The Bloomberg Excel Add-In is a powerful tool that delivers Bloomberg data and analytics into an Excel spreadsheet on the user’s desktop.
If the add-in does not appear try logging out, logging back in, and restarting the process above.
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.
Copying and pasting tables from Bloomberg to Excel
To save a screen go to Export, click on Grab Screen. Not all screens can be saved. You can also type GRAB <GO>
Export from Bloomberg into Excel
The exporting capability is limited to certain data within Bloomberg. When available, exporting will be listed under Options. Note: Not all data can be exported.
Enter DAPI <GO> for access to all API support documents, including the Desktop API Guidelines, which include important information about Bloomberg's policy on downloading and using data.
Downloading data from a Bloomberg terminal using the Excel API is subject to limitations. Once a terminal reaches its daily or monthly limit, further downloading will remain unavailable until the next month. The Excel API will return error codes (e.g. #NA Limit) when these limits are reached.
Additional help is available on the terminal using this command: LPHP DAPI:0:1 1489652 <GO>