CONTENTS INTRODUCTION... 3 ACCESSING AND MODIFYING FLEX SAMPLES... 4 CREATE AND POPULATE A NEW FLEX DOCUMENT... 6 INSERTING ITEMS IN A FLEX DOCUMENT FROM CONTENT EXPLORER... 9 CREATE A QUOTE LIST IN A FLEX DOCUMENT... 10 FIND MORE CONTENT WITH THE RELATED MENU... 12 AUTOMATE YOUR WORKFLOWS USING LINKING... 14 SETTING AN ALERT... 16 MAKING YOUR THOMSON REUTERS EIKON FILES AVAILABL ANYWHERE... 18 USE MESSENGER TO SHARE APPS... 19 2
INTRODUCTION Within Thomson Reuters Eikon you can build your own Flex Documents, or customize a pre-built Sample to suit your needs. After completing this workbook you should be able to: Navigate to and modify market specific flex samples Create a new flex document and populate it with apps and data Find useful content on the Eikon Home Page and include it in your Flex Documents Create a Quote list and link it to other apps Make your Flex Documents available at any location Find additional information using the Related menu 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 lke. BEFORE YOU START The Thomson Reuters Eikon Home Page displays the most relevant information based on your job role. Some of the examples in this workbook are based on a Home Page tailored for Fixed Income markets. If you want to follow our examples exactly then you should set your Home Page to display Fixed Income information. 1. Navigate to My Eikon My Profile. 2. Click the Edit link in the Professional Profile section. 3. Select Fixed Income Portfolio Manager from the list of Job Roles. 4. Click Save. Your Home Page will update to display Fixed Income information. 3
ACCESSING AND MODIFYING FLEX SAMPLES 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 we will open the Charting Flex Sample, add a new frame to the Document, and populate the frame with Commodities News. Click on the dropdown menu at the top of the screen. Then select Flex Document to open the Flex Samples page. You are presented with a selection of pre-built Flex Documents, organized by asset class. Open the Cross Asset category, and choose Charting. The Charting template displays real-time charts for key data across several asset classes on separate sheets. Click on a tab to view charts for a selected asset class. Navigate to the Commodities tab 4
To add a frame, click and drag the right-side border of one of the right-hand side charts to make a new frame. Your cursor will change shape and will look like this: You can also add frames by dragging the left hand border of objects located on the left hand side of the document, or the bottom of frames located at the bottom of the document. Click Add News to open a blank news app inside the frame. Type C in the News app command line to bring up a list of matches. Then select Commodities International News Service from the list of suggestions. The news app will display real-time headlines from the Commodities news service. 5
CREATE AND POPULATE A NEW FLEX DOCUMENT Thomson Reuters Eikon Flex Documents can contain a variety of data applications (apps) including quotes, calculators, news, and charts. Create a Flex Document and populate it with news and price data for the Eur/US Dollar Spot Rate, then save it to the Thomson Reuters Drive. First, create a Blank Flex document. Click on the dropdown menu at the top of the screen. Then select Flex Document to open the Flex Samples page. Then select the Blank Flex template with four frames. In the top left frame click Add Chart. A blank Chart app is now displayed in the top left frame. Now populate the chart with real-time data for the Euro/US Dollar Spot Rate. Enter Euro in the Chart app command line As you type Euro the Autosuggest tool displays a number of possible matches in a dropdown menu. Select the Euro/US Dollar FX Spot rate from the FX category. The chart app will update and display historical data for the Euro/US Dollar spot rate. 6
Next we ll create a quote app to display real-time price data for this instrument in this empty frame. In the top right frame, click Add Quote. If you know an instrument code you can type it directly into the app command line. Type EUR= in the Quote app command line and press Enter. The Quote app updates displaying real time data for the Euro/US Dollar Spot. Our third frame will contain a News app. In the bottom left frame, click Add News. You can add content to an app by dragging a code from another app. Click and drag EUR= from the Chart app and drop it into the News app. Note: You should drag the code within the app (not from the command line). You ll notice that the code in a chart is prefixed with a Q this can be ignored) 7
The News app is now populated with the latest news headlines related to the Euro/US Dollar exchange rate. To save the document, press Ctrl + S or click the Save icon in the toolbar. Give the Flex Document a name, and indicate where you would like to save it. The Thomson Reuters Drive is a hosted file management solution that allows you to access your files from anywhere. Click Save to complete the action. 8
INSERTING ITEMS IN A FLEX DOCUMENT FROM CONTENT EXPLORER The Thomson Reuters Eikon Home Page is populated with workflow-relevant information, chosen according to the job role specified in your Profile, which can be inserted into your Flex Documents. Use the Pop in feature to incorporate real-time data from the Thomson Reuters Eikon Home Page into a Flex Document. From the Home Page select the Fixed Income Curve Chart Real-time link to open a pop-up chart. [The real-time link becomes visible when you roll your cursor over the display range.] The chart displays in a pop-up window. To place the Chart in a Flex Document, click the Pop in icon. You can either pop in the app in any open Flex Document, or add it to a new Flex Document. Select New Blank Flex. The Chart app is popped into the first frame of a blank Flex Document. 9
CREATE A QUOTE LIST IN A FLEX DOCUMENT The Quote List enables you to create, monitor and manage lists and portfolios of instruments. Create a new Quote List to display the constituents of the FTSE. In an empty frame, click on Add Quote List The open Quote List dialogue will display. Click Create New Quote List... Then give your Quote List a name and click OK. A new blank Quote List is displayed. We ll now add our instruments. 10
In the command line type FTSE 100. Click on the FTSE 100 Index link in the Indices section to add it to the Quote List. The FTSE 100 index is now displayed in the Quote List. Click the arrow next to the instrument code to display all constituents You can also add individual instruments by typing the code directly into the quote list, or by entering the company name in the command line. The Quote List is automatically saved as instruments are added or when changes are made. 11
FIND MORE CONTENT WITH THE RELATED MENU You can access a wealth of context-sensitive related data by right-clicking on any app in your Flex Document. From the Majors Government Bond pre-built display use the Related menu to navigate to credit information for a selected instrument. Navigate to the Flex samples and select Fixed Income. Click on Majors in the Credit section. Right click on any instrument in the Quote List. Then select Related The Related menu is a list of contextsensitive display options, including charts, analytics, news and calculators. Select CreditViews. 12
A new screen displaying a comprehensive display of credit information for the selected instrument opens. Click on any of the values in blue font to see the latest quote or chart. If you want to add the information to a Flex Document, click the Pop-in icon and choose a destination. You may want to navigate back to the Flex document and try right-clicking in the various apps. You ll notice that the Related menu changes depending on the app selected. 13
AUTOMATE YOUR WORKFLOWS USING LINKING Thomson Reuters Eikon allows you to link a Quote List to many apps including News, Charts, and Calculators. Clicking an instrument in the Quote List will populate the linked apps with the selected instrument data. Link a Quote List populated with the constituents of the FTSE to the Stock Return Calculator Starting with a blank 2-frame Flex document, insert the Quote list in the left frame. Click Add Quote List. If you created a Quote List for the FTSE 100 in the earlier exercise you can select that now (and proceed to the next step in this activity.) Otherwise, select Create New Quote List Give your Quote List a name and click OK. In the Quote List command line, type FTSE 100 and select the FTSE 100 index from the indices section. Click the downward arrow to view the constituents of the FTSE. We ll populate the right hand frame with the Stock Return Calculator. Click Add Calculator. 14
Select Stock Return from the Equities and Derivatives section To link two apps, right-click the Quote List. Select Link To, and choose an app. We ll click Calculator. Then select Advanced Link. Choose the action that will populate the calculator when you click an instrument in the Quote List. Click an instrument in the quote list to populate the Calculator. Clicking another instrument will automatically refresh the calculator with data for the newly selected company. 15
SETTING AN ALERT With Alerts you can monitor the performance of any instrument. Alerts can be in the form of a pop-up, email or message on your desktop. Set a Market Data Alert from a quote list item to notify you when the Last price is 1% greater than the previous day s Close The screens in this activity show the Market View flex template (which can be found in the Cross Asset category), but you can perform the steps from any Quote list or Quote object. Right-click on the field and instrument you wish to monitor. In this case, Last. Then select Set Alert. The New Market Data Alert dialog automatically populates with the instrument and field name that were clicked on. The default condition is the greater than character (>). We want the alert to activate when the Last price is 1 percent or greater than the Close. Click on the dropdown around next to Value/Criterion and select Close. 16
Select the asterisk (* for multiplication) from the operands menu, and enter a value. As we want to receive the alert when the Last price is 1 percent greater than the previous day s close the expression is * 1.01. You can add more criteria by clicking the plus button to the right of the Value field. Select a Notification Type. We ll choose a Pop-up alert message. Choose how many times you want the alert to appear. We will deactivate the alert after one occurrence by selecting Trigger Once and Deactivate. When you re happy with your selections, click Set. The Alert is now active. A Pop-up alert message will display if the defined criteria are met. 17
MAKING YOUR THOMSON REUTERS EIKON FILES AVAILABLE ANYWHERE Thomson Reuters Drive is a hosted file management solution for your Thomson Reuters Eikon documents, such as Flex screens, and your Thomson Reuters Eikon Excel worksheets. Files saved to the Thomson Reuters Drive can be accessed from anywhere, whenever you log in to Thomson Reuters Eikon. This is especially useful if you are accessing Eikon away from your usual workstation and cannot save to your local drive. Save an open file to the Thomson Reuters Drive. Right-click on the Flex Document tab, and select Save As. In the Save Flex dialog, choose Thomson Reuters Drive from the Save in list. Enter the name of the file in File name and click Save. The file can now be accessed from anywhere desktop where you have Eikon installed. To open a file saved on Thomson Reuters Drive, click on the Main Menu icon (located at the top left of the screen). Select File, then Open. Select Thomson Reuters Drive, and choose a file. 18
USE MESSENGER TO SHARE APPS You can instantly share Thomson Reuters Eikon Apps, such as charts, quotes, news and calculators, using Eikon Messenger Use Eikon Messenger to share a chart by dragging and dropping, and with the related menu. Open Messenger by clicking the icon in the Taskbar. Right-click on the Messenger taskbar and select Always Visible to keep the Messenger window open on top of your Thomson Reuters Eikon workspace. Open a conversation with one of your contacts by double clicking on their name. You can drag a Chart (or any app) from the Flex document into the conversation command line. Then press Return. If the recipient is a Thomson Reuters Eikon user, he or she will be able to open a copy of the app exactly as it appears on your desktop. Users of other Messenger services (e.g. Yahoo! Messenger) will receive a static snapshot of the data. 19
You can also use the Related menu to share an app. If you have a conversation open already, right-click on the app you wish to send via Messenger. Select Share, then Send to Messenger. Press Return to send the message. 20