@anna21410
To add Refinitiv data or functionality to Excel 365, you typically need to use specialized add-ins or data connectors provided by Refinitiv. Here are the general steps to add Refinitiv data or functionality to Excel: REFINITIV WORKSPACE OFFICE 365 ADD-IN FAQ
- Confirm Refinitiv Access: Ensure that you have the necessary access rights or subscriptions to Refinitiv's data services or products. You may need to contact Refinitiv's support or your organization's administrator to verify your access.
- Install Refinitiv Add-In: ADD-IN DEPLOYMENT GUIDE. Refinitiv may provide an Excel add-in or data connector that allows you to access their data from within Excel. You should check with Refinitiv for specific installation instructions for their product. This add-in is usually downloaded and installed separately from Excel.
- Enable the Add-In:
- After installation, open Excel 365.
- Go to the "File" tab.
- Select "Options."
- In the Excel Options window, go to the "Add-Ins" section.
- In the "Manage" dropdown, select "Excel Add-ins" and click "Go."
- Add Refinitiv Add-In: In the Add-Ins dialog box, you should see the Refinitiv add-in listed if it was installed correctly. Check the box next to the Refinitiv add-in to enable it. Click "OK" or "Apply" to confirm.
- Access Refinitiv Data: Once the Refinitiv add-in is enabled, you may have access to specific functions, formulas, or tools provided by Refinitiv within Excel. This can vary depending on the exact capabilities of the add-in and your subscription.
Please note that the specific steps and procedures for adding Refinitiv data to Excel may vary depending on the version of the Refinitiv product you are using and the services you have subscribed to. It is essential to consult Refinitiv's documentation and support resources for detailed guidance on integrating their data into Excel.
Additionally, if you encounter any specific error messages stating that Refinitiv is not a valid component to add to Excel, you should reach out to Refinitiv's customer support or technical support for assistance, as they will be able to provide you with precise instructions and troubleshoot any installation issues you may be facing.
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