Thomson Reuters Plugins For Excel
Overview
Unlock the full potential of financial data analysis with Thomson Reuters plugins for Microsoft Excel, designed to enhance workflow efficiency and data management. As a global leader in information services, Thomson Reuters provides powerful add-ins like Workflow Tools, ToolBox CS, and Eikon - Microsoft Office, which seamlessly integrate with Excel to streamline tasks such as managing files, copying loan payment schedules, and retrieving real-time market data. On this page, we delve into the comprehensive relationship between Thomson Reuters and Excel, explore common use cases for these plugins, and provide answers to frequently asked questions, equipping you with the knowledge to leverage these tools effectively in your financial analyses.
What is Thomson Reuters?
Thomson Reuters is a provider of various professional services, catering to different needs across industries. It is known for delivering comprehensive tax and accounting solutions, which include software designed for both corporations and accounting firms. Their offerings are tailored to support tax, legal, and risk management operations, with an emphasis on integrating technology resources to enhance the efficiency and effectiveness of these services.
In the legal domain, Thomson Reuters provides solutions that serve the specific needs of outside and in-house counsel, helping them navigate complex legal challenges. When it comes to risk management, the company equips professionals with tools for global intelligence and training, investigative software, and data privacy advisory, aiding organizations in mitigating various types of risks.
The technological arm of Thomson Reuters includes the Thomson Reuters Institute, which offers insights for professional and law firms, and the Thomson Reuters Developer Portal, which grants access to APIs and toolkits for development purposes. Thomson Reuters Labs collaborates on big data problems and fosters innovation. Notably, a significant portion of Fortune 500 companies rely on Thomson Reuters for their legal and tax product needs.
Regarding data services, Thomson Reuters stands out for its financial data services. The Elektron Data Platform is a key asset in this arena, allowing the integration of clients' own data with multiple delivery options, supporting functions such as portfolio management, analytics, and post-trade processes. This platform is not only available in Europe and Asia but has also made its real-time data available in the cloud, initially through the Amazon Web Service Cloud in North America, demonstrating Thomson Reuters' commitment to data accessibility and versatility.
Thomson Reuters Plugins for Excel
Editing Excel Files in GoFileRoom
You can edit Microsoft Excel files that are stored in GoFileRoom using the Thomson Reuters Workflow Tools Excel plugin. This feature enhances the functionality of Excel by integrating with GoFileRoom, allowing for a seamless workflow.
Plugin Availability for Word and Excel
The Thomson Reuters Workflow Tools Excel plugin is not exclusive to Excel; it is also available for Microsoft Word. This ensures a consistent experience when working with documents across both applications.
Adding New Files to GoFileRoom
With the Thomson Reuters Workflow Tools Excel plugin, users have the capability to add new Word and Excel files directly to GoFileRoom. This streamlines document management and collaboration.
Adding Links to GoFileRoom Documents
The plugin enables users to add links to any GoFileRoom documents within Word and Excel files. This feature facilitates easy reference and access to related documents stored in GoFileRoom.
Retaining Links When Storing Excel Files
When storing Excel files in GoFileRoom using the Thomson Reuters Workflow Tools Excel plugin, links to other spreadsheets are retained. This is crucial for maintaining data integrity and ensuring that all references remain functional.
Enabling and Disabling the Plugin
The Thomson Reuters Workflow Tools Excel plugin can be managed from the Add-ins section within the Excel Options menu. Here, the plugin can be conveniently disabled or enabled as needed.
Running Excel as an Administrator
If the Thomson Reuters Workflow Tools plugin is disabled, enabling it can sometimes be achieved by running Excel as an administrator. However, it's important to note that the plugin may not remain active if Excel or Word is continuously run with administrator privileges.
Contacting Support for Assistance
If users encounter difficulties with enabling the Thomson Reuters Workflow Tools plugin, support is available. Contacting the Thomson Reuters support team can provide assistance to ensure the plugin is enabled and functioning correctly.
Common Use Cases
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Advanced analysis of real-time and fundamental data in Excel worksheetsT
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Configuration of data contribution behavior and timestamp/time zone settings for accurate data representationT
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Use of Workpapers CS add-in ribbon for enhanced data formatting and calculation within ExcelT
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Real-time updates and recalculation of linked client data in financial workpapersT
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Insertion of tickmarks, legends, and text variables to enhance the presentation of Excel workpapersT
Frequently Asked Questions
How do I install the Thomson Reuters Excel plugin?
The Thomson Reuters Excel plugin is installed as part of the GoFileRoom Add-in installation. Follow the provided instructions in the user guide for detailed installation steps.
Can I edit documents stored in GoFileRoom using the Thomson Reuters Excel plugin?
Yes, the plugin allows you to edit Word and Excel files stored in GoFileRoom directly from within the Microsoft Office application.
How can I add new documents to GoFileRoom from Excel?
New Word and Excel files can be added to GoFileRoom from within the Microsoft Office application using the Thomson Reuters Excel plugin.
What should I do if the Thomson Reuters Excel plugin is disabled in Microsoft Office?
If the plugin appears in the Disabled Items window, there is a process to enable it. Running Excel or Word as an administrator may be required if the Add-In doesn't stay turned on.
Where can I find support if I'm having issues with the Thomson Reuters Excel plugin in the Virtual Office CS environment?
Support for issues with the plugin in the Virtual Office CS environment is available to assist you with any problems you may encounter.
Conclusion
The Thomson Reuters Excel plugins, such as the Workflow Tools and AdvanceFlow Add-In, provide robust functionalities to enhance productivity within Microsoft Office applications. These tools allow for seamless editing, linking, and storage of files, as well as the efficiency of importing data into your Tax Accounting System directly from Excel. For detailed guidance on leveraging the full potential of these plugins, users can refer to the Excel Add-in user guide. However, if you are looking for a more streamlined solution to import data directly into your spreadsheets, consider using Sourcetable. This platform bypasses the need for traditional plugins, offering a simplified and direct approach to data management. Sign up for Sourcetable today to get started on optimizing your data workflow with ease.
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