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Filter criterion and calculations
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TOPIC: Filter criterion and calculations

Filter criterion and calculations 5 years, 6 months ago #2216

  • chotz
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I'm testing out the screening capabilities and am interested in achieving the following:
- Filter out ADRs, I'm attempting to find a datapoint that will let me easily achieve this.
- Filter out companies that don't have financial information going back x number of years. Would a case statement checking for data at given a A in the past work?
- Filter out lowest/highest x percentage of a given calculation. For example, if I pull the M-Score in, what is the best way to filter out the bottom 5% of the results. Is there a database analytic function such as ntile that I can use?

I appreciate your help.
Thank you,
Chris
Chris

Re: Filter criterion and calculations 5 years, 6 months ago #2220

  • admin
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Chris,

To filter out companies without sufficient historical information, you could use a formula like:

Total Revenue(A-4) >= 0

This will eliminate companies with undefined 5-year ago income statements (as null revenue values will be rejected).

We don't offer percentile filtering, but you can sort your results by a factor and then manually set a cut-off at the chosen percentile.

To remove ADRs, you can convert your screen to an Advanced Screen, by clicking on the Advanced Screen tab, and then add the following text to the end of the screen:

AND companyname NOT LIKE "%(ADR)%"
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