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Description:
This function makes data import from a text file, easy and intuitive. The operation can be done directly from the window "Edit - Update historical files" which allows to define any single parameter of the export. It is recommended to use the guided export, unless special results are to be achieved.
Use:
To start the procedure, select the menu entry "Text File Import Wizard" from the menu "File" => "Data Files Management". There are four steps to complete the export:
Step 1
During step 1 it will be asked to define all properties regarding the text file:
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Path
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Please insert the full path of the text file containing the data to import.
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File format
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It is the record file format of the text file. If the list shown does not have the desired file format, it is always possible to create a new one. (or modify an existing one). In order to do that press the button "Create New file format" to open the window of creation/edit file format. Once created and saved the new format, come back to the guided import, closing the configuration window.
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Once the properties have been defined, click on "Next" to go to the next step.
Step 2
In this step are defined all the properties related to the update:
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Workgroup
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Is the workgroup containing (or that will contain) the chart to upgrade.
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Default periodicity
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Is the periodicity used in case is not defined in the text file.
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Ignore first record
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If selected, the update will not consider the first line of the text file, normally used to define the columns name (this option can avoid unwanted errors).
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Overwrite existing record
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If selected, the update will overwrite the existing record in the in archive with the one from the text file.
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Once the properties have been defined, click on "Next" to go to the next step.
Step 3
In this step are defined all the properties of new files to create, if they are not part of the workgroup.
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Create data file if it does not exist
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If selected, enable the creation of new data file if they are not part of the destination workgroup.
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Data file type
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It defines the type of security data file (Metastock, Insider data file)
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Folder
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Select the folder where to create the new data files
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Periodicity
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Select the periodicity of new data file
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Minutes per bar
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It defines, for intraday periodicity, the minutes per bar.
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Once all properties have been defined, click on "Next" to start the update.
Step 4
This step shows the state of the import, also other information on records and files.
If there will be any errors, they will be listed in the list at the bottom of the window.
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