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Bloomberg Professional Introduction: Getting Account / Install Excel Add-In

Create a login

You need to create your own personal login when you first access the system

You must have a cell phone with you when you set up an account on a Library terminal. See step 10.

  1. CTRL-ALT-DEL to log into Windows. Use Duke Net ID/password.
  1. Double-click Bloomberg icon on desktop
  2. Hit the red Pause/Break/CONN/DEFAULT key on keyboard
  1. To set up a new account, hit the green Enter/GO key
  2. Fill in your real first and last names;  created a password
  3. Choose "Yes" to “Are you creating a login for yourself”
  4. Click 1) Continue in the red bar near the top to go to next screen
  5. Choose how you want to receive the validation code (Text or Voice )
  6. Enter your phone number; Click 1) Send Code near the top
  7. Wait to receive verification code as text message or voice message
  8. Enter validation code to complete the procedure
  9. Login with the newly assigned ID and the password you created

At some point, you’ll need to fill out a very short survey about your job, interests, time zone, etc.

Yellow Sector Keys

Function Key

Mnemonic

Description

F2

GOVT

government securities (U.S. treasury and non-U.S.)

F3

CORP

corporate debt

F4

MTGE

mortgage securities

F5

M-Mkt

money market

F6

MUNI

municipal debt

F7

PFD

preferred shares

F8

EQUITY

equity shares

F9

COMDTY

commodity markets

F10

INDEX

indexes

F11

CURNCY

currency markets

F12

CLIENT/ALPHA

portfolio functionality

Install Excel Add-In

Once your personal login is validated and you open the Bloomberg Service, you can then install the Excel Add-in to display the Bloomberg tab in Excel for added functionality.

On the library computers you need to install the Excel Add-in each time you're on a terminal you haven't used before (information kept with your personal profile on each computer), or after computer maintenance has removed your profile.

  1. Open Bloomberg
  2. Open Excel
  3. Windows Start Menu…Bloomberg…Install Office Add-in
  4. NOTE: The following steps may be needed to make it work after equipment or software updates!
    1. ‚ÄčStart Menu ... Bloomberg ... Run "API Environment Diagnostics"
    2. Click the Start button and let it run diagnostics; then click the Repair button to fix problems.
  5. Close Excel
  6. Open Excel again: Bloomberg tab should be there
  7. Template Library: XLTP command

NOTE:Some users have noted problems with pushing data from Bloomberg to Excel (by clicking on red Excel links in a Bloomberg window). If this occurs, just go in the opposite direction: use the dialogs from the Bloomberg ribbon in Excel to pull the data into Excel.

Exit Bloomberg and Windows

  1. Under the Tool Icon (gear) dropdown in the upper right of any of the Bloomberg windows choose Exit Bloomberg
  2. After closing Bloomberg, from the Windows Start menu in lower left, next to Restart,
    click the small arrow, then choose Log off.