What is Refinitiv?

Refinitiv is part of LSEG (London Stock Exchange Group) and provides a range of software tools and services designed for the global financial community. Among its offerings are tools like LSEG Workspace, which is tailored to meet the needs of professionals such as wealth advisors, research analysts, portfolio managers, investment bankers, traders, and financial developers. LSEG Workspace facilitates a highly customized user experience across various platforms, including desktop, web, and mobile, and is the exclusive provider of Reuters News to the financial sector.

In addition to tools like LSEG Workspace, Refinitiv's service lineup includes Eikon, World-Check, Datastream, and DataScope. These services are supported by a dedicated support portal, offering a variety of options to assist customers in making the most of Refinitiv's offerings. This comprehensive support structure ensures that users can efficiently utilize Refinitiv's services as part of their decision-making processes.

Furthermore, Refinitiv's data usage extends to software development with offerings like the Refinitiv Data Library for .NET. This API is a community-based, open-source project intended for financial coders and professional developers, aiming to streamline the use of the Refinitiv Data Platform. The data library's interfaces are structured into a stack to promote easy adoption and integration within financial applications and workflows.

Refinitiv Plugins for Excel

Refinitiv plugins for Excel, known as Refinitiv Eikon - Microsoft Office, form a comprehensive suite of add-ins designed to enhance functionality within Microsoft applications. These plugins are tailored primarily for use with Microsoft Excel, providing a robust set of tools for financial analysis and data management.

The integration of Refinitiv plugins with Excel is highly focused on facilitating access to advanced financial functions and various datasets through the Deal Analytics app. This integration allows for the seamless linking of Excel with other Microsoft Office products, such as Word and PowerPoint, enabling users to create powerful presentations and documents supported by the latest financial data.

Refinitiv Eikon - Microsoft Office includes an array of presentation tools that extend its utility to Word and PowerPoint. These tools are part of the broader suite of add-ins that also encompass data retrieval, core functionality, apps, and productivity tools. With the ability to perform automated data retrieval and processing using APIs, Refinitiv plugins significantly streamline workflows in Excel.

The plugins are a potent combination of news, analytics, and financial content, all accessible within the user-friendly environment of Excel. Features such as the Formula Builder and a template library further enhance the user experience by simplifying complex tasks and providing ready-to-use financial models.

Moreover, the plugins offer a selection of keyboard shortcuts designed to expedite common tasks across Excel, Word, and PowerPoint, complemented by additional features like trace and auto-color in Excel, which aid in data analysis and visualization.

Common Use Cases

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  Retrieving and analyzing real-time, fundamental, and historical financial data in Excel
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  Creating financial models and migrating existing files with the assistance of the Financial Modelling & Conversion Team
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  Using the Deal Analytics app within the plugin to filter and access detailed deals data based on specified criteria
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  Automating data retrieval and processing in Excel through available APIs
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  Enhancing productivity in Microsoft Office applications with keyboard shortcuts and linking tools for Excel, Word, and PowerPoint

Frequently Asked Questions

How do I install the Refinitiv Excel plugin?

To install the Refinitiv Excel plugin, it must be installed separately from Excel. Once the plugin is downloaded, follow the installation steps and then enable the add-in through Excel's options.

Can I access Refinitiv data in Excel immediately after installation?

No, users need access rights or subscriptions to use Refinitiv's data services or products. After ensuring you have the necessary rights, you can access Refinitiv data and functionality within Excel.

What should I do if I receive an error message when adding Refinitiv to Excel?

If you receive specific error messages when adding Refinitiv to Excel, you should contact Refinitiv's customer support for assistance. They can guide you through resolving installation issues.

Are there any resources available to learn how to use the Refinitiv Excel plugin?

Yes, the Refinitiv plugin offers resources like pre-built templates, online help, and on-demand training to help you learn how to use its features effectively.

What kind of support is available for financial models in Excel with Refinitiv?

The Financial Modelling & Conversion Team provides support for financial models in Excel, assisting with financial model construction and file migration.