The SASEXFSD interface engine uses standard engine syntax. Table 4 summarizes the options that the SASEXFSD engine supports. In addition, there are two required options: USERNAME=’fact_username’ and PASS=’fact_password’.
Table 4: Summary of LIBNAME libref SASEXFSD Options
| Option | Description |
|---|---|
| CAL= | Specifies the calendar that replicates the PSETCAL function |
| CONNECT= | Specifies whether or not you need the connect method for a secure connection via a proxy server. You must specify the PROXY= option when you use the CONNECT=ON option. See the PROXY= option. |
| CONV= | Specifies the conversion technique for aggregating periods, when a data series of a higher frequency is converted to a lower frequency; for example, converting a quarterly series to an annual series (such as SUM, AVERAGE, or AVERAGENP) |
| CURRENCY= | Specifies a currency in which the data are returned, using a three-character ISO code, such as USD for US dollars or EUR for euros |
| DATE= | Specifies one date in YYYYMMDD format (default is 0B, for today’s date) |
| DATES= | Specifies a list with the start date, end date, and frequency, separated by colons (:) |
| DBSOURCE= | Specifies a standardized database source name, such as EWIN_ECON, GI_ECON, OECD_MEI, FDS_ECON, FDS_COM, or the default, a null string, which uses the standardized economic data (EWIN_ECON_RGDPR_Y) |
| DEBUG= | Specifies whether or not to include diagnostic message logging in the SAS log window |
| DIST= | Specifies the distribution technique for spreading over periods when a data series of a lower frequency is distributed to a higher frequency; for example, distributing an annual series to a quarterly series (such as STEP, EVEN, or NONE) |
| END= | Specifies the end date for the selected data range (in YYYYMMDD format) |
| FACTLET= | Specifies which factlet you want to use. For the complete list, see Table 5. |
| FORMAT= | Specifies a FactSet format. Only SAS XML format (SML format) is supported. |
| FQLFLAG= | Sets dates to use FQL instead of screening; FQLFLAG=N (default) or Y |
| FREQ= | Specifies the reporting frequency of the selected data, such as M for monthly and D for daily. For the complete list of frequencies, see Table 20. |
| FUNCTION= | Adds the FQL function property to change data value; for example, FUNCTION=ZSCORE |
| IDS= | Specifies a list of FactSet keys or entity identifiers for accessing FactSet OnDemand data. To select more than one ID, list the unique entity identifiers separated by commas. |
| ISON= | Specifies whether the company (security), such as SP500 or MSCI_WORLD, is on the specified database or index. For a list of additional ISON= option examples, refer to the FactSet Online Assistant, page ID 2014. |
| ISONPARAMS= | Specifies the parameters used by the ISON code |
| ITEM= | Specifies one FactSet data item name (time series name) |
| ITEMS= | Specifies a list of FactSet data items for accessing FactSet data sources. To select more than one item, list the data item names, separated by commas. |
| NAME= | Specifies whether to see the names of each security along with the CUSIP |
| NFB= | Specifies the "no-feel-back" option in FQL codes. If you do not use the NFB= option, the returned data series contains NAs where the data are not available (default is NFB=1). |
| OFDB= | Specifies the OFDB file name |
| ORIENTATION= | Specifies the layout of the selected data items for access. Only the ETI (entity-time-item) orientation is supported. |
| PERIOD= | Specifies the time interval between the data points (observations) in a time series. The valid period parameters are ANN, QTR, SEMI, MON, YTD, YTD_SEMI, LTM, LTM_SEMI, and SEMI-ANN. The default is ANN. |
| PROXY= | Specifies the proxy server that you want to use (if you have trouble connecting without specifying a proxy). If you also need the connect method for a secure connection, use the CONNECT=ON option in addition to the PROXY= option. See the CONNECT= option. |
| SCREEN= | Specifies the screen file that contains a single user-defined screen for viewing CUSIPs |
| START= | Specifies the start date for the selected data range (in YYYYMMDD format) |
| UNIVERSE= | Specifies the one account or benchmark. Use this instead of the IDS= option. |
| UNIVERSEGROUP= | Default value is EQUITY; for DEBT securities, use UNIVERSEGROUP=DEBT |