To download the S&P Cap IQ Pro Excel Add-in, select the “Apps” drop down in the top right of the platform. From this drop down, you will see a link for “S&P Cap IQ Pro Office Download”.
Please note that you may need Administrative Rights on your computer to download, so you may have to receive permission from your internal IT department
S&P Cap IQ Pro Office Ribbon
When you download the S&P Cap IQ Pro Office Plug-In, the ribbon will look like this:
Be sure that you are signed in before attempting to write formulas or update spreadsheets. If you are signed in, the first button will say “Sign Out”
Clicking “Help” will take you to the Online Help page for S&P Cap IQ Pro Office
It is a good idea to look into your settings before beginning, specifically the Data Settings. Clicking “Settings” will open this window:
Many users like to have the Null Value as “NA” as opposed to “0”
Refreshing Spreadsheets
In order to save loading time, you have options when it comes to refreshing. We recommend refreshing selections at a time whenever possible. Clicking the dropdown under “Refresh” will give you these options:
It is also recommended to have your Refresh Options set to “Manually Refresh Data” in order to save loading time when opening documents:
Popular Functions
Screener/Data Wizard
This will open a new window that is identical to the screener on the web platform, but will save time by allowing you to export the screening results onto the existing spreadsheet
Formula Builder
The formula builder will appear on the right hand side, and this can be useful when you are beginning to write formulas as the formula builder will generate the appropriate syntax
Be sure to select the data set, identifier, data item, parameters (if necessary), “Add” and then “Apply”
Identifier Lookup
Quickly search the identifiers for companies or indices without opening the web platform
Field Selector
Quickly search keyfields without opening the web platform
Insert Screen
Access available screens
Audit Data
Easily source tag components of a calculation by clicking on a cell and then “Audit Data”
Custom Formulas
This will open a sidebar that allows you to create and save custom formulas or ratios, saving you time on complex calculations
Template Library
Access the extensive library of pre-built templates.
If you are ever looking for specifics on a particular template, or wondering if a template exists, our support teams are able to help with this. We can also communicate with our financial modeling team to adjust any template to fit your needs.
You can also visit the Template Library on the web platform by clicking “Apps” and then “Excel Template Library”
