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Bloomberg Guide: Excel Add-In

Bloomberg Excel Add-In

In order to integrate Bloomberg and excel when you download data, you will need to install the Excel add-in on the Bloomberg Terminal you are using. It is a simple process, but you have to do it yourself because the add-in is installed to your profile and not on the computer itself. In theory you should only have to install the add-in once while logged in with your account, but if the add-in doesn’t show up, you can simply follow these installation instructions again.

Excel Add-In Installation

 

  1. Click on START
  2. Select Bloomberg in the list of programs

Start

 

3. Click on Install Office Add-Ins

Office tools

 

4. Click on Install to start the installation process

Office tools installation

 

5. After having verified that the installation is applied to your profile, click on OK

Office tools installation

 

6. When prompted after the installation, click on Close

finish installation

 

7. When you start excel, Bloomberg now should appear as an Excel ribbon heading in your spreadsheet. If you started Excel before the installation and the Bloomberg heading does not appear, close Excel and reopen it.

Bloomberg add-in
Bloomberg add-in

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