Knowledge Base
Access the Excel Add-In
LSEG Workspace has an Excel Add-In that can be useful when trying to download data for a large universe (e.g. 50,000 companies or deals). The Excel Add-In is also the primary way to access Datastream - see Datastream access information.
Note: You must have a LSEG Workspace account to use the Excel Add-In.
In the Trader's Pit (in person)
Available for Current Stanford faculty, staff, and students.
- Go to the Trader’s Pit. See signage next to the monitors for information about which terminals have LSEG Workspace installed. Log into the computer with your Stanford username and password.
- Select the Refinitiv in Excel shortcut on the desktop.
- Select the Workspace tab in the Ribbon menu.
- Click Sign In and enter your Stanford username and password.
In the Trader's Pit (remotely, GSB only)
Available for Current GSB faculty, staff, and students.
- Reserve time to use the computers remotely.
- Follow the instructions sent to you via email to log into the computers.
- Select the Refinitiv in Excel shortcut on the desktop.
- Select the Workspace tab in the Ribbon menu.
- Click Sign In and enter your Stanford username and password.
On the Virtual Desktop Infrastructure (remotely)
Available for Current Stanford faculty, staff, and students.
- Connect to the Virtual Desktop Infrastructure, using the GSB Library virtual desktop.
- Select the Refinitiv in Excel shortcut on the desktop.
- Log in using your Stanford username and password.
- In the pop-up box asking if you want to download S&P Capital IQ templates, select No and check the box next to "Do not show this again."
- Select the Workspace tab in the Ribbon menu.
- Click Sign in and enter your Stanford username and password.
Troubleshooting
You Don't See the Workspace Tab in Excel
- Close out of Excel completely. In your computers search box, search for and select Refinitiv Workspace - Excel.
- If you still don't see the Workspace tab, in Excel go to the File tab and in the bottom left select Options.
- On the left, select Add-Ins. Change the Manage drop-down menu to COM Add-ins, and press Go.
- Select the box next to Workspace and press OK.
- If you still don't see the Workspace tab, Ask Us for troubleshooting support and let us know you already tried these steps.
Help Using the Add-In
If you run into issues using the Add-In or not being able to find what you need, Ask Us. We can help you figure out how to get the data you're looking for, formatted in a way that makes sense to you.
License Terms
- LSEG Workspace is only available to current Stanford faculty, staff, and students.
- LSEG Workspace can only be used for academic purposes. You may not use it for any kind of commercial purposes, including internships or consulting work.
- You may download content for specific academic research projects. Once the project is completed, the content needs to be deleted.
Answered By: Alice Kalinowski
Jan 17, 2024