Capital IQ Plugins For Excel
Overview
Unlock the full potential of financial data analysis with the S&P Capital IQ Excel Plug-in, an indispensable tool for finance professionals that seamlessly integrates with Microsoft Excel for Windows. By leveraging the power of S&P Capital IQ within Excel, users can significantly boost efficiency, utilize unique formulas, and access one-click data refresh functionality to streamline their workflow. Whether you are researching companies, building investment models, or managing risk, the Capital IQ Excel plugin is engineered to enhance productivity and decision-making. On this comprehensive landing page, we'll explore the essence of Capital IQ, the seamless integration of plugins with Excel, their common use cases across diverse financial sectors, and provide answers to frequently asked questions, ensuring you have the insights needed to make informed financial analyses.
Capital IQ Plugins for Excel Tutorial
Installation and Configuration
The Capital IQ Excel Plug-In is exclusively available to current Columbia Business School faculty, staff, and students. This plug-in can be easily installed on your system and configured using SAML (Security Assertion Markup Language) to enhance security and streamline the login process. Enabling SAML can be accomplished by running a registry script designed for this purpose.
Manual SAML Configuration
If you need to add the SAML URL manually, you can do so by accessing the \"Edit URLs\" menu. This is done by pressing the key combination Ctrl + Shift + Alt + F12 on your keyboard. Once in the menu, you should add the SAML URL \"https://secure.signin.spglobal.com/sso/saml2/0oa1mrf60nqnayrMX1d8/app/spglobaliam_sp_3/exk1mw4syfjR5fMGh1d8/sso/saml\" to establish the necessary connection settings.
Using the Capital IQ Excel Plug-In
The Excel add-in is tailored for use on Windows computers and can be downloaded directly from within your S&P Capital IQ account. It revolutionizes the way you work with data in Excel by allowing you to create bespoke formulas. These formulas are powerful as they can incorporate searches and lists you've already created within the main web interface of Capital IQ. Additionally, the plug-in comes with a variety of pre-built template spreadsheets that cover a broad spectrum of business topics, providing a solid starting point for your analysis.
Benefits of Capital IQ Excel Integration
The integration of S&P Capital IQ's Excel plugin into your workflow can significantly improve efficiency. It introduces unique formulas that are not only powerful but also facilitate a one-click refresh of data, making the process of pulling large datasets simple and straightforward. Furthermore, this plugin allows for seamless incorporation of data into refreshable business models, which is essential for maintaining up-to-date analysis. The availability of a wide variety of pre-built templates complements this functionality by providing ready-to-use analytical tools. For any assistance specific to your use case, support analysts from S&P Capital IQ are readily available to help.
Common Use Cases
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Pulling financial data from Capital IQ into ExcelC
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Generating substantial data reports in ExcelC
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Accessing data from major indices like the Dow Jones Industrial Average or the NASDAQ Composite in ExcelC
Frequently Asked Questions
How do I install the Capital IQ plugin for Excel?
To install the Capital IQ plugin, download it from the My Profile -> Downloads section of Capital IQ. It is compatible with Windows 8, 8.1, 10, 11, and Windows Server 2008 R2. After installation, the S&P Capital IQ tab will appear in Excel's main ribbon.
How do I complete SAML login in the Capital IQ Excel plugin?
To complete the SAML login, configure the settings in the Capital IQ Excel plugin by checking the 'Is SAML User' box. Use the keyboard shortcut CTRL+ALT+SHIFT+F12 to open the 'Edit URLs' window, fill in the specific SAML URL, apply the settings, and restart Excel.
What is the Formula Builder and how do I use it in the Capital IQ plugin for Excel?
The Formula Builder is a feature in the Capital IQ Excel plug-in that allows users to create and insert CIQ formulas into Excel cells. It is used after obtaining data from the Capital IQ web platform and is more efficient for getting larger amounts of data. Access it through the 'S&P Capital IQ' Ribbon and the 'Screening' button in Excel.
Can I use saved screens from the Capital IQ web platform in Excel?
Yes, you can use the Company Screening feature to save a screen with data on the Capital IQ web platform, and then access these named screens in Excel through the 'Saved Screens' link in Capital IQ or via the 'S&P Capital IQ' Ribbon and the 'Screening' button.
Where can I find instructions and documentation for the Capital IQ Excel plug-in?
Detailed instructions and documentation, including a document for frequently used formulas, are available in the S&P Capital IQ Excel Plug-in Manual.
Conclusion
Capital IQ's Excel plugin significantly enhances productivity by integrating advanced data retrieval features, including unique formulas, one-click refresh capabilities, and seamless extraction of large datasets. With the ability to embed these tools into dynamic business models and leverage pre-built templates, users are empowered to streamline their workflow. Furthermore, dedicated support from analysts ensures that each user can tailor the plugin to their specific needs. However, if you're seeking a more straightforward way to import data into spreadsheets without the need for a plugin, consider Sourcetable. Sign up for Sourcetable today to begin importing data directly into your spreadsheets with ease.
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