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Refinitiv Workspace for Datastream, Eikon and Thomson One: Home

How to access Refinitiv Workspace

What is Refinitv Workspace?

Refinitiv Workspace provides access to company financial data and economic indicators as well as news, analytics and productivity tools. The database incorporates both Datastream/Eikon and ThomsonOne.com which were previously on separate platforms. Datastream’s Excel Add-in allows you to create datasheets with different variables, both static and time series, edit and analyse the results or upload on to analytics software. Thomson Reuters functionality and data which was previously accessible via Thomson One, such as mergers and acquisitions, ownership and private equity is now available in Refinitiv Workspace.

The licence restricts each user to view and/or download up to 150 billable pages of content per 24 hour period measured from 12am local time. Each User will be notified on the Workspace platform when they reach 150 billable pages in any given "Usage Day" and further usage will be suspended for that person until the next Usage Day commences.

How to request a Refinitiv Workspace account

Accounts will be offered on a first come, first served basis by the School of Management. When all accounts are in use, accounts will be recycled in date order. When this happens, the period of access to Workspace may be will be limited to one week’s access. If you find you no longer have access, you will need to reapply. Your lack of access may be indicated by an error message in the platform saying "error loading layout data, please try again" as shown in the troubleshooting section of this guide. Reapply using the instructions on this guide. It may take up to 7 days for your account application to be activated. Please refer to the following registration guide and registration link to apply for access - make sure you use your University of Bath email. 

Please note Workspace does not work with Firefox.

Once you have registered you will be sent a link to access Refinitiv Workspace on the Web. You can also choose to download the desktop application. Full details are sent to you as part of the application process from Refinitiv. Once you are registered you can use the link below for access to Refinitiv Workspace on the Web.

Some students have reported that when they apply for an account they don't receive a message from Refinitiv telling them that their account has been created.  If you experience this you can try this workaround: access Refinitiv by signing in with your University of Bath email address and opt for 'forgotten password' in order to be sent a link to reset.

Using Refinitiv workspace on University PCs

You can use Refinitiv Workspace on your own laptop once you have an account. If you prefer to use University computers you can use those in WH1.26 (accessible to SoM or Economics with swipe card access using your Library card) or the two PCs on level 5 of the Library near the Information Point. Note that you are advised to book to use the two Library PCs. The desk numbers are 5-101 and 5-102. You need to have a Refinitiv Workspace account to use the software on the University PCs. 

Troubleshooting

General error

When all accounts are in use, you may find that your application for access is unsuccessful and receive a "General Error" message from Refinitiv which says "Unfortunately the self-registration request you submitted has failed".  When this happens, please contact us at Library@bath.ac.uk and we will let the School of Management know that some accounts need deactivating to free up space for new applications. 

No welcome email

Some students have reported that when they apply for an account, they don't receive a message from Refinitiv telling them that their account has been created. If you experience this you can try this workaround: access Refinitiv by signing in with your University of Bath email address and opt for 'forgotten password' in order to be sent a link to reset.

Error loading layout data

If you see the following image when you log in to Refinitiv, it means that your account has been deactivated and you will need to reapply. Accounts are shared and those in use for the longest are those that are deactivated first in times of high demand.Error loading layout data. Please try again.

Workspace and Datastream training resources

Using Refinitiv Workspace via Excel

In addition to using the platform interface, Refinitiv Workspace can be used via Excel providing you have Office 365.  On your own computer you can follow these instructions:

  • Launch Microsoft Excel. Go to the Insert tab and select Get Add-ins.
  • Go to Office Add-ins and select Store.
  • Type Refinitiv in the search field. Select Add then Continue. This will add the Refinitiv 365 Excel add-in.
  • Log in using  your Refinitiv workspace ID.

If you are using a University PC you will need to ask for IT support via TopDesk to add you to the gr-o365-addin-Refinitiv group so that you can access the Excel add-in.

Once you have successfully installed the Excel add-in, it will appear as an additional tab as shown below. Click on the tab and then choose the sign in option to connect to Refinitiv. Once connected you can use the Refinitiv tools for building a search such as Build Formula.

Refinitiv Excel plug in