wmaccess

wmView - Detail display

The Detail display of a data set is found by selecting a data set from the hit list or directly, if the search criteria leads to only one data set.

Detail display of an income data set for ISIN 'SG1M77906915' with Ex date of May 5, 2019.

The headline of the WMACCESS detail display comprises basic information on the security like ISIN, short name and WKN, as well as technical information which are very helpful especially in the event of queries for a clear identification of a data set.

Show empty fields

The detail display always comprises the not empty data fields of the relevant query profile or work field. Empty fields can be displayed by clicking on "> field ident":

Show empty data fields

Empty fields can be displayed by a click.

By a second click the empty fields vanish.

Tip

The field history can be used to identify deleted fields. In this context, the values ​​that were provided before deletion are also displayed.

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Field identifier / long name as tooltip

On the left side of the detail display the name (short name) of the displayed WM field as well as the relevant field identification can be found.
The long name is available in a Tooltip. This tooltip is displayed when the user hovers the cursor over the displayed short name.

Tooltip with long name for WM linkage field EV407

Tooltip with long name for WM linkage field EV407

Value and information content

For each field identification the delivered value is displayed. If a WM field is allocated to a distinct value area (e. g. country code), the relevant information text is displayed.

Structure of a detail display.

Structure of a detail display.

Detail level of the table attributes

By default, the information content is limited to a 24-character form text. However, there are often table expressions, which can not be interpreted immediately and without doubt by 24 characters. This setting can be changed in the Administration menu item for the current session.

WMACCESS menu

A click on the third toolbar button from the right opens the WMACCESS menu.

Selecting option 'administration'

Click on the option 'administration' and it will open in a new window.

Make your choice in the administration screen and implement this setting with a click on the 'OK' button.

The selected setting will be used immediately for the next wmView query and is only valid for the current session.

The four available options are described in the following:

Selection possibilities for the detail level of the table attributes:

Option Description
1 For single attributes the up to 24-characters form text is displayed – this corresponds to the standard setting. This is the setting of each beginning of a new WMACCESS session.
2 For single attributes the long, detailed continuous text is displayed instead of the form text.
3 Analogous to option 1; additionally, the detailed continuous text is displayed in the tooltip of the linkage fields.
4 The most comprehensive presentation encompasses the display of the detailed continuous text for table attributes for single attributes as well as in the tooltip of the linkage fields.

Presentation of single fields at highest detail level:

Highest detail level for single fields – display of the detailed continuous text

Highest detail level for single fields – display of the detailed continuous text

Display issuer name (MD031)

For the three static data fields

  • GD240 (Original issuer number)
  • GD241 (Issuer number of the umbrella fund)
  • GD245 (Current issuer number)

the associated current issuer name (MD031) is displayed. By clicking on the issuer number, the corresponding issuer master data is displayed in the query profile "(M) Issuer data".

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Linkage fields

Linkage fields can consist of several auxiliary fields (columns) and can also contain several technical records (rows).

If a WM table is assigned to an auxiliary field, such as GV325D (Int. calc. method) to WM table "F93", the table value, such as 09, is displayed in a separate table cell directly left to the table specification, e.g. Day count ICMA 251:

Presentation of linkage fields.

Presentation of linkage fields.

If an auxiliary field (for example, a cancellation mark) is empty for all the displayed data records, this auxiliary field is hidden for the sake of clarity.

Tooltips

All linkage fields, like GV325 (interest phases), additionally contain tooltips (short information).

In order to receive continuous texts as tooltip for linkage fields, the detail level of the table attributes must be set to option 3 or 4 beforehand.

Tooltips in linkage fields of detail display.

If the cursor is on a headline column, the auxiliary field of the linkage is displayed.

With option 3 or 4 under "Detail level of the table attributes" the continuous texts are offered as a tooltip.

Hide cancelled rows

WMACCESS displays a function in the column heading to hide cancelled rows if there is a mixed situation of valid and cancelled entries.

Hide cancelled entries by clicking on the column header

Hide cancelled entries by clicking on the column header

Sorting linkage fields

So far most of the linkage fields in WMACCESS such as GV451 (Historical classification funds) are completely supplied by WM Datenservice and therefore those fields appear in a proper business oriented order in wmView and wmProfile. In some of the more recent linkage fields, the order delivered (Seq. string no.) no longer has to correspond to a professionally meaningful order, usually out of a date-from field. In such linkage fields, we have defined a different sorting order so that the entries are usually sorted by the respective date field.

Sorting by date field and cancelled rows

Sorting by date field and cancelled rows


Display in combination with cancelled rows

Display in combination with cancelled rows

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Frozen WM Fields

Frozen WM fields like GD511 (half income procedure), are no longer updated and delivered for new instruments or current corporate actions. When viewing older data sets, especially in the field of income data, however, these frozen fields on older legal frame conditions can be of interest.

For better optical distinction frozen fields are presented in a lighter text colour in the detail display, like GD273 in the following example.

Presentation of frozen WM fields using the example of GD273

Presentation of frozen WM fields using the example of GD273

Functional field descriptions

For each WM field contained in the detail display a comfortable display of the field description and table attributes is available via the optional module wmGuide. Since wmGuide is integrated context-relatedly in the detail list, a click on the field identification, e. g. ED001 or ED134 is sufficient.

Historical characteristics

Historical characteristics of individual WM fields as well as the relevant delivery date can be seen in the wmView detail display by clicking on the field name like Status Payment for ED001.

Print function

Of course every wmView detail display can be printed completely. To print, please use the button on the toolbar (bottom left). You can get very good print results with Google Chrome in combination with the option "Background graphics" and, if necessary, save it as a PDF.

Print function with background graphics and PDF as target

Query history

The query history allows a fast and uncomplicated access to past detail displays of the current WMACCESS session.

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Overview of keyboard shortcuts

The following keyboard shortcuts are supported in the detail display:

Keyboard shortcut Function / Meaning Button
Keyboard: Alt & Keyboard: R



Keyboard: Esc
Return to the previous screen (hit list or search display) Toolbar Button: Back to hit list or search display
Keyboard: Alt & Keyboard: C Return to search display.
The search criterias are reset
Toolbar Button: Back to search display and reset search criterias

Other keyboard shortcuts:

Keyboard shortcut Function / Meaning
Keyboard: Strg & Keyboard: F Search for term (browser search)
Keyboard: Alt & Keyboard: A Open work area / query profile selection

For further examples on the use of keyboard shortcuts as well as useful information for the efficient use of wmView and wmProfile, please refer to the WMACCESS cheat sheet.

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