Creating Workspace/ Landing Page in Eikon

Introduction

This tutorial will guide you through the process of creating a workspace or landing page in Eikon. Whether you're a beginner or looking to enhance your existing setup, this step-by-step guide will help you navigate the features of Eikon effectively and create a personalized workspace that meets your needs.

Step 1: Access Eikon

• Launch Eikon on your computer.
• Log in with your credentials. If you don't have an account, make sure to register for one.

Step 2: Navigate to the Workspace Section

• Once logged in, locate the main dashboard.
• Look for the 'Workspace' tab on the top menu.
• Click on the 'Workspace' tab to enter this section.

Step 3: Create a New Workspace

• In the workspace section, find the option to create a new workspace.
• Click on the 'New Workspace' button.
• You will be prompted to name your workspace. Choose a name that reflects its purpose, such as "Market Analysis" or "Client Reports."

Step 4: Customize Your Workspace Layout

• After naming your workspace, you can customize its layout.
• Choose from various layout options (e.g., grid, list).
• Drag and drop different modules (charts, news feeds, etc.) into your workspace as needed.

Step 5: Add Relevant Tools and Widgets

• Identify the tools and widgets that will be useful for your workspace.
• Common tools include:
  • Market data feeds
  • Economic calendars
  • News modules
• To add a tool, simply click on it from the sidebar and drag it into your workspace.

Step 6: Save Your Workspace

• Once you have customized your workspace to your liking, ensure you save your changes.
• Look for the 'Save' button, typically located in the upper right corner of the screen.
• Click 'Save' to ensure your layout and settings are preserved for future use.

Step 7: Set as Default Workspace (Optional)

• If you want this workspace to be your default view each time you log in, go to the settings menu.
• Find the option labeled 'Set as Default Workspace.'
• Enable this option to make your current workspace the default view.

Conclusion

You've successfully created a personalized workspace in Eikon! By following these steps, you can now access important tools and information tailored to your needs. Remember to explore additional features within Eikon to further enhance your workspace. Consider revisiting your layout periodically to adapt to changing needs or projects. Happy analyzing!