Training

Refinitiv Eikon - Microsoft Office

Learn about the Eikon platform and find out how to access the powerful mix of news, analytics and financial content that it has to offer.

Playlist

'Refinitiv Eikon - Microsoft Office' is a suite of add-ins for Microsoft applications. It is primarily focused on Excel, and includes some presentation tools for Word and Powerpoint. Follow this eLearning for an introduction to data retrieval in Excel, and to discover some other features and tools. Continue your study of the add-in using the 'Core Excel Skills' course or dive straight into the task and functionality based tutorials.

(04:35)

Get an overview of the core data retrieval capabilities of the Microsoft Office add-in. Discover various methods for building and editing data retrieval functions in Excel. Find out about the range of content sets available.

(02:48)

Get an overview of the core capabilities of the Microsoft Office add-in. See how it interacts with Refinitiv Eikon desktop, tap into the advanced financial function library, and find tools for charting, contribution, and more. For complex tasks, discover APIs for automated data retrieval and processing.

(02:55)

Get an overview of the extended capabilities of the Microsoft Office add-in. Link Excel to Word and PowerPoint using the Linking and Presentation Tools apps. Access new datasets and tools using the Deal Analytics app. Become more productive with Refinitiv Eikon shortcuts, Refinitiv Eikon trace, and Refinitiv Eikon auto-color.

(02:25)

Get an overview of the resources that will allow you to get the most from the Microsoft Office add-in. Discover several ways to access pre-built templates, on-line help, and the OnDemand training curriculum.

(3:00)
The Formula Builder is a powerful interface for creating and editing real-time, fundamental, and historical data retrieval functions in Excel. In this short presentation, you will learn how to use the Formula Builder to specify instruments and data items, set parameters and display options, and switch between Real Time & Fundamental and Times Series modes. (Level: Basic)
(01:39)

The Refinitiv Eikon for Excel Template Library gives you access to a wide range of prebuilt workbooks. Learn how to search for relevant templates and discover the ‘How-To’ templates designed as a learning resource to help you use the add-in and the content sets accessible from it.

(3:00)

Watch a step-by-step guide on how to activate Refinitiv Eikon - Microsoft Office in Excel. (Level: Basic)

(02:06)

Contact the Refinitiv Financial Modelling & Conversion (FMC) Team to request new financial models in Excel, or to get existing files migrated. Find out how in this short video.

(3:00)

The Formula Builder is a powerful interface for creating and editing real-time, fundamental, and historical data retrieval functions in Excel. In this short presentation, you will learn how to use the Formula Builder to specify instruments and data items, set parameters and display options, and switch between Real Time & Fundamental and Times Series modes. (Level: Basic)

(3:00)

The Deal Analytics app allows you to retrieve deals data in Excel. Use the Deal Screener to get information on deals matching specified criteria. Use the League Table and Volume Analysis tools to return summarized data aggregated by adviser or time period, respectively. (Level: Basic)

(3:00)

Watch a step-by-step guide on how to create an RSearch function which returns a dynamic list of stock options with a strike within a specified % of the underlying. (Level: Intermediate)

(3:00)

Watch a step-by-step guide on how to interpolate a value from a curve in Excel using the AdInterp Adfin function. (Level: Intermediate)

(3:00)

Refinitiv Eikon Keyboard Shortcuts allow you to perform common tasks in Excel, Word, and PowerPoint without grabbing the mouse! They also unlock additional actions which cannot be performed using the menus. Activate and customize the shortcuts you need to execute actions from formatting cells and moving around workbooks in Excel, to linking Excel content to your documents and presentations.

(3:00)

Go beyond Excel's native formatting and conditional formatting functionality. Use Refinitiv Eikon AutoColor to determine text color automatically based on the nature of cell contents. For example, identify cells containing market data, and, amongst them, those which permit click-thru to underlying records.

The Deal Analytics app allows you to retrieve deals data in Excel. Use the Deal Screener to get information on deals matching specified criteria. Use the League Table and Volume Analysis tools to return summarized data aggregated by adviser or time period, respectively. (Level: Basic)