How to make LSEG (Refinitiv) Work Automatically in Excel Using LSEG Excel Adds-In

— — Download LSEG work space for Mac Desktop from LSEG Workspace Desktop,

— — Open Excel.

— — Go Insert → My Adds-in → Search for LSEG — -> Choose Workspace Lite Add-in Add. Note: Workspace Add-in is for Mac only. Windows user could choose Workspace, Eikon, Datastream.

— — Click the Sign in button, insert the LSEG MyWrokSpace user name and password.

— — After successfully signed in, Go to the fomula and search section in the topleft corner to get to the data where company and financial metrics could be choose. And use the Instruments in the right side to filter on data.

— — Please watch my Youtube Vedio for the rest part of using LSEG Excel Adds-On to create automatically updating data sheets.

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— — Use Refresh button to get the latest data.

— — Changing sheet2 to quarterly updating & Adding different financial metrics as columns.

🎉Great! Now you know how to add LSEG Excel Adds-In and use it to make automatically updating sheets!