US Economic Service · In the Search Connect box, click on the magnifying glass icon to access the...

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Confidential. © 2019 IHS Markit ® . All Rights Reserved. Confidential. © 2019 IHS Markit ® . All Rights Reserved. US Economic Service Connect™ User Guide 2019

Transcript of US Economic Service · In the Search Connect box, click on the magnifying glass icon to access the...

Page 1: US Economic Service · In the Search Connect box, click on the magnifying glass icon to access the Search page Search and Custom Email Alerts Refine your Search by selecting one of

Confidential. © 2019 IHS Markit®. All Rights Reserved.Confidential. © 2019 IHS Markit®. All Rights Reserved.

US Economic ServiceConnect™ User Guide

2019

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Table of Contents

• Connect Login Instructions

• Economics Menu

> Regional Economics

> Data Browser

• My Connect

> Email Notifications

> Saving Content

> Report Builder

• Search and Custom Email Alerts

• User Options

• Contact Us

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Connect Login Instructions

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Go to connect.ihs.com and log in with your Username and Password

Click on ‘Forgot Password?’ to reset your password

Connect Login Instructions

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Economics Menu

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Economics Menu

Menu options will appear based on the user’s access or company subscription.

Quick access to

relevant Data

Tools, Related

Resources and

Events.

Direct access to a Regional page.

In Connect, hover over Economics in the black menu bar > Regional Economics to browse US macro forecasts and

analysis.

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Regional Economics Menu

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Regional Economics Menu NavigationIn Connect, hover over the Economics menu > Regional Economics and click on United States - Macro Analysis

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Provides detailed analysis and long term forecasts on the structure of the U.S. economy

Macro Analysis

3. View

preformatted

spreadsheets

containing our

forecasts and latest

US Macro

publications.

1. Featured article

summarizes IHSM

regional view,

produced by our

Economists.

4. The Country

Report highlights

key points for the

US macroeconomic

outlook. Click on

the Read Report

link for a

comprehensive

report.

2. Headline

Analysis display

the latest

economic articles

for the US

1

2

3

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Data Browser

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Allows you to customize, save and export data

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On the Economics menu > Regional Economics, select US Economy on the right side under Tools > Data Browser

Data Browser

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You can search data by concept, series type and/or frequency

Data Browser - Build Query from a single dataset

Selecting a dataset

in Build Query

allows you to see

detailed filtering

options.

After making

selections, click on

VIEW RESULTS.

You can apply function(s) to

the entire search results.

You can apply a keyword search for

concept, series type and frequency.allows you to expand the

filter pane.

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Data Browser - Search Results

Search result is shown below the

filtering options. Ticking a box

and clicking on Show Preview

allow you to see a quick preview

of the selected series (one series

at a time). Scroll to the right to

see all time series data.

There are multiple tabs if you

select multiple frequencies.

Scroll to the right to see all time

series data.

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Data Browser - Table Settings

Manage Tables allows you to change table settings.

Clicking the date range allows you to revise the data period.

Save As allows you to save the criteria for later use. You can

access your saved item through My Saved (Slide 23).

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Data Browser - Switching views

Switch to Overview

allows you to see a list of

series regardless

frequencies. This is

useful to see the entire

list of available series for

your criteria.

Switch to Overview

only appears when you

have multiple

frequencies in the

results.

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Data Browser - Move series to Workspace

In the search result

of Build Query,

select the series you

want to move to

Workspace.

Click on ADD TO

WORKSPACE.

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You can apply calculations only to the series you desire

Data Browser - Apply calculations

Select series, click on Calculations and select your option(s).

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You can show a chart of the desired series

Data Browser - Show a chart

Select series and click on Show Chart.

Click on to download the chart.

Edit Chart allows you to make further

changes to the chart.

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You can save your table for later use

Data Browser - Save your work

Select series, click on Save As.

Name your table and specify a folder.

You can access your saved item through My Saved (Slide 23).

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You can load data by mnemonics

Data Browser - Load by mnemonics

In Workspace, click on LOAD BY MNEMONICS.

Copy and paste or type mnemonics horizontally or vertically.

Click on CHECK AVAILABILITY followed by ADD SERIES.

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Data Browser - Export to a static Excel or a static CSV file

Select Excel static or CSV static to download to a static Excel or CSV file.

Adjust Export Settings if necessary.

You will be notified on the download progress.

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Refreshable Excel files allow you to update the data with one click

Data Browser - Generate a refreshable Excel file

Select Excel Refreshable to generate a

refreshable excel file. Specify a folder to save the

search criteria.

To update the refreshable Excel, please click on

Refresh All from the Excel Data Menu.

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My Saved provides quick access to your saved items

Data Browser - My Saved

By clicking on the name of your saved item, you can re-load what you have saved earlier

e.g. US Economy.

gives you options such as delete, edit, send a copy, share, copy to and move to.

allows you to share the saved item with your colleague(s). Your colleague(s) need to

be entitled to the same data.

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Documentation provides quick access to Service Documentation.

Data Browser - Documentation

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Online training video provides quick guidance of New Data Browser

Click on followed by Training Video to view the online training video.

Data Browser – Training Video

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My ConnectEmail alert options, access to saved content and Report Builder

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Click on My Connect to manage Email Notifications by selecting/deselecting the check boxes in the Immediate, Daily or

Weekly columns

My Connect – Email Notifications

Click into

Settings to set

the timing of

your alerts and

click Apply.

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When navigating the platform, save content into My Connect to access it later or to build a report

My Connect – Saving Content

Set the content to

Live to get the

latest updates or to

Snapshot.

Click on the icon

to save the content

to My Connect.

Alternatively, click

on the Add to

Report icon to

build your own

report.

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On My Connect, access your saved content under Content by Folder and select Build Report

My Connect - Report Builder

Retrieve

your saved

Content by

Type or by

Folder.

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On Report Builder, edit the report content and Export it to PDF, Word or Save

My Connect - Report Builder

Review the Title,

add Subtitle and

Introduction.

Use Ordered By

to arrange saved

content by

Country, by Type,

and in Custom to

drag and drop

articles to your

preferred order.

Add your own

section.

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Search and Custom Email Alerts

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Search, Refine, Save your search criteria and enable Email Alerts

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In the Search Connect box, click on the magnifying glass icon to access the Search page

Search and Custom Email Alerts

Refine your Search

by selecting one of

the following

options on the left

side: All or

Economics. Apply

Filters, such as

Geography and

Content Type. You

can also type in

search terms to

further refine your

search.

Click on Follow

This, name your

alert and

choose/create a

folder from the

Folder menu.

Select Immediate,

Daily or Weekly

from the Notify me

by email options

and click Apply to

enable the email

alert.

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User Options

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Access Search, Help, Settings, and your User Profile at the top of the page

User Options

Enter a search term

and click

to access the

Connect Search

Hover over

to search Help

or Visit our

online help

center for

training and

support

Hover over

to show

subscribed

content or all

content

Hover over

to update your

profile, change

your password, or

log out

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Contact Us

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Schedule a complimentary Connect training

[email protected]

Access Connect from iPad and Smartphone

Access Connect anywhere, anytime for the information, insight and

analytics necessary to make critical decisions.

Download the free Connect iPad and Smartphone apps to your

mobile device.

Americas

+1 800 IHS-CARE (+1 800 447-2273)

Mon. to Fri. 0800 to 1800 MDT (GMT -6hrs)

Email: [email protected]

Europe, Middle East & Africa

+44 (0) 1344 328 300

Mon. to Fri. 0800 to 1800 BST (GMT +1h)

Email: [email protected]

Asia Pacific

+604 291 3600

Mon. to Fri. 0800 to 1800 MYT (GMT +8hrs)

Email: [email protected]

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For questions or assistance, contact our Customer Care team

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