VBA Overview*

Introductory overview of the Commodity DataServer VBA API

• Updating Schema
• Retrieving Data
• Data Loading

WebServices Overview*

Hands on exercise to add and retrieve data using the Morningstar WebServices API

Commodity DataServer and MarketPlace

• Viewing Schema Hierarchy
• Retrieving Data
• Loading Data/Updating Schema
• Other Meta-data

R! Integration*

Introductory overview of the R! Integration with the Commodity DataServer and MarketPlace

Retrieve data using:

• QueryExecute
• GetRecords

*Includes hand out materials.

**additional training will be added based on client requests**

After Hours - Cocktail Reception

Join Morningstar Commodity on the Patio deck of the Morningstar headquarters for an evening of networking and fun.  

Meet the trainers and Morningstar representatives.  

Snacks and drinks will be provided.   

Application Training

Data Overview

Morningstar time-series data offerings include a wide range of sources. Learn about 200+ providers for historical and real-time data.

• Real-time data
  • Futures
  • 5 minute ISO data
• End-of-day historical data
• Data partners

Commodity Charts

Hands on exercises to demonstrate the functionality in Commodity Charts and Commodity ChartsExcel

• Price Charts and Tables
• Chart Controls
• Futures Rollover Adjustments
• Commodity ChartsExcel

Commodity Add-In

Hands on exercises to gain experience retrieving data into Excel using the following functions.

• Pulling data - daily and intraday
• Curve function
• Formulas
• Query function
• Elements
• Upload data
• Download templates

Morningstar Markets - Commodities Edition

Hands on introduction to Morningstar's web based real-time platform.

• Create real-time and historical charts
• Generate watchlists
• Share workspaces

Advanced Application Training

Go in-depth and recieve advanced functionality training on Commodity Add-In, Morningstar Markets, and the Query language.

• Advanced functions training
• Seasonal analysis
• Manipulating pre-built templates
• Show/When statements
• IF/Then/Else statements

Industry Insight

Best Practices for Front, Middle/Risk, and Back office Integration

• Front office developments
• Middle office and Risk requirements
• Back office and reporting solutions

Presented by: Chris Clancy - Senior Manager - Products

Natural Gas: Burn Baby Burn

Key Drivers and Possible Paths for Natural Gas Demand

Presented by: Jason Stevens - Director - Equity & Credit Research Analysis

Texas Power Markets: The Wild, Wild West

ERCOT’s shrinking reserve margins, renewable energy saturation and environmental mandates highlight the challenges all utilities and regulators face in today’s competitive power markets.

Presented by: Travis Miller - Director - Utilities Research

**Agriculture seminar to be added based on client interest**

After Hours - Networking Event

Chicago Cubs vs St. Louis Cardinals

• Transportation from the Morningstar office to the venue will be provided to all attendees. 

**Agenda subject to change. Updated agendas will be sent to registered attendees.**