Library & Cultural Services: Finance: Support for Finding Data

Support for Finding Data

Some databases are less intuitive than others and it may take a little while to get used to. Here are some support resources you can use to learn some of the 'steep-learning-curve' databases such as LSEG Workspace (used to be called Refinitiv Eikon) & WRDS.

Workspace/ Datastream

EBS Database Training
A list of short databases training sessions by Dr Chaoyuan She from EBS, including Eikon and WRDS. Eikon is almost the same platform as Workspace.

The playlist include:

How to Use Eikon
A short introductory video created by Dr Chaoyuan She from EBS. The video covers what Eikon is, what you can find in Eikon, a quick company search and data available from company records.

* Please note the information on accessing Eikon in the video is out of date. Please refer to the latest information.

How to Download Cross Sectional Fundamental Data
This video shows you how to get cross-sectional data using Screener in Eikon. You can learn how to create a sample list of companies, how to get historical constituents of FTSE100, how to download data and how to export data as an Excel file.
How to Download Time Series Fundamental Data
This video will show you how to get time series data using Screener in Eikon.
How to Download ESG Data
In this video, Dr She will show you how to get ESG data (both cross-sectional and time series), covering what variables are available through Eikon.
How to Download Share Price Data
In this video, you will learn how to get share price data, including how set up frequency and how to translate relative dates (e.g. D-0) to absolute dates (e.g. 28 August 2021). There is also a tip on the display of currency.
How to Download Data via Eikon Add-on in Excel
This video goes through how to access Eikon Excel Add-in and how to use functions such as Lists and Build Formula. The video also contains full of practical advice.

Other support materials include:

Specialist Library Support: Business Data
Contains many short blogs and podcasts by University of Manchester introducing Eikon/ Datastream, WRDS, Bloomberg and more.
LSEG Learning Centre
On-demand and instructor-led training courses to help you use Workspace. Requires to submit your name and your uni email address
Eikon Essentials
An YouTube playlist created by Cambridge University University.
Workspace Excel Addin and Event Studies
This short blog explain how you can use Workspace Build Formula function to retrieve data for event studies. It also includes a short video.

WRDS

How to download data from WRDS:

Other data support materials

How to Download Text-Based Data Including Financial Statements, Corporate Reports, and CSR Report

Help with data analysis

If you need to use statistical analysis software like SPSS and STATA, have a look at Essex Software Hub for free download. You can also find a lot of support materials in Linkedin Learning and Skills for Success offer Workshops and one-to-one support for SPSS.