LSEG Workspace Certification

Introducing LSEG workspace

LSEG Workspace offers access to the broadest and deepest coverage of financial data,
news, analytics, and productivity tools, all in a highly customized experience on desktop,
web, and mobile. The navigation bar provides a set of menu specific to a user's job role,
bringing intuitive workflows to all user types. Our powerful apps help you make crucial
decisions using our industry leading content and analytics. Alternatively, create your own
customized layout from workspace menu, then New Layout. Workspace uses browser
functionality for simple navigation, creating a powerful single interface. The smart search
learns to find the apps and content you need the most. Filter your search for a quicker
access to content, workflows and capabilities. Chart has real time and historical pricing
data with a suite of technical analysis functions across a range of market instruments. It's
our most powerful charting tool for analyzing investment performance. Workspace for
Microsoft Office offers a flexible and intuitive interface for building and editing financial
data in Excel. Get help or report issues via Get Help & Support by using Live Chat or
searching our help articles. Thanks for watching.
Installing LSEG workspace and web access
To install LSEG Workspace, access workspace.refinitiv.com to download the
application or refer to your welcome e-mail for details. Click the link to download the
application. Then click Download for Windows. Save and run the downloaded file to install
the application. Please read the license agreement, mark the checkbox and click
Accept, if you agree to the terms. From the dropdown menu at the top, you can select the
installer language and select which application you want to install. Then click Next. Select
how you want to install the software, and click Next. In Desktop Shortcut, choose which
items you want to create shortcuts for. We'll select both and click Next. In Configuration,
you can check and choose the file locations used for this software. Click the folder icon
to choose a different location. We'll keep them as they are. Tick this box if you want to skip
the system check process after this. But we do recommend running this. Click next to run
the system check. The system check will run a test to make sure your device meets the
system requirement standards. Once the system check is complete, click Install and wait
while Workspace is installed. Once installed, start the application by clicking Launch or
click Start from your start menu, sign in using your username and password. You're now
signed in and ready to use Workspace. Please note, you can install your LSEG
Workspace on more than one device, but you can only be signed into one device at a
time. You can also use the product by accessing it via the web. To open LSEG
Workspace in web, enter workspace.refinitiv.com in your browser and select Sign in to
Workspace Web Access. You can use the same sign-in and details as your desktop. The
web version offers all the features of the installed version inside a web browser. There's
no installation or update needed. You can use it on Microsoft Edge, Chrome, or
Safari. Please note to use Microsoft Excel, you do need to use the installed
version. Thanks for watching.

Basic navigation
The Refinitiv Workspace browser is a single window display created to meet your
workflow needs, in a more tailored way than ever before. Refinitiv Workspace works like
any standard browser. You can use the forward and back buttons to return to previously
viewed content anytime. You can open multiple tabs to explore different layouts or
apps. Open a new tab by clicking the plus button at the top. Or hit Ctrl + T on your
keyboard. From the Refinitiv menu, you can launch a New Layout, Tiles and the App
Library. You can also access My Files to open saved files and manager profiles or
settings. The explore menu across the top is tailored to your job role. It offers easy
navigation to key apps and content. From the Search bar, you can find data or apps using
natural language. If you want to add the app or layout you're viewing as bookmarks, click
the star button in the Search box. Right click above the bookmark to edit or delete. Click
the saved bookmark to open it in the current tab. Right click to see other options. Or drag
and drop the bookmark to create a layout. Click the button on the right to hide the
bookmark or explore menu from across the top. Once hidden, you can access them from
this menu. Click here to move them back to the top bar. From the toolbar, you can access
alerts or you can see notifications as well as set new alerts and manage existing
ones. Help, to get support or send feedback. As well as quick actions to add a new panel
to your current browser, share your current work, Save, and see other actions specific to
the layout or app you're currently viewing. Pressing the close button at the top right
will close just the window. Workspace itself will remain open in the background. To
completely close Refinitiv Workspace, go to Refinitiv menu, Exit Refinitiv
Workspace. Thanks for watching.

Search capabilities
Search provides instant access to the content that matters most. It uses an intelligent
auto-suggest, so the results are tailored to your needs. You can access Search via the
browser or the new launcher available in the desktop only. The launcher remains hidden
until you need it and can be accessed even if you're not working in Workspace. Use
Control, Shift, Space to open launcher. For Mac OS, the command set is Command, Shift,
and Space. Or you can right-click the Workspace icon in your taskbar. Start by typing
natural language, app names, or codes, and select the relevant result. The auto-suggest
is powered by machine learning, so it constantly learns your workflow to improve search
results. Previews from auto-suggest give instant snapshots of key information for both
public and private companies, such as news, events, and filings. You can access
fundamental data directly from search. Just start typing what you'd like to see. Click the
preview to open the page. You can also access deals information directly from search.
Choose from the company deals app or itemized deals. Smart search lets you configure
an app before launching it. We'll configure the Research application. Search for a
company, type a comma or press Tab, type research, then press Tab. Use the down arrow
to scroll through the list of parameters. We'll choose Subjects. Hit Tab to select. Then,
Ratings Revision Increase. Hit Enter. The Research application opens showing the filters
applied in search. You can also use Smart Search to create an alert. Type the company
or portfolio you want to create the alert for. Hit Tab, then type Alert. Hit Tab again. Choose
from the list of alert types. We'll select News. Next, choose how you want to be notified.
Hit Enter. The alert window opens showing your chosen criteria. Click Set to create the
alert. Type an exclamation point to see the list of filters. For example, exclamation point
PVT lets you search just private companies. An exclamation point PORT lets you search
for your portfolios. You can also type forward slash to see the list of commands you can
initiate from search. Thanks for watching.

Working with layouts (for desktop and web access)

One of the powerful and flexible features of Workspace is that you can easily combine
the data and apps you want to view using layouts. To create a new layout, click
Workspace's menu, then New Layout. Start by selecting one of the panel configurations.
The apps you'll see within the panel are dictated by the job functions set in profile. Select
the app you want to view. We'll select a monitor and insert an index to show constituents.
We'll also add news, and chart. You can search for the data or app from the Search bar.
You can organize your view using the Panel Menu. Add a new tab, add panel, duplicate,
swap or delete panel. We'll add a new tab and insert a quote. Maximize and restore the
panel from here. The tab menu appears when you have multiple tabs and a panel. The
panel menu controls the whole panel area, whereas the tab menu controls just the
selected tab. You can select the display option for toolbar and view mode, zoom in and
out. If you don't have multiple tabs open in a panel, the menus are combined in the panel
menu. The App menu in the top right controls the whole layout. You can share your layout
via Messenger. And Print. Setting your view mode to hide your toolbar will apply to all the
panels. Switching to monitoring mode will remove the toolbar to fit as much data as
possible. Most apps can pass a context to another app or to all apps in the layout. Click
the link menu and select the target app listed under Broadcast to. The active contexts will
be passed from the current app to the target app. You can also link the app to the color
channel to listen to any context changes from any apps that are linked to this channel. To
save your layout, click Save As. Type the name for your layout. Further changes to your
layout will automatically be saved if autosave is turned on. You can check your settings
from the Menu, Settings, Browser. Thanks for watching.
Settings
Let's look at Settings. Click Workspace menu, Settings. This is the central point of all
settings for Workspace. From profile, it's important that you set your profile accurately, as
your Workspace experience is tailored to the profile you choose. Please make sure that
both your job function and asset class are up to date. Workspace will prioritize content
and apps best suited for your job function and asset class, making it easier to find what
you need. As new capabilities are added to Workspace, these tailored enhancements will
be front and center, helping you stay up to date with the latest features and functionality.
Also, having an accurate profile helps our team provide optimal support. In language
settings, you can choose the display language for Workspace. You can also specify any
languages and voices you wish to filter for in apps that show new stories, research
documents, filings, and other content. From colors and themes, you can set a theme of
dark or light. You can also select instrument movement colors. From search, you can
select your preferred country for results. Also, you can select whether to show previews
or recent items from your search bar. From keyboard shortcuts, you can view all the
shortcut commands available in Workspace. For example, Ctrl + Shft + Space will open
a launcher from any application. And Ctrl + N will open a new separate browser. From
Workspace settings, you can change the way you sign into Workspace and restore the
default settings for the browser home page. Finally, from toast notification, you can set
how you'd like to be notified when there's a new message on messenger or alerts. If you
don't know which menu to go into, the search bar across the top will always let you search
from the key word within the settings. Thanks for watching.

Bookmarks
Bookmarks let users customize their Workspace by adding one-click access to key
applications. In Workspace, you can use the bookmarks to quickly access frequently used
apps and screens. Add your current view to your bookmarks by clicking the star on your
search bar. Your bookmark is added to your toolbar. You can add your favorite app,
search result, or browser page. To edit the bookmark, hover your mouse over the button
and right mouse click. You have the option of opening your bookmark in the new
window, renaming the button or deleting. To hide the bookmark bar, click on Move
Bookmarks to Menu. The hidden bookmarks can be accessed from this menu. Click move
bookmarks to top bar to move them back to where they were. Thanks for watching.

Support and feedback

For expert help using Workspace, click the Help button, then Get Help and Support. From
here, you can access Help Articles, Contact Us and On-Demand Training Videos. Click
the Search box to view a series of recommended articles relevant to your workflow or
search using keywords and phrases. You can also raise your question from Live
Chat, where our customer support representative will reply instantly via the chat. Create
a Support Case or Call Us. Select your location to find the numbers to dial. Access to the
Support Desk is 24 hours, 7 days a week for support in English. Japanese and Chinese
language is provided during local business hours. You can track your queries from View
All Cases. From Video Training, you'll find the most recent training videos covering key
Workspace absent features relevant to your workflow. Click any item to launch a
video. You can choose whether to show closed captions or transcript if available. Click
the expand button to view in full screen. Visit our Learning Centre to find the full
catalogue of video training content and to sign up for live classes. Finally, to provide
feedback on the product, go to Help then Feedback & Feature Requests. Use the form to
tell us how we can improve your experience using Workspace. Thanks for watching.
 The News Monitor App
Introduction
Workspace contains an intuitive, customizable News Monitor with rich functionality. News
monitoring offers the reliable real-time news coverage you expect from Reuters News. In
addition, it offers benefits that let you focus on the news that matters most including a
clean, column-based design that makes it easy to identify key information. A highly
customizable interface that lets you create a display that fits into your workspace and
workflow. An intuitive news search tool that generates a comprehensive list of
suggestions when you type a keyword in the search box. Filters that let you find
stories meeting a specific set of criteria. To access the News Monitor App, type News into
the search and select the app from auto suggest, or select from the News menu. You can
also press the F9 key on your keyboard.

Creating a news search

When you open the News Monitor, you'll see headlines related to the last instrument you
viewed. To populate the news app with headlines, just start typing a term in the search
box. Type Nokia, then select the match from auto-suggest. To view a story, double-click
the headline. In addition to individual companies, you can search for news on a portfolio
or a monitor. We'll search for news on a saved monitor. Type the monitor name in the app
search box. Hover over a headline to show the add to briefcase icon. You can also create
complex Boolean searches using operators such as AND, NOT and OR. In this example,
we are especially interested in news featuring both Nokia and Microsoft. we'll type the
instrument code for Microsoft, MSFT.O and press Enter. We now have a list of headlines
that includes both Microsoft and Nokia. To change the operator, click the red dropdown
next to AND. Select an option. For example, OR. You can also use other keywords in
your Search. For example, let's add to our Search. First, we'll type China into the search
box. Auto suggest creates an extensive list of sources that includes markets, business
sectors, sources, geographies, reports and more. We'll select the geographic match for
China. This will pick up any headlines tagged for that region. Note, the Boolean operator
is added automatically. To add a language filter, type the language in the search
box. Auto-suggest returns several matches, including a language match. Click the match
to select it. You now have a list of English headlines. Click the X at the far right to clear
the entire search.

Keyword search
You can also use keywords to search for news. To find news relating to a keyword, just
start typing. We'll type Merkel. Auto-suggest returns "Merkel" as a keyword
search. Notice the keyword is highlighted in the news headlines. To add another keyword
to the search, start typing and select the match from auto-suggest. The search results will
update automatically when a new story is available. Headlines in red text are news
alerts. Details on these breaking stories will be available in a few minutes. The newest
story on the top row has a red background. When performing a keyword search, you can
choose to search just the headlines or both the headline and story text. To do this, click
the filters icon. By default, the search mode is set to headlines. Check headlines and story
texts to change. Note in this mode, headlines are not streaming. Click a headline to read
the story. To add a story to the briefcase from the story window, click the briefcase
icon. The story is now available to read offline or on a mobile device. Open the briefcase
by clicking your profile button on the upper right corner of the screen and choose my
briefcase.

Filters
With the News Monitor, you can access over 300 relevant third-party financial news
sources via web aggregation. Some of these sources include Seeking Alpha, Motley
Fool, News 24 from South Africa and the Korea Herald. All these web sources go back
90 days. You can choose to have all sources, for example, News Wires, Global Press
and Web, or a mixture of these. From the filters panel, you can also choose to include
headlines such as Breaking News Alerts, Research, or Video. The filters panel also gives
you access to Suggested sources. Toggle between Suggested sources and All sources
by clicking the tabs at the top. To see the list of suggested sources, click a drop-down
arrow. Then click the arrow to expand the list of suggested sources. Suggested sources
are also identified by an asterisk. Suggested sources let you search across News
Wires, Global Press and Web News at once using a subset of high-value sources that
are easily consumable. You can customize the suggested sources and save them as an
advanced filter. Click the star icon to make the filter persistent across all new News
Monitors.

Filter by date and most read

You can quickly filter your news display for news stories from a specific date. This time,
we'll run a search for real-time news related to IBM. We're going to change the display so
it shows headlines from a specific date range. To begin, run a search for IBM. Now, we'll
open the date range filters by clicking the calendar icon and select specific date. We'll
click the calendar icon next to the From field to our beginning date. From the To field, we'll
select our end date. You can also filter for a specific time of day. Click Apply to update the
search results.

The highlight tool

The Headline Highlighter Tool is a secondary filter you can add to your news display. This
makes it easy to identify headlines of particular interest. You can add up to five highlight
filters to your news monitor. In this example, we're looking at a news monitor populated
with stories on Microsoft. We'll use the highlight tool to identify stories that mention other
companies we're interested in. To do this, click the headline highlighter icon in the search
box. Then type symbols, company names, or keywords in the highlight fields. We'll add a
symbol. And then we'll type the code CNBC. This will highlight all CNBC news in the news
monitor. You can use the arrows in the highlighter to change the order of your
highlights. This means if a new story triggers more than one highlight, the top one will be
shown on screen. Close the headline highlighter tool. All items in our news monitor that
meet our criteria are now highlighted in their respective colors.

Customizing the news monitor

The News Monitor is highly customizable, letting you see only the information most
important to you. You can re-order the columns in the News Monitor. Click the Settings
icon, and then open the Display category. We'll insert Source and RICs. By default, the
command line appears when you hover your mouse over the headline, but you can
always have it appear by selecting the Command Line. Add a Header Row to drag and
drop the column header to your desired position. Showing the Header Row also lets you
resize the columns. Let's return to the Settings panel. Click Display Stories in Reading
Pane if you'd like to read new stories in a separate window within Workspace. You can
edit additional settings such as row lines, headline height, font size, font type, colors, and
search. Use the slider to change the type size. Select the bold to change your headlines
to bold. To share a new story, open it. Right mouse click and choose Share. From here
you can send a screenshot of the news app via email or messenger, or share the app
with another Workspace messenger user. Click Print to print the list of headlines.

Advanced search filters

To create Search Filters, click the filters icon. This gives you advanced filter options. Click
Add Topics, click a category to add a filter. Click Done when you're finished. You can set
sticky filters which will be applied to other news monitor apps. Notice the star icon next to
your filter. Click it to make it sticky. The icon turns orange. If you open another news
monitor app, your filter is applied automatically. Click the star icon again to unstick the
filter without deleting it. Hover over the filter to delete it.

Sorting options
By default, news is sorted by the most recently published. To switch to another sorting
option, select from the drop-down menu. The Only Important filter shows news labeled
important. This means it matches at least one of the following criteria. It's been deemed
Top News by Reuters editors. It's been deemed significant by algorithms. It's popular
news based on readership. It's Breaking News. The Important plus Most Recent view will
split the monitor showing important news and the top half and the most recent news at
the bottom. Most Read will show stories most read by Refinitiv Workspace Users. These
are ranked by popularity from high to low. The Sentiment indicator reveals whether the
sentiment of a story is mostly positive, mostly negative or neutral. Choose between
sorting by absolute Strength, Negative to positive and Positive to negative. Hover over
the Sentiment indicator to see whether the pie chart is showing positive, negative, or
neutral sentiment.

LSEG Workspace – The Chart App

The chart App overview
The Chart app combines real-time and historical pricing data with a suite of technical
analysis functions across a range of market instruments. Compare, analyze, and
provide deeper insight into investment performance. Use Auto load mode to
quickly compare a company to its related indices, related peers, and related industry and
sectors. You can also select from Absolute Price, Rebasing, Relative Performance and
Total Return. Add analysis to your chart. Gain valuable insight into drivers of price
movements by overlaying company event markers, such as Significant Developments,
Dividends, Earnings, Capital Changes, Economics / Central Banks, and more. Customize
trend lines, insert annotations, shapes, positions and forecasting, and patterns and
waves. It's simple to export data to Excel with just a few clicks. Easily link the chart app
with the other apps.

Introducing the Chart App

he Chart app lets you easily analyse a company's performance. Let's take a look. To open
the app, type Chart or CHT short code in the search box. The chart opens showing your
active symbol. The default display is daily price over a period of six months. Move the
mouse across the chart to view the closing price for each day. The y-axis label shows the
last traded price if the market is open and the previous day close when the market is
closed. To change the displayed range, click the range buttons at the bottom of the
chart. When you hover over the bottom of the chart, the zoom buttons appear. Use the
date input boxes or the calendar to focus on a period between two given dates. Click the
icon on the left to open the instruments panel. To change the instrument, select the
instrument code and type the new code or name. Select from auto suggest. Select
Statistics to show a floating statistics window. Drag the window to the desired position on
the chart. When you change the instrument, the Statistics will update automatically. To
change the chart color, double-click the chart. Change the chart type. Click the star next
to the chart type to set it as your default. Choose to overlay the percent change on a
rolling period. Let's change the rolling period to three months. The rolling period
calculates a running total of values over this period, and the earliest value gets dropped
when the next trading day begins. You can use the Chart app to track historical data or
get up to the minute price action. To change the chart interval, open the dropdown. Select
1 minute from the list of options. You now have a chart showing 1 minute of data for the
BT Group.

Using the Toolbar

You can customize the financial chart further by using the icons on the toolbar. Choose
from a variety of chart types. To customize the chart, double-click the chart line, or right-
click the background, go to Chart and choose Settings. Here, you can change the chart
settings for the symbol, status line, scales, and appearance. Add Analysis to your
chart. We'll add volume. You can also choose which analyses appear in your favourites
menu. To do this, click the Add Analysis icon. The blue star indicates the analysis is in
your favourites list. To remove an analysis from this list, click the star icon. To add a new
analysis to your favourites, select the appropriate category. Click the star icon. Click
OK. The analysis now appears in your favourites list. You can have a maximum of 10
analyses in your favourites. Add event markers. Let's select Earnings. Click the marker
to see the details. To remove the events markers, click the event marker icon again, then
Remove Event Markers. To expand the chart view, hide the instrument panel. Choose
from a wide selection of customized trendlines. Let's select a trendline. Click and drag to
draw the trendline. The edit window appears where you can change the trendline's color,
line type, and settings. You can lock, delete, change the Visual Order, copy, clone, or
hide the trendline. Right-clicking the line is another way to access the trendline's
options. Let's clone our trendline. Click the line and drag it to the desired position. To
remove the trendline, select it, then press the Delete key or the Remove icon. Use the
Magnet Mode to snap the point. The trendline will stick accurately to certain points on the
chart. The shaded area on the timeline presents the start and end dates according to the
trendline coordinates. You can enhance, highlight, and mark key performance milestones
in charts using the annotations, target cursor, shapes, positions, and forecasting patterns
and waves. First, let's add an arrow from the trendline dropdown. Customize the
arrow. Now, we'll add some text. From the annotations list, choose Text, and click the
chart background. Type in the text and edit the style. Click OK. You can now drag it to a
desired position. Double-click to edit the text annotation. To zoom in, click the magnifying
glass icon and draw over an area you want to see. Click the zoom out icon to go back to
the previous view. Draw shapes and customize them with the Editing menu. Click the
shape border and drag it to a desired position. Let's clone our shape. You can delete the
shapes individually or altogether. To remove all shapes at once, right-click the chart
background. Go to Chart and choose Remove All Drawing Tools. The timeline also gets
deleted. For a more advanced drawing tools, go to positioning and forecasting, and
patterns and waves. You can also check the historical price change and see the chart
data in a Table view. To export the chart data, select the Export chart icon, then export to
Excel. To save the chart when you are in the singles chart view, go to the app menu at
the top right corner, and click Save As. You can also open a saved chart from here. If
you're in the Layout view, you can save or open the chart from the panel menu.
Adding additional instruments and customizing the chart
You can add up to eight additional instruments to the Absolute Price chart. Let's add
Renault and Ferrari to our chart. Type Renault into the add instrument box and select the
instrument from auto suggest. The Chart now displays both Tesla and Renault. Now, we'll
add Ferrari. To remove an instrument, hover over the instrument name in the legend at
the top. Click the More icon, and then remove, or click the X in the instrument panel. To
return to the original chart view, click the Reset icon. Use the pin to scale function to
chart multiple instruments series with differing values to a single access. To discover
which instrument is assigned to which letter, view the bottom of the chart screen. Click
the instrument more icon in the indicator legend and select Pin to Scale A. This will pin
the scale to the instrument selected on the A axis. All the other instruments will then need
to be pinned to A, so they all match the same scale. If you're using a range of instruments
that don't have the same scale, make sure you click the dropdown menu on each
instrument in the chart legend and select No Scale (FullScreen), so they're all
recalculated in the same scale. To quickly compare instruments, use the Auto load
mode. We'll select Peers. Select the companies you wish to chart and click OK. Select
Historical Price Change from the toolbar to show historical prices in a table below the
chart. To export this to Excel, click the Export Data icon. To hide the chart, click the up
arrow. Click the down arrow to show the chart again. To show the chart data in a table
format, click the Data Table icon. To return to the Chart view, click the icon again. Click
the dropdown arrow under Price Series to change the price series. For Rebasing,
Relative Performance, and Total Return charts, the limit is extended to 20
instruments. Let's select Relative Performance and use the S&P as the base index. Click
the padlock to lock the S&P as the base symbol. Now, the S&P will always be used as
the base instrument. Use the Options menu on the left to adjust the chart display. To reset
the chart to default, click the Reset chart icon from the toolbar.

Introducing the company overview

Introducing the company overview

When you want to view company information, a good place to start is the Company
Overview. It provides a wealth of data and content at a glance. Refinitiv has the broadest and
deepest company data available across 120 countries, including comprehensive coverage
of over 9 million private companies. To access the Company Overview, type the company
name in the search, and select from the results. By default, the Overview Summary
opens. The Summary provides a general focus. You can choose Valuation for an asset
management focus. Fundamental for more in-depth data or Trading. The Business Info page
provides reference data. To set one of these as the default overview landing page, click the
radio button to the right of the name. At the top, you'll see price, performance, and volume
information, as well as the business summary. The chart shows both short and long-term
time periods. Select from the drop-down menu to compare the company's performance
with a benchmark. Move the cursor over the chart to view the data. The summary page also
provides recent news headlines, events, and developments. You can also see
recommendations including recent upgrades and downgrades, estimates and guidance
including I/B/E/S Estimates and StarMine SmartEstimates. Let's change the view to
Valuation. Here, you can see contributor research subject to permissions. Revenue growth
shows year-on-year percentage growth and the trailing five-year compounded annual growth
rate or CAGR. Key valuation measures are provided for each peer, as well as the median for
each metric. Click a company name to navigate to the related company view. Fundamentals
shows figures for the company and performance versus the industry median. Click a value
to see a breakdown of the calculation and relative valuation for the selected company. Here,
you can see a comparison of the company to the industry average, as well as the estimated
future valuation compared with its peers. To dig deeper, click any of the section titles to
access the main pages. With Company Overview, you can also view your proprietary
information such as research, in-house estimates, and recommendations. Use the cog icon
to specify a sharing level. For example, you might only want to see your personal data
or proprietary data from all users and your firm. From here, you can download related fact
sheets or download the public information book. Public Information Book is a presentation
ready document that provides available public information on a specific company. Select
the content and click Generate Book. You have the choice of downloading or sending by
email. Thanks for watching.

Monitor the impact of stock movements with watchlist pulse

The Watchlist Pulse app streamlines your workflow by pulling in the most important
information about each company you are tracking in a 24-hour period. The app makes this
data available in a single intuitive interface. Access Watchlist Pulse by typing pulse into the
search box. To select your universe, choose from recently used in the drop-down, or click
View and Manage All Portfolios and Lists to open the full inventory. Watchlist pulse supports
portfolios, lists, and results from saved screens. The activity column provides a visual
representation of all the criteria triggered for each company over the last 24 hours. Hover
over the activity bar to quickly see what's moving the stocks in your portfolio such as an
estimate revision, news, upcoming or past events. Hovering over certain fields such as news
will show current and past sentiment. Expand a company row to view the underlying details
of the activity. To understand what's included in each section, hover over the "i" to see the
tool tip. You can toggle between showing all companies in your portfolio or just the
companies that have activities. This lets you filter the most important data. For information
on your selected universe, click a tab on the top, such as News, Investor Briefs, Ownership,
Earnings Season, Scatter Plot, and more. From the cogwheel, you can select the data
columns you want to see, edit display preferences, and configure Delta Screening. Finally,
from daily e-mail settings, you can schedule a daily email. The email includes research
news, event headlines, and constituent reports. Thanks for watching.

Company tree structure app (TREE)

With Workspace, you get a dynamic view of all affiliations to a business. The Company Tree
Structure app lets you link to business information, connect the content, and expand the
relationship display for further review. Note, company structures in an entity context refers to the
tree-like structure of relationships between the entities. Companies set up a hierarchy for tax, legal,
or statutory purposes. Parent entities are immediate and ultimate parents. Child entities are
subsidiaries, affiliates, and joint ventures. Generally, conglomerate companies will have a huge
number of subsidiaries and affiliations with other firms. Use the app to filter the companies within
the tree and expand the relationship display to uncover hidden links and active companies in the
capital market. To access the app, type the company name, followed by tree into
search. Alternatively, from the company overview page, click the tree icon next to the company
name. The app opens on the Grid view. This provides a tabular display of a company tree by levels
with detailed information on its structure. Note, if a company has more than 500 family
members, then a default filter is applied. Select No to turn off the filter. The display shows all
companies in the family tree. But you can choose to just see subsidiaries, affiliates or joint
ventures. You can perform a search in the Grid view. For example, a free text search is available
for each of the fields. You can also apply filters to the fields such as total revenue, market cap, and
ratings. Next is the Pedigree view. This provides a visual representation of company
relationships. The dashed line feature on the right-hand side lets you easily navigate a tree if it's
too large to fit into the main display. You can also use the zoom feature to see more or fewer
companies in the tree structure. Use the filters to narrow your view. We'll select private companies
based in the Americas. You can also filter for companies that have issued bonds or have
outstanding loans, as well as having related securities. Click the Reset All Filters button to clear
the filters. The hierarchy level shows companies based on their position in the family tree. We'll
choose companies up to level three. Select a box to see the company banner, including company
profile, related securities with debt structure, and news. If a company has an outstanding loan or
bond, an icon will appear in the company box. Click the icon to see the details. Click the source
link to open the document used to identify the company. You can also link directly to the company
overview, as well as chart all public companies in the family tree to compare price
movements. The third view is the Geographic view. This provides a geographic breakdown
of family members by country on the world map. Click a country to see details of the companies
in that country. Use the filters to narrow your view. Click the Excel icon to download the data into
Excel. The data is organized by the tree levels. Thanks for watching.

Monitoring Peers (PEERS)

Workspace lets you easily view company peers and analyze key valuation metrics. This can
help idea generation and fundamental analysis. Peers information is accessed either
through the Peers & Valuation tab in the company view or through the search box. We'll look
at peers for British Petroleum. By default, peers list shows the seven closest peers in order
of relevance as defined by a proprietary StarMine algorithm. The algorithm selects the
companies based on several factors including who the focus company identifies as
competitors in their filings, Analyst coverage overlap, Business Classification, and Revenue
Proximity. However, the peers list is customizable. To add a company, type the company's
name or identifier in the Add Securities field below the list, and select the required
entry from the suggested companies. To remove a company, click the cross next to the
company identifier or name. To view a list of peers candidates as defined by the
algorithm, click the Edit Peers button. Take a company to add it to your peers list. To return
to the original list of seven peers, click Reset to Default Peers. When you're done with your
changes, click Save. You'll see your customized list of peers. To rearrange the order of peers
in the list, click a row and drag it up or down to the desired location. Peers let you
create custom reports for your list of company peers. You can either use one of the pre-built
samples, import an existing report template, for example, when you received from a
colleague, or create your own report from scratch and save it under the personal
templates. To create your own report, open the data item library and select the required
items. Save your customized report as a template. If you want to share it with other
users, you can export the template and send it via email or messenger. The multi-factor rank
builder lets you assign weights to a selection of data items to rank the securities in the peer
list. Multi-factor ranking is a linear combination of multiple factors. The formula applies
weights to as many factors as you want and returns a single number for each company. The
number represents how the company ranks in multiple factors against firms in the
list. Choose a ranking scale and set the value that represents the best and worst results. By
default, companies are ranked against each other in the same universe. But, you can rank
them against a different universe. Or rank companies relative to their region, country, and/or
industry. Use the data item library to select your factors. Choose a sort order. Decide how to
treat a security if a factor is not available, and assign a weight to each factor. A few sample
multi-factor ranks are available. A new ranking column is added to the right of the
report. Peers let you create a time series chart, chart single data items, sort, rearrange, and
resize columns, and navigate to company view to further investigate a single security. The
gear icon lets you flip the table orientation, highlight top and bottom values, display
statistics for peer companies, select a currency, increase or decrease the font, and finally,
you can print the table, export it to Excel, and add the securities to a list. Thanks for
watching.

Introducing the Value Chains App (VCHAINS)

Using Refinitiv Workspace gives you insight into 60,000 companies through in-depth
views of their relationships with customers, suppliers, associated risks, and
opportunities. The Value Chains app is supported by a machine learning algorithm
that detects relationships between companies in an English language text
document. Results are carefully aggregated, taking into account the source, such as news
or filings, as well as other signals to calculate a confidence score indicating the probability
of a relationship. To access the app, type the company name, followed by value chain into
search, or navigate from the Peers & Valuations tab from the company overview. View
information across the complete supply chain, or use the tabs to filter the view to
suppliers or customers. Use the filters panel to narrow your view to items such as company
type, relationship, geography, and region, as well as revenue and implied rating. Sort each
column from the top menu bar. Use the question mark icon to view a definition for a data
item. The confidence score shows the level of certainty of this relationship, as well as the
number of co-occurrences the algorithm has found. These relationships are extracted from
a range of data sources that's continually expanding. The freshness score indicates how
recently a relationship has been updated with new evidence. Click the question mark icon
for more details. Click the hyperlink snippet count number to view the example snippets
found by the app indicating a supply chain relationship. Selecting a company from the
results opens the company banner at the bottom of the screen. This provides a business
description, industry, revenues, and peer information for public companies and related
companies for private ones. This information is also available in a tree view or geographically
organized on a map. Click through the tree view or map to see the underlying
relationships. Information on these views is organized by industry. Click the Excel icon to
export the data to Excel. Thanks for watching.

Aftermarket research – advanced research search app (ADVRES)

Using Refinitiv Workspace gives you insight into 60,000 companies through in-depth
views of their relationships with customers, suppliers, associated risks, and
opportunities. The Value Chains app is supported by a machine learning algorithm
that detects relationships between companies in an English language text
document. Results are carefully aggregated, taking into account the source, such as news
or filings, as well as other signals to calculate a confidence score indicating the probability
of a relationship. To access the app, type the company name, followed by value chain into
search, or navigate from the Peers & Valuations tab from the company overview. View
information across the complete supply chain, or use the tabs to filter the view to
suppliers or customers. Use the filters panel to narrow your view to items such as company
type, relationship, geography, and region, as well as revenue and implied rating. Sort each
column from the top menu bar. Use the question mark icon to view a definition for a data
item. The confidence score shows the level of certainty of this relationship, as well as the
number of co-occurrences the algorithm has found. These relationships are extracted from
a range of data sources that's continually expanding. The freshness score indicates how
recently a relationship has been updated with new evidence. Click the question mark icon
for more details. Click the hyperlink snippet count number to view the example snippets
found by the app indicating a supply chain relationship. Selecting a company from the
results opens the company banner at the bottom of the screen. This provides a business
description, industry, revenues, and peer information for public companies and related
companies for private ones. This information is also available in a tree view or geographically
organized on a map. Click through the tree view or map to see the underlying
relationships. Information on these views is organized by industry. Click the Excel icon to
export the data to Excel. Thanks for watching.

The industry App

The Industry App (INDUS)
The Industry App provides an easy way to view consolidated industry activity, allowing you to
quickly scan and action market moving information. The app allows you to deep dive into the
key content relevant to the selected industry and its companies across price
performance, key industry metrics, news, research and more. To access the app, type
INDUS in the search and select from the dropdown. Select the sector and region or
country. Note that you're able to specify country of exchange instead of country of
headquarters. We'll select Healthcare and headquarters in the UK. You can see the number
of constituents which meet the criteria. Hover over the "i" button to see more detail. The
Overview tab offers key information in one view. Including News Headlines, Top Companies
by Price Movement and Market Cap, Key Metrics and the Price Chart of related indices. Once
again, you can hover over the "i" button to see more detail. My Exposure lets you see the
companies in the selected industry across your Portfolios and Lists. Identify the weight of
your portfolio as well as the active weight and total return. Click the arrow to see the
companies that make up this weighting. The tabs across the top offer deep dives into various
aspects of the selected universe of constituents. Highlights include Research, Filings and
ESG news and scores. The Healthcare Intelligence app provides tools to analyze Refinitiv
and Cortellis drug data to help identify investment opportunities. Search and discovery is
now fully embedded into the app. It allows you to search for a specific news event, report or
research item. The search can save you a lot of time if you know what you're looking for.

The Aggregates App (AGGR)

The Aggregates app is a powerful tool offering a top-down analysis of the market. It enables
comparisons between business sectors, geographies, or portfolios to support asset
allocation and idea generation. To access the app, type Aggregates in the search. The filters
on the left let you customize your data. By default, the universe is set to All Active Equities. If
you wish to change it, click the drop-down arrow and select your desired universe. This could
be a portfolio, index, or any list of companies. Next, identify the geographical
focus. Standard Global Regions is set as the default. However, you can click the drop-down
to choose particular regions or countries. You can even create your own customized regions
and save them for future use by selecting individual countries or regions in the geography
filter. You can also filter the results to particular business segments using either the GICS
classifications or the LSEG business classifications. We'll leave that filter set to all. Finally,
you can choose to focus on a specific market cap segment or define your own customized
range. Once you've defined your universe filters, you can tailor the report layout using the
drop-down controls for rows and columns. For rows, let's choose Business
Classification TRBC level one Economic Sector and level three Industry group. For columns,
let's leave it set to metrics. Click Update to render the report view with your changed
settings. In addition to the report, there are other display options available within the
Aggregates app. Go to the icons at the top right to choose between the Table view, the Tree
Map view, or World Map view. As with the report, use the filters on the left to customize the
universe displayed. Use the quick search windows or the full data item list to update the
metric shown in the view.

Macro Explorer App (MACROX)

Getting Started with the Macro Explorer App

The Macro Explorer app is an innovative visual experience that helps you identify investment
opportunities and monitor real-time market performance. The Top-down Analysis mode
intuitively links the extensive database of macroeconomic content available on
Datastream. Sector level aggregates based on the GICS and TRBC schemes, as well as
security level fundamentals. The real-time monitor mode allows for the visualization of Fixed
Income, FX, MSCI, Stock Market Indices, and Portfolio performance by country. Global
connections let you explore comparative trade data between countries. To access the Macro
Explorer app, type Macro Explorer or MACROX in the search box and choose the app from
the auto-suggest list. This interactive app offers a variety of market selection filters that
allow you to access hundreds of indicators to gain historical insight across markets. Select
markets based on performance. Search for deeper trends and multiple indicator
comparisons using moving grids and scatter plots. Compare countries, sectors, and
securities within selected regions, and navigate to country, sector, or company overview
pages for further investigation. Export filters and data to Microsoft Excel for further
analysis. Monitor the filtered universe with the real-time monitor. The Macro Explorer app
provides access to macroeconomic indicators, spanning historical and forecast data. Users
can toggle between annualized data and monthly data using the frequency setting. Please
note the different time frames for monthly and annualized data. There are five categories
of region level macroeconomic data. Premium Content, Fathom Financial Vulnerability
Indicator, IFO Political Instability Index, IPSOS Primary Consumer Sentiment Index, key
indicators, headline data reported by national sources with a high update frequency. Oxford
Economics, monthly updated indicators which cover over 100 countries, has excellent
historical coverage, includes forecasts and estimates. We now offer standardized economic
series for more than a dozen market moving indicators. World Bank, more than 300 World
Development Indicators (WDI) provided by World Bank have excellent regional coverage.

Creating Screens and exporting tables

The Macro Explorer app lets you analyze several indicators across multiple countries. Once
you've created a universe by screening economic indicators in the Region view, you can
continue your top-down security selection in the Sector and Security views. Here's an
example. In Top-Down Analysis mode under the Region tab, click the menu to the right of
Countries/Regions to open the universe item picker. Here you can select regions, countries,
or groups of countries. We'll select all countries. Next, select the data point interval in
Frequency, and slide the date cursor to choose a start year. Open the data item picker to add
macroeconomic indicators. Type the name of an indicator in the search box, or select an
indicator from the data item picker dialogue box. You can add as many indicators as you
want. Move the cursors on both sides of an indicator to define its range. The number of
countries matching the indicators range is shown on the top right. Click the gear icon to
manually enter your parameters if you don't want to use the sliders. In the world map
area, select a focus to visualize one of the selected indicators on the map. Here's a tip. Go
to the Scatter Plot View to visualize three indicators at a time. To remove an indicator, hover
your mouse over the indicator name and click the X icon. You can customize the colors on
your display. Hover over the high/low color scale at the top right, until your cursor changes
to a pen. Then, click to open the editor. 18 optimized color scales are available. You can
toggle between each scale from low to high or high to low. Zoom into a section of the world
map by using the slider at the right. Click and drag your mouse on the map to move it around
the screen. Hover over the "i" icon at the left of any indicator to view key information about
the indicator. You can export the filtered data to Microsoft Excel for further analysis. To do
this, click the table icon at the top right of the app to show the data in a table format. Then,
click the Excel icon to export the data to Microsoft Excel.

Visualizing trajectories and trends

In this video, we're going to cover visualizing trajectories and trends in the Macro
Explorer. Let's look at how to show a time series sparkline for an economic indicator. In the
Top-Down Analysis mode, under the Region tab, click the globe icon at the top right to show
the World Map view. In Focus, select an economic indicator. We'll select GDP. Hover your
mouse over a country on the map to show a time series. Time series are also available in the
moving grid and Scatter Plot views. Hover over a circle to show a time series. The World Map
view lets you compare multiple countries within the selected regions or groups. In the world
map area, click each of the countries you want to compare. This opens the line and bar
charts area at the bottom of the map showing a time series and the current year highlight for
the selected countries. Other charts are available. Parallel Coordinates plots all the chosen
indicators simultaneously. Box and Whiskers plots statistical information for an indicator
across all years. You can also view economic news and events relevant to the selected
countries. Click a country again to remove it from the comparison. You can view country
rankings by switching to the Moving Grid view. The Moving Grid shows two data points. The
current year has an orange circle. The previous year, a gray circle. You can quickly spot
whether the trend is up or down by checking whether the past year circle is placed to the
right or left of the current year circle. To visualize three indicators at a time, you'll have to
switch to the Scatter Plot View. Here's how that view looks. Here's a tip. Adjust the indicator
range using the cursors on the left to filter out some countries. And here's how you view
animated trends. In Top-Down Analysis mode, Region, click the play button in front of the
timeline. Data points on the World Map, Scatter Plot, Moving Grid, and Table views move
automatically on a yearly basis from the start date on the timeline. And here's a tip. You can
also use the date cursor to manually move the data points along the timeline.

Filtering on sectors and securities

In this topic, we will be exploring the Sector Fundamentals. The Sector tab lets you explore
and analyze sector level aggregates covering the two dozen most frequently used
fundamentals. Hover over the colored tile for the sector details. You can add or
remove sector filters by using the menu on the left. Click multiple tiles to compare
sectors using bar charts and parallel coordinates. Parallel Coordinates plot all the chosen
indicators simultaneously. Click the Constituent icon to view all securities that belong to the
selected sectors. In the Constituents list, click a link to open an overview page for
security, the country where it's headquartered or the industry app. To export to a Watchlist
or Excel, use the icons on the right. Aggregates can be shown using the GICS scheme or
TRBC scheme. The current view presents aggregated data across all countries. To show
more details within the tiles, select Yes under Aggregates Display Region Detail. The view
now shows aggregated data for all the countries in the selected universe at the region
level. Now, you can also choose the sector layout style.

Using the real-time monitor

The Real-time Monitor mode in the Macro Explorer app lets you explore Fixed Income, FX,
MSCI, Stock Market Indices, and Portfolio Performance by country. Preferences let you
change the universe, select a profile, switch on labels, and flash on update. Let's take a
closer look at profiles. Fixed Income. Choose from eight Fixed Income instruments, such as
two-year benchmark or two-year swap. Foreign Exchange. Compare local currencies to
seven benchmark currencies. MSCI. Use MSCI Indices to gauge the performance of local
markets. Stock Market Indices. Visualize the performance of local stock markets, such as
the Dow Jones Industrials or FTSE. Watchlist/Portfolio. View the country level
performance of a watchlist or portfolio, as well as the performance relative to a
benchmark. Here's a tip. Click a country to lock the pop-up and view real-time economic
news for that country and individual security performance for portfolios.

Exploring Global Connections

Global Connections shows comparative trade data between countries. Quickly find the full
list of trading partners for import, export or net trade of your focus country and view how they
evolve over time. Use the different visualizations to explore trade connections from various
angles. The Flow view lets you zoom in on top or bottom trading partners. Use the Stacked
Area view to follow the evolution of trading partnerships in percentage terms for a particular
date range. Analyze trade data for a chosen year using the Bar view. Note for net trade, this
view shows the positive and negative partners. Discover 65 years of trading data sourced
from the IMF, thanks to the Table view. For each year, you can sort by value ascending or
descending, and export the data to Excel.

Sustainable Finance/ESG Data (SUSFIN)

Sustainable Finance is at the forefront of the finance world as investors and the
public demand action and accountability on climate change and social inequality. To access
Sustainable Finance Landing Page, type S-U-S-F-I-N or SUSFIN in your search, and select
from auto-suggest. This app serves as a centralized starting point for our sustainability
offerings. You'll find a What's New section to highlight new offerings. Links to
publications. The latest research and white papers. A complete list of sustainability-related
apps, such as Company Data, Analytics and Research, Funds and
Indices, Commodity, Fixed Income, Deals, and Macroeconomics. And a document hub for
fact sheets, quick reference cards, and methodology. To view ESG data at a company
level, type a company name, and search, and select from the auto-suggest. From the
company overview, click the ESG tab. The ESG app provides detailed analysis of a
company's ESG performance. We offer 450 plus different ESG data points and ten categories
along the three pillars - environmental, social, and governance. From the Statement
View, you could do a deep dive on a company's ESG performance. You have the choice of
viewing the report as standardized or as reported data. Click here to view a chart or click the
blue measure for detailed information and a link to the data source. Other views include the
Peer View. This offers ESG peer analysis to compare a company's relative ESG performance
by sector, geographic region, and market cap. The Report View offers customizable auto-
generated ESG company reports. The Chart view offers ESG performance attribution at a
glance. The reports can be downloaded as PDFs or to Excel to easily share with your
stakeholders.

Getting Started with LSEG Workspace: Excel

Add-In
Retrieving data to Excel using the formula Builder
In this video, we'll introduce the formula builder to retrieve real-time, fundamental and
historical data into Excel. Click the Build Formula button within the Excel ribbon. Start by
typing one or more instruments. Enter entity name, known codes, or name of your portfolio
or list from search and select from auto-suggest. If you already have a list on your Excel, click
Reference a cell. Make sure this button is selected to retrieve Real-Time and Fundamental
data. The available data items are automatically filtered to match the instruments, or search
for items by keywords. By default, the top matches are shown. Click a data item to view a
description of the field. Double-click the item to add it to your selected items. The
parameters automatically update to match the selected data item. They're used to control
the output. Check the selected items and formula, and click Insert to retrieve data. You can
always go back and edit your results table by selecting the cell where you've inserted the
formula and then click Build formula. Now, let's try retrieving historical price data for
FX. Type the currency, and click the Time Series button. Select interval from the pull-down
menu. Select the fields. We'll choose, CLOSE:BID. Adjust the parameters, we'll retrieve 30
days of history. Click the Layout button to see and customize how the results table will look
in Excel. Let's include the Instrument on the column header. You can check the table below
to see how the results table will look. Select the destination cell where the top left of the
results table will be positioned. Click, Insert to retrieve data.

Price Close
Retrieving pricing data is an easy process in Workspace. Start by clicking the Formula
Builder. This is the first step for most of our data retrievals. In the Instruments bar, type the
name of the Instrument. You can also cell reference them if you have the code in the
spreadsheet. Click the Cell Reference button and select the cell. Next, search for the
data. Start by typing price close and select the data item from the list below. Click the
Parameters & Quick Functions tab to make adjustments. For example, you can change from
retrieving a one day price close to getting a series of price closes. The default is D, meaning
trading days. This can be changed to W for Weekly, M for Monthly, or Y for Yearly. Otherwise,
click Start-End from the drop-down to choose the start and end dates. Click the layout
button to adjust the headers. Here, we'll remove the Instrument and add the date of the
prices as rows. From below, you can check how it will look. Click Ok. Finally, click Insert to
retrieve data.

Fundamentals
Retrieving fundamental data is an easy process in Workspace. Start by clicking the Formula
Builder. This is the first step for most of our data retrievals. In the instruments bar, type the
name of the instrument. You can also cell reference them if you have the code in the
spreadsheet. Click the Cell Reference button, and select the cell. Once you've done this,
you can search for your fundamental data. You can either look within the category folder
such as company fundamentals or search the line item. Here, we'll search for a market
cap. Double-click the field name to select it. Click the Parameters & Quick Functions tab to
make adjustments. By default, it will retrieve the data for the last fiscal year. You can change
this to a financial period such as last fiscal quarter or last calendar year. You can choose the
period in absolute terms such as calendar year 2018 or fiscal year 2016.

Estimates
Retrieving estimate data is an easy process in Workspace. Start by clicking the Formula
Builder. This is the first step for most of our data retrievals. In the instruments bar, type the
name of the instrument. You can also cell reference them, if you have the code in the
spreadsheet. Click the Cell Reference button, and select the cell. Once done, you can
search for your estimates data. You can either look within the category folder, such as I/B/E/S
Estimates or search the line item. Here, we'll search Revenue Mean. Double-click the field
name to select it. Click the Parameters & Quick Functions tab to make adjustments. By
default, the financial period will be FY1, meaning current fiscal year. From the drop-down,
you can change this to next fiscal quarter, next 12 months, or choose your period in absolute
terms, such as calendar year 2021 or fiscal year 2022. Click Insert to retrieve your
data. Additionally, if you want to retrieve Revenue by Broker, click a new cell, and go back to
your Formula Builder. Type the instrument name and search for Revenue - Broker Estimate
in the search data items box. Double-click the field to insert to your formula. Click the Layout
button from below, and drag Broker Name from available headers to rows. Click OK and
Insert. This will show all individual brokers and their estimates.
 Microsoft Office 365: Installation and overview
Workspace Excel add-in for Microsoft Office Suite lets you harness the power of data using
Office 365. This tool will help you spend more time on ideas and get results more quickly. The
Task Pane will simplify your workflow as it communicates with the worksheet as you make
changes. Use the Datahub to access saved data sets without having to store large Excel
files. Track up to five levels of precedence and dependence for an active cell using
traces. Run a scenario. See how the data output changes when you alter it using the
Scenario Analysis. Add charts, tables, or images to your template library to save time in
producing a branded visualization. To install a Workspace add-in for your Office 365
Excel, go to Insert and select My Add-ins. From the pop-up, select Store and look for Add-
in. Select Add to start the installation. When it's done, you'll see a new 365 tab in your Excel
menu. Click and sign in with your Workspace ID to get started with the add-in
features. Workspace add-in for Microsoft Office 365 is compatible with Office 365
on Windows and Mac and Office on the web.

Introduction to Codebook
Codebook provides a Cloud-hosted development environment for Python scripting and
supports bespoke workflow design. Codebook is a standard feature of both Refinitiv
Workspace and Eikon. It requires no installation and is accessible from the desktop and web
versions. Codebook provides access to Refinitiv's APIs, and platform services that are
already pre-installed on to the Cloud. To access the Codebook app, type Codebook in the
search and select from the results. From Codebook , you can launch Jupiter Python to
open a new notebook or launch template. This is a blank Jupiter notebook with the first line
of connection and authentication to the API completed for you. Let's try retrieving prices
using a simple code. Click Template and select Eikon Data API from the drop-down. Click
the Play button to run the API. You now have an active session. Next, we'll type the code to
retrieve the snapshot price for the Euro and the Japanese Yen. Click the Play button to
retrieve the data. Your work is automatically saved and can be found from the left-hand
side. Don't worry if you're unfamiliar with the coding. Codebook offers a wide range of
examples you can copy. Double-click the Examples folder where you can explore
functionalities within Codebook. We have simple data retrieval examples to more advanced
use cases. You can run the test or copy the codes to your template. We'll copy and paste the
time series example to the template. We'll change the instrument and click the Play button
to retrieve the data. If you're not familiar with Refinitiv's instruments or data items, the Get
Data widget will help you to navigate the data you need. Just search for instrument or data
items by name, and select from the auto-suggest or drop-down. For more information on
Codebook and Refinitiv APIs, visit our Developer Community. You'll find related articles, use
cases, and learning materials.