1. Getting Started with
Eikon and Datastream
Dianne Ocumen

2. AGENDA Eikon Basic navigation Eikon Excel Datastream for Office
Company Overview and Financials
Screening Equity and Private Equities
Create List/Portfolio
Eikon Excel
Real-Time and Fundamental Data
Time Series
Datastream for Office
Metadata vs. Time Series Data
Create Static Request
Create a Time Series Request
Create a Time Series List Request
MATH – Functions & Expressions
User Created Indices (UCI)
User Created Time Series (UCTS)

3. Company Overview and Financials
Type the company name in the Search box and Enter
Financials and Estimates available in the Company Overview page

4. Screening Equity and Private Equities
Type Screener and Enter
Define your Universe and use filters to narrow your search
Create your list and export to Excel, Monitor or PDF
* Example above is for screening the biggest banks in the Nordics (over 1B Market Cap)

5. Creating a List/Portfolio
1.) via SCREENER app
2.) via Excel

6. Eikon Excel Real-Time and Fundamental Data
Type the instrument name in the Instruments box and Enter
Choose Real-Time & Fundamental and select the data item from the options or type it
Pay attention to the Description area

7. Eikon Excel Retrieving Fundamental Data – Time Series
Use the Parameters & Quick Functions tab
Check the Series box

8. Eikon Excel Time Series or Historical Data
Type the instrument name in the Instruments box and Enter
Choose Time Series and select the data item from the options or type
Define your Parameters and Quick Functions

9. Datastream for Office Metadata vs. Time Series Data
Create Static Request
Create a Time Series Request
Create a Time Series List Request
MATH – Functions & Expressions
User Created Indices (UCI)

10. Datastream for Office: Sample Exercise
Create a daily Time Series request for FTSE 100 Index from Jan 1st, 2015 to Oct 31st, 2016.
With datatypes:
Price, Total Return, Market Cap
Daily Price % Change ***This is a function
Add Column Header – Name, Datatype
What does the Transpose Data selection do to the data?
Please make the Latest Data display first.

11. Questions?
Online Help
Training videos

12. Thank you!