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PLEASE READ BEFORE INSTALLING (further important details are included in the installation guide)
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1)If using Windows 7 – you need to right click on the Datastream DFO setup.exe and Run as Administrator (Admin rights are required)
2)If Microsoft Visual Studio Tools for the Microsoft Office (VSTO) is not installed – this will be prompted for during the installation – and you will need to run the Datastream DFO setup.exe again
3)After installing the Datastream add-ins – you will need to enter you Datastream ID and password (or Datastream Profession ID) in the Options.

Datastream  for Office (DFO) 2.1 build 150
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1) RIC Support.
2) Excel 2013 Support.
3) Fix for Excel crashes when we request daily TS data for different economics frequency series


Datastream  for Office (DFO) 2.1 build 146
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1)A “Contact customer support with log” error has been resolved where DFO is installed with Eikon 3.3 or Eikon 4.0 (if this error appears after the installation – please restart Excel).


Datastream  for Office (DFO) 2.1 build 141
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1) Latest Charting add-in (2.7 Build 2168) included.
2) Change to correct an issue with the datatypes.xml update.



Datastream  for Office (DFO) 2.1 build 138
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1) An option has been added in the proxy setup dialog to use your windows credentials ("Apply windows credentials”) to take account of changes to your windows credentials password.
2) An issue has been resolved  with exporting charts to Word using embedded Excel documents with Datastream data (using multiple DFO requests) - the charts should refresh correctly. There is a new setting “EnableEmbeddedMode” in Thomson.Reuters.AFO.Excel12.Addin.dll.config in the DFO program files directory to enable this change. Note: by enabling the ‘embeddedmode’- suppress of auto calculation will no longer be effective.


Datastream  for Office (DFO) 2.1 build 136
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1) An issue has been resolved with using the Heading format option (H) on its own in DFO formulas and Request Tables.
2) The performance of time series requests for lists has been improved where large lists are used with datatypes wrapped in X(..)
3) An issue where conversion of embedded chart sheets in AFO Request Table to DFO Request Table was not working in Japanese Windows has been resolved
4) An issue where conversion of DFO formulas to request table was not working when there was no format options included in the formula has been resolved.
5) Includes the latest Charting add-in (1877) 



Datastream  for Office (DFO) 2.1 build 129
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1) The ‘series suggest’ facilities displaying matching series as you type are now enabled by default.
2) The Datastream Charting 2.5 add-in (1619) is now included.
3) DFO 2.1 can be installed on Windows 8 - there is a prompt displayed regarding .NET framework 3.5 installation during the installation - this can be cancelled and DFO 2.1 will be installed successfully.
4) The domain name, if required, is passed along with user name, password & domain to authenticating proxy servers.
5) Public methods in the underlying API are now available to refresh formula using VBA macros - this includes methods to refresh selected formula/active worksheet/active workbook.
   Application.COMAddIns("DFOAddInExcel2010").Object.RefreshSelection
   Application.COMAddIns("DFOAddInExcel2010").Object.RefreshActiveSheet
   Application.COMAddIns("DFOAddInExcel2010").Object.RefreshWorkbook
   For 2007 machines Prog id has to be changed to DFOAddInExcel2007
6) An issue has been resolved where datatypes with series were not being returned corrected when selected from Navigator.


Datastream  for Office (DFO) 2.1 build 121
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1) Performance has been improved, where a large number of formulas with similar series and datatypes are included in a sheet or a Request Table by batching these requests. This has required the number of concurrent requests that can be sent to be regulated with some impact on performance of single static and time series requests with very large number of constituents.
2) In the Request Table - a request can now be set up using a Datastream Charting template with the series used referenced to a cell in the sheet.
3) In the Request Table – there is a new option to apply sequencing (where the output from one request is used in the next) to specific requests to improve performance where sequencing is required.
4) A cancel option is now displayed at the start of the Request Table refresh with a progress indicator on the status line.
5) New data parameters including Latest Value, End of Year, End of Quarter, End of Month and End of Week are available in time series and static requests 
6) The Datastream Navigator button on the ribbon now has the facility to select datatypes as well as series. 
7) There are new settings in the options to return series or datatypes from Navigator in rows rather than columns and set the default start date and frequency for times series requests. There is also an option to enable the ‘series suggest’ facilities displaying matching series as you type (that will be released independently in Navigator).
8) From the ribbon, the expression button will now return the selected expression to the sheet (and this defaults to the expression picker).
9) In the Request Table conversion utility, there is a new option to convert DFO formulas to DFO RT (as well as to upgrade to the latest version).
10) Request Tables can now be opened on PCs that do not have DFO installed (a reference not found issue resolved).
11) The list upload (from cells) facilities now support the creation of lists in the Thomson Reuters Portfolio Warehouse (PWH), allowing these to be shared with other Thomson Reuters interfaces.
12) The installation has been changed so the Datastream Charting install, if selected, will run concurrently so that earlier versions of the add-in exe are successfully uninstalled.
13) The prerequisites have been updated – so DFO now supports .Net 4, and VSTO 4.0
14) The Extranet button on ribbon is now always enabled
15) In the Request Table - when ‘BLANK’ is used in not available string field – a blank cell rather than cell with a space is displayed, pressing the Frequency button will place the selected frequency in the sheet, where there is a data destination in another workbook – the path is not required if in the same directory, and workbooks are closed after the update.
16) A performance issue when tracing (log) was enabled has been resolved
17) Date related issues - where the update failed when cell referenced date cell displayed as ’###”, with referencing dates where the format selected in the regional settings is not default and with using BDATE as start date for economics series with different frequency has been resolved.
18) Issue with the series and datatype dropdowns, when large number of items were present have been fixed.
19) Issues in the Request Table conversion have been resolved - where chart sheets were present, with sheet level macros not being copied to the destination Request Table and with the ’Find series’  facility for a group of sheets.
20) In time series requests – the custom header option now use the ‘latest value’ in the date field to retrieve values.
21) An issue with X replacement in specific requests such as LS&PCOMP (as the series) and X/MAV#(X,10Y) (as the datatype) has been resolved. 
22) The default for has been changed to ‘Suppress Auto Calculation on open’ unticked.
23) An ActiveX error displayed during workbook open for some sheet created in earlier versions has now been resolved.
24) The sample templates page size is now configurable.
25) An issue with workbooks with very large numbers of Excel formulas causing the Request Table not to complete has been resolved.
26) An issue with the display of the classifications and metadata with mnemonics with ampersands (&) such as S&PCOMP, has been resolved
27) Issues with the DFO add-in disappearing when Excel is opened with some 3rd party add-ins using VSTO components has been resolved.
28) A new clear cache option has been added – to clear functions.xml and currency.xml files
29) Composite datatypes are now in a XML file (Dtatypes.xml- in user folder) – this is updated from Extranet. Note clearing cache (in Options dialog) will not clear this xml file. This needs to be deleted manually and Excel to be re-started to download a new copy.

Datastream  for Office (DFO) 2.0 build 505
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1) A change has been made to the Request Table to resolve an issue with ActiveX references not being recognised. 
2) The Request Table conversion facility has been enhanced to resolve issues where Excel chart sheets are present, and where sheet level macros are not copied to the converted      Request Table.
3) In the Options dialog – the Suppress Auto Calculation on Open is now ticked by default.
4) The latest version of the Datastream Charting add-in (2.3A 1431), and the Charting add-in setup.exe (running this will uninstall earlier versions of the Datastream Charting    add-in before the latest version is installed) are included.


Datastream  for Office (DFO) 2.0 build 502
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1) Latest Charting add-in (2.3A) is included
2) Charting add-in 2.2 with DFO 2.0, where user Id & password cleared when Excel restarted, is fixed
3) Formula cell formatting, cell alignment and hyperlink alignment issues are fixed
4) An issue referencing a cell that is displaying ###.. has been resolved 
5) The browser size for the sample sheets has been increased, the size is remembered (also for Navigator, UCI manager, Extranet etc) and is now configurable. 
6) The Find Series button copied onto other sheets of AFO Request Table is now working after conversion to DFO.
7) Request table conversion error when a large number of cell references present (thousands) is resolved.


Datastream  for Office (DFO) 2.0 build 477
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1) Added ‘intellisense’ functionality that prompts you with the parameters for Datastream functions as you type, and highlights the opposing brackets – facilitating the creation of Datastream expression with multiple functions.
2) The option to customise the information displayed first in a time series request – for example to display the SEDOL or ISIN code before the time series.
3) The date formats in the formulas created from the request dialogs are now in a universal date format so sheets can be updated on PCs using any date locale. In time series requests – you also have the option for quarterly and annual dates to display these either as Q1 11 or 2011 – or in the locale date format e.g 01/01/11
4) Added option to the calculation options to switch off Auto calculation – so when a referenced cell is updated, the DFO request will not update till calculation one of the Refresh options – to refresh a single request, the active sheet or the workbook – are used, preventing the data being refresh several times if several changes need to be made.
5) The Request Table (RT) template (with and without the User Created Time Series (UCTS) sheet) has been enhanced in several ways - 
 - The buttons to run requests table and to select code from Navigator can now be copied to an output sheet, so you can select codes and update a model just from this sheet.
 - A new option has been added to the template to run the requests in the sequence they are placed in the sheet so the output from one request (such as an index mnemonic) can be used (with an L prefix) to retrieve the company’s peers in an index constituent list.
 - The data destination field has been extended to support formulas – so that the destination can be changed based on earlier requests – for example if the data from several requests is to be placed in a contiguous set cells.
 - The underlying technology used for the Request Table template has been changed – so for example VBA macros can be used to control the sheet, and some issues in the earlier version, such a limitation to use the Excel Zoom functionality, has been resolved, and the buttons from the request table are not shown when other sheets in the workbook are displayed.
6) In addition to being able to create lists (stored on the Datastream central servers) from a set of tickers in Excel, there is now an interface that allows you to create and modify lists, with mnemonics or other supported codes such as ISINs, either typed directly  in, or series selected from Navigator.
7) The User Created Indices (UCI) template has been added – allowing you to create and modify the constituents of your index in Excel. Alternatively, for simple indices, a quick way has been added with the option to create the UCI constituent list directly from a set of mnemonics in Excel - with a prompt to define the parameters to be used for the index.
8) The integration with Datastream Charting add-in has been extended – so with DS Charting 2.3 you are now presented with a single ribbon in Excel and you can export the data in chart to Excel as a DFO formula – so the values can be refreshed. There is also an option to install the Charting add-in when you install DFO version 2.
9) The logon facilities have been extended so you can now use Thomson One as well as Datastream child Ids, and there is more rigorous enforcement to prevent multiple logins – you can also now explicitly disconnect from Datastream server.
10) The facility has been added to convert AFO sheets using both embedded requests (the Refresh buttons) and Request Tables (and Request Table/UCTS sheets, and also to convert DFO 1.0 Request Table sheets to DFO 2.0 reflecting the change to the underlying technology used in the version 2 Request Table.
11) User created list  size limit increased to 5000 series
12) Resolved an issue where requests will not run where the sheet name has brackets – so Sheet 1 (1)
13) Resolved an issue creating L# List where the list mnemonic starts with a number
14) Resolved an add-in loading  issue with Office 2010 32/64 SP1 installation.
15) Resolved  an issue retrieving data for future dates (eg: +10D) – for economics series.
16) Secure transport (https) for log-in and data retrieval now supported
17) Resolved an issue with Excel manual mode where refreshing a single request refreshes all other requests.
18) Request Table and RT/UCTS template opens correctly from network drive 
19) Resolved an issue with a times series request without any titles or headers with the values displayed in the formula cell – that this ell is not treated as a number, and when any calculation is performed on that cell (i.e. SUM), value is always considered as zero
20) Fix for mnemonics that have a $ in them
21) New functions supported such as FREQ#, KURT#, etc
22) The display of several series with different underlying frequencies has been improved.


Datastream  for Office (DFO) 1.05 build 633
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Documentation including users guide, installation guide, technical facts are available on this link
http://extranet.datastream.com/User%20Support/PubDoc/DFO/DFO.htm

Overview
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1) Communications Port 80/http
2) Embedded Requests using Formulas
3) Separate installation from existing desktop 
5) Server side utilities (expressions and lists)
6) Common Excel software with TRSL
7) Compatible with Excel 2007
8) Compatible with Excel 2010
9) Microsoft .NET
10) Access to full Datastream content coverage

Interface for creating, controlling & editing discrete requests
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1) Update / Copy / Edit / Delete requests
2) Request Manager
3) Display Excel comments/notes for request
4) Auto-refresh on open on/off control at PC level
5) Display recently used series /datatypes/ recent requests
6) Facility to cancel requests
7) Support for referencing cells as input, including series, dates & frequency
8) Support for output format options (row titles, etc)
9) Latest data first option
10) Display mnemonic/title /1st series for datatypes/expressions
11) Default dates/frequency available (-2Y, daily)
12) Dates in locale format 
13) Preserve formatting and handling of dates in output  on refresh
14) Automatic formatting for dates returned as output e.g. from MIND#
15) Base date, intraday and latest vale data operators available in date fields
16) Support for composite datatypes in static requests e.g. DY1D5
17) Support for Worldscope datatype treatment with/without brackets e.g. X(WC01001) and WC01001
18) Support for Time Series requests with expressions with no datatype e.g. 009E(VOD)
19) Support for * to expand and combine lists in a single request e.g. *LFTSE100, FTSE100
20) Support for different currencies in expressions U:IBM with CORR#(X(RI)~E,FRCAC40(RI)~U$,20M)
21) Support for Not Available string options
22) Hyperlink to series definitions/metadata & search for Dead codes
23) Hyperlink to datatype definition from Static request
24) Support for … autocorrect

Request Table options 
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1) Options for Static, Time Series and Time Series for List and List upload
2) Format options for Static, Time Series and Time Series for List request
3) Editors
4) Cancel button for requests in a destination sheet
5) Text when hovering over Request Table buttons
6) Support R1C1 style
7) Display data destination as Excel formula
8) Suppress Excel comments
9) Request Table override for Not Available string option
10) Pre-Request macro support
11) Post completion macro support
12) Process on open option
13) Refresh Charts option
14) Refresh Chart Templates option
15) References in data destination cells including to external workbooks
16) Display details (times, etc)
17) LIST#(…) in Time Series request

Use of Datastream functions & expressions 
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1) Browser interface for building and selecting expressions

User Maintained Lists (for all types of series)) 
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1) Support for mainframe lists (L#)
2) Options to create lists (l#) from a range in Excel 
3) Options to select lists (l#) from Navigator 

Upload of User Series & Indices) 
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1) Combined Request Table & User Created Time Series (UCTS) template

Integration with Datastream Charting
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1) Request Table refreshing Charts and Templates (Charting 2.2)
2) Integration with Charting add-in into a single ribbon (Charting 2.2)
3) Option to transfer data as DFO formula (Charting 2.2)
4) Single sign on using Datastream ID (Charting 2.2)

Scheduling of Request Table updates 
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1) DFO Index including facility to open/close 

Installation and Infrastructure
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1) Child ID authentication
2) https support
3) Pre-requisite components required (similar to DS Charting)
4) Support for proxy requiring user credential 

Help Systems 
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1) Context help similar to AFO with Functions definitions
2) limited set of samples


Technical Details
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Recommended Spec
2Ghz, 2Gb RAM and min 30Mb disk space

Recommended Screen Resolution
For best results screen resolution 1024x768 or above.

Operating System
Support for Windows XP Windows 7 and Vista

Microsoft Office
Office 2007 and 2010 (32 and 64 bit) - refreshable chart and data links.  

Communication
Port 80/http

Browser
IE 7 or later is required.  


Recommendations and Known Issues
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1) To run DFO 1.0 and TRSL - you need TRSL v2.2.25.13716 or later
2) With UAC High on Windows 7 or Vista, to process the RT using the DFO Index, this has to in a location where the user has write access