What Is Reuters?

Reuters is a comprehensive platform that provides a range of services and tools across various industries. With its origin in market data services through the Reuters Market Data System (RMDS), it has evolved to offer advanced software tools incorporating trusted data, workflow automation, and artificial intelligence (AI) technology. RMDS is known for transporting financial data from multiple sources to end-users such as banks and enterprises, utilizing protocols like the Reuters Reliable Control Protocol and the Reuters Reliable Messaging Protocol.

The software tools offered by Reuters are utilized in industries such as legal, tax and accounting, international trade and supply chain, and news and media. Innovations like Ask Practical Law AI and CoCounsel Core exemplify the integration of generative AI to provide efficient solutions for professionals, particularly in the legal field. Thomson Reuters ensures support and training for these tools, reflecting its commitment to enhancing professional workflows and industry impact.

Moreover, Reuters extends its expertise to services such as content production, advertising solutions, verification services, and specialized content for sports fans. The digital platform Reuters Connect, World News Express service, Reuters Pictures Platform, and the provision of APIs and feeds for content integration demonstrate Reuters' versatility in offering content and services that cater to a global audience. Additionally, the Reuters.com Platform serves as a vital resource for staying informed and identifying commercial opportunities.

Reuters Plugins for Excel

Refinitiv Eikon - Microsoft Office

The Excel plugin, known as \"Refinitiv Eikon - Microsoft Office\", is a comprehensive suite of add-ins tailored for Microsoft applications, with a primary focus on enhancing Excel's capabilities. It integrates Eikon's data directly into Excel and includes a rich library of advanced financial functions. Users can benefit from sophisticated charting tools, contribution utilities, and APIs for automated data retrieval and processing. Additionally, the plugin enriches Excel with presentation tools for Word and PowerPoint and offers keyboard shortcuts for efficiency.

Integration with Word and PowerPoint

The plugin extends its utility beyond Excel by allowing for seamless integration with Word and PowerPoint. It enables Excel to link with these applications using the Deal Analytics app and leverages the Deal Screener to source information on deals that meet specific criteria. This integration ensures that users can maintain a cohesive workflow across multiple Microsoft Office applications.

Benefits in GoFileRoom

Utilizing the Reuters plugin in Excel provides significant benefits for GoFileRoom users. It facilitates editing, adding, and storing Excel files directly within GoFileRoom, ensuring that all links between spreadsheets are preserved. This feature is particularly valuable for professionals who require a centralized document management system while working with complex Excel workbooks that reference multiple data sources.

Installation Guide

To install the Reuters plugin for Excel, users need to navigate to the 'File' and then 'Options' within Excel or Word. From there, selecting 'Add-ins', choosing 'COM Add-ins' from the Manage dropdown, and clicking 'Go' from the COM Add-ins list will initiate the plugin installation process. It may be necessary to run Excel or Word as an administrator for successful plugin activation. Once enabled, the plugin allows for the editing and addition of Microsoft Word and Excel files in GoFileRoom and supports linking to any GoFileRoom documents.

Common Use Cases

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  Use case 1: Traders can use the Reuters plugin for fast and reliable pricing and valuation, building and analyzing their portfolio with real-time, historical, and fundamental data.
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  Use case 2: Financial analysts can utilize the plugins advanced financial function library, including Adfin Analytics, to create sophisticated financial models and analyze various instruments like Interest Rate Swaps and Options.
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  Use case 3: Users can retrieve and process diverse datasets such as pricing, fundamental, and estimate data, as well as deals information, directly within Excel using the plugins APIs and Formula Builder.
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  Use case 4: Investment bankers can leverage the Deal Analytics app within the plugin to retrieve and analyze deals data through tools like the Deal Screener, League Table, and Volume Analysis in Excel.
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  Use case 5: Research teams can use the prebuilt workbooks from the Refinitiv Eikon for Excel Template Library to access new datasets and productivity tools, enhancing their workflow efficiency.

Frequently Asked Questions

What features does the Reuters Excel plugin offer for Microsoft Office applications?

The plugin is designed for Microsoft Office applications with a focus on Excel, but it also includes tools for Word and PowerPoint presentations. It provides data retrieval in Excel, an advanced financial function library, charting and contribution tasks, APIs for automated data retrieval and processing, Linking and Presentation Tools apps, the Deal Analytics app, productivity tools like shortcuts, trace, and auto-color, a Formula Builder interface, Real Time & Fundamental and Times Series modes, a Template Library, and support from the Financial Modelling & Conversion Team.

How does the Reuters Excel plugin assist with data retrieval and processing?

The plugin allows for data retrieval in Excel, provides APIs for automated data retrieval and processing, includes a Formula Builder interface for creating and editing data retrieval functions, and allows users to retrieve deals information and options lists in Excel.

Can the Reuters Excel plugin be integrated with other Microsoft Office applications like Word and PowerPoint?

Yes, the plugin includes Linking and Presentation Tools apps for Excel to Word and PowerPoint integration, which facilitates the creation of presentations and documents using Excel data.

Are there any productivity tools included in the Reuters Excel plugin?

The plugin includes productivity tools such as shortcuts, trace, and auto-color, as well as pre-built templates and online help. It also has keyboard shortcuts for Microsoft Office to improve productivity.

What support is available for users who need assistance with financial models in Excel using the Reuters plugin?

Users can contact the Refinitiv Financial Modelling & Conversion (FMC) Team for assistance with financial models in Excel.