Orbis- What Is It and Orbis- What Is It and How Do I Access It?How Do I Access It?

Orbis is a global financial databaseOrbis is a global financial database

Access: via web pages and Access: via web pages and electronic resourceselectronic resources

via the library cataloguevia the library catalogue

Types of SearchTypes of Search

Depending on how you login, the default Depending on how you login, the default is usually quick searchis usually quick search

Also advanced search optionAlso advanced search option We will look at the functions available on We will look at the functions available on

quick search first quick search first There appears a menu box with various There appears a menu box with various

search boxessearch boxes E.G first is company name: Tesco OR BT E.G first is company name: Tesco OR BT

OR BA etc.OR BA etc.

Orbis – Quick SearchOrbis – Quick Search

Next choice is LOCATION Next choice is LOCATION Country Country

CountyCounty

Post code areasPost code areas

Phone code Phone code

Industry size: by employees, turnover or Industry size: by employees, turnover or total assetstotal assets

Legal form : I.E public or private companyLegal form : I.E public or private company Ownership I.E independentOwnership I.E independent Mergers & Acquisitions & periodMergers & Acquisitions & period Status: active or inactive (or dead)Status: active or inactive (or dead) Top companies : all, 10,25, 50, 100, 150 Top companies : all, 10,25, 50, 100, 150 Based on assets, employees or turnoverBased on assets, employees or turnover

Orbis – Quick SearchOrbis – Quick Search

Quick Search ScreenQuick Search Screen

Orbis – Quick SearchOrbis – Quick Search

When search has ran, on top left are a no. When search has ran, on top left are a no. of tabsof tabs

COMPANY REPORT choose from A WIDE COMPANY REPORT choose from A WIDE VARIETY OF headings with submenusVARIETY OF headings with submenus

If you require less data Click on Format & If you require less data Click on Format & NewNew

Use the > to add the data you require Use the > to add the data you require and click on saveand click on save

Click Layout to change displayClick Layout to change display Click List to go back to the list of Click List to go back to the list of

companies foundcompanies found

Orbis– Search ListOrbis– Search List

Company ReportCompany Report

Quick Search – Peer AnalysisQuick Search – Peer Analysis

This will display companies within the same This will display companies within the same

market sector – your company will appear in market sector – your company will appear in

BOLDBOLD

Click on Click on PP icon next to company name to view icon next to company name to view

this informationthis information

You can also display the data in specific types You can also display the data in specific types

of chart by clicking on the buttons at the of chart by clicking on the buttons at the

bottom of the screenbottom of the screen

Quick Search – Peer AnalysesQuick Search – Peer Analyses

Quick Search -Other AnalysesQuick Search -Other Analyses

There are five specialist choices here and There are five specialist choices here and you click NEW and choose the fields you you click NEW and choose the fields you wish to include: Only for the EXPERT!wish to include: Only for the EXPERT!

Segmentation Segmentation AggregationAggregation DistributionDistribution Concentration &Concentration & Linear AggressionLinear Aggression

Quick Search - Quick Search - LayoutLayout

To change default display click To change default display click GRAPHSGRAPHS

Choose from list which data you Choose from list which data you want to display as a graphwant to display as a graph

Or Click on E to get an overview Or Click on E to get an overview with Graphswith Graphs

Orbis - Expert SearchOrbis - Expert Search

To change to expert search or vice versa To change to expert search or vice versa click on option on left hand side of first click on option on left hand side of first search pagesearch page

Expert search has an expandable list of Expert search has an expandable list of different types of search criteria , includes different types of search criteria , includes those in quick search and financials, ratios, those in quick search and financials, ratios, credit scoring, stock data, directors, credit scoring, stock data, directors, auditors, accounting data and auditors, accounting data and miscellaneousmiscellaneous

Click on the heading to expand itClick on the heading to expand it The main difference is the initial displayThe main difference is the initial display

Orbis - Expert SearchOrbis - Expert Search

Company Name – type in boxCompany Name – type in box Choose from List N.b PLc is the usual Choose from List N.b PLc is the usual E.g Tesco PLC Click > to add itE.g Tesco PLC Click > to add it If there is more than one of interest: If there is more than one of interest: Repeat the process then click on okRepeat the process then click on ok Choose the type of report you want to view, Choose the type of report you want to view,

from Tabs on top left of page as with Quick from Tabs on top left of page as with Quick SearchSearch

As with quick Search you can choose to view As with quick Search you can choose to view the formatted headings/sub menusthe formatted headings/sub menus

Customise Expert SearchCustomise Expert Search

User Defined Variables allow you to choose User Defined Variables allow you to choose from types of information you wish to include in from types of information you wish to include in your report. A Blank Search Box Will appearyour report. A Blank Search Box Will appear

Click on the NEW buttonClick on the NEW button Under Sections-leave on profile or make Under Sections-leave on profile or make

selections from the drop down menu: selections from the drop down menu: Profit & Loss: Balance Sheet : Cash FlowProfit & Loss: Balance Sheet : Cash Flow Financial Ratios or Trends & ChangesFinancial Ratios or Trends & Changes Profitability Ratios or Trends & ChangesProfitability Ratios or Trends & Changes Ignore User Defined variables option Ignore User Defined variables option Can change year and monetary valuesCan change year and monetary values

Why Use Expert Search ?Why Use Expert Search ?

The main reason is for STOCK DATAThe main reason is for STOCK DATA Useful if DataStream & Bloomberg are Useful if DataStream & Bloomberg are

not availablenot available Choose Stock DATA & type of Stock Choose Stock DATA & type of Stock

ExchangeExchange Or specific IndicesOr specific Indices Click on LIST Tab or select a company Click on LIST Tab or select a company

and then choose Company reportand then choose Company report You can choose specific companies You can choose specific companies

for peer analysesfor peer analyses

Stock on Expert Search Stock on Expert Search

Expert Search Peer AnalysesExpert Search Peer Analyses

Storing your SearchStoring your Search At the top right of page there are At the top right of page there are

the following icons:the following icons: Envelope with SEND To which Envelope with SEND To which

enables you to email the reportenables you to email the report PRINT – self explanatory!PRINT – self explanatory! EXPORT – allows you to save as EXPORT – allows you to save as

different types of file, e.g WORD, different types of file, e.g WORD, EXCEL, RTFEXCEL, RTF

Ending your sessionEnding your session

Make sure you have Make sure you have printed/emailed/saved your printed/emailed/saved your searchsearch

Click on the LOGOUT icon at the Click on the LOGOUT icon at the top righttop right

Close the BrowserClose the Browser