Spark Help

Spark Help

• Getting Started

  • Spark Architecture Map
  • How do I install Spark on a new machine
  • Opening Spark
  • Layout Overview
  • Single Sign On

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• Common Tasks

  • Arranging Reports
  • Adding or moving columns in a view: Quick Columns’ Chooser | Design & View mode
  • I forgot the password
  • Spark password policy
  • Opening a report set
  • Organize open reports

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• Ticket

  • How to make Manual and Historical Transactions
  • How to make an Electronic Transaction (FIX trade)
  • Edit an existing transaction
  • Delete a Transactions (or multiple Transactions)
  • Set FIX Transaction to manual
  • Group orders

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• Order Generation Management

  • Placements in detail
  • Strategies in detail
  • Allocations in detail
  • Security notes
  • Audit trail in detail
  • ELocate / Short Locate Addin

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• Quick Order Entry

  • Make a Transaction QOE -Quick Order Entry
  • Other ways to make a transaction (QOE)
  • Delete order from my QOE orders
  • Other features (QOE)

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• Operations

  • How to change row colors in Spark | Conditional Formatting
  • Transactions entry for mergers and acquisitions
  • How to create an account in Spark
  • Insert Corporate Actions in Spark
  • How to insert Brokers and Commissions
  • Journal Entries_Income_Expenses

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• Common Questions Trouble-Shooting

  • My view not ticking
  • Error Dialog: Report cannot be loaded
  • One or more views come up empty
  • When editing/adding a column formula I get a dialog that says the formula is incorrect
  • Where is my tool bar for expanding/collapsing, and other grid functions
  • I cannot see a column in column chooser

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• Data Maintenance And System Administration

  • Maintenance basic actions
  • Access rights – Maintenance
  • Compliance rules
  • Broker entities. Set up a new broker
  • Calendar and holiday entities
  • Historical data (Add Check Prices and FXs)

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• Report Interaction

  • How to change row colors in Spark | Conditional Formatting
  • Arranging Reports
  • Aggregation/Data pivot
  • Arranging views
  • Report creation overview
  • Filter in the Column Chooser

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• Publishing

  • Publishing-Exporting a Report overview
  • On-demand copy and paste
  • Publish-Export a report in a PDF format
  • Automatic – Scheduled periodic publish

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• Standard Function Definitions

  • Standard Function Definitions
  • Factset Data Service Manual

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• Security Type Table

  • Security Type Table

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