Getting help in LSEG Refinitiv Workspace
If you are completely new to Workspace:
- 🌐 Access Workspace Web
- 🌐 Access Workspace Desktop and Excel
- 🎞️Workspace videos from the LSEG Learning Centre (see below)
- 📄Introduction to Workspace for Students, from LSEG (4-page PDF)
Within Workspace Web: help with the current page
Within Workspace, help is provided for major functions. At the top-right of any page, click the question mark in a circle icon. Use the search feature within the help page to find what you need.
See also this video: Help for LSEG Workspace for Students
Within Workspace Excel: help & support
In Workspace Excel, go to the Refinitiv tab, click: 'Options' > 'Help' > 'Refinitiv Workspace - Microsoft Office Help'. A help dialog loads. Click the 'Excel' link in the help dialog to see links to video learning specifically about Workspace Excel, or browse for other materials.
On the LSEG website: webinars and videos
LSEG (formerly Refinitiv) has a Learning Centre which offers, in their words:
- A personalized dashboard to keep track of your upcoming and completed courses.
- Access to certificates for every course that you complete, easily obtained, and easily shared with your connections on LinkedIn.
- Market Insights and Intelligence Webinars, led by experts, providing insights on industries, companies, and markets, powered by our robust data and analytical tools.
Within the Learning Centre, LSEG hosts on-demand videos on the Learning Catalogue pages (replacing the Refinitiv Academy). These cover Datastream, Workspace for Students and Tick History. They also host live online classes around the world to suit people in any time zone, although these are more aimed for commercial users.
Workspace videos from the Learning Catalogue
The following on-demand videos may be of interest for Workspace. They all have subtitles:
- Getting Started: LSEG Workspace for Students
- This is written for the desktop version of Workspace but is largely the same for the web version.
- Investigate & Analyse Companies Using LSEG Workspace
- Company data overview, financials, estimates
- Report building peer analysis, industry, watchlist, screener
- The Industry App (INDUS)
- View consolidated industry activity, quickly scan and action market moving information
- Includes price performance, key industry metrics, news, research
- Macro Explorer App (MACROX)
- Explore global trends, areas of risk and macro investment opportunities
- Screening global economies against a wide range of macro indicators
- Sustainable Finance/ESG Data (SUSFIN)
- Starting point for Refinitiv's Sustainability offerings
- Learn how to view ESG data at a company level
- ESG Methodology
- Learn the basics via an overview of LSEG Refinitiv’s ESG Methodology, which is used across Workspace and Datastream
- Investment Banking Insight: Decoding Deals Data
- Learn how Deals Screener can help you to understand and collect data on mergers and acquisitions these activities
- Note: Deals Screener has an export limit of 500 deals per day. For bulk use, see SDC Platinum
- Getting Started with LSEG Workspace for Students: Excel
- Formula builder, report layout
- Using cell references, align historical data
- Retrieving ownership data
- Aftermarket Research - Advanced Research Search App (ADVRES)
- Search for investment, industry and company reports from providers such as GlobalData and MarketLine
- Our Aftermarket Research licence permits 150 page downloads per day for each user, and a monthly download limit for the whole University. You will not be charged the displayed dollar price of reports; instead, there is a quota for the University.
- Please only download the specific pages you really need of these reports.
- SDC Platinum Add on in LSEG Workspace
- Explore Refinitiv’s Deals Data & Analytics
See also our Specialist Library Support online guides and other answers here on Library Help.
We also find the Research Financial blog and Research Financial YouTube channel very useful, produced by Vrije Universiteit Amsterdam. (Example, their video on working with panel data in LSEG Workspace.)