In Codebook, the screener does not work when the field TR.NAICSNationalIndustryCode is included. For

In Codebook, the screener does not work when the field TR.NAICSNationalIndustryCode is included. For example, the commands

screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"), TOP(TR.H.EV(Curn=USD),7,nnumber),Curn=Native')

df=fundamental_and_reference.Definition(universe=[screener_output.expression],fields=['TR.CompanyName','TR.F.EV'], parameters={'curn':'USD','NULL':'Blank','Scale':6}).get_data()

return error code 800 (see 1st attachment).

When the parameter IN(TR.NAICSNationalIndustryCode,"513210") is removed, the code runs fine (see 2nd attachment).

Can this be corrected so that the screener works with the field TR.NAICSNationalIndustryCode as well?

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Jirapongse

@Rakshith_shetty23

Thank you for reaching out to us.

It also works if I remove the TOP(TR.H.EV(Curn=USD),7,nnumber) filter.

screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"),Curn=Native')

I tested the formula in the Workspace Excel and it didn't work.

=@TR ("SCREEN(U(IN(Equity(active,public,primary))/UNV:Public/),IN(TR.GICSSectorCode,""45""), IN(TR.NAICSNationalIndustryCode,""513210""), TOP(TR.H.EV(Curn=USD),7,nnumber), CURN=USD)","TR.CommonName;TR.NAICSNationalIndustryCode","curn=USD RH=In CH=Fd")

Please contact the Workspace Excel team to verify this formula.

Rakshith_shetty23

The code sent is not working at my end can you please share the valid code as the client is using API not on excel so that same can be provided

Jirapongse

The screener formula is processed in the backend service. I think it is the same backend service used by both API and Excel.

You need to contact the Workspace Excel team to validate the formula then we can use the same formula in the API.

The code works on my Codebook.

Rakshith_shetty23

Can you please share the 2 SQLs completely

Jirapongse

Do you mean the code?

import lseg.data as ld

from lseg.data.discovery import Screener

ld.open_session()

screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"),Curn=Native')

list(screener_output)

Rakshith_shetty23

Please find the client comment

From my side the code also works when removing the TOP(TR.H.EV(Curn=USD),7,nnumber) filter.

However, this is of no use to me as this filter is necessary in my code (getting the 7 biggest competitors of a company based on Enterprise Value in USD).

Please let me know what can be done so that this condition remains in the screener.

Jirapongse

@Rakshith_shetty23

It also doesn't work in the Workspace Excel. Please contact the Workspace Excel support team for a valid formula.

Rakshith_shetty23

Here is the correct formula

=@TR ("SCREEN(U(IN(Equity(active,public,primary))/*UNV:Public*/),IN(TR.GICSSectorCode,""45""), IN(TR.NAICSNationalIndustryCode,""513210""), TOP(TR.H.EV(Curn=USD),7,nnumber), CURN=USD)","TR.CommonName;TR.NAICSNationalIndustryCode","curn=USD RH=In CH=Fd")

Now that we know the correct excel syntax, please help with the relevant API query so we can provide it to the client.

Jirapongse

The code looks like this:

screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"), TOP(TR.H.EV(Curn=USD),7,nnumber),Curn=USD')


df=ld.get_data(

    universe=[screener_output.expression],

    fields=['TR.CompanyName','TR.F.EV','TR.NAICSNationalIndustryCode'], 

    parameters={'curn':'USD','NULL':'Blank','Scale':6})


df

To convert the @TR and @RDP.Data formula to Python code, please refer to this How to Convert the =@RDP .Data Excel Function into Code Using the LSEG Data Library for Python article

Rakshith_shetty23

I have tried the code that you supplied, unfortunately it still does not work on my side (see first attachment).

The code does work when the condition “TOP(TR.H.EV(Curn=USD),7,nnumber)” is removed (see second attachment).

I have been informed in another support case (15775888) that the field TR.F.EV has no value when only preliminary company reports are available (e.g. as is currently the case for RICs RAAG.DE, BRBI.MI). Could this be a reason why the screener using this field is not working?

Jirapongse

The code works on my Codebook. I am using the lseg.data library. If the same code can't run on your Codebook, it could be the problem in the backend service. You need to contact the product support team to verify this issue.

import lseg.data as ld

from lseg.data.discovery import Screener

ld.open_session()


screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"), TOP(TR.H.EV(Curn=USD),7,nnumber),Curn=USD')



df=ld.get_data(

    universe=[screener_output.expression],

    fields=['TR.CompanyName','TR.F.EV','TR.NAICSNationalIndustryCode'], 

    parameters={'curn':'USD','NULL':'Blank','Scale':6})


df

Regarding the TR.F.EV field, please contact the helpdesk team directly.

Rakshith_shetty23

Can you please share as python script as pynb format

Because with just

screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"), TOP(TR.H.EV(Curn=USD),7,nnumber),Curn=USD')df=ld.get_data(    universe=[screener_output.expression],    fields=['TR.CompanyName','TR.F.EV','TR.NAICSNationalIndustryCode'],     parameters={'curn':'USD','NULL':'Blank','Scale':6})

Its not retrieving

Jirapongse

@Rakshith_shetty23

What is the Python script as pynb format?

Please provide the sample.

The code is:

import lseg.data as ld


from lseg.data.discovery import Screener


ld.open_session()



screener_output=Screener('U(IN(Equity(active,public,primary))), IN(TR.GICSSectorCode,"45"), IN(TR.NAICSNationalIndustryCode,"513210"), TOP(TR.H.EV(Curn=USD),7,nnumber),Curn=USD')




df=ld.get_data(


    universe=[screener_output.expression],


    fields=['TR.CompanyName','TR.F.EV','TR.NAICSNationalIndustryCode'], 


    parameters={'curn':'USD','NULL':'Blank','Scale':6})



df

I can ran it in Codebook.

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