Research Guides: Bloomberg Help Guide: Getting data out of Bloomberg (2024)

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.

Research Guides: Bloomberg Help Guide: Getting data out of Bloomberg (2024)

FAQs

How do I extract data from Bloomberg? ›

Exporting to Excel

Click the "Bloomberg" tab on the toolbar at the top of the page. Click the "Data Navigation" button to bring up the data wizard. The data wizard allows you to search for and download securities data within Excel. Simply type in the ticker for the security you are interested in.

How to pull financial statements from Bloomberg? ›

Retrieving Financial Statements of Public Company
  1. Start searching from the Search bar.
  2. Search for the company by either stock code or company name. ...
  3. From the function menu, click on the "Financial Analysis" option.
  4. Choose the report you would like to view.
  5. You are allow to export the report into PDF / Excel format.
Jan 26, 2024

How do I get Bloomberg Terminal data? ›

Position your cursor at the corner of a table. Press and hold the left click (not the right click) and drag across the data you would like to copy. Bloomberg will automatically copy the text/data to your clipboard when you release the left click. In Excel, right click or press ctrl + v to paste.

How do you extract data? ›

How does Data Extraction work?
  1. Identifying Data Sources.
  2. Source Connection.
  3. Query or Retrieval.
  4. Data Transformation and Loading.
  5. Web Scraping.
  6. API-Based Extraction.
  7. Text Extraction (Natural Language Processing – NLP)
  8. OCR.
Jan 5, 2024

Where can I extract data from? ›

Data extraction is the process of obtaining raw data from a source and replicating that data somewhere else. The raw data can come from various sources, such as a database, Excel spreadsheet, an SaaS platform, web scraping, or others.

How do I access Bloomberg in Excel? ›

Installing the Bloomberg Excel add-on
  1. Installing the Bloomberg Excel add-on.
  2. Click 'Start'
  3. , open the Bloomberg folder and click 'Install Office Add-Ins'
  4. Click 'Install', then 'OK' in the box above it.
  5. Close Excel and reopen it. Bloomberg will appear in the Excel ribbon. ...
  6. work on the Bloomberg terminal.

How do I send data from Bloomberg to email? ›

Email
  1. Save the file to the My Documents folder. Make sure you save it as an . xls, . csv, or . txt file. If you save it as a Blomberg XML file - which is the default - you will not be open the spreadsheet at another computer.
  2. Type MAIL and hit the <GO> key; click on compose. Click on add attachment and find your file.
Dec 12, 2023

Can I use Bloomberg as a source? ›

Citing Bloomberg as a Source

The requested attribution for use of derived or reformatted information is: "Source: Bloomberg Finance L.P.".

Does Warren Buffett use the Bloomberg Terminal? ›

Warren Buffett has the same number of Bloomberg terminals in his office as Seth Klarman.

How much does Bloomberg data cost? ›

How much does a Bloomberg terminal cost per month? The cost of a Bloomberg terminal is about $2,000 per month.

Who owns Bloomberg? ›

Michael R. Bloomberg is the founder and majority owner of Bloomberg LP, the parent company of Bloomberg News, UN Special Envoy on Climate Ambition and Solutions, and chair of the Defense Innovation Board.

How to download Bloomberg in Excel? ›

Installing the Bloomberg Excel add-on
  1. Installing the Bloomberg Excel add-on.
  2. Click 'Start'
  3. , open the Bloomberg folder and click 'Install Office Add-Ins'
  4. Click 'Install', then 'OK' in the box above it.
  5. Close Excel and reopen it. Bloomberg will appear in the Excel ribbon. ...
  6. work on the Bloomberg terminal.

How do I add Bloomberg data to Excel? ›

If the Bloomberg tab is not visible in Excel, you can install it using the following steps:
  1. Click the start menu icon in Windows, and look for the Bloomberg folder.
  2. Close Excel.
  3. Select Install Office Add-Ins.
  4. Follow the prompts and re-open Excel. The Bloomberg tab should now be visible.
Mar 4, 2024

How do I add the Bloomberg API to Excel? ›

Installing the Excel API Add-In
  1. Click the start menu icon in the lower-left corner of Windows.
  2. Under "B" select the "Bloomberg" folder.
  3. In the resulting drop down, select "Install Office Add-Ins".
  4. Follow the prompts for the "Bloomberg" tab to appear in Excel.
  5. If the process fails, try again.
Mar 12, 2024

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