicking on the red button "Clear all weights"<br />

at bottom right of the screen.<br />

44


5.0. EIU World Investment Service<br />

5.4. Viewing Tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and years for a single selected country.<br />

To view the data by country/region or by year instead, click the red By country or By<br />

year button in the lower left of the screen.<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

Country , By Series or By Year. These options are displayed in the toolbar at the<br />

bottom of the screen.<br />

4. Use the Units, Rank and Totals buttons to add this information to your table. Use<br />

the Swap button to reorganise the data presentation.<br />

5. Click the Analysis button to calculate and add a row of data with moving averages,<br />

indices, changes, trends, or subtotals to the table.<br />

6. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button. All analyses can also be deleted using this<br />

button.<br />

45


6.0.EIU CityData<br />

When you enter EIU CityData, you will be presented with the following introductory screen<br />

with explanations of each button.<br />

46


6.0. EIU CityData<br />

6.1. Data Selection by Cities, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen, to open the<br />

following search menu.<br />

Note: by default it is the City selection that is displayed. You can also customise your<br />

dataset by searching according to Series and years.<br />

6.1.1 Selection by city, country or region<br />

1. To select data by city, country or region click on Choose/Edit Cities.<br />

2. Choose whether you would like to proceed with the selection by City, Country or<br />

Region by selecting the appropriate radio button (by default, it is the City radio<br />

button which is selected).<br />

3. Activate the check-box next to each city, country or region you would like to include in<br />

your study. Those selected will appear in the box shown at the right.<br />

47


EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

6.1.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series.<br />

2. Choose whether you would like to proceed with the selection from a list of<br />

categories, a list of series names or a list of codes by selecting the appropriate<br />

radio button (by default, it is the 'A list of categories' radio button which is<br />

selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g. National<br />

Economic Indicators , simply click on the + next to that line.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series will appear in the box at the right.<br />

6.1.3 Selection by years<br />

1. To select data by years click on Choose/Edit Years.<br />

48


6.0. EIU CityData<br />

2. Highlight the years you wish to include in the study using the Ctrl key to select a<br />

group of years at once. Click on Select to send them to the window at the right.<br />

Notes:<br />

To remove an item from the search, simply click the check box next to the<br />

city/country/region, series or year concerned to un-check it. The item will be<br />

removed from the search.<br />

To add more cities/countries/regions to your search, simply click on Choose/Edit<br />

Cities to return to the appropriate selection window and click as many additional<br />

boxes as required. The same can be done for adding/removing series and years to<br />

your data selection.<br />

6.2. Viewing Tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and years for a single selected city. To<br />

view the data by series or by year instead, click the red By series or By year button<br />

in the lower left of the screen.<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

City, By Series or By Year. These options are displayed in the toolbar at the bottom<br />

of the screen.<br />

4. Use the Rank button to add ranking, median, mean and quartile information to the<br />

table. Use the Swap button to reorganise the data presentation.<br />

5. Click the Analysis button to calculate and add or replace a row of data to the table<br />

with moving averages, indices, changes, trends, or subtotals.<br />

6. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button. All analyses can also be deleted using this<br />

button.<br />

49


7.0.EIU Country Risk Model<br />

When you enter EIU Country Risk Model, you are presented with the following introductory<br />

screen with explanations of each primary button on the upper toolbar and an overview of the<br />

risk rankings.<br />

The EIU Country Risk Model allows you to measure the overall risk, based on five risk<br />

categories: currency, sovereign debt, banking, political and economic structure across 120<br />

countries 1* , assigning each a rating which can be compared across markets and over time.<br />

1. The page displays the risk rankings of all countries for the current and the previous<br />

months. Two figures are displayed for each country: its rating (D= most) and its Risk<br />

score (100= most risk).<br />

2. EIU scores can be converted to the Moody’s or Fitch/Standard & Poors rating scale,<br />

using the links proposed on top of the list of countries .<br />

3. By default, the page shows the figures for the country risk, for the most current date,<br />

using EIU weights. You can however modify these settings and another type of risk<br />

(currency risk, sovereign debt risk, banking risk, political risk or economic structure<br />

risk), another period and another set of weights. Just modify the content of the combo<br />

1 There also exists a "premium" access covering 20 additional countries<br />

50


7.0. EIU Country Risk Model<br />

boxes as you wish, then click the red Go button. All ratings and scores will be<br />

recalculated, based on your new settings.<br />

4. View the Winners and Losers of the month at bottom left of the page.<br />

5. Click on a country name to access the details on the scores.<br />

7.1. Data Selection by Countries, Series and Years<br />

Click the Data Selection button from the toolbar at the top of the screen, to open the<br />

following search menu.<br />

7.1.1 Selection by country or region<br />

1. To select data by country or region click on Choose/Edit Countries.<br />

2. Choose whether you would like to proceed with the selection by Country or Region<br />

by selecting the appropriate radio button (by default, it is the Country radio button<br />

which is selected).<br />

3. Activate the check-box next to each country or region you would like to include in your<br />

study. Those selected will appear in the box shown at the right.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

7.1.2 Selection by series<br />

1. To select data by series click on Choose/Edit Series.<br />

2. Choose whether you would like to proceed with the selection from a list of categories,<br />

a list of series names or a list of codes by selecting the appropriate radio button (by<br />

default, it is the 'A list of categories' radio button which is selected).<br />

3. Proceed to the selection of the series of interest (the selection method depends on the<br />

radio button previously selected). To expand the list of series available e.g. Risk<br />

Indicators, simply click on the + next to that line.<br />

4. Activate the check-boxes next to each series you wish to include in your search. The<br />

selected series will appear in the box at the right.<br />

52


7.0. EIU Country Risk Model<br />

7.1.3 Selection by dates<br />

1. To select data by dates click on Choose/Edit dates.<br />

2. Highlight the dates you wish to include in the study using the Ctrl key to select a<br />

group of dates at once. Click on Select to send them to the window at the right.<br />

Notes :<br />

To remove an item from the search, simply click the check box next to the country,<br />

series or date concerned to un-check it. The item will be removed from the search.<br />

To add more countries to your search, simply click on Choose/Edit Countries to return<br />

to the appropriate selection window and click as many additional boxes as required.<br />

The same can be done for adding/removing series and data to your data selection.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

7.2. Viewing Tables<br />

1. Once your data selection is complete, you can click on View Tables in the Data<br />

Selection window or click the View Tables icon at the top of the screen to study the<br />

data tables.<br />

2. The default presentation displays the series and dates for a single country selected .<br />

To view the data by series or by date instead, click the red By series or By date<br />

button in the lower left of the screen.<br />

3. Options for graphing and analysing differ depending on whether you view the data By<br />

Country, By Series or By Date. These options are displayed in the toolbar at the<br />

bottom of the screen.<br />

4. Use the Swap button to reorganise the data presentation.<br />

5. Remove lines of data from your study by marking the check box to the left of the<br />

desired line and clicking the Delete button.<br />

54


7.0. EIU Country Risk Model<br />

7.3. View ratings<br />

This page displays both a risk summary and detailed risk scores for your selected country.<br />

1. Select a date, a country and a set of weights from the drop down lists, then press the<br />

Go button.<br />

2. By default, the set of weights is the EIU weights. You can create your own weights by<br />

accessing the Modify weights feature.<br />

3. The top of the page displays the risk summary: score and rating for each risk category<br />

(currency risk, sovereign debt risk, banking sector risk, political risk and economic<br />

structure risk) as well as the overall country risk score and rating.<br />

4. When available, you can access the risk overview for the selected date. Access to the<br />

complete report from Country Risk Service is also possible for users subscribing to<br />

the service.<br />

5. The detailed risk scores and weighted risk scores are displayed in the second part of<br />

the page; all questions are regrouped into categories (Politic/institutions; Economic<br />

policy; Economic structure; macro economy /Cyclical; Finance and liquidity).<br />

6. The weighted risk scores are calculated, for each of the 5 categories of risk, based on<br />

the score for the question, and the weight attributed to each question.<br />

7. Risk totals and adjustments are displayed at bottom of page.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

7.3.1 Customise risk scores<br />

The risk model is dynamic. You can modify the score given to the country for any question, if<br />

your perception of the risk is different from this of the EIU.<br />

1. To change the risk score for a particular question, just click the question. The question<br />

and possible answers will be shown with the answer currently selected. Click any<br />

answer to select it and press GO.<br />

2. The popup displays also some comment on the question and a reminder of the various<br />

weights attributed to the question per risk category.<br />

3. You can navigate to the next or previous question and change the corresponding<br />

scores. When pressing Go, the system will consider the changes you just made to all<br />

the questions.<br />

4. The next screen shows the EIU scores in black and a second column of your scores in<br />

grey.<br />

56


7.0. EIU Country Risk Model<br />

5. The risk summary on top of the screen will show the EIU weighted scores and ratings<br />

in black as well as your customised weighted scores and ratings in grey.<br />

7.3.2 Analyst adjustment<br />

1. The bottom of the page displays the scores without and with adjustments and the<br />

possible adjustments.<br />

2. You can enter adjustments to the total scores. Just click on any line within the last<br />

block in the page and a popup window opens.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

3. The adjustment factor can be used to improve or worsen the score of any of the five<br />

risk categories if it is deemed that the model fails to reflect an important factor<br />

affecting the country's credit or financial risk. You can assign a positive or negative<br />

adjustment value, and enter a free comment text which will be displayed as the<br />

reason for adjustment.<br />

7.3.3 Save ratings<br />

1. When you have modified scores and added adjustment values and text, you might<br />

wish to save your work for further retrieval. Just click on the Save ratings button at<br />

bottom right of the page. The system will suggest a name for this file, based on the<br />

country and date and your user name; you can however change this and use another<br />

name.<br />

2. Saved ratings can be retrieved, by clicking on the Saved ratings icon at right on the<br />

top blue bar.<br />

58


7.0. EIU Country Risk Model<br />

7.4. Compare ratings<br />

1. This allows you to compare risk summaries for multiple countries over one date, or<br />

one country over multiple dates. Just select from the drop down lists on top of the<br />

page and press Go.<br />

2. The page displays the scores and ratings across the countries or dates selected.<br />

3. If you select to compare risk indicators rather than risk summaries, the page will<br />

display the scores for one or another category of risk. By default, the currency risk<br />

scores are displayed, but pressing another radio-button on top of the page will display<br />

the scores for another risk category.<br />

7.5. Modify weights<br />

1. By default, the system uses EIU weights. EIU has designed 3 different sets of weights,<br />

corresponding to the Euro area countries, the other Industrialised countries, then the<br />

remaining countries.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

2. You can design your own set of weights. First choose the set you want to start from<br />

(for instance the standard set). When you start using the Riskmodel, the list is limited<br />

to the weights designed by the EIU. Once you have designed and saved own sets,<br />

these will also be included in the list.<br />

3. Tabs allow you to specify weights for each risk indicator, per risk category (Currency<br />

risk, Sovereign debt risk, etc.) The + sign next to a header in the lis allows you to<br />

unfold it to the corresponding questions.<br />

4. Use the cursor to change the weights, then press the lock button ( ) to lock or unlock<br />

a given percentage.<br />

5. Click on Save weights to save the set that you have just designed. You will be able to<br />

use it in either the View ratings or the Compare ratings features, and also as a starting<br />

point for designing a new set of weights.<br />

7.6. Saved ratings<br />

This feature allows you to retrieve your Saved ratings.<br />

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8.0.Common features<br />

8.1. Saving Search Strategies and Tables<br />

8.1.1 Search Strategies<br />

Any sequence of search steps (a Data Selection) can be saved and reused at a later date.<br />

When you save a strategy and load it at a later date, your search results may change,<br />

reflecting the new and updated data on the database.<br />

1. To save the combination of countries (or cities), series and or years you have selected,<br />

simply go to the Data Selection window, or remain there after you search is<br />

complete, and click on the red Save the Selection box.<br />

2. The following window will be displayed allowing you to enter a name for the search<br />

you would like to save. Enter a name and click Save .<br />

3. If you have previously saved data selections for the EIU DataServices module you<br />

are using, they will appear in the Saved Strategy box. Otherwise, a message will be<br />

displayed indicating that you have no saved search strategies.<br />

4. To load a strategy you have saved,. click Presets in the EIU DataServices module<br />

you were using, and select the name of the saved strategy from the Saved<br />

Selections area (as shown below).<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

8.1.2 Tables<br />

A saved table differs from a saved search strategy because using a saved table recalls the<br />

specific results matching your search criteria and will not be affected as data is updated.<br />

1. To save a table, click the red Save button in the lower right corner of your screen<br />

(when the table is displayed).<br />

2. The following window will be displayed allowing you to enter a name for the table you<br />

would like to save. Enter a name and click Save.<br />

3. If you have previously saved tables for the EIU DataServices module you are using,<br />

they will appear in the Saved Table Set box. Otherwise, a message will be displayed<br />

indicating that you have no saved tables.<br />

4. To load a table you have saved, click Presets in the EIU DataServices module you<br />

were using, and select the name of the saved strategy from the Saved Tables area<br />

(as shown below).<br />

62


8.0. Common features<br />

8.2. Changing the Currency<br />

In any module of EIU DataServices you can alter the currency used to display data (when<br />

tables are displayed).<br />

1. Simply click the red Currency button in the lower right corner of the screen, then<br />

select New.<br />

2. Complete all areas of the resulting Currency window including selecting the currency<br />

you wish to use, specifying the units (thousands, millions, …), marking the desired<br />

series to be displayed in this currency and the type of exchange rate you wish to use<br />

(this choice only exists in EIU CountryData). For more information on this feature,<br />

click the Advice button.<br />

3. Name your currency format and click OK when you are finished.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

8.3. Exporting Information<br />

EIU DataServices enables exporting to other software programs, including spreadsheets,<br />

databases, word processor and ASCII formats. Exports can be performed from any table.<br />

1. While viewing the table with all the desired information, click the Export icon and the<br />

export dialog appears.<br />

2. Select the export format you wish to export to<br />

3. Mark the box Export all tables to one file if you wish to export all of your data<br />

selections into a single file.<br />

4. Click the Export button to transfer the data.<br />

5. You will be prompted to save or open the file and then to select the drive and directory<br />

on which to save it. Select the drive and enter a name for your exported file.<br />

6. When the transfer is complete, click the Close button to return to the table in the EIU<br />

DataServices database you are using.<br />

7. For very large exports over the Internet, the export will be delayed. You will receive<br />

your export file within 24 hours by e-mail.<br />

64


8.0. Common features<br />

8.4. <strong>User</strong> Profile<br />

You may access your profile by clicking on the<br />

Four options are offered :<br />

Log-in;<br />

Tables;<br />

Options;<br />

Delayed exports.<br />

icon from the top banner.<br />

8.4.1 Log-in<br />

This option allows you to modify your user name or password. It also displays the number of<br />

credits that remain available.<br />

8.4.2 Table<br />

This option allows you to define the number of rows that will be displayed by page. The default<br />

number is 30.<br />

You can also define her whether or not you wish to include the information on the series when<br />

you print or export tables.<br />

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EIU DataServices - Internet <strong>User</strong> <strong>Guide</strong><br />

8.4.3 Options<br />

This page allows you to define general options:<br />

<br />

<br />

<br />

<br />

<br />

threshold values for correlation coefficient;<br />

codes used for representing countries and currencies: ISO codes or EIU codes;<br />

possibility to highlight changed data, when a new release becomes available;<br />

possibility to hide the lines/columns with na;<br />

possibility to display a warning message when credits are used.<br />

8.4.4 Delayed exports<br />

This option displays the list of exports that have been delayed and are still pending.<br />

66


9.0.<strong>User</strong> Support<br />

Bureau van Dijk offers all users full support for both data and technical questions. For<br />

assistance, please visit our client support website www.bvdep.com/support or contact your<br />

Account Manager or the nearest Bureau van Dijk office:<br />

Location Email Telephone<br />

Austria help.vienna@bvdep.com 49 (1) 958 10 84<br />

Belgium: help.brussels@bvdep.com 32 (2) 639 06 06<br />

China help.beijing@bvdep,com 86 (10) 6809 5685<br />

Eastern Europe: help.bratislava@bvdep.com 421 (2) 5063 3326<br />

France: help.paris@bvdep.com 33 (01) 53 45 46 00<br />

Germany: help.frankfurt@bvdep.com 49 (69) 96 36 65 0<br />

Italy: help.milan@bvdep.com 39 (02) 43 98 22 77<br />

Japan help.tokyo@bvdep.com 81 (3) 5256 6720<br />

Netherlands help.amsterdam@bvdep.com 31 (20) 671 99 26<br />

Portugal: help.madrid@bvdep.com 34 91 454 70 98<br />

Scandinavia: help.scandinavia@bvdep.com 44 (20) 7549 5000<br />

Singapore: help.singapore@bvdep.com 65 6325 1230<br />

Spain: help.madrid@bvdep.com 34 91 454 70 98<br />

Switzerland help.geneva@bvdep.com 41 22 703 51 43<br />

United Kingdom help.london@bvdep.com 44 (20) 7549 5000<br />

United States help.newyork@bvdep,com 1 (212) 797 3550<br />

67


10.0. Index<br />

A<br />

Analysing Data........................ 12, 19, 35<br />

C<br />

Changing the Currency........................ 63<br />

D<br />

Data Selection by Cities, Series and Years<br />

..................................................... 47<br />

Data Selection by Countries, Series and<br />

Years .................................... 6, 16, 33<br />

E<br />

EIU CityData...................................... 46<br />

EIU Country Risk Model ....................... 50<br />

EIU World Investment Service.............. 32<br />

Exporting Information ......................... 64<br />

G<br />

Getting Started .................................... 1<br />

I<br />

Introduction to EIU DATASERVICES.........1<br />

P<br />

Presets ...............................................5<br />

S<br />

Saving Search Strategies and Tables ..... 61<br />

System Requirements ...........................1<br />

U<br />

<strong>User</strong> Profile........................................ 65<br />

<strong>User</strong> Support ..................................... 67<br />

V<br />

Viewing Charts................................... 10<br />

Viewing Country Outlooks.................... 11<br />

Viewing country reports....................... 38<br />

Viewing Tables .....................9, 18, 45, 49<br />

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