Chapter 16 My Workbench
My Workbench is a file management system where you can view, copy, move, and delete files.
About My Workbench
My Workbench is offered for three different features within three different tabs in Thomson Reuters Spreadsheet Link: Templates, Lists and Screens.
• To open My Workbench click the icon.
• To navigate backwards or forwards through pages you have previously viewed, click .
• To add columns, right-click the column heading and select Add Columns. Check the box next to the column you would like to add. To move column headings up or down, click the heading topic and click either Move Up or Move Down. Click OK. Adding and removing columns updates the column settings only while the My Workbench dialog box is open.
• To remove columns, right-click the column heading and select Remove Column. Adding and removing columns updates the column settings only while the My Workbench dialog box is open.
• To sort files ascending or descending by column heading, click a column heading.
Manage Lists (My Workbench)
Lists are Portfolio Warehouse lists that you can view or export. To export lists, see Export to Excel (see "Export to Excel (My Workbench)" on page 184).
To create new watchlists, click New and then List. The List Builder (see "Watchlist Builder" on page 118) launches.
To create a new portfolio, see Funded Portfolio Builder (on page 115).
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Chapter 16 My Workbench
Create Subfolders for Watchlists and Portfolios (My Workbench)
To create new personal or shared sub-folders for watchlists and portfolios 1. Click New and select Folder.2. Click the triangle next to either Personal Lists or Shared Lists, and click Watchlists or Portfolios.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Watchlists and Portfolios (My Workbench)
To search for and view lists1. Click the Lists tab.
2. To browse through the lists, in the Lists area, click the Personal Lists or Shared Lists folder and the Watchlists or Portfolios folder or sub-folders, and click a watchlist or portfolio.
3. To search for a list, type all or part of a list name in the box, click , and click Search Ranks, Search All, or Search Selected Folder.
4. To view the identifiers, shares, and weight of a portfolio as of a date other than today, type over the date in the As Of box in the right panel, or click , and select a date.
Delete Subfolders for Watchlists and Portfolios (My Workbench)
To delete lists1. In the Folders area, browse through the folders, click one, and select a list.
2. Click Delete.
The list goes into the Recycle Bin for 14 days before being permanently deleted. For more details, see Use the Recycle Bin (see "Use the Recycle Bin (My Workbench)" on page 184).
Manage Screens (My Workbench)
Screens are a set of entities based on your specified criteria. To export screens, see Export to Excel (see "Export to Excel (My Workbench)" on page 184).
To create new screens, click New and select Screen. The Screen Builder (on page 134) launches.
Create Screen Sub-folders (My Workbench)
To create new personal or shared screen sub-folders 1. Click New and select Folder.2. Select either Personal or Shared Screens.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Screens (My Workbench)
To search for and view screens1. Click the Screens tab in My Workbench.
2. In the Folders area, browse through the folders, click one, and select a screen.
3. To search for a screen, type all or part of a screen name in the box.
a. Click .
Chapter 16 My Workbench
b. To search for a screen in a specific folder, click the icon drop-down, and click Select Folder. Browse through the folders, and click OK.
Delete Screens (My Workbench)
To delete screens1. In the Folders area, browse through the folders, click one, and select a screen.
2. Click Delete. The screen goes into the Recycle Bin for 14 days before being permanently deleted. For more details, see Use the Recycle Bin (see "Use the Recycle Bin (My Workbench)" on page 184).
Manage Expressions (My Workbench)
Expression Builder is a tool that lets you combine Thomson Reuters data items with analytical functions to create custom expressions.
For example, you can create a statistical function by applying an analytical function to a time series data array or create a custom data item by combining multiple data items. To export expressions, see Export to Excel (see
"Export to Excel (My Workbench)" on page 184).
To create new expressions, click New and select Expression. The Expression Builder (on page 53) launches.
Create Expression Sub-folders (My Workbench)
To create new personal or shared expression sub-folders 1. Click New and select Folder.2. Select either Personal or Shared Expressions.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Expressions (My Workbench)
To search for and view expressions1. Click the Expressions tab in My Workbench.
2. In the Folders area, browse through the folders, click one, and select an expression.
3. To search for an expression, type all or part of an expression name in the box.
a. Click .
b. To search for an expression in a specific folder, click the icon drop-down, and click Select Folder. Browse through the folders, and click OK.
Delete Expressions (My Workbench)
To delete expressions1. In the Folders area, browse through the folders, click one, and select an expression.
2. Click Delete. The expression goes into the Recycle Bin for 14 days before being permanently deleted. For more details, see Use the Recycle Bin (see "Use the Recycle Bin (My Workbench)" on page 184).
Manage Custom Aggregates (My Workbench)
You can create an aggregate based on any specified group of identifiers and calculate data items or expressions for that aggregate. This allows you to track groups of securities over time and compare individual securities to peer
Chapter 16 My Workbench
To create new aggregates, click New and select Aggregate. The Aggregate Builder (on page 41) launches.
Create Aggregate Sub-folders (My Workbench)
To create new personal or shared aggregate sub-folders 1. Click New and select Folder.2. Select either Personal or Shared Aggregates.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Aggregates (My Workbench)
To search for and view expressions1. Click the Aggregates tab in My Workbench.
2. In the Folders area, browse through the folders, click one, and select an aggregate.
3. To search for an aggregate, type all or part of an expression name in the box.
a. Click .
b. To search for an expression in a specific folder, click the icon drop-down, and click Select Folder. Browse through the folders, and click OK.
Delete Custom Aggregates (My Workbench)
To delete aggregates1. In the Folders area, browse through the folders, click one, and select an aggregate.
2. Click Delete. The aggregate goes into the Recycle Bin for 14 days before being permanently deleted. For more details, see Use the Recycle Bin (see "Use the Recycle Bin (My Workbench)" on page 184).
Manage Templates (My Workbench)
Templates are customized spreadsheets that include data and formats that make sense to you and your business.
You can create your own customized templates and upload them to My Workbench where you can add descriptions and permissions accordingly. You can then save these templates on Thomson Reuters servers for easy access for you and your colleagues.
Create Template Sub-Folders (My Workbench)
To create new personal or shared template sub-folders 1. Click New.2. Select either Personal or Shared Templates.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Templates (My Workbench)
To search for and view templates1. Click the Templates tab.
2. Browse through the template folders in the Templates section, open a folder and select a template.
3. To search for a template, type all or part of a template name in the box.
a. Click .
Chapter 16 My Workbench
b. To search for a template in a specific folder, click the icon drop-down and click Select Folder. Browse through the folders and click OK.
Upload Templates (My Workbench)
To upload templates1. Click Upload.
2. Type a location in the box, or click the File icon to browse for a template.
3. Type a unique name and description in the appropriate boxes.
Template names must be different from List and Screen names.
4. Click Upload.
Delete Templates (My Workbench)
To delete templates1. Browse through the template folders in the Templates section, open a folder and select a template.
2. Click Delete. The template goes into the Recycle Bin for 14 days before being permanently deleted. For more information, see Use the Recycle Bin (see "Use the Recycle Bin (My Workbench)" on page 184).
Manage Rankings (My Workbench)
Rankings are a ranked set of entities based on your specified criteria. To export rankings, see Export to Excel (see
"Export to Excel (My Workbench)" on page 184).
To create new rankings, click New and select Rank. The Multi-Factor Ranking Builder (see "Multi-Factor Ranking"
on page 147) launches.
Create Ranking Sub-folders (My Workbench)
To create new personal or shared ranking sub-folders 1. Click New and select Folder.2. Select either Personal or Shared Ranks.
3. Type a unique name in the Name box.
4. Click OK.
Search for and View Rankings (My Workbench)
To search for and view rankings1. Click the Ranks tab in My Workbench.
2. To browse through the rankings, in the Folders area, browse through the folders, click one, and select a ranking.
3. To search for a ranking, type all or part of a ranking name in the box.
a. Click .
b. Click Search Ranks, Search All, or Search Selected Folder.
Delete Rankings (My Workbench)
To delete rankings1. In the Folders area, browse through the folders, click one, and select a ranking.
Chapter 16 My Workbench
Use the Recycle Bin (My Workbench)
You can delete any file in the Shared or Personal folders that you have read/write permissions to. Files in the Recycle Bin are automatically deleted after 14 days.
To use the recycle bin
1. Click Recycle Bin on the bottom left side of the My Workbench window.
2. To restore a file, click the file and click Restore.
3. To permanently delete a file, click the file and click Delete.
4. To permanently delete all files in the Recycle Bin, click Empty Recycle Bin.
Export to Excel (My Workbench)
You can export Templates, Lists, Expressions, Screens, Aggregates, and Multi-Factor Rankings to Excel.
To export files
1. Select the file you'd like to export.
2. Click Export.
3. To customize your export, see:
• Customize Your Export (see "Customize Your Export (Constituent Lookup)" on page 6) for lists of index, watch list, or portfolio constituents.
• Customize Your Export (see "Customize Your Export (Expression Builder)" on page 63) for custom expressions.
• Customize Your Export (see "Customize Your Export (Screen Builder)" on page 146) for screens.
• Customize Your Export (see "Customize Your Export (Aggregate Builder)" on page 44) for custom aggregates.
• Customize your Export (see "Customize your Export (Multi-Factor Ranking)" on page 154) for multi-factor rankings.