Chapter 17 Options
THOMSON REUTERS SPREADSHEET LINK - USER GUIDE
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Click OK to save your new setting and close the Options dialog.
Change Fiscal Calendar Settings (Options)
Fiscal Calendar Options
Fiscal Calendar allows you to specify which vendor to use to resolve fiscal periods for all data items for your
identifiers. A hierarchy of vendors defines the Fiscal Calendar: I/B/E/S, then Worldscope, then Reuters
Fundamentals, and then Toyo Keizai.
You have two options in choosing a fiscal calendar:
Vendor Specific: If you set your calendar to Vendor Specific, Thomson Reuters Spreadsheet Link uses the
fiscal calendar that is associated with the vendor that is sourcing your data item selection.
Under this option, the data for I/B/E/S, Worldscope, Reuters Fundamentals, and Toyo Keizai use calendars
with their respective names. For example, I/B/E/S data uses the I/B/E/S calendar, Worldscope data uses the
Worldscope calendar, and so on. Therefore, the same vendor supplies the fiscal calendar and the data item.
Cross-vendor: If you set your calendar to Cross-vendor, Thomson Reuters Spreadsheet Link uses a single
calendar across all vendors according to specific ticker. For example, if ticker ABC has I/B/E/S coverage,
Thomson Reuters Spreadsheet Link uses the I/B/E/S calendar. If ticker ABC does not have I/B/E/S coverage,
Thomson Reuters Spreadsheet Link uses the Worldscope calendar, and so on down the hierarchy.
Choosing a Fiscal Calendar
Choosing a Fiscal Calendar depends on the task you want to perform.
Vendor Specific: If you are focused on a single content set across tickers and do not need to normalize
calendars, choose Vendor Specific.
Cross-vendor: If you need to normalize calendars for multiple vendors and the same ticker, but you do not
want to do the work manually, choose Cross-vendor.
In some cases, you may need to redesign your work to achieve your desired results. For example, you may want to
normalize everything across vendors based on the last reported period according to Reuters Fundamentals. In this
case, the type of Fiscal Calendar does not matter. You should design the spreadsheet to use the last reported
period from Reuters Fundamentals and then reference this as an absolute period in the subsequent queries. You
should not assume that the calendar rolls based on Reuters Fundamentals using Cross-vendor.