The Bloomberg Excel Add-In is a powerful tool that delivers Bloomberg data and analytics into an Excel spreadsheet on the user’s desktop.
To use the Excel Add-In, you must be logged into the Bloomberg terminal.
1. Use the Spreadsheet Builder
Spreadsheet Builder makes it easy to import Bloomberg data into a spreadsheet by automatically generating the appropriate functions through an easy step-by-step process.
You can launch the Import Data wizard by, selecting Spreadsheet Builder from the Bloomberg Menu or by clicking on the Import Data icon on Excel toolbar.
Select the type of data you want download, then follow the steps.
2. Use Worksheet Functions in Excel
Bloomberg’s worksheet functions provide intermediate to advanced Excel users flexibility to construct their own formulas to customize the way Bloomberg data is delivered and organized in the spreadsheet.
In the Excel Add-in, Bloomberg functions are consolidated with flexible optional parameters:
When using any of the formulas, you must specify the security for which you want to retrieve data (Security), and you must specify the data item you want to retrieve (Field). The Security must be represented as (Ticker) (Market Sector), for example TGT Equity.
Fields are represented by mnemonics. Use the Field Search tool in Excel to search by category or keyword.
More information about the using Excel Add-in:
Copying and pasting tables from Bloomberg to Excel
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