1. 08. Data from Bloomberg Formulas

2. Launch Bloomberg and Press GO

3. Enter your login details

4. Choose Settings Wheel, then set window size to Normal

5. From Windows Menu Click Install Excel Add-In

6. Press Install

7. Click OK

8. Click Microsoft Excel 2010

9. File -> Open -> 08b-datastart.xlsx

10. When we know the Ticker symbol of an asset we can use Bloomberg formulas to download data directly to Excel

11. Current Data: BDP Bloomberg Data Point

12. Click on Bloomberg

13. Click on cell N1 and select Find Fields

14. Search for e.g. dividend

15. For variables without a calendar we use a BDP formula

16. Select Dividend Ex Date and click Add

17. Click Apply and then Close

18. Type =BDP(Ticker,Datafield)

19. Copy cell and paste for all companies

20. Now have data for that variable

21. Historical Data: BDH Bloomberg Data Historical Specify particular dates

22. Click on cell O1 and select Find Fields

23. Search for e.g. dividend

24. For variables with a calendar we use a BDH formula, which also needs a start and end date for the data

25. Select Dividends per Share and press Add

26. Click Apply then Close

27. Type =BDH(Ticker,Datafield,StartDate,EndDate)

28. Copy cell and paste for all companies

29. Now have data for all companies

30. Historical Data: BDH Bloomberg Data Historical Accounting Data

31. Balance sheet data is usually only available on a quarterly or annual basis so we need to be careful about dates

32. Type the variable name in P1 e.g. TOT_DEBT_TO_TOT_ASSET

33. Use the same BDH formula as before but specify Financial Years as “FY2011”, and request data per Financial Year “per=fy”

34. Copy and paste to get for all companies

35. Bulk Data: BDS Bloomberg Data Sets

36. Some data is stored in a bulk data set

37. Click on cell Q1 and select Find Fields

38. Search Top Holder

39. Select Top 20 Holders and Add to get largest shareholders in a company

40. Click Apply and Close

41. Extract first row using =BDS(Ticker,Datafield,“StartRow=1”,“EndRow=1”)

42. Shows largest shareholder in this company, with the percentage of shares which he owns

43. Challenge Calculate the current Dividend Yield for each company
Calculate the Total Assets for Financial Year 2011 for each company

44. Multiple rows of data for one company
All of the examples so far have been used to get one piece of data at a time for a particular company
The formulas can also be used to get data for multiple time periods at once

45. Insert new sheet

46. If we want to find data for Google we type its ticker symbol which is GOOG US Equity

47. Click on a blank cell and select Find fields

48. Search Price Earnings and select PE_RATIO

49. Select PE_RATIO and click Add

50. Click Apply and Close

51. Download P/E ratio every day between 2010 and 2012 using BDH(Ticker,Datafield,StartDate,EndDate)

52. Gives a list with date and data

53. We may want Total Assets for every financial year since 2007

54. Select a new cell and Find Fields

55. Search Total Assets

56. Select Total Assets and click Add

57. Click Apply and Close

58. Use formula =BDH(Ticker,Datafield,StartDate,EndDate,per=fy)

59. Gives year-end Total Asset figures

60. We may want information on all top 20 shareholders

61. Select a new cell and Find Fields

62. Search for Top Holders

63. Select Top 20 Holders and click Add

64. Click Apply and Close

65. Use formula =BDS(Ticker,Datafield)

66. Outputs everything in dataset about top shareholders

67. File -> Save As -> 08c-datacompleted.xlsx

68. Challenge Download information about Microsoft (MSFT US Equity)
Obtain dividend yield for every day between 2004 and 2012
Find the total debt to asset ratio for each financial year between 2009 and 2012