How to Download Data from the Bloomberg Terminal

[Pages:17]How to Download Data from the Bloomberg Terminal

Author: Chengbo Fu Department of Accounting and Finance

This tutorial demonstrates how to download data from the Bloomberg terminal. It consists of two parts. Part I explains how to use the export function, and Part II explains how to use the add-in in Microsoft Excel. An example of downloading the historical price of Apple Inc. (AAPL) is provided. By following the steps below, you will learn a fundamental and useful skill towards your coursework and research.

I. The Export Function in Bloomberg

a) Before you start, make sure that Bloomberg Office Add-Ins is activated. It can be found by searching in the Windows system.

b) Click Install to activate the Bloomberg Office Add-Ins. c) Make sure the Add-Ins is activated successfully. Then click OK.

d) Now log in to the Bloomberg Terminal with your login name and password. Bloomberg may verify your identification via an email or text message in this step.

e) In the search box above, input the ticker symbol "AAPL" for Apple stock. Select "AAPL US Equity." Bloomberg provides a powerful search function. You can input ticker, security type, or company name in the search box and it will return a list of relevant results.

f) In the main menu of Apple Inc., click (17) Charting & Reporting for the historical price. Other options also provide useful information for analysis of this security.

g) Under Charting & Reporting, you can click (17) HP Historical Price Table to see the historical price of the stock.

h) You can change the date range, period, market file, and currency as you want. In this case, the daily price and volume of Apple stock between 08/04/2016 and 08/04/2017 is selected. The last price and volume of the security are selected by default. You can change volume to other fields if you want to. Then click (96) Export to Excel.

i) The data will be exported into an Excel file. You can adjust the width of columns to display the data. Now the data are linked to Bloomberg (which means the data will not be available in a computer without access to Bloomberg). If you click on a date, you will see an Excel function that links this data to Bloomberg in the top right box. Highlight all the data, then copy and paste it to a new worksheet.

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