Welcome to the ultimate resource for enhancing your financial analysis and productivity with Refinitiv plugins for Excel. Dive into the world of seamless integration where the robust capabilities of Refinitiv Eikon meet the versatility of Microsoft Office applications. Whether you're looking to leverage advanced financial functions, automate data retrieval, or streamline your presentations across Excel, Word, and PowerPoint, our suite of add-ins has you covered. On this page, you'll discover the value of the Refinitiv plugin for Excel, explore the dynamic plugins that bridge Refinitiv and Excel, learn about common use cases, and find answers to frequently asked questions. Maximize your market insights and efficiency with our comprehensive guide to Refinitiv Excel plugins.
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, 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.
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.
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.
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.
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.
The Financial Modelling & Conversion Team provides support for financial models in Excel, assisting with financial model construction and file migration.
The Refinitiv Eikon - Microsoft Office add-in is an essential suite for financial professionals looking to leverage the power of Excel for data retrieval, processing, and automation. With tools like the Deal Analytics app, users can access critical deals data with ease, while the Refinitiv High Performance Trade & Pricing Analytics product offers cloud-based solutions for market data analysis, designed to provide competitive advantages through real-time and historical data analysis at remarkable speeds and efficiency. Furthermore, educational resources such as LSEG Training and Eikon Training ensure users can maximize the utility of these plugins. However, for those seeking a streamlined experience, Sourcetable offers a direct way to import data into spreadsheets, eliminating the need for plugins. Sign up for Sourcetable today to get started and elevate your data analysis capabilities.