Data Entry Fields

Required vs. Optional fields

Required fields are identified by a red asterisk (*). All others are optional.

Multi-select check boxes

Specifying values in a multi-select check box involves the following steps:

1. Click the arrow on the field to display the options.
2. Select the check box for each option you want to include.
3. Click Select All to automatically select all check boxes. Click the clear all link to clear all check boxes.
4. Click Cancel to close the drop-down list without saving your entries.
5. Click OK to close the drop-down list and retain your entries. You can also click outside the drop-down list or click the arrow again.

Your selections are displayed in the field, separated by commas

Date fields

Calendars are available to specify dates. To use a calendar:

1. Click the icon at the end of the field to display the calendar.
2. Use the date and month arrows to scroll to the appropriate date.
3. Identify the current date, which is outlined in red.
4. Identify the default date, which is outlined in blue.
5. Click the desired date. Click Today to select the current date. The calendar closes and the date you selected is displayed.

You can also enter a date in mm/dd/yyyy format in the entry field.

Maturity

Maturity is a positive whole number followed which can:

• Be a specific month, date, and year (i.e., 5/15/14). Only bonds with that maturity date are returned when searching.

• Be followed by a letter to indicate an interval:

• • Days: Enter 10d, 10 d, 10day, 10 day, 10days, or 10 days to indicate 10 calendar days from the current date.

  • Months: Enter 10m, 10 m, 10mo, 10 mo, 10months, or 10 months to indicate the first day of the tenth month from the current date.

  • Years: Enter 10, 10y, 10 y, 10yr, 10 yr, 10years, or 10 years to indicate the first day of the tenth year from the current date.  Enter 2.5, 2.5y, 2.5 y, 2.5yr, 2.5 yr, 2.5years, or 2.5 years to indicate the first day of the month two 1/2 years from the current date.

    When a number is entered without a following letter, it is assumed to be a year.

• Be a four-digit year (i.e., 2015). Bonds that mature anytime within 2015 are returned when searching.

• Be a range of values.

• • When entering a range such as 1 to 3, the maturity date should be one year from today through three years from today. If the current date is 7/3/2009, the search would include bonds with a maturity date from 7/3/2010 through 7/3/2012.

  • When entering a value such as 5 (max), the search should include bonds with a maturity date from now until 12/31 five years from the current date. If the current date is 7/3/2009, the search would include bonds with a maturity date from the current date to December 31, 2014.

Quantity

Quantity is a positive whole number.

Coupon

Coupon can be a whole number, decimal or fractional value (i.e., 5/32). Up to three decimal places can be used.

Price

Price can be a whole number, decimal or fractional value (i.e., 5/32). Up to three decimal places can be used.

Yield, Yield to Worst, Yield to Maturity

Yield values (Yield, Yield to Worst, Yield to Maturity) can be a whole number, decimal or fractional value (i.e., 5/32). Up to three decimal places can be used.

Related Topics

	Performing a Basic Search
	Performing a Criteria Search
	Specifying Search Ranges
	Performing a Text Search