G e ttin g S ta rted w ith A P I
Y ou r p ro prietary ap plicatio ns are o nly a s g oo d as th e da ta tha t drives th em ! U sin g B lo om b erg ’s A P I
- A p plica tion P rog ra m Interface yo u can fee d B loo m be rg d ata - the ind ustry stan da rd in to yo ur
a pp lica tion s via M icro so ft E xce l. T he n usin g E xcel fu n ctio na lity you ca n cu sto m ize the d ata to fit
you r ind ividu al n ee ds an d m ake the b est inve stm e nt d ecision s!
S tep 1 -
L o c ate th e D D E A d d -In T o o lb a r
If y o u c a nn o t lo c a te th is c h e ck y o u r D D E A d d -In . F irs t B lo o m b e rg sh o u ld a p p e a r b e tw ee n D ata a n d W in do w o n th e E x c e l
to o lb a r. If no t C lic k o n T o ols /A d d -Ins an d fin d th e B L P .X L A . F or m ore info rm a tio n o n d o w n lo a din g th e s o ftw a re a n d
u n de rs ta n din g th e c o m p o n e nts o f th e A P I a n d c om m u n ic a tio n s , ty p e A P I < G O > .
S tep 2 -
C re atin g a B as ic T a b le u sin g th e T ab le W izard
C lic k o n th e T ab le W izard Ic o n
a ) - S te p 1 o f th e W izard - E n ter a secu rity
fo llow ed b y clickin g on the a pp rop ria te ye llow
sector key. T he n click A dd . R ep ea t fo r a dd itio na l
secu ritie s. T he n C lick N ext>.
b ) - S tep 2 o f th e W iza rd - C lick o n a fo ld er, click th e
field you w an t th en click A d d. C o ntin ue for o th er fields. If
you ca nn ot fin d a pa rticular field click th e F ie ld S e arch
b utto n an d en te r the n am e o f th e field. C lick N e xt> .
c ) - S te p 3 o f th e W izard - S p ecify the
o rie ntatio n of the T a ble an d th e Link typ e.
C lick F in ish.
Y ou r T a b le w ill a pp ea r in E xce l.
S tep 3 E d itin g th e T a b le - C lick o n th e “ho m e cell” - th e bla n k cell in the u pp er
le ft co rne r of the tab le (A 1 in a bo ve exa m ple). N ow click b ack on the T a ble W iza rd Ico n
M a ke yo ur e dits, th en click F in ish.
S tep 4 -
E d it T a b le W ith o u t U s in g th e T a b le W iza rd
a .) T o A d d S e cu ritie s - T yp e ad dition al se curity
id ’s an d yello w se cto r ke y b en ea th the o rig in al
secu ritie s. T he n click o n “ho m e cell” an d th en
click o n th e F ill R an ge icon
on D D E too lb ar.
b .) T o A d d D ata F ie ld s - In the a bo ve exa m ple you w ill
a dd d ata field s to th e rig h t of the o rig in al field i.e. D 1. T o
find the a p pro priate field m ne m on ics click on the F ield
S ea rch ico n
Y ou w ill g et the a d ia lo gu e bo x w he re you e nter th e field
n am e a nd ru n a sea rch. S e lect from you r se a rch an d
e ith er typ e the m n em o nic in a ce ll o r d ou ble click on the
m n em o nic th en click D on e. T o fill th e ne w da ta - C lick o n
th e “h om e ce ll” a nd click the F ill R a ng e ico n
S tep 5 -
B L P () S ta tem en ts
Y o u m ay also fill da ta into you r sp rea dsh ee t by w riting sim ple fo rm ulas or B L P S ta te m en ts th at
w rite d ire ctly to th e D D E serve r. T h e sta te m en ts allo w fle xib ility in the d ata la you t an d th e
custom izatio n of yo ur ow n pro prietary fo rm u las.
T h e syn tax is a s follo w s:
= b lp (s ec u rity ,fie ld s )
In th e e x a m p le , C e ll B 2 c an b e p op u la te d b y w ritin g an y
c o m b in a tio n o f the fo llow in g:
= b lp (A 2,B 2 )
N o tic e th e fo rm u la in th e fo rm u la b ar. T he D D E lin k
is c re ate d o n ce yo u ty pe th e form u la an d h it < G O > .
or
= b lp (“IB M E q u ity ”,”P x L as t”) o r = b lp (A 2,”P x L a s t”)
S tep 6 -
T u rn O n /O ff th e D D E L in k
Y o u m ay click on the L ig htning b olt on the D D E too lb ar to e na ble/disab le the D D E link. C lick
on
A d ia lo gu e bo x w ill a pp ea r a nd instruct yo u to e ithe r e na ble or d isab le the rea l-tim e
u pd ates.
O th er D D E T o o ls :
T he re are tw o o th er W iza rd s o n th e D D E T oo lb ar th at o pe rate sim ila r to th e T ab le W izard. T h e
H isto ry W izard
allo w s yo u to d o w nloa d a tim e series of d ata. T h e B ulk W izard
allo w s
you to do w n lo ad “b ulk” inform a tion i.e . in de x m e m be rs, bu lk de scrip tion , etc.
D a ta M e ss ag e s:
Y ou w ill se e da ta m e ssag es i.e. # N /A or #R E F in the fie ld s for w h ich yo u are re qu estin g da ta .
F o r a list o f co m m o n m essag es an d th eir m ea nin g s, p le ase type A P I < G O >.
F o r m o re d e taile d in stru c tio n s o n u sin g th e B lo o m b e rg A P I, ty p e A P I <G O > .
F O R A S S IS T A N C E -- H IT T H E < H E L P > K E Y T W IC E