For all Bloomberg and EMSX default views the data is coming from Bloomberg APIs. Active APIs in this application are Bloomberg Reference Data, Bloomberg Market Data (real time), and Bloomberg EMSX. Additionally, there is an API selection for Custom Metrics which are calculations based off of Bloomberg metrics. What is the difference between APPLE US Equity and APPLE UW? APPLE US Equity is showing returns for Bloomberg’s Composite Exchanges. Data metrics with the suffix US Equity aggregate all US exchanges. APPLE UW is showing returns for Bloomberg’s Primary Index. For Apple the primary exchange is UW or Nasdaq. Metrics with the specific Exchange suffix will return information only for that exchange. How Do I create a custom metric? Contact Aqumin support to add new custom metrics. support@aqumin.com How do I determine the calculation for a custom metric? Custom metrics are calculations based off of 1 or more Bloomberg Fields. The calculation is listed in the tooltip and can be seen when hovering over the custom metric. What if there is a bad data point? NA’s and exceptions will be shown in RED in the Inspector Legend and Details panel. The tooltip will display why the data point is invalid or NA. NA indicates that the data metric is Not Available from the Bloomberg API. What does the time stamp reflect? The time stamp is set to correspond with your Bloomberg Terminal. How is my Order and Route data treated in the landscape? The application comes with EMSX as the Implict Data source for all Bloomberg related views. That means that for any Bloomberg market data or Reference data landscape you also have access to EMSX fields with route and order information. This allows you to Overlay Orders and Routes on landscapes and to change landscape properties (Height, Color, etc.) to EMSX fields. How do I change the Data Source of my Route and Order Data? If your order and route data is in a system other than EMSX, you can export that data into an Excel or CSV and use that spreadsheet as the Implicit Data Source. To change the Implicit Data Source to a spreadsheet: Go to Tools>Settings> Custom EMS Routes Source. Use the file browser to locate and select the appropriate CSV. When you reopen a Bloomberg Landscape, the spreadsheet will now be your Implicit data source for Routes and Orders. You will see the Excel Icon listed with the data Icons in all BBG landscapes. How do I format my spreadsheet to use as an Implicit Data Source? In order for route and order data to be mapped appropriately to Bloomberg landscapes, your spreadsheet needs to be properly formatted. It is necessary to have a RouteId, OrderId, Ticker Column similar to the example spreadsheet in the application. How do I modify or cancel an EMSX Order using the landscape? In a Bloomberg landscape, orders can be modified or canceled in 2 locations, the Order Details section on the inspector and by using the Right Click Action Menu. How do I view my EMSX Orders and Routes in the Landscape? EMSX Orders and Routes can be viewed in several ways. 1) Overlay: in a Bloomberg landscape Orders can be overlaid on the active Index. Selecting the Order Basket Icon in the upper right hand corner of the landscape will Flag stocks with Orders in Blue. This will only highlight Orders on stocks in the Active Index being shown. 2) View All Orders: Right Click to launch action menu, select ORDERS>SHOW ORDERS. The landscape will change from the current active index to All Orders in the EMSX order blotter, regardless of Index. The view configuration will be the same, only the entity list will change to show stocks with orders. 3) View All Orders: Use the drop down Entity List Selector and select Order Blotter. 4) Select a pre-configured landscape from the EMSX Orders category in the landscape manager. How do I change the list of stocks or orders that I am looking at in my landscape? In the upper right hand corner of the landscape there is a drop down menu listing the available entity lists for the view. You can select a pre-saved index or enter a new index using the proper Bloomberg Code. How do I view my saved Bloomberg Portfolio or Basket? In the upper right hand corner of the landscape use the drop down menu to select Add Portfolio. In the pop-up dialog, enter the Client # shown in PTRU. How do I see additional information about a selected stock in the Bloomberg Terminal? Right click on the selected building and select SHOW IN TERMINAL. This will populate description (DES) and chart (GIP) pages in your terminal. How do I change a field metric for a building’s height, color, order, group or group order? Select the displayed field name to launch the Metric Selector pop up box. In the Metric Selector pop up, select the data source to populate available metrics. Select the desired field. How do I add a Bloomberg field to my list of available metrics? Contact Aqumin support. support@aqumin.com How do I create a new landscape? Modify and save an existing landscape using the Metric Selector Dialogue box. Launch an existing landscape and select a metric in the Legend that is assigned to Height, Color, Order, or Group. This will launch the Metric Selector Dialogue which will indicate all the available fields for each API. Metric changes made in the legend will automatically update the active landscape. Use File in the upper left hand corner of the application to SAVE or SAVE AS. How do I save a landscape? Click on File in the upper left hand corner of the application then Save or Save As. Save will override the default landscape. Save As will prompt you to enter a new name and save the landscape separately from the existing landscape. How do I revert back to the original landscape? Right click on the landscape name in the Landscape Manager. There will be a REVERT option if the landscape has been changed from the default. Clicking Revert will reset the landscape to its shipped properties. How do I change a landscape category? Simply click on a landscape name and drag and drop to the appropriate category. If you want to create a new category, right click on the landscape name and select Properties. You can enter a new category name in the pop up dialogue box. How do I add a custom list or custom Universe to my landscape? To add a custom universe click on the current universe and select Custom List> Import Excel/CSV. Use the file browser to select the appropriate spreadsheet and apply it to the landscape. This list will be saved to your application. **Note, this is a static list/universe and does not update. If there are changes to the worksheet, you have to reimport the worksheet to modify the list. What is the difference between Adding a Data Source and Adding a Custom List? Adding a Custom List adds a List of Securities and gives you quick access to that universe but does not update with the spreadsheet. How do I save a data source to a landscape? After adding a data source (as detailed above), simply save the landscape using File, Save or Save As. The next time you open that landscape the spreadsheet will be included. How do I apply a spreadsheet to all landscapes? See category Data Sources – How do I change the Data Source of my Route and Order Data? • Add connected Bloomberg Terminal Pages and specify the terminal page to launchData
Orders and Landscape Actions
Creating and Saving New Landscapes
Adding a data source lets you apply any column in your spreadsheet to the landscape, provides the universe from your spreadsheet, and updates the universe when you spreadsheet changes upon reload of the landscape.Adding Data Sources or Custom Lists
How do I flip the buildings? In the legend under Height use the toggle with buildings on it to flip the buildings.
Which user controls can I change? User settings can be accessed on the tool bar at Tools>User Settings. Users can:
• Toggle between EMSX Beta and Prod environments for testing
• Specify EMSX teams
• Identify an Excel or CSV as an Implicit data source for Route and Order Data
• Toggle on or off Floating Tooltips
• Show % as Basis Points
• Increase font size
• Change background color
User Settings and Landscape Customizations