S&P CAPITAL IQ’S EXCEL TOOLBAR Ex. Ticker= IBM, Ex.

Cell Reference =($A$1)

Excel Plug-in
Select Template

GETTING STARTED…
After installing the Excel Plug-in, a new toolbar will be
INSTALLING S&P CAPITAL IQ’S EXCEL PLUG- available in Excel. This toolbar will help you use S&P Capital
IN IQ within Excel. Select Period Type

 Requirements: Installing S&P Capital IQ’s Excel

Plug-in requires that your computer has Windows The toolbar can help you to easily:
XP or higher, Excel 2003 or higher, and  Enable/Disable the Excel Plug-in
administrative rights to install applications on your  Search any company financials
computer.  Search for formulas
 Download: To install/upgrade the Excel Plug-in,  Build formulas
follow these steps:  Create comp sets
Select Data Item
1. Close any open Excel applications/workbooks.  Go to saved screens
2. Click on the Downloads link within the My  Access charting
Capital IQ page of the website. This will bring  Refresh data
you to the Downloads page where you can click  Open the S&P Capital IQ platform in a browser
the Download Office Plug-in link to download  Open S&P Capital IQ’s screening page
the plug-in file for installation.  Access filings

S&P CAPITAL IQ’S FORMULA BUILDER

FORMULA BUILDER: FIRST STEPS
In order to begin building formulas to populate your
Excel spreadsheet with S&P Capital IQ’s data sets, you will
need to know how to access the Formula Builder. Other parameters to implement when building a custom
formula are:
The Formula Builder can be accessed two ways:  Template Type: Choose the type of template depending
3. You will be prompted to Run or Save the file; 1. Click the Formula Builder on the industry-specific line items you would like to view.
we recommend saving it to your desktop. You button on the Capital IQ Options include: Standard, Banks, Insurance, Utility, Real
may delete this file from your desktop after you toolbar. Estate, Financial Services, Capital Markets, Bank
complete the installation. 2. Right-click a cell and select Regulatory, Thrift Regulatory, and the following Toyo
4. If installing for the first time, you will be Insert Formula. Keizai templates: General, Bank, Brokerage, Casualty
prompted to enter your name and your Insurance, Life Insurance, and REITs.
company’s name.  Data Item (mandatory): Choose your financial data item
5. Click Finish when the installation/upgrade or data set, which can be found below the template
process is complete. You may be asked to The next step is to input a ticker, S&P Capital IQ ID, security option and are bundled in folders. Click on the + sign of
restart your computer. ID, or reference a cell containing an identifier in the Formula any folder to display a full list of data items. Use the Data
Builder dropdown. Item Keyword bar to search for any data item you can’t
find.
 Time Period (optional; default is LTM): Choose the
First, use the magnifying glass icon to the right of the desired period for the financial data item you selected.
identifier box to look up a ticker or an ID. Options include: Period Types (ex: Latest Fiscal Year
and Latest Fiscal Quarter), As of Date, Relative Date
(default is Today), Specify Period (ex: FY2013).

Contact Us | Support: Americas 888.806.5541, EMEA +44.(0)20.7176.1234, Asia-Pacific +852.2533.3565 | [email protected] © S&P Capital IQ, Inc. All rights reserved.
FORMULA BUILDER: THE BASIC EQUATION S&P CAPITAL IQ SAVED SCREENS S&P CAPITAL IQ’S PRESCENTER
Once familiar with S&P Capital IQ’s Formula Builder, S&P Capital IQ’s Excel Plug-in allows you to download the When you can create Excel charts, tables, and spreadsheets
you can choose to pull in the S&P Capital IQ data you current results of your saved screens on the S&P Capital IQ and copy them into PowerPoint presentations with S&P
desire directly into your cells by using a simple S&P platform. Simply click on the Screening icon in the Capital IQ Capital IQ’s Excel Plug-in, you can keep your presentations
Capital IQ formula. You can also audit your S&P Capital tab in Excel. automatically updated for any changes you make in Excel.
IQ data by right-clicking on your formula cell and
selecting Audit Data. 1. Highlight an area in Excel that you would like to place in
a presentation.
S&P Capital IQ Basic Formula: Enter =CIQ(Ticker, 2. Click on the Copy icon from the Capital IQ toolbar in
Data Item, Period and/or Date) into the desired cell, Excel.
and you should get the specified data.

(ex: =CIQ(“MSFT,” “IQ_TOTAL_REV”, IQ_FY) )

A menu will appear.
S&P Capital IQ Advanced Formula: Enter
=CIQ(Ticker, Data Item, Period, As of Date, 1. Choose the type of screen you would like to see: My
Reporting Type, Period/Filing Mode, Currency, Screens, Recently Viewed Screens, All Screens.
Conversion Mode) into the desired cell, and you should 2. You can filter by the type of screen: Company, Equity,
obtain the specified data point. Fixed Income, or Transactions.
Note: For an explanation of the Advanced Formula input items 3. Click the screen you would like to view. 3. Open up a PowerPoint presentation and click on the
and a list of options for each criterion, please refer back to the 4. Select whether you would like identifiers applied across a Paste icon in the Capital IQ toolbar. Now your Excel
Formula Builder found in the top tab. row or down a column. content is linked from the workbook to the PowerPoint
5. Choose to download in a new or current worksheet or a presentation.
S&P CAPITAL IQ TEMPLATES new workbook. 4. After you make changes in your Excel workbook, simply
S&P Capital IQ’s template section allows you to 6. Click OK. go to your PowerPoint presentation and click the Update
download pre-built S&P Capital IQ formula-driven Excel icon on the Capital IQ toolbar for the new changes to
models. S&P CAPITAL IQ CHARTING reflect.
There are three charting options within the Excel Plug-in:
To Download Templates:
1. Go to the Capital IQ tab. Quick Chart: The fastest way to
2. Click the Templates option. create a Daily Time Series Chart for
3. Select Get/Update Templates. one company. Choose from various
4. Check the boxes next to the chart types, including Price Volume,
templates you wish to download, TEV/ LTM EBITDA, P/LTM EPS, and
or click the All button at the more.
bottom of the screen. Build Chart: Displays all options for
5. Download the templates. building a chart using the multiple-step charting wizard.
6. These templates will now appear in the Capital IQ From this option, you can chart several companies at once,
dropdown menu under Templates. create custom indices, and annotate your chart with events
from S&P Capital IQ’s Corporate Timeline.
We offer 100+ templates to be downloaded, including: Online Charting: Allows you to create your chart in Chart
 Financial Snapshots  Valuation Builder on the S&P Capital IQ platform. This chart can then
 Trading Comps  Transaction Comps be exported into Excel. The analyses, including ratings and valuations, of S&P Capital IQ and
its affiliates (S&P) are statements of opinion as of the date expressed
 Industry Templates  Charts and not statements of fact or recommendations to purchase, hold, or
 Fixed Income Comps  Historical Multiples sell any securities or make any investment decisions. S&P makes no
 Estimates  Segments representations or warranties as to merchantability or fitness for a
Note: Our Excel Modeling Team is also available to build particular purpose, or that content provided will be timely delivered
custom models upon request, converting any of your and free from errors, omissions or defects. Copyright © 2014 by
previously-built models to be compatible with S&P Capital IQ’s Standard & Poor’s Financial Services LLC (S&PFS), a subsidiary of
Excel Plug-in. Simply send your models to your Account McGraw Hill Financial, Inc. All rights reserved. STANDARD &
Managers for conversion. POOR’S, S&P, GLOBAL CREDIT PORTAL, are registered
trademarks of S&PFS, and S&P Capital IQ is a trademark of S&PFS.

Contact Us | Support: Americas 888.806.5541, EMEA +44.(0)20.7176.1234, Asia-Pacific +852.2533.3565 | [email protected] © S&P Capital IQ, Inc. All rights reserved.