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, more and switch between Real Time & Fundamental and Times Series modes. (Level: Basic)
Tap into the power of the Formula Builder and Eikon Answers without leaving the Excel cell you're working in. In-Cell Formula Builders (ICFBs) bring AutoSuggest technology for instruments, data items, parameters, and expressions directly into your worksheet for rapid creation of new market data more retrieval functions. In addition, search for RICs, data items, and Excel templates using the In-Cell Search Functions.
Watch a step-by-step guide on how to request multi-asset class historical data in Excel - in a single function. (Level: Basic)
Learn how to search for private companies and retrieve associated data items in Excel. Use the Equity Screener to return a dynamic list of private companies meeting specified criteria. Discover how to navigate the ownership hierarchy to uncover parent-subsidiary relationships. (Level: Basic)
Calculate historical stock Beta without retrieving tables of historical data, and without putting pressure on your computer's CPU. Use the RSLOPE function within a TR formula to compute Beta on-the-fly and on the cloud! (Level: Basic)
Watch a step-by-step guide on how to convert ISIN, CUSIP, or other market codes to Reuters Instrument Codes (RICs) to request data. Also, find out how to list contributor RICs (all quotes) for bonds. (Level: Basic)
Watch a step-by-step guide on how to use the Formula Builder to request a Net Asset Value (NAV) history for a Lipper fund in Excel. (Level: Basic)
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)
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. Discover imputed deal more fees, backwards compatibility, function refresh settings, deal Watchlists, click-thru to tearsheets, and more.
Learn how the Equity Screener can be used in Excel to build complex data retrieval functions rapidly. Discover the power and flexibility of Data Cloud Functions to process data items within the function. (Level: Intermediate)
Learn how to retrieve the number of shares included in an index. Request current and historical number of shares for current constituents with a single function. Use Joiners and Leavers data to construct a historical constituents list. (Level: Intermediate)
Learn how to use the TR function in SERIES mode to create a history at any interval for any real-time field. In this example, we also present how to retrieve a tick history using the RHistory function, which may be a preferable solution depending on requirements. (Level: Intermediate)
Follow this step-by-step guide to compute annualized mean return and standard deviation of returns. (Level: Intermediate)
Watch a step-by-step guide on how to request intraday (non close) daily historical data in Excel. (Level: Intermediate)
This is a longer course designed for those seeking to become an advanced user of Thomson Reuters Eikon - Microsoft Office. Cloud Functions allow you to process market data on the Thomson Reuters Data Cloud, thereby returning only the required end-results into Excel. This in turn allows you to more create elegant and efficient workbooks with no need for large tables of underlying data nor complex systems of volatile Excel formulas. Despite operating exclusively on Price and Volume data items, the diversity of Technical Indicators makes them an ideal means to demonstrate a reasonable subset of the range of Cloud Functions, and associated techniques. (Level: Master Class)