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Thursday, December 22, 2011

Use S&P Ratings and Rankings in Search Screens and Queries

1.  Choose Display>New Display>Search Screens>New. 
2.  A box appears within a new Page prompting you to Enter query name.  Select a name that will help you identify the query then type it in and click OK.  The Query Builder window opens.
3.  Use the drop down window to browse the different query patterns.  Once you have selected the query you’d like to use, you may begin choosing the criteria.



4.  Click on the first blue line to select the S&P data field you want to query against.  The Select a Field window appears.  S&P STAR, Quality, Technical, and Bond Ratings are under the Statistical folder.

5.  Click on Equals to change to something else like greater than or equal to.  Finish building your query and choose Save As and then OK.  The query will begin running.  See example below.  You may now also use this Query on Pages within Telemet Orion. 

Example of Search Screen with Query of Stocks with S&P STAR Rating greater than or equal to 3:

Example of using Query on Page:


Note: S&P Ratings and Rank is a premium service. Contact Client Support at support@taquote.com for a free trial!

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