Feb 12, 2021 Once your personal login is validated and you open the Bloomberg Service, you can then install the Excel Add-in to display the Bloomberg tab in Excel for added functionality. O n the library computers you need to install the Excel Add-in each time you're on a terminal you haven't used before (information kept with your personal profile on each. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators. You can install the Bloomberg add-on to Microsoft Excel, which is a good tool if you want to download data from Bloomberg to analyse it. You can do this by following these steps: Click ‘Start’ open the Bloomberg folder and click ‘Install Office Add-Ins’ Click ‘Install’, then ‘OK’ in the box above it. Mar 22, 2018 I have Bloomberg Excel Add-In installed on my computer and I have a VBA Function that check if the file exists in a folder: Function FileExists(sPath As String) FileExists = Dir(sPath) ' End Function I use that as part of my Excel cell formula. E.g.: =FileExists(FileName.xlsx) And this returns me either True or False.

Log in to Bloomberg and open Excel. Click on the Bloomberg tab along the top of the workbook. Use the Spreadsheet Builder to easily pull data into Excel. The most commonly used template is the Historical Data Table where you will add your securities, whatever data fields you wish to import, and a date range.

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.

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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:

Troubleshooting For The Excel Bloomberg Add-In

• BDP (Bloomberg Data Point) is for current data.
• BDH (Bloomberg Data History) is for historical end of day and historical intraday data.
• BDS (Bloomberg Data Set) is for large data sets/ bulk data.

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.

Bloomberg Office Add In For Excel On Mac

More information about the using Excel Add-in:

Bloomberg Office Add In For Excel Once

• Download the Getting Started Guide for Students
• Download the Bloomberg Excel Desktop Guide
• Download the Function Reference Guide