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USER GUIDE A Bloomberg Professional Service Offering

DESKTOP
INTEGRATION
Efficiency. Integration. Speed.
CONTENTS

02 INTRODUCING DESKTOP INTEGRATION

03 POWERTOOLS
03 DATA AUDITING
05 FORMATTING
06 PUBLISHING
08 BLOOMBERG TERMINAL INTEGRATION
08 CHARTS IN POWERPOINT
08 CHARTS IN EXCEL
09 B-LINKS
09 FILE MANAGER
INTRODUCING
DESKTOP
INTEGRATION
Desktop Integration streamlines your workflow by combining Bloomberg tools and data with Microsoft
Office. You can easily organize, create and maintain professional-quality documents and presentations
based on Bloomberg data and seamlessly incorporate Bloomberg terminal functionality into your files.

POWERTOOLS BOOST YOUR EFFICIENCY

PowerTools is a productivity tool that increases your accuracy and efficiency when using Microsoft Office applications. It
enhances your workflow by transitioning content from one Microsoft Office application to another. PowerTools provides:
D
 ata Auditing Color-code cell contents based on inputs, P
 ublishing Export data tables and charts from Excel to
formulas or links, then from a single interface trace formula PowerPoint and Word, so you can manage presentations
precedents or dependents, as well as annotate the cell. and research reports while maintaining source document
F
 ormatting Prepare your models for presentation by information for future data refresh.
substituting a user-defined string for all spreadsheet
errors at the click of a button. Memorize your charts, table
and cell formats, and then apply them to models using
custom keyboard shortcutsall in a fraction of a second.

Image 1 PowerTools Menu in Excel

BLOOMBERG TERMINAL INTEGRATION ENHANCE YOUR WORKFLOW

Integration with Bloomberg allows you to incorporate powerful terminal functionality into your Microsoft Office files, including:
Bloomberg Charts Add Bloomberg Charts quickly and F
 ile Manager Create a centralized repository for your
easily into your spreadsheets or presentations. Microsoft Office documents. Upload, download and
B  -Links Create direct cross-references and hyperlink distribute files from Excel, PowerPoint and Word quickly
to functions on the Bloomberg Terminal. and conveniently.

USER GUIDE // 02
POWERTOOLS
Data Auditing
Before linking data or charts in Excel spreadsheets to PowerPoint or Word, you can audit your model using AutoColor and
Smart Trace. This helps you to clean up any errors and ensure models are ready for your audience.

AutoColor AutoColor color codes the contents of the cells on your spreadsheet so you can identify spreadsheet
components at a glance, such as constant values, values imported by formulas and values imported from other workbooks.

Where it is AutoColor is located in

the Format group of the Bloomberg 1
ribbon in Excel.

How to use it:

1 Highlight an area on your spreadsheet.
2 From the Bloomberg ribbon, click the
drop-down arrow next to AutoColor
and select Selection.
3 Cells in the spreadsheet are color
coded based on their contents.

How to configure it From the Options

menu on the Bloomberg ribbon, select 2
AutoColor, then update the colors you
want to use for each type of value.

W
 here to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Excel Add-In Help Page,
then search for AutoColor.

USER GUIDE // 03
 Smart Trace Smart Trace brings transparency to the calculations on your spreadsheets, so you can easily evaluate each
component of an API formula for accuracy and track which cells influence the output of a specific cell.


Where it is Smart Trace is located in 1
the Tools group of the Bloomberg ribbon
in Excel.

How to use it:

1 Click on a cell that contains a formula.
2 From the Bloomberg ribbon, click
Smart Trace.
3 The Smart Trace panel opens. On the 2
panel, select Precedents or Dependents,
so you can examine either the cells on
which the selected cell depends or the
cells that depend on it.
4 Use the panel to easily analyze the 3
selected cell. You can see the data field,
value, or formula that the cell contains and
the values or formulas within its precedent
or dependent cells.
5 For easy spreadsheet navigation, annotate
4
the cells within your spreadsheet by
naming them. You can also save notes
on specific cells for future reference.

Where to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Excel Add-In Help Page,
then search for Smart Trace.

USER GUIDE // 04
Formatting
After auditing the financial model, you can use Error Substitution and Speed Formatting to finalize your financial models.

Error Substitution Errors can appear in a model for a number of reasons. With Error Substitution, you can easily
and automatically replace spreadsheet errors with custom text and ensure your data is presentation-ready.

Where it is Error Substitution is located

in the Tools group of the Bloomberg 1
ribbon in Excel.

How to use it:

1 From the Bloomberg ribbon, click on the
drop-down arrow next to Error
Substitution, then select Worksheet. 2
2 All errors in the active worksheet are
substituted with the custom text.

 ow to configure it From the Options

H
menu on the Bloomberg ribbon, select
Error Substitution, then specify the
replacement text for each type of error.

Where to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Excel Add-In Help Page,
then search for Error Substitution.

Speed Formatting Speed Formatting attaches number, cell, table, and Excel chart formats to a button and keyboard
shortcut cycle. This means you can quickly modify the appearance of your spreadsheet or chart sheet to prepare the data
for your presentations. Its easy to customize and memorize formatting, so you can save frequently-used styles and maintain
uniformity of design.

Where it is Speed Formatting options 1

are located in the Format group of the
Bloomberg ribbon in Excel.

How to use it:

1 Create a custom chart style on your
spreadsheet and select it.
2
2 From the Bloomberg ribbon, click the
drop-down arrow next to Chart and 3
select Memorize.
3 On your spreadsheet, select the chart
you want to apply the style to, then
click the drop-down arrow next to Chart
again and select the style.

Where to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Excel Add-In Help Page,
then search for Speed Formatting.

The Hot Key Manager

The Hot Key Manager allows you to override standard Microsoft keyboard shortcuts, so you can assign unique hot keys
to specific Bloomberg Add-In tools and quickly access the features you need. You can also share hot keys with colleagues
using the import/export links.
Where it is From the Options menu on the Bloomberg Where to learn more On the terminal, type
ribbon, select Hot Key Manager, then select Enable Hot HELP DAPI <GO> to display the Bloomberg Excel
Keys and specify the key sequences you want to use. Add-In Help Page, then search for Speed Formatting.

USER GUIDE // 05
Publishing
Finally, once you have audited and formatted your content, you can prepare your documents and presentations. You can use
the Export Tool and Size Guide to export your financial models or charts from an Excel spreadsheet to PowerPoint or Word.
The Link Manager remembers the source of data, so it can be refreshed at any time.

Export Tool The Export feature lets you link tables and charts from your Excel spreadsheet to Word and PowerPoint,
so that you can easily refresh data and ensure that it is up-to-date.

Where it is The Export feature is

1
located in the Export group on the
Bloomberg ribbon. 2

How to use it:

1 On your Excel spreadsheet, select the
data you want to copy into PowerPoint
or Word.
2 From the Bloomberg ribbon in Excel, 3
click Copy.
3 In PowerPoint or Word, select the
destination area where you want
to paste the data. 4
4 From the Bloomberg ribbon in
PowerPoint or Word, click the Paste
button. The data appears in your
presentation or document and it is now
linked to the Excel spreadsheet.

Where to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Exce Add-In Help Page,
then search for Exporting the Data.

Size Guide Size Guide helps you resize the table or chart to fit in your PowerPoint presentation. You can place an image on
the spreadsheet that represents the size of the destination area in PowerPoint. Once you have finished formatting, the guide
can be deleted.

Where it is The Size Guide feature

is located in the Export group on the
Bloomberg ribbon. 1

How to use it:

1 In PowerPoint, select the destination
for the table or chart. 2
2 From the Bloomberg ribbon in Excel,
click the drop-down arrow next
to Guide, then select Show
PowerPoint Guide.
3 The guide image appears on
your spreadsheet. To remove 3
the guide image, select it and
press <Backspace>.
 here to learn more On the terminal,
W
type HELP DAPI <GO> to display the
Bloomberg Excel Add-In Help Page,
then search for Guide.

USER GUIDE // 06
 Link Manager Bloombergs Link Manager maintains the linked data between Excel and PowerPoint or Word files, so that
whenever the data is updated on the Excel spreadsheet, it automatically updates on the PowerPoint presentation or Word
document as well. The Update feature helps to ensure that the data in PowerPoint or Word is up-to-date.

Where it is The Update feature

is located in the Links group on the
Bloomberg ribbon in PowerPoint
and Word.
1
How to use it:
1 In PowerPoint or Word, select the
data you want to update.
2 From the Bloomberg ribbon, click
Update. The data in your file syncs
with the data in the linked Excel file.
3 Click on View Link Source to
open the Excel source file for
the underlying data. 3
2

Where to learn more On the terminal, type HELP DAP2 <GO> to display the Bloomberg PowerPoint Add-In Help Page,
then search for Update.

USER GUIDE // 07
BLOOMBERG TERMINAL INTEGRATION
Bloomberg Charts
The Chart Library integrates Bloomberg charts with Excel and PowerPoint, so you can quickly construct professional
quality charts in your spreadsheets and presentations. In Excel, the charts update in real time and can be directly edited. In
PowerPoint, the charts are imported as resizable images. You can create new charts or import existing saved charts from the
Chart Library (G <GO> or ECWB <GO>) functions and customize them with features such as annotations and studies.

Powerpoint
Where it is The Chart Library feature
is located in the Create group on the 2
Bloomberg ribbon in Excel and in the
1
Insert group on the Bloomberg ribbon
in PowerPoint.

How to use it:

To create a new chart:
1 From the Bloomberg ribbon, click
Chart Library and select Create
New Chart.
2 Follow the steps on the Bloomberg
Chart Library wizard.
3 To update a chart, from the Bloomberg
ribbon, click Chart Library and select
Refresh Selected Chart.
4 To edit a chart in PowerPoint:
Select a Bloomberg Chart > From 3
the Bloomberg ribbon, click Chart
Library > Edit Selected Chart.
Users can edit the chart just as you
edit it in the Chart Library.

Excel
How to use it:
To create a new chart: 1
1 From the Bloomberg ribbon, click 2
Chart Library and select Create
New Chart.
2 Follow the steps on the Bloomberg
Chart Library wizard. (In Step 4,
enabling the Render Formula
option provides users with the ability
to link security selection for the chart
to a cell in the spreadsheet.)
3 The chart updates automatically.
3

Where to learn more On the terminal, type HELP DAPI <GO> to display the Bloomberg Excel Add-In Help Page,
then search for Chart Library.

USER GUIDE // 08
 Locked/Unlocked Charts You can construct a Locked chart or an Unlocked chart in G. An Unlocked chart, also
known as a template chart, is created when you want to use the same Chart for different securities. When using a
template Bloomberg Chart in Excel, the chart defaults to plotting INDU Index. Use the Render Formula option in the
Chart Wizard to control security selection for the chart in Excel.

B-Links
B-Links allow you to create hyperlinks in your emails or documents that launch Bloomberg functions, so you can easily direct
your colleagues or clients to specific Bloomberg screens.

How to use it:

1 Create a hyperlink.
2 Type a B-Link URL and then click 1
OK. For example, you can type
bbg://screens/wei to create a
link to the World Equity Indices
(WEI <GO>) function.

Where to learn more On the terminal,

type HELP DAPI <GO> to display the
Bloomberg Excel Add-In Help Page,
then search for B-Links.

File Manager
The File Manager allows you to upload and download spreadsheets directly from Microsoft Office applications to the Bloomberg
Cloud; giving you access to your Excel, Powerpoint and Word documents on the move. You can also send documents to other
Bloomberg clients using the Message (MSG <GO>) function directly from Microsoft Office.

Where it is The Chart Library feature

is located in the Create group on the
Bloomberg ribbon in Excel and in the
Insert group on the Bloomberg ribbon
in PowerPoint.

How to use it:

From the Bloomberg ribbon, click File
Manager, then select an option:
Select Open to access your files stored
on FILE <GO>.
Select Save to save a file on FILE <GO>.
Select
 Send to send a file to another
user, using MSG <GO>.

Where to learn more On the terminal,

type HELP DAPI <GO> to display the
Bloomberg Excel Add-In Help Page,
then search for B-Links.

USER GUIDE // 09
ABOUT THE
BLOOMBERG
PROFESSIONAL
SERVICE
The founding vision in 1982 was to create an information
services, news and media company that provides business
and financial professionals with the tools and data they need
on a single, all-inclusive platform. The success of Bloomberg
is due to the constant innovation of our products, unrivalled
dedication to customer service and the unique way in which
we constantly adapt to an ever-changing marketplace. The
Bloomberg Professional service is a powerful and flexible
tool for financial professionalswhatever their needsin
cash and derivatives markets as diverse as equities,
currencies, commodities, money markets, government and
municipal securities, mortgages, indices, insurance and legal
information. The Bloomberg Professional service seamlessly
integrates the very best in real-time data, news and analytics.
In addition, Bloomberg users benefit from on-demand
multimedia content, extensive electronic trading capabilities
and a superior communications platform. Bloomberg
customers include influential decision makers in finance,
business and government. Business and financial
professionals recognize the Bloomberg Professional service
as the definitive tool for achieving their goals because it offers
unparalleled assistance and functionality on a single platform
for a single price.

USER GUIDE // 10
LEARN MORE
On the terminal, type HELP DAPI <GO> to display the comprehensive Bloomberg Add-In Help Page Alternatively, you can
contact the Bloomberg Help Desk for assistance at any time.
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