OmniFunds. About OmniFunds. About Alpha 2.0: About VisualTrader 11 Pro. Alpha Released September 24, 2015
|
|
- Gerard Patrick
- 8 years ago
- Views:
Transcription
1 OmniFunds Alpha Released September 24, 2015 About OmniFunds OmniFunds is an exciting work in progress that our users can participate in. As of Alpha 2.0, we have one canned example our users can run, which is called StrongETFs. We are releasing the Mean ETF Selection and Multi-Group Balancing methods, plus Dynamic Market State Switching ahead of completing examples for them so users who want to run their own experiments can easily do so. All users can follow our progress and run the examples as we build them. We are working on Right Edge Trading now. We encourage those users who consider themselves experimenters to work with us in parallel and post findings in the VisualTrader OmniFunds forum. Now that we have the base software working, it should not take long for us to create more examples that our users can activate. About Alpha 2.0: 1. Installing the new version. o Install the latest VisualTrader Pre-Release (made available September 24, 2015) o Delete or re-name your /VisualTrader/OmniFunds folder. Now, all OmniFunds indicators are placed in the OmniFunds project under OmniLanguage. They are no longer saved in /VisualTrader/OmniFunds. Settings for each OmniFund are still saved in /VisualTrader/OmniFunds. o Run the OmniFunds Installation at: 2. The Mean ETF Selection Method has been released. 3. The Multi-Group Balancing Method has been released. 4. Dynamic Market State Switching code has been released. About VisualTrader 11 Pro VisualTrader is the platform on which OmniFunds runs. The primary reason we did this was to develop the OmniFunds prototype as quickly as possible. VisualTrader has all the supporting features, including: 1. Charting and window management features, to validate indicators. 2. The Focus List can have indicator columns useful to examining the sort order. 3. Full paper trading support, with integrated Portfolio and Equity Curve (new in VT 11) 4. Full support for OmniLanguage 5. Full brokerage trading support (not implemented in OmniFunds yet) 6. Trade Throttle code base, making it easy to implement OmniFunds due to AutoSIM (in VT 11)
2 Trade Throttle? The OmniFunds code is based on the Trade Throttle, so in this Alpha Release the Tool Bar literally says Trade Throttle. This will be changed to OmniFunds in a coming build. In this version the actual Trade Throttle is on the same tool bar. In this version, to activate the original Throttle click the Throttle Icon. Show all installed OmniFunds Bring up the OmniFunds interface (which right now includes the Throttle) Throttle Icon (shortcut) to activate the Throttle Activating and Running the Strong ETFs Example 1. Make sure you load the Profile that has the correct symbols for the OmniFund you are going to run. For this example, click File, Open and load the profile XRTvsXTN 2. Click the Drop-Down next to Trade Throttle to show all installed OmniFunds Methods. 3. Select StrongETFs. Click OK 4. Click the Trade Throttle tool bar. (continued, next page )
3 You should see the OmniFunds Interface. In this case, the Method is Strong ETFs Select a specific OmniFund inside this Method here. OmniFunds Interface for StrongETFs Check this box to keep it on top of VisualTrader. Caution: This dialog can get in front of others. If VisualTrader ever appears locked out hit Return and move this box out of the way. 5. Select the Specific OmniFund you want to run using the Name drop-down, in this case XRTvsXTN. 6. Move the start date back in the PlayBack Tool to January 6, 2014 (for this example). HINT: You can go back to the same date in subsequent runs by establishing a BookMark. To do so, Right-Click in the Playback control, select Bookmarks from the menu, and create one at a specific date in the interface. Then, for your next run, you just activate the BookMark by double-clicking it in the BookMark interface. Slider in Play Back Optional Bookmark feature (Right Click on the Play Back tool to activate).
4 7. IMPORTANT: MAKE SURE THE OMNIFUNDS INTERFACE IS VISIBLE (click the Throttle button). If it s not activated, it will not take any trades. It can be minimized. 8. Click Simulator on the Simulator control and select Start New Session 9. Click NEXT in the Simulator to advance to the next bar, or PLAY to let it go by itself. As trades are executed, you will see them appear in the Position Window. You can PAUSE the simulation, click charts, add indicators anything you like while the simulation is running or paused. 10. Click Account on the lower right section of VisualTrader to bring up the Account Interface. From here, you can see all Orders, all Historical Positions, and all Open Positions while the simulation is running. Click Equity Curve to see the simulation curve. The Simulation curve can also be viewed while it is being created. Note: During this time the market only had an 18% Return and 12% Draw Down.
5 Modifying or Creating an OmniFunds Instance Interval Control Symbol Selection approach, Specific to this Method. OmniFunds Interface for StrongETFs Common Settings Dynamic Market States Each OmniFunds has the same Setup Section (basic filters, rankers, and position controls) but a different Symbol Selection area that defines the Settings that are Specific to the Method. Dynamic Market States can OPTIONALLY be used to change all Symbol Selection and Settings depending on what the market is currently doing. Interval Control Name: Name of the settings being used for this OmniFund. You can have multiple Save Sets by using Save As at the bottom of the form. Switching Interval: (o) N Bars ( ) Every Monday v Weekly v ( ) when Market State changes If N Bars is selected, the program will switch every N bars, without attempting to line up on a specific day. If Every is selected, it will switch on the interval and say specified. If it cannot trade on the day due to a holiday, it will trade the following day. If when Market State changes is selected, the program will only perform its switching process when a Market State change occurs. See Market States below.
6 Symbol Selection (Specific to this Method) Method example -- Strong ETFs: Each OmniFund has a unique approach. StrongETFs (the first OmniFund) operates by running the ETF Selector to determine which ETF to switch into, then uses the SymbolRanking indicator to rank the stocks within the ETF. The highest or lowest values of the indicator (Descending or Ascending) determine which are selected for switching into. There are only 4 unique parameters for Strong ETFs (our example method): Max % of Equity: Specify maximum exposure. ETF Symbol 1 and ETF Symbol 2: The two ETFs that are used for switching. ETF Selector: An indicator which is applied to the actual ETF symbols, to determine which one to switch into. By default, we use Relative Momentum. Settings (Common to all methods) Market Filter: This is an OmniLanguage indicator with no parameters that returns zero ( 0 ) if False or 1 if True. It runs on the Market Symbol that is specified. If it is false then no new entries are allowed. A typical Market Filter would be C > EMA(200). {Close greater than the 200p Exponential Moving Average) [x] Close Existing (next to Market Symbol): If Market Filter turns from True to False and this box is checked, then all open positions will be closed. Symbol Filter: This is an OmniLanguage indicator with no parameters that returns zero ( 0 ) if False or 1 if True, running on each symbol for which a new position is about to be entered. If False, the new position is not entered. A typical Symbol Filter would be: C > EMA(100). {Close greater than the 100p Exponential Moving Average). Symbol Ranking: Given N possible securities that can be traded at the switching interval, but not all of them can be taken due to the definition of allocation, they are ranked by this OmniLanguage indicator in Ascending or Descending order. If Symbol Ranking is blank, the order of the list is used. Strong ETFs uses CCI: CCI(6) Ascending. {trade those symbols with the lowest values of CCI(6)}. Max Concurrent Positions: The number of positions you allow at one time. Allocation: This is an OmniLanguage indicator that returns a value from 0-100, indicating the % of Equity for trade size, which is converted into shares. Once the allocation reaches 100% of the equity in the Portfolio (Account) it will stop taking positions. If Allocation is BLANK then the account will be divided equally among positions based on the Max Concurrent Positions setting. Trade Plan: You can optionally specify a Trade Plan to be applied to all new positions. In this case, the Trade Plan can dictate when the trade exits, if [x] Close Existing under Market Filter and [x] Close Trades at Switching Interval are NOT checked. If these settings ARE checked, they will override the Trade Plan.
7 [x] Close Trades at Switching Interval: If this is checked, then any open trade that would not normally be selected at that switch point will be closed. Wouldn t you always want this? No if you are using a TradePlan, you probably want the Trade Plan to exit your trades. Dynamic Market State Selection (NEW in Alpha 2.0) The use of Market States is OPTIONAL. If used, they can change all settings in the interface to the left (except Interval) when something happens in the market. OmniLanguage Indicator that defines this Market State For example, if the market suddenly drops through a recent support level, you might want to reduce allocation or trade a different ETF or Symbol Group. Each Market State has a Market Condition, which is an indicator operating on a Market Symbol. Market Condition indicators should return a True or False (1 or 0 integer value). Order of evaluation The ORDER the Market States are evaluated can be changed with the arrows at the bottom. Add New Market State Change Priority Delete Current The program will evaluate each Market State from top to bottom. As soon as one evaluates to TRUE (not zero) then all the Settings on the left (except the Interval Control) will change to match the way they were defined for Market State Each State has the following elements: Market Condition: The name of an OmniLanguage Indicator that is tested for True or False (1 or 0). If True, the program switches to all settings defined with that State. Market Symbol: The Symbol the Market Condition Indicator runs on. Name Column: The name of the Market State (this is also how the settings are saved). Active Column: Will say True if the Market State is currently active and False if it is not. The example above is what it looks like when it is not running. If Market States are defined, and you run a simulation, you will see the blue highlight move from state to state as they are activated. All settings to the left will also change to match the new state.
8 OmniFunds Methods in Alpha 2.0 Strong ETFs Symbol Selection Method: Select N Symbols from one of 2 ETFs based on which ETF is favored using an ETF Selector indicator. This method trades the stocks WITHIN an ETF. The Mean Strength method trades ETFs. Approach: Strong ETFs operates by running the ETF Selector indicator to determine which ETF to switch into, then uses the Symbol Ranking indicator to rank the stocks within the ETF. The highest or lowest values of the indicator (Descending or Ascending) determine which are selected for switching into. Profile Requirement: For Strong ETFs to work properly, it needs a profile that has at least 2 ETF groups. ETF groups are a new feature in VisualTrader 11. We provide a sample Strong ETFs profile. Additional ETF groups can be created using Right Click Create ETF Group. ETF Symbol 1 and ETF Symbol 2: The two ETFs that are used for switching. ETF Selector: An indicator which is applied to the actual ETF symbols, to determine which one to switch into. By default, we use Relative Momentum. Mean Strength: ETF Selection by evaluating the components of each ETF ETF Selection Method: Select the top N ETFs by summing (averaging) up to 3 indicators measured on all the constituents of each ETF. This process is intended to identify the strongest ETF by virtue of its constituents. Approach: This OmniFunds ranks the individual components of an ETF in order to rank the actual ETFs for trading. They can be ranked on up to 3 separate indicators, which are averaged together. Profile Requirement: A Profile using this method should be an ETF profile using the ETF Group feature of VisualTrader 11. Multiple ETFs and their components should be defined. In addition, a generic ETFs group should be defined that has all the actual ETF symbols in it (for trading purposes). Indicator 1, 2, and 3: Up to 3 separate OmniLanguage Indicators can be used. The indicator(s) are evaluated on each symbol in each ETF Group in the Profile in order to select an ETF to trade. If multiple indicators are defined, the average of the 3 values is used for this purpose.
9 Multi-Group Balanced Symbol Selection Method: Select ETFs or Stocks from within Groups in VisualTrader based on the other setting, and allocate to the group (primarily created to be used with DMSS). Approach: Up to 5 different Groups can be traded simultaneously using this OmniFund Method. Trade the components of up to 5 separate groups using different allocations. Trade a primary group and hedge with a secondary group (like, inverse ETFs) Any application where trading occurs in stocks or ETFs within a group. Group: Any Group on the VisualTrader map, by name. The components will be traded. Improving on Modern Portfolio Theory: MPT was invented in the 70s as a way to balance a Portfolio using different asset classes. The following table from Wealthfront, a Robo Advisor fund management company shows a percentage allocation and ETF for each asset category. As long as we have a secular bull market, this approach works reasonably well. But in correcting markets (like 2000, 2008 and now 2015) portfolios built this way can suffer devastating losses. In the Multi-Group Balanced OmniFund, we can use indicators and conditions to adjust mix, allocation, exit levels, and other factors to manage a dynamic portfolio. We are running these experiments now, but users who want to run their own experiments in this area can now do so in parallel with us using this Method. Other OmniFunds we are working on Timing, Safety, and Trend Approach: This OmniFunds module uses up to 3 indicators (scaled from 0-100) with a slider so the user can specify a cutoff level for each indicator If a user wants to emphasize Safety over Timing, they can easily do this by moving the slider. There is also a Symbol Ranking feature, so only the strongest symbols are selected. We have decided to wait on releasing this OmniFunds until we have tested it more thoroughly because we are considering making changes to the interface. It will likely be in the next Alpha release.
10 Using OmniLanguage to Modify Indicators One of the great things about OmniFunds is that it is based 100% on OmniLanguage Indicators. This means you can create any kind of Filter, Selector, or Ranking function you want, using the full range of capabilities of the built-in system. Here is how OmniFunds installs and manages the indicators and settings it uses. When OmniFunds is installed on a computer, the Indicators used by the defined OmniFunds are copied to an OmniFunds project in OmniLanguage. When OmniFunds is installed or editred, the Settings for each OmniFunds are saved in \VisualTrader \OmniFunds\method\unique_instance. Indicators installed here. SAVE and SAVE AS BUTTONS (for new) OMNIFUNDS PROJECT Settings are saved in VisualTrader/OmniFunds with a folder for each method. On-the-fly editing of indicators is supported. The indicators defined for a method can be edited and re-compiled at any time, even while a simulation is running. Just click PAUSE in the PlayBack interface, edit your OmniFunds Indicator, compile and then resume.
11 OmniFunds Development Approach A Rapid Prototype Environment Web site programming is difficult and time-consuming. If we were to attempt to implement OmniFunds on a web site first, users would not see initial funds for months. OmniFunds is a rapid prototype development project based on the VisualTrader platform. By using VisualTrader as the test platform, we can implement and test new ideas quickly. OmniFunds is Unique Technology We have never had a product like OmniFunds before. OmniFunds is designed to select an allocate to different investments based on what the market and those instruments are doing. It s a powerful paradigm. The OmniFunds Fast Track The steps of our plan are shown to the right. We will take what we have learned in the prototype (VisualTrader) to create a stand-alone OmniFunds program. Then we will take the same code and port it to an OmniFunds web site that is dedicated to OmniFunds. Then, we plan to make it possible for users to see and use their OmniFunds with their OmniVest portfolios, in OmniVest. Please submit YOUR ideas! We see this as a major collaborative effort. If you are one of the users experimenting with OmniFunds, please submit ideas for new switching algorithms in the VisualTrader/OmniFunds forum, or send them to Ed Downs ed@nirvsys.com. If possible, we will create a new OmniFunds method that meets your specification. We know that the OmniFunds approach will produce powerful fund management results with lower risk than other methods provide. By implementing first on the VisualTrader platform, we can quickly try different indicator combinations, Trade Plans, Allocation methods and other controls to arrive at great new OmniFunds Methods. The OmniFunds Fast Track VisualTrader OmniFUNDS Prototype Application OmniFUNDS Platform (PCbased) OmniFUNDS Web Site OmniVEST Integration
12 Experiencing the Power of OmniFunds The main thing we want new users to see is just how powerful this prototype is. Ultimately, it will become a web site, but this implementation enables us to have maximum visibility into effective switching methodologies. Having it run in VisualTrader means you can do all kinds of things like Define Indicators in the OmniFunds project and Plot them. This enables you to verify that switching is happening at the right time, and to tune the indicators. Right-Click, Add Indicator, OmniLanguage, OmniFunds, Indicator Plot all the open positions to see how they are doing, and why some are causing draw downs. Do this from the Positions Window. Sort on an indicator in the Focus List, so you can examine the relative goodness of symbols to establish a Ranking function. In StrongETFs, use BOTH Mode, so it can sort the symbols in each ETF. Make sure you set the Symbol Ranking value to blank if you want to use the Focus List for Ranking Order. Bring up the Account interface and examine Open Positions, Closed Positions, Orders for the next bar, and anything else in that interface, PLUS get an Equity Curve (it doesn t update dynamically right now we re working on that). Bring up the Market to see how it is behaving relative to your switching paradigm, and identify the right Market Filter to stop trading (and optionally exit all positions) if the Market starts to falter. Change any Indicator, at will, before/after/during a Simulation to see the effects. Work with list Sorts to establish symbol ranking. If no Ranking indicator is specified, it will use the sort of the upper list in VisualTrader for the order of symbol selection. You can even change this while it s running! Experiment with Allocation Formulas. The default is to divide up Equity into N equal parts. But you can write an Allocation Formula that returns a percentage, and that percentage will be used. Experiment with Trade Plans. If you specify a Trade Plan, you probably want to turn OFF the check box that says [x] Close Trades at Switching Interval. ALL features are available. You can close trades, move stops, add indicators, patterns, anything that VT supports to simulate. The time frame of the program is what is used for switching, and Real Time bars are supported. What would happen if we switched in Real Time? Nirvana Club Members: We just implemented ARM4 Indicators that use Neural Network blocks in Strategies to return NN Score Values. This feature will soon be released. We think the implications of this are truly awesome!
Finding and Opening Documents
In this chapter Learn how to get around in the Open File dialog box. See how to navigate through drives and folders and display the files in other folders. Learn how to search for a file when you can t
More informationVisualTrader 11. Get Ready to PROFIT Like Never Before! Introducing AutoSIM Test Before you Trade. New Module: Visual ETF Trader.
VisualTrader 11 Get Ready to PROFIT Like Never Before! Introducing AutoSIM Test Before you Trade Plus Adjustable Position Window Speed Improvements Adjustable Font Size Configurable Toolbar Quick Indicators
More informationBefore you can use the Duke Ambient environment to start working on your projects or
Using Ambient by Duke Curious 2004 preparing the environment Before you can use the Duke Ambient environment to start working on your projects or labs, you need to make sure that all configuration settings
More informationManaging Contacts in Outlook
Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word
More informationEXCEL PIVOT TABLE David Geffen School of Medicine, UCLA Dean s Office Oct 2002
EXCEL PIVOT TABLE David Geffen School of Medicine, UCLA Dean s Office Oct 2002 Table of Contents Part I Creating a Pivot Table Excel Database......3 What is a Pivot Table...... 3 Creating Pivot Tables
More informationIntroduction to ProphetX Mini User Guide
Introduction to ProphetX Mini User Guide Table of Contents User Interface... 3 Global ProphetX Preferences......3 Navigating ProphetX 3.x... 3 Docked Panes... 3 Context Tool Bar... 3 Split Views... 4 Tabbed
More informationConverting to Advisor Workstation from Principia: The Research Module
Converting to Advisor Workstation from Principia: The Research Module Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -1 Overview of the Research Module in Advisor Workstation
More informationTo download the latest version of TurboTick Pro go to http://www.turnkeybroker.com/download/turbotickpro/publish.html
TurboTick PRO manual version 1.211 updated 12.7.2011 Getting started in TurboTick Pro TurboTick Pro is an advanced trading platform built for the active trader. With easy-to-use customizable screens, integrated
More informationTurbo Lister Listing Activity Quick Start Guide
Turbo Lister Listing Activity Quick Start Guide ebay Inc. Date: April, 2007 Version: 1.1 2 ebay File Exchange Catalog Listing Template Instructions Document History Version Date 1.0 January, 2007 1.1 April,
More informationExcel Unit 4. Data files needed to complete these exercises will be found on the S: drive>410>student>computer Technology>Excel>Unit 4
Excel Unit 4 Data files needed to complete these exercises will be found on the S: drive>410>student>computer Technology>Excel>Unit 4 Step by Step 4.1 Creating and Positioning Charts GET READY. Before
More informationCreating and Using Databases with Microsoft Access
CHAPTER A Creating and Using Databases with Microsoft Access In this chapter, you will Use Access to explore a simple database Design and create a new database Create and use forms Create and use queries
More informationDecision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide
Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence
More informationModule SYSTEM INTRODUCTION & BASIC NAVIGATION. Astra Schedule Training Guide
Module 1 SYSTEM INTRODUCTION & BASIC NAVIGATION Astra Schedule Training Guide Table of Contents Introduction... 1 Lesson Audience... 1 Lesson Objectives... 1 Configuration Requirements... 1 Common Practices...
More informationEnterprise Interface User Guide
Enterprise Interface User Guide http://www.scientia.com Email: support@scientia.com Ref: 3094 ISO 9001:2000 / TickIT certified Copyright Scientia Ltd 2010 This document is the exclusive property of Scientia
More informationNitroSell ecommerce (NSc) Product Attribute Manager (PAM)
NitroSell ecommerce (NSc) Product Attribute Manager (PAM) Table of Contents Introduction... 1 Getting Started... 1 Configuring the Database Connection... 3 Overview... 7 The Main Window... 7 Sorting...
More informationWhy Top Traders Use The Relative Strength Comparison (RSC) & Desperately Want To Keep It A Secret!
Why Top Traders Use The Relative Strength Comparison (RSC) & Desperately Want To Keep It A Secret! Discover The Best Performing Sectors & The Strongest Stocks In Those Sectors www.meta-formula.com We both
More informationInternet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source
Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand
More informationMICROSOFT ACCESS 2003 TUTORIAL
MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body
More informationExcel Database Management Microsoft Excel 2003
Excel Database Management Microsoft Reference Guide University Technology Services Computer Training Copyright Notice Copyright 2003 EBook Publishing. All rights reserved. No part of this publication may
More informationOhio University Computer Services Center August, 2002 Crystal Reports Introduction Quick Reference Guide
Open Crystal Reports From the Windows Start menu choose Programs and then Crystal Reports. Creating a Blank Report Ohio University Computer Services Center August, 2002 Crystal Reports Introduction Quick
More informationMicrosoft Access 2010 Part 1: Introduction to Access
CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Access 2010 Part 1: Introduction to Access Fall 2014, Version 1.2 Table of Contents Introduction...3 Starting Access...3
More informationTimeValue Software Due Date Tracking and Task Management Software
User s Guide TM TimeValue Software Due Date Tracking and Task Management Software File In Time Software User s Guide Copyright TimeValue Software, Inc. (a California Corporation) 1992-2010. All rights
More informationX-Trade Brokers Dom Maklerski S.A. XTB Expert Builder. Tutorial. Michał Zabielski 2010-08-05
X-Trade Brokers Dom Maklerski S.A. XTB Expert Builder Tutorial Michał Zabielski 2010-08-05 Table of Contents Installation...3 Legal notification...7 Initial adjustments / Preferences...8 Language...8 Platform
More informationImplementing Mission Control in Microsoft Outlook 2010
Implementing Mission Control in Microsoft Outlook 2010 How to Setup the Calendar of Occasions, Not Doing Now List, Never Doing Now List, Agendas and the Vivid Display In Outlook 2010 Handout Version 3
More informationSign-up Tool User Manual
Sign-up Tool User Manual Getting started from the meeting organiser s perspective The Sign-up Tool allows those with appropriate permissions (Subject Coordinators and Project Owners) to create three different
More informationBACKUP UTILITY FOR TIMEFORCE
BACKUP UTILITY FOR TIMEFORCE The "Backup Utility" for TimeForce automatically creates a backup of the information stored in the program database. Backups can be performed manually, or the TimeForce Scheduler
More informationHamline University Administrative Computing Page 1
User Guide Banner Handout: BUSINESS OBJECTS ENTERPRISE (InfoView) Document: boxi31sp3-infoview.docx Created: 5/11/2011 1:24 PM by Chris Berry; Last Modified: 8/31/2011 1:53 PM Purpose:... 2 Introduction:...
More informationAccess 2010: The Navigation Pane
Access 2010: The Navigation Pane Table of Contents OVERVIEW... 1 BEFORE YOU BEGIN... 2 ADJUSTING THE NAVIGATION PANE... 3 USING DATABASE OBJECTS... 3 CUSTOMIZE THE NAVIGATION PANE... 3 DISPLAY AND SORT
More informationWeb Intelligence User Guide
Web Intelligence User Guide Office of Financial Management - Enterprise Reporting Services 4/11/2011 Table of Contents Chapter 1 - Overview... 1 Purpose... 1 Chapter 2 Logon Procedure... 3 Web Intelligence
More informationNovell ZENworks Asset Management 7.5
Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...
More informationIRA Pivot Table Review and Using Analyze to Modify Reports. For help, email Financial.Reports@dartmouth.edu
IRA Pivot Table Review and Using Analyze to Modify Reports 1 What is a Pivot Table? A pivot table takes rows of detailed data (such as the lines in a downloadable table) and summarizes them at a higher
More informationMunis Payroll Entry Instructions
Munis Payroll Entry Instructions All pay processors will be entering time for administrators, teachers, extended employment, extra duty pay, LTE s, etc. via the Time and Attendance screens in Munis. Anything
More informationConfiguration Manager
After you have installed Unified Intelligent Contact Management (Unified ICM) and have it running, use the to view and update the configuration information in the Unified ICM database. The configuration
More informationMicrosoft Using an Existing Database Amarillo College Revision Date: July 30, 2008
Microsoft Amarillo College Revision Date: July 30, 2008 Table of Contents GENERAL INFORMATION... 1 TERMINOLOGY... 1 ADVANTAGES OF USING A DATABASE... 2 A DATABASE SHOULD CONTAIN:... 3 A DATABASE SHOULD
More informationQuick Start Guide. Highly customizable automated trading Automate your trades according to rules and models you create.
POWER E*TRADE PRO EXCEL MANAGER Quick Start Guide We are pleased to announce the launch of Excel Manager, an exciting new feature in Power E*TRADE Pro that leverages the flexibility of Microsoft Excel
More informationPractice Management Application Suite
RESOURCE AND PATIENT MANAGEMENT SYSTEM Practice Management Application Suite (BPRM) Version 3.0 Office of Information Technology Division of Information Technology Table of Contents 1.0 Introduction...
More informationVALUE LINE INVESTMENT SURVEY ONLINE USER S GUIDE VALUE LINE INVESTMENT SURVEY ONLINE. User s Guide
VALUE LINE INVESTMENT SURVEY ONLINE User s Guide Welcome to Value Line Investment Survey Online. This user guide will show you everything you need to know to access and utilize the wealth of information
More informationModule SYSTEM INTRODUCTION & BASIC NAVIGATION. Astra Schedule Training Guide
Module A SYSTEM INTRODUCTION & BASIC NAVIGATION Astra Schedule Training Guide Table of Contents Introduction... 1 Lesson Audience... 1 Lesson Objectives... 1 Configuration Requirements... 1 Common Practices...
More informationSteps for those interested in starting to use quicken and quickbooks for their banking and financing.
Steps for those interested in starting to use quicken and quickbooks for their banking and financing. 1. Buy the product you would like to own and use (quickbooks and/or quicken) 2. Install the products
More informationAutodesk Fusion 360: Assemblies. Overview
Overview In this module you will learn how different components can be put together to create an assembly. We will use several tools in Fusion 360 to make sure that these assemblies are constrained appropriately
More information1. Linking among several worksheets in the same workbook 2. Linking data from one workbook to another
Microsoft Excel 2003: Part V Advanced Custom Tools Windows XP (I) Linking Data from Several Worksheets and Workbooks In Excel Level III, we have learned and seen examples of how to link data from one worksheet
More informationBusiness Objects 4.1 Quick User Guide
Business Objects 4.1 Quick User Guide Log into SCEIS Business Objects (BOBJ) 1. https://sceisreporting.sc.gov 2. Choose Windows AD for Authentication. 3. Enter your SCEIS User Name and Password: Home Screen
More informationExcel 2003: Ringtones Task
Excel 2003: Ringtones Task 1. Open up a blank spreadsheet 2. Save the spreadsheet to your area and call it Ringtones.xls 3. Add the data as shown here, making sure you keep to the cells as shown Make sure
More informationUF Health SharePoint 2010 Document Libraries
UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network
More informationPractice Management Application Suite
RESOURCE AND PATIENT MANAGEMENT SYSTEM Practice Management Application Suite (BMW) Version 2.0 Office of Information Technology Division of Information Technology Albuquerque, New Mexico Table of Contents
More informationModule B. Key Applications Using Microsoft Office 2010
Module B Key Applications Using Microsoft Office 2010 Unit 3: Common Elements Key Applications The Key Applications exam includes questions covering three applications (word processing, spreadsheet and
More informationCIC 3.0 Basic Client Training
CIC 3.0 Basic Client Training Interaction Client Last Updated December 19, 2008 This document offers training for beginning CIC users. DVS, Inc. 60 Revere Dr., Suite 201 Northbrook, IL 60062 847.564.4387
More informationDell SonicWALL SRA 7.5 Secure Virtual Meeting and Secure Virtual Assist
Dell SonicWALL SRA 7.5 Secure Virtual Meeting and Secure Virtual Assist Document Scope This document describes how to configure and use the Dell SonicWALL SRA Secure Virtual Meeting feature and the Dell
More informationInstructions for Creating an Outlook E-mail Distribution List from an Excel File
Instructions for Creating an Outlook E-mail Distribution List from an Excel File 1.0 Importing Excel Data to an Outlook Distribution List 1.1 Create an Outlook Personal Folders File (.pst) Notes: 1) If
More informationComputer Training Centre University College Cork. Excel 2013 Pivot Tables
Computer Training Centre University College Cork Excel 2013 Pivot Tables Table of Contents Pivot Tables... 1 Changing the Value Field Settings... 2 Refreshing the Data... 3 Refresh Data when opening a
More informationUsing SSH Secure Shell Client for FTP
Using SSH Secure Shell Client for FTP The SSH Secure Shell for Workstations Windows client application features this secure file transfer protocol that s easy to use. Access the SSH Secure FTP by double-clicking
More informationThe LSUHSC N.O. Email Archive
The LSUHSC N.O. Email Archive Introduction The LSUHSC N.O. email archive permanently retains a copy of all email items sent and received by LSUHSC N.O. Academic email users. Email items will be accessible
More informationOutlook XP Email Only
Outlook XP Email Only Table of Contents OUTLOOK XP EMAIL 5 HOW EMAIL WORKS: 5 POP AND SMTP: 5 TO SET UP THE POP AND SMTP ADDRESSES: 6 TO SET THE DELIVERY PROPERTY: 8 STARTING OUTLOOK: 10 THE OUTLOOK BAR:
More informationUsing the Drag-and-Drop Report Builder
Using the Drag-and-Drop Report Builder Salesforce, Winter 16 @salesforcedocs Last updated: October 16, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationCrystal Reports Payroll Exercise
Crystal Reports Payroll Exercise Objective This document provides step-by-step instructions on how to build a basic report on Crystal Reports XI on the MUNIS System supported by MAISD. The exercise will
More informationBlackboard Version 9.1 - Grade Center Contents
Blackboard Version 9.1 - Grade Center Contents Edit mode... 2 Grade Center...... 2 Accessing the Grade Center... 2 Exploring the Grade Center... 2 Icon Legend... 3 Setting Up / Customizing the Grade Center...
More informationLogin: https://ipfw.edu/c Quick Guide for dotcms & Accessibility November 2014 Training: http://ipfw.edu/training
dotcms & Accessibility Folders Creating a New Folder Note: All folders showing on menu must have an index page. 1. Right-click the parent folder in which the new folder will reside. 2. Click New > Folder.
More informationMICROSOFT OUTLOOK 2010 WORK WITH CONTACTS
MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6
More informationMicrosoft Access 2010 handout
Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant
More informationETS. Major Field Tests. Proctor Administrator Manual
ETS Major Field Tests Proctor Administrator Manual Updated: December 2010 Table of Contents Contents 1.0 WELCOME... 1 1.1 INTRODUCTION... 1 1.2 SYSTEM REQUIREMENTS AND SETTING-UP STUDENT WORKSTATIONS...
More informationBusiness Reports. ARUP Connect
Business Reports ARUP Connect User Manual November 2015 Table of Contents Business Reports... 4 Quick Reference... 4 View Reports... 5 My Reports Tab... 5 Open a Report... 5 Save a Report... 5 Modify My
More informationContact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.
Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...
More informationMicrosoft Lync 2013 TRAINING GUIDE. University Of Central Florida Computer Services & Telecommunications
Microsoft Lync 2013 TRAINING GUIDE University Of Central Florida Computer Services & Telecommunications Table of Contents Microsoft Lync 2013... 1 Lync 2013 Main Screen... 1 Lync Options... 2 General Options...2
More informationScheduling Document Creation
Scheduling Document Creation What is a Schedule in epm? Schedules The epm Schedule application is an integral part of the Portfolio Management suite of applications. Start and end dates for each summary
More informationTeacher Training Manual Pinnacle OS-X Gradebook
Teacher Training Manual Pinnacle OS-X Gradebook Getting Familiar with Gradebook X... 3 Parts of the Gradebook X Screen...3 Gradebook X Menus (Macintosh OS X)...4 Gradebook X Menus (Classic Excelsior)...5
More informationMigrating to Excel 2010 from Excel 2003 - Excel - Microsoft Office 1 of 1
Migrating to Excel 2010 - Excel - Microsoft Office 1 of 1 In This Guide Microsoft Excel 2010 looks very different, so we created this guide to help you minimize the learning curve. Read on to learn key
More informationBounceBack User Guide
Table Of Contents 1. Table of Contents... 2 2. 1-0 Introduction... 3 2.1 1-0: Introduction... 4 2.2 1-1: BounceBack Software Overview... 6 3. 2-0 Navigating the BounceBack Control Center... 9 3.1 2-0:
More informationEXCEL 2007. Using Excel for Data Query & Management. Information Technology. MS Office Excel 2007 Users Guide. IT Training & Development
Information Technology MS Office Excel 2007 Users Guide EXCEL 2007 Using Excel for Data Query & Management IT Training & Development (818) 677-1700 Training@csun.edu http://www.csun.edu/training TABLE
More informationMaking Visio Diagrams Come Alive with Data
Making Visio Diagrams Come Alive with Data An Information Commons Workshop Making Visio Diagrams Come Alive with Data Page Workshop Why Add Data to A Diagram? Here are comparisons of a flow chart with
More informationRecording Supervisor Manual Presence Software
Presence Software Version 9.2 Date: 09/2014 2 Contents... 3 1. Introduction... 4 2. Installation and configuration... 5 3. Presence Recording architectures Operating modes... 5 Integrated... with Presence
More informationGetting Started with Excel 2008. Table of Contents
Table of Contents Elements of An Excel Document... 2 Resizing and Hiding Columns and Rows... 3 Using Panes to Create Spreadsheet Headers... 3 Using the AutoFill Command... 4 Using AutoFill for Sequences...
More informationSetting up Email in Outlook Express
Setting up Email in Outlook Express If you have more than one email account but need to use a single computer to access them, then Outlook Express can help. To begin, open Outlook Express by double-clicking
More informationTable Of Contents. System Monitoring... 14 System Monitoring Display...14 Monitoring Zones...15 About Areas (partitions)...15 Area Status Display...
Quick Start Table Of Contents Getting Started... 2 NEware Editions...2 Installing NEware...3 Installing Languages...3 Connecting to NEware...3 Changing Your IP100 Password...4 User Codes... 5 Master Feature...5
More informationIntroduction to ProphetX 3.0
Introduction to ProphetX 3.0 Table of Contents User Interface... 2 Global ProphetX Preferences... 2 Navigating ProphetX 3.0... 3 Docked Panes... 3 Context Tool Bar... 3 Split Views... 4 Tabbed Displays...
More informationTableau Quick Tips Guide November 2015
Tableau Quick Tips Guide November 2015 Fannie Mae Connect uses Tableau software to enable data display and analysis. This document provides guidance on how to get the most out of Tableau reports. The reference
More informationSHAREPOINT 2010 FOUNDATION FOR END USERS
SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your
More informationUsing Microsoft Office to Manage Projects
(or, Why You Don t Need MS Project) Using Microsoft Office to Manage Projects will explain how to use two applications in the Microsoft Office suite to document your project plan and assign and track tasks.
More informationSAS VISUAL ANALYTICS AN OVERVIEW OF POWERFUL DISCOVERY, ANALYSIS AND REPORTING
SAS VISUAL ANALYTICS AN OVERVIEW OF POWERFUL DISCOVERY, ANALYSIS AND REPORTING WELCOME TO SAS VISUAL ANALYTICS SAS Visual Analytics is a high-performance, in-memory solution for exploring massive amounts
More informationCFD-FX Trading platform Software User Guide. May 2006
CFD-FX Trading platform Software User Guide May 2006 CONTENTS Introduction........................................................1 Installing the trading platform........................................1
More informationNVMS-1200. User Manual
NVMS-1200 User Manual Contents 1 Software Introduction... 1 1.1 Summary... 1 1.2 Install and Uninstall... 1 1.2.1 Install the Software... 1 2 Login Software... 3 2.1 Login... 3 2.2 Control Panel Instruction...
More informationORACLE BUSINESS INTELLIGENCE WORKSHOP
ORACLE BUSINESS INTELLIGENCE WORKSHOP Creating Interactive Dashboards and Using Oracle Business Intelligence Answers Purpose This tutorial shows you how to build, format, and customize Oracle Business
More informationProduced by Flinders University Centre for Educational ICT. PivotTables Excel 2010
Produced by Flinders University Centre for Educational ICT PivotTables Excel 2010 CONTENTS Layout... 1 The Ribbon Bar... 2 Minimising the Ribbon Bar... 2 The File Tab... 3 What the Commands and Buttons
More informationTutorial 3. Maintaining and Querying a Database
Tutorial 3 Maintaining and Querying a Database Microsoft Access 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save queries
More informationMicrosoft Office 2010
Access Tutorial 3 Maintaining and Querying a Database Microsoft Office 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save
More informationGoogle Drive: Access and organize your files
Google Drive: Access and organize your files Use Google Drive to store and access your files, folders, and Google Docs, Sheets, and Slides anywhere. Change a file on the web, your computer, tablet, or
More informationDISK DEFRAG Professional
auslogics DISK DEFRAG Professional Help Manual www.auslogics.com / Contents Introduction... 5 Installing the Program... 7 System Requirements... 7 Installation... 7 Registering the Program... 9 Uninstalling
More informationMICROSOFT OUTLOOK 2011 ORGANIZE E-MAIL MESSAGES
MICROSOFT OUTLOOK 2011 ORGANIZE E-MAIL MESSAGES Lasted Edited: 2012-07-10 1 Mark Message as Read... 4 Categorize Messages... 5 Categorize an incoming e-mail... 5 Rename a category... 6 Place an e-mail
More informationFrontDesk Installation And Configuration
Chapter 2 FrontDesk Installation And Configuration FrontDesk v4.1.25 FrontDesk Software Install Online Software Activation Installing State Related Databases Setting up a Workstation Internet Transfer
More informationInstructions for Use. CyAn ADP. High-speed Analyzer. Summit 4.3. 0000050G June 2008. Beckman Coulter, Inc. 4300 N. Harbor Blvd. Fullerton, CA 92835
Instructions for Use CyAn ADP High-speed Analyzer Summit 4.3 0000050G June 2008 Beckman Coulter, Inc. 4300 N. Harbor Blvd. Fullerton, CA 92835 Overview Summit software is a Windows based application that
More informationSAP BusinessObjects Financial Consolidation Web User Guide
SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package 18 2016-02-19 SAP BusinessObjects Financial Consolidation Web User Guide Content 1 General user functions....12 1.1 To
More informationAn Introduction to K12 s Online School (OLS)
An Introduction to K12 s Online School (OLS) 1 Introducing the Online School (OLS)... 6 Logging In... 6 OLS Home page... 8 My Account Menu... 9 To Edit Basic Account Information for Yourself... 9 Tip:
More informationUser Guide to the Budget Process
User Guide to the Budget Process 2/12/2015 Contents 1. Adaptive Insights... 2 2. Browsers... 2 3. Nomenclature... 3 4. Logging into Adaptive Insights... 3 5. User Security - Roles and Levels... 4 6. What
More informationIntellect Platform - Tables and Templates Basic Document Management System - A101
Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System
More informationCreating and Using Forms in SharePoint
Creating and Using Forms in SharePoint Getting started with custom lists... 1 Creating a custom list... 1 Creating a user-friendly list name... 1 Other options for creating custom lists... 2 Building a
More informationUsing Webmail. Document Updated: 11/10. Technical Manual: User Guide. The Webmail Window. Logging In to Webmail. Displaying and Hiding the Full Header
Using Webmail Technical Manual: User Guide Webmail is supported in the following browsers: Windows Internet Explorer 6, Internet Explorer 7, Firefox 2, and Firefox 3 Mac OSX Safari 2, Safari 3, Firefox
More informationSTEPfwd Quick Start Guide
CERT/Software Engineering Institute June 2016 http://www.sei.cmu.edu Table of Contents Welcome to STEPfwd! 3 Becoming a Registered User of STEPfwd 4 Learning the Home Page Layout 5 Understanding My View
More informationContact Manager and Document Tracking. CampusVue Student User Guide
Contact Manager and Document Tracking CampusVue Student User Guide Campus Management Corporation Web Site http://www.campusmanagement.com/ E-mail Information: Support: E-mail form on Web site support@campusmgmt.com
More informationUser Guide. Live Meeting. MailStreet Live Support: 866-461-0851
User Guide Live Meeting Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations,
More information