Answered By: Alice Cann
Last Updated: 07 Feb, 2024     Views: 16658

If you have installed the Bloomberg Excel add-in in the past, it should  appear as one of the menu items in Excel.  If it is not there, you may need to reinstall the add-in (see link below for instructions).  This may be due to an update on the computer you are using.

If the Bloomberg menu appears as an option in Excel, but the Spreadsheet Builder tool has missing sections, follow these instructions, provided by the Bloomberg helpdesk:

  1. Close all Microsoft Office applications completely. From the Windows "Start" menu, select "All Programs > Bloomberg > Stop API Process". Once the command prompt window finishes, press <Enter> to close the window.
  2. In Bloomberg, enter CONN <GO> to access the Connection Wizard and select "Diagnostics (tab) > API (button) > Start". This will start the API Diagnostics tool. When the test is complete, if there are any red errors, click the "Repair" button.
    * If there are red errors and the "Repair" button is grayed out, contact your Academic Liaison Librarian.
    * Once the repair is complete, if there are still red errors remaining, in the command line, enter CONN <GO>. On the bottom of the "Settings" tab, ensure that "API Settings follow terminal settings" is selected, then click the "OK" button.
  3. Re-open Excel try using the Spreadsheet Builder again.

If you continue to have problems using Bloomberg with Excel, contact your Academic Liaison Librarian.

If you want to learn how to use Bloomberg with Excel, register on an upcoming Using Bloomberg with Excel LibSmart workshop.