GlobalView Software, Inc.

Transcription

1 GlobalView Software, Inc. MarketView In-Line Formulas 11/21/2006

2 Table of Contents 1. Introduction Using Formulas Formula Syntax Entry Using User Defined Formulas in In-Line Formulas MarketView Interface Symbol Text Box ChartView and TableView Title Saving Pages Save Formula as UDF from Interface... 4 GlobalView Software Inc. Proprietary and Confidential 2006 Page - i

3 1. Introduction The formula capability in MarketView has been expanded to accept and process in-line command formulas. This allows you to type a formula, similar to those created in the User Defined Formula (UDF) module, directly into a QuoteView, ChartView or TableView and display the results. GlobalView Software Inc. Proprietary and Confidential 2006 Page - 1

4 2. Using Formulas 2.1 Formula Syntax Entry The command line supports the same set of mathematical operators as supported by the UDF component, +, -, *, /, (, ). The formula syntax for in-line formulas is altered slightly from the syntax used in the UDF component. The current syntax for UDF s is as such: $SV(/CLZ6)-$SV(/CLZ7) The command line formulas are as follows: =/CLZ6 - /CLZ7 The rules for this syntax are as follows: Command line formula must start with a =, equals sign. This will let the middle-tier know it has to process a formula and the string is not a simple symbol. A space is needed on both sides of every mathematical operator, excluding parenthesis. This is because mathematical operators, specifically /, divide by, can be a part of a symbol, most notably futures symbols (i.e. /CLZ6). If a space is not on both sides of an operator, the operator will be assumed to be part of the symbol id. If no operator is found in the formula, either because something like /CLV6 is entered or the space is not included on both sides of an operator like /CLV6 +/CLZ6, then a dialog will pop up saying Invalid Formula! Formulas must include a valid mathematical operator with a space on both sides. 2.2 Using User Defined Formulas in In-Line Formulas The in-line formula can handle a UDF as one of the symbols. For example, if a UDF formula exists, it can be referenced in the in-line formula. For example: =/CLZ6 Currently, the UDF module allows the creation of new UDF s that have an existing UDF symbol as one of the symbol parameters. This ability is consistent with in-line formulas. GlobalView Software Inc. Proprietary and Confidential 2006 Page - 2

5 2.3 MarketView Interface Symbol Text Box The MarketView interface is modified so the Symbol text box is large enough to accept a formula of considerable length and still show the full formula. This applies to QuoteView, ChartView and TableView. When a new formula is entered into the text box and the enter key is struck or the replace icon is clicked, the first item in the array of symbols and formulas will be replaced with the one just typed in, similar to the current functionality of replacing when a symbol is type in this text box. In addition, the Symbol text box in the Edit -> Configuration dialog should be expanded for the same reasons ChartView and TableView Title The Chart Title contains the formula(s) and symbol(s) of the array of instruments in the components list (see the image above). If the Custom Title check box is clicked on the Display tab of the Edit -> Configuration dialog, this will override the list of instruments and the text typed into the Title text box on the same tab will be displayed in the Title Bar Saving Pages Any saved page with a component that has an in-line formula will be saved with the formula. When the page is reopened, it will calculate the formula and populate the component with the resulting data. GlobalView Software Inc. Proprietary and Confidential 2006 Page - 3

6 2.4 Save Formula as UDF from Interface Formulas can be saved as UDF s. This can be employed through the corresponding button (see below). When you click on the icon, it pops up the UDF edit dialog where it is possible to edit a formula (if necessary), give it a name and save it in the UDF database for future use. The formula itself will display the $SV() syntax and omit the = from the beginning of the inline formula. GlobalView Software Inc. Proprietary and Confidential 2006 Page - 4