Basic Bloomberg API
Baker Library
refquest@hbs.edu
Prepared by:
James Zeitler
Baker Research Services
jzeitler@hbs.edu
Fall 2006
Basic Bloomberg API
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Agenda
• Housekeeping
– Logins
– Bloomberg terminal
• Using API
– From within Bloomberg
– From within Excel
• Saving results
– PFM
– Webmail
– Flashdrive
• Help
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Housekeeping
• Logins
• Exchange Login
– http://www.library.hbs.edu/intraonly_cgi/secure/exchange
• Bloomberg Login
– By kiosk
– Personal
» Press “GO” without entering username/password
• Bloomberg terminal
• 4 Windows
– Blue “Panel” key
• Keyboard (<Alt-K>)
–
–
–
–
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Green “Action” keys
Yellow “Market Sector” keys
Red “Stop” keys
Lilac
» Panel
» Currency and Fractions
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Bloomberg Keyboard
Source: Bloomberg Document 2017365
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Bloomberg Yellow/Sector Keys
•
GOVT
–
•
CORP
–
•
Commodity markets
INDEX
–
•
Equity shares
CMDTY
–
•
Preferred shares
EQUITY
–
•
Municipal Debt
PFD
–
•
Money market, including Commercial Paper, CDs, Bankers’ Acceptances, Medium Term
Notes
MUNI
–
•
Mortgages
M-MKT
–
•
Corporate debt
MTGE
–
•
Government (US Treasury and non-US government agency securities)
Indices
CRNCY
–
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Currency markets
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Using API: Bloomberg to Excel
• From Bloomberg
terminal to Excel
– E.g.: IBM <Equity> FA 16
• Or:
– IBM<Equity><GO>
– 9) Fundamentals and
Earnings Analysis
– 1) Financial Analysis
– 16) Income Analysis
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Bloomberg To Excel (2)
• From Bloomberg terminal to Excel
– Options
• Excel Download
• Note:
– Mnemonics
– Template
• Change ticker
• Change currency
– Bloomberg function
calls (cell C8)
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Push-Pin Drag and Drop
• From Bloomberg terminal to Excel
– WEI
• 4) DOW JONES INDUS.AVG
– 11) Equity Index Analysis
» 2) MEMB Index Members
– Or
• INDU <INDEX> MEMB
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Push-Pin Drag and Drop (2)
• Left-click and drag Push-Pin to
open worksheet
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Bloomberg API Wizards In Excel
• Wizards
– Table Wizard
• Select data items for a list
– Fundamentals Wizard
• Standard format reports
– E.g.: Cash Flow, Income Analysis, Balance Sheet
– History Wizard
• Time series data items for one or more entities
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Table Wizard
Field search
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Fundamentals Wizard
•Note:
•Change ticker in B1
•BLP…Refresh
•Fundamentals
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History Wizard (1)
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History Wizard (2)
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Bloomberg API Functions
E.g.: BLPH (Bloomberg History) function
=BLPH(Security,Field<s>,Start Date,End Date*,Points*,Reverse*,Period*,
Non-trading days*,Filler*,Dates*,Rows,Columns,Direction*,Show Price*,
Currency*,GPA*)
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BBXL
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Bloomberg Worksheet Functions
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BLPH Function
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Demo Spreadsheets
• BBXL
– 8) Equity
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or
Basic Bloomberg API
• DOCS APIEQ
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Company Financial Comparisons
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Saving Results
• PFM (Personal File Manager)
– Compose
• Attachments
• Send
• Webmail
• Flashdrive
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PFM in Bloomberg
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Help With API
• BBXL
• DOCS
– E.g.: IDOC API
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<HELP> <HELP>
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