TABLE OF CONTENTS. 2 ADDING, REMOVING, AND RESIZING FRAMES IN A FLEX DOCUMENT. 4 ADDING SHEETS. 6 STACKING APPS. 8 SHOWING/HIDING APP TOOLBARS.
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2 TABLE OF CONTENTS TABLE OF CONTENTS... 2 ADDING, REMOVING, AND RESIZING FRAMES IN A FLEX DOCUMENT... 4 ADDING SHEETS... 6 STACKING APPS... 8 SHOWING/HIDING APP TOOLBARS... 9 DISPLAYING THE DOCUMENT TOOLBAR LINKING A POP-UP WINDOW TO A FLEX DOCUMENT USEFUL SHORTCUTS ASSOCIATE YOUR FAVORITE APPS WITH A KEYSTROKE
3 INTRODUCTION Thomson Reuters Eikon makes it easy to customize your Flex documents. After completing this workbook you should be able to: Add, remove, resize, and reposition frames in a Flex Document Add sheets to a Flex Document Stack apps in a Flex Document Show and hide the app toolbars Add buttons to your Flex toolbar Link a pop-up window to a Flex Document Use shortcuts to simplify your workflow Associate Your Favorite apps with a keystroke ABOUT THIS WORKBOOK This workbook is designed to be used alongside Thomson Reuters Eikon. On the following pages you ll find a series of exercises that will introduce you to the features and functions of the Flex environment. Each exercise is marked with this icon, along with a summary of the exercise. Just follow the instructions in the left hand column to complete the exercise. Visuals are provided in the right hand column to guide you and to show you what your screen should look like. BEFORE YOU START You can complete most of the activities in this workbook using any Flex Document. However, the examples in the worksheet show the Government Majors Flex Template. If you want your screens to match our examples exactly, do the following: Go to the Flex Samples page Select Fixed Income in the asset class menu at left Select Majors from the Government section of the Fixed Income templates page 3
4 ADDING, REMOVING, AND RESIZING FRAMES IN A FLEX DOCUMENT Thomson Reuters Eikon has an extensive range of pre-built Flex samples which can be easily customized to suite your exact needs. In this activity you ll learn how to add and remove frames in a Flex Document. Adding and removing frames in a Flex Document is easy. To add a frame, click on the edge of a frame at the side of the Flex Document and drag to resize it. Try adding a frame to the lower left corner of your Flex Document now. An empty frame automatically fills the space left by the resized frame. To remove a blank frame, click the Close icon in the frame toolbar. Close your blank Flex frame now. 4
5 The other frames automatically expand to fill the space in the Flex Document. To remove an app from a frame, click Menu, then select Remove App. A dialog will appear, click OK to verify that you want to remove the app. You can resize apps by dragging the orange borders horizontally or vertically. 5
6 ADDING SHEETS With Thomson Reuters Eikon you can build your own Flex Documents, or customize one of our pre-built Samples to suit your needs. In this topic, we re going to add a new Sheet to this open Flex Document. Add a new sheet to a Flex Document. Before adding a sheet to a Flex Document, you need to display the sheet tabs. If your sheet tabs aren t currently visible, open the Main Menu. Select View>Sheet Tabs. Right-click on the Sheet tab, and select Insert Sheet. 6
7 Decide where you want to insert the sheet, and click OK. Click on the Sheet tab to view a new blank sheet with four frames, ready for you to customize. 7
8 STACKING APPS To maximize your desktop space, you can stack apps on top of each other. Stack apps on top of each other in a Flex Document. To stack apps, first click on the app that you wish to move. Drag it over another app, until you see an icon saying Drop here to stack apps. Then drop the app on top of the icon. The two apps are now stacked on top of each other, and you can toggle between them using the ready-labelled tabs. 8
9 SHOWING/HIDING APP TOOLBARS You can choose to either display or hide the toolbars in Flex apps. Show and hide the toolbar in a Flex app. To hide the Toolbar in a selected app, click the icon in the title bar. Click the icon again to make the Toolbar visible. To hide the title bar in a selected app, rightclick on the tiitle bar, and uncheck Title Bar. To hide or unhide all the toolbars in an open Flex document, click the Main Menu, and open the View menu. Select Flex Toolbars, and click Hide All. All of the apps in our open Flex Document now appear without toolbars. 9
10 DISPLAYING THE DOCUMENT TOOLBAR You can choose to display a toolbar for an open Flex Document. Learn how to display the Flex toolbar. To display the toolbar, open the Main Menu. Select View. Then click Document Toolbar. Your toolbar is now operational. The Toolbar will display shortcuts for saving, printing and sharing your Flex Document. 10
11 Open the New dropdown menu to add a new app to your Flex Document. Try selecting Quote Line now. You can use the same steps to close the Document Toolbar. 11
12 LINKING A POP-UP WINDOW TO A FLEX DOCUMENT You can save a pop up in any position on your display and make it a permanent part of your Thomson Reuters Eikon workspace. Create a pop-up news app and link it to an open Flex Document. To begin this exercise, we ll create a pop-up news app. To do this, select an item in a Quote list and press F9. In the example at right, we ve selected the first US Treasury Bill in the Government Majors template. The news app displays news headlines related to the selected item. The News app is automatically populated with data for the last instrument you selected; which is your Active Symbol. When you create a new app, Thomson Reuters Eikon will automatically populate the app with data for your Active Symbol. Your current Active Symbol is displayed at the top of your Eikon screen. 12
13 Now we ll create a link between the Quote List and the pop-up news app, so that when you click on an instrument in the Quote List app, the news app will update to display real-time news related to that instrument. Right-click on an instrument in the Quote List. Then select Link To>News>Advanced Link. Select the option to click once on an item in the quote list to display related news headlines. Then click OK. Now click on a different instrument in the Quote List. 13
14 The news app changes to display information on the new instrument. We will now save, close and re-open the Flex document. Right-click on the Flex Document tab and click Save. Click the Close icon in the tab. To re-open the file, click the Main Menu, open the File menu, and select the recently viewed Flex Document. The pop-up news app opens simultaneously with the Flex Document, with the latest data and links still intact. 14
15 USEFUL SHORTCUTS There are a number of keyboard shortcuts available in Thomson Reuters Eikon. Use keyboard shortcuts to simplify your workflow. Let s take a look at some keyboard shortcuts. For example, press F4 to open the Quote pop-up. You ll notice that the Quote launches populated with data. The data displayed is for the Active Symbol. The Active Symbol is the last instrument that you have used. The instrument code and real-time price for the Active Symbol is always visible at the top of the screen. At left is a list of other keyboard shortcuts you may find useful. F4: Opens a Quote pop-up F5: Refreshes the selected object or Content Explorer document F6: Maximizes or restores the selected object (toggle) F9: Opens News pop-up F10: Opens chart pop-up F11: Toggles between full screen and regular views of the application Shift+F1: Launches the Contact Us portal Ctrl+F1: Opens the Favorites pane. Note: this is a toggle Shift+F3: Displays a Content Explorer document in a new window Ctrl+F6: Cycles between documents Alt+F4: Closes the active window Ctrl+F4: Closes the active document Alt+F8: Opens the Macro dialog box Shift+F9: Opens the Full Story Search in the news object Shift+F12: Saves the selected Flex Sheet or book 15
16 ASSOCIATE YOUR FAVORITE APPS WITH A KEYSTROKE In Thomson Reuters Eikon you can associate Favorite views, screens, and apps with a keyboard shortcut. In this activity, we will associate the keyboard shortcut CTRL+B to a Blended Order Book. To complete this exercise, create a new Flex Document containing a Blended Order Book. First, select the frame containing the app that wish to make a Favorite; in this case the blended order book. You can customize the venues displayed in the Blended Order Book. To do this, select the Show / Hide Venue icon in the app toolbar. In this example, we will select France (FRA). 16
17 Now we will save the Blended Order Book as a Favorite. To do this, select Menu, File, Favorites, Add to Favorites. A dialog will appear. Name the Favorite, and click Add. The Blended Order Book is now listed in your Favorites menu. You can also save other views as Favorites. For example, a Quote or a Chart app. To associate a Favorite with a keystroke, click on the Main Menu. Open the Tools menu. Select Customize. 17
18 Click the Keyboard tab. In this example, we will associate the Blended Order Book with CTRL + B. Select Blended Order Book in the Commands menu, and place the cursor in the New Shortcut Key box. Then press Ctrl and B. Click Close to return to the Flex document. Click Ctrl+B to launch the Blended Order Book in a pop up frame. It displays data on the last instrument viewed. Note that the settings used to customize the venues displayed have been saved. 18
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