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Refinitiv Workspace Excel Add-In Access

Access the Excel Add-In

Refinitiv 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 Refinitiv Workspace account to use the Excel Add-In.
In the Trader's Pit (in person)

Available for Current Stanford faculty, staff, and students.

  1. Go to the Trader’s Pit and log into the computer with your Stanford username and password.
  2. Select the Refinitiv Workspace in Excel shortcut on the desktop.
  3. Select the Refinitiv tab in the Ribbon menu.
  4. 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.

  1. Reserve time to use the computers remotely.
  2. Follow the instructions sent to you via email to log into the computers.
  3. Select the Refinitiv Workspace in Excel shortcut on the desktop.
  4. Select the Refinitiv tab in the Ribbon menu.
  5. Click Sign In and enter your Stanford username and password.
On the Virtual Desktop Infrastructure (remotely)

Available for Current Stanford faculty, staff, and students.

  1. Connect to the Virtual Desktop Infrastructure, using the GSB Library virtual desktop.
  2. Select the Refinitiv Workspace in Excel shortcut on the desktop.
  3. Log in using your Stanford username and password.
  4. 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."
  5. Select the Refinitiv tab in the Ribbon menu.
  6. Click Sign in and enter your Stanford username and password.

Troubleshooting

You Don't See the Refinitiv Workspace Tab in Excel

  1. Close out of Excel completely. In your computers search box, search for and select Refinitiv Workspace - Excel.
  2. If you still don't see the Refinitiv tab, in Excel go to the File tab and in the bottom left select Options.
  3. On the left, select Add-Ins. Change the Manage drop-down menu to COM Add-ins, and press Go.
  4. Select the box next to Refinitiv and press OK.
  5. If you still don't see the Refinitiv tab, Ask Us for troubleshooting support and let us know you already tried through 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

  • Refinitiv Workspace is only available to current Stanford faculty, staff, and students.
  • Refinitiv 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
Last Updated: Oct 14, 2022

Related Library Tips

    Resource Use

    Most resources are only available to current Stanford students, faculty, and staff.

    Researchers are responsible for using these resources appropriately. See the eResources Usage policy.