Research Guides: ITOM 2308: Information Systems for Management: Time Series Data

Time Series Data

Mergent Online This link opens in a new window
To find 'net revenue' data for a company, use a public company. Type the company name or ticker in the search box. Select company from the auto-fill menu or click Go and select company name from the list. Click on 'Company Financials' tab. Choose 'Quarters' from the drop-down menu. Change 'Balance sheet' to 'Income Statement' and select the desired number of years/quarters. Click 'Refresh.' Change 'As Reported' to 'Standardized' to view all four quarters. Download the page into Excel to clean up data. Database works best in Chrome or Firefox, but using a private window in Edge may work.
Most data can be exported to Excel. Full company reports and tear sheets are printable in PDF format. View the Finding Financials tutorial for more insights.

10-year Nominal Treasury Rates
Published by the Federal Reserve System of the United States. From this page, in the 'Build your package' section, click on 'Build package'. In the Data set dropdown, select 'Selected Interest Rates' and click continue. In the Instrument dropdown, select 'TCMNOM Treasury constant maturities/Nominal' and click continue. In the Maturity dropdown, select 'Y10 10-year' and click continue. In the Frequency dropdown, selct 'Monthly' and click 'Add to package'. Click on Format package. Change the dates to the last 10 years. Choose Excel for the file type and click on 'Go to download'. Then, click on 'Download file' to see your data.
Gross Domestic Product
Published by the U.S. Department of Commerce, Bureau of Economic Analysis. For quarterly seasonally adjusted GDP data, click the 'Domestic Product and Income' box. Click on the 'Table 1.1.5 Gross Domestic Product' link. Choose 'Options' from the right and select the start year. Click update. Download into Excel or view as a chart.
Personal Income and Outlays
Published by the U.S. Department of Commerce, Bureau of Economic Analysis. For quarterly personal income data, click the 'Personal Income and Outlays' box. Click on the 'Table 2.1 Personal Income and Its Disposition' link. Choose 'Options' from the right and select the start year. Click update. Download into Excel or view as a chart.

Business Insights: Global This link opens in a new window
To view revenue, employees over time, and employee sales over time use a public company. From main menu, hover over Comparison Charts and click on Companies. Click 'Add/Remove' button to add a company. In 'Search to Add' box type company name or ticker and select from auto-fill menu. Change the Search Metrics box from 'Revenue' to 'Employees over Time' or 'Sales by Employees over Time' to see additional metrics. Click on 'Table' button to download data into Excel.
Bloomberg
To see company news for a specific date, in the search bar, type in {ticker symbol} <EQUITY> (must press the yellow F8 equity key) GP (shortcut for graph price) <GO>. Change the drop-down box from daily to monthly or quarterly and select 10Y to see ten years of price point data. Then, in the gray bar click on 'News'. Click on any point on the graph to show the company news for that period. It will open in a new window.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.

Sample APA Citation

This example is based on APA 7th edition, but has been modified to meet the requirements of SMU Cox School of Business instructors. Check with your professor regarding the appropriate citation style for your course.

The following is an example of a reference on a reference page using the database covered in this presentation. Examples of in-text references can be found in Citing Business Sources.

References

Mergent, Inc. (20XX). Apple Inc. [Income Statement]. Retrieved March 19, 2023, from Mergent Online database.

Why Do I Need This Guide?

This research guide provides access to resources useful for ITOM 2308 students to complete assignments using time series data.

ITOM 2308 Class Presentation

Class presentation
A PDF version of the Power Point presentation on Business Library resources for the Mergent Online assignment

Finding Historical Quarterly Financials using Mergent Online

Related Guides

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