ESG scores for all US companies with the excel plug in
Hi all,
I am a super beginner with Datastream and I was wondering if any of you could help me. I'd like to retrieve all ESG scores for all available US companies for the period 2007 onwards using the excel plug in. I have zero experience with Datastream so if you can't provide a strightforward answer it would be great if you could point me towards any relevant resources.
thanks!
You should have the Datastream menu in Excel.
Then, select the Time Series Request to get time series data.
Use Find Series and Datatypes to search for instruments and data types.
For example, the following formula is used to get CGSCORE (Governance Pillar Score) of instruments in the S&P 500.
=@DSGRID("LS&PCOMP","CGSCORE","-2Y","-0D","D","RowHeader=true;TimeSeriesList=true;ColHeader=true;DispSeriesDescription=false;YearlyTSFormat=false;QuarterlyTSFormat=false","")
Otherwise, you can use the Static Request to get static data.
For more information, you can contact the Datastream support team directly via MyRefinitiv.
hi @fbontadini ,
I assume that you have an Eikon account, which is required to use the Excel plug-in. If so, you can use Screener app to search for the company you are interested in.
- please check this article about how to do so Find Your Right Companies with SCREENER
- You may also find these Screener training videos useful.
Or you can access Screener app in an Excel plug-in
For example, applying these filters
I'm getting the Excel formula below
=@TR("SCREEN(U(IN(Equity(active,public,primary))/*UNV:Public*/), TR.TRESGScore(Period=FY0)>0, IN(TR.HQCountryCode,""US""), CURN=USD)","TR.CommonName;TR.TRESGScore(Period=FY0);TR.HeadquartersCountry","curn=USD RH=In CH=Fd")
Hope this could help, please tell me in case you have any further question
Hi,
thanks for the quick reply. To be perfectly honest I am not sure I have an eikon account. My institution has purchased a licence for Datastream and I have received an email through which I set up my "Refinitiv Workspace". I have also received instructions on how to install the excel plug in, so I assume we have a lince for that as well. On the whole, this has been a rather confusing process so far, so forgive me if this is a trivial question but what is the difference between Eikon, Datastream and the Refinitiv Workspace?
I have tried copying and pasting the formula you kindly provided but still get an error, though this is probably me missing some crucial pieces to this puzzle!
thanks again!