Training

On-demand and instructor-led courses to help you fully leverage
the power of Refinitiv’s solutions

ANNOUNCEMENT
Refinitiv is now part of LSEG (London Stock Exchange Group), a leading global financial markets infrastructure and data provider.

DATASTREAM

All the answers to the Datastream certification can be found in the study materials below. Work through the training and then request a token to take the exam.

STEP 1: PREPARATION TRAINING MATERIAL VIEW

Learn the Basics (6)

  • Datastream: Finding Codes with Navigator View description

    This course covers the following topics:

    • How to Access Navigator Search (1:17)
    • Using Free Text Search to find Codes (3:49)
    • Help with using the Free Text Search (2:55)
    • Using Navigator to Preview Equity Datatypes (1:55) more
    • Using Explorer to Find Codes (2:08)
    • About the Search Results (1:52)
    • Finding Datatypes (2:22)
    .

  • Getting Started with Datastream Charting View description

    This module covers the following topics:

    • Overview
    • Creating a simple chart
    • Using the library
    • Applying datatypes, currencies, & functions more
    • Changing chart settings and line styles
    .

  • Creating and Editing Datastream Charts View description

    This module covers the following topics:

    • Create a New Blank Chart (02:31)
    • Apply Datatypes (02:19)
    • Apply Currency Conversion to All Series (01:37)
    • Apply Functions (02:41) more
    • Change the Date Range (02:12)
    • Change Chart Settings (03:17)
    • Rebasing Charts (01:07)
    • Save a Chart (02:30)
    • Load a Saved Chart (01:53)
    • Project: How do I rebase a Chart(03:25)
    .

  • View All >>
  • Customize Datastream Chart Settings View description

    This module covers the following topics:

    • Changing Chart Settings (03:05)
    • Customizing Chart Legends (01:26)
    • Customizing Chart Axes (01:32)
    • Changing a Locked Setting (01:28)
    .

  • Using Chart Styles to Customize Datastream Charts View description

    This module includes the following topics.

    • Create a New Chart Style (04:35)
    • Apply a Style to a Chart (01:30)
    • Apply a Style to Multiple Charts (01:05)
    • Editing Several Charts at once (01:35) more
    • Setting a Default Style (01:17)
    • Using Transparency Settings on a Chart (02:10)
    • Change a Locked Setting (01:18)
    • Save a Change to an Existing Style (01:34)
    • Apply Datastream Styles to Charts in Excel (01:16)
    .

  • Using Fathom Charts in Datastream Charting - (2:00) View description

    Thomson Reuters has teamed up with Fathom Consulting to offer Datastream customers access to Fathom’s analytical content through a new library of Fathom charts. .

Working with Different Chart Types (4)

Working in Microsoft Office (3)

  • Retrieving and Analyzing Data in Excel - (2:00) View description

    This OnDemand video explains how customers can use DFO - Datastreams add-in for Microsoft Office - to build complex models and reports that can be linked straight into Excel. .

  • Datastream for Office: Using Request Tables View description

    This course covers the following topics:

    • Key Benefits of Request Tables (1:44)
    • Creating a Request Table (6:16)
    • Creating a Chart Request (2:26)
    • Using pre-built Tearsheets (1:41)
    .

  • Datastream Charting: Exporting and Refreshing Charts View description

    This course covers the following topics:

    • Export a Chart to Microsoft Excel (1:54)
    • Export a Chart to Microsoft Word (2:10)
    • Export a Template to Microsoft Office (1:40)
    • Export Multiple Charts to Microsoft Office (2:23) more
    • Export a chart as an Image File (2:45)
    • Share a Live Chart URL (2:27)
    • Share a chart using the Edit URL (1:46)
    • Set Sharing Preferences (2:05)
    • Refresh charts from Microsoft Office (2:09)
    • Running a template from Microsoft Excel (1:26)
    • Using the Chart Manager (4:25)
    • Refresh locally-stored chart images (0:57)
    .

Analytics and Tools (4)

Exploring the Data Content (1)

  • Datastream Asset4 - (2:00) View description

    Refinitiv's Asset4 provides a one-stop shop of ESG information which may be accessed via Datastream, allowing users to seamlessly combine and analyze ESG data with financial metrics. Watch this video to learn how to access and use this information in Datastream. Total Running Time 3:17 .

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