Getting Started with Bloomberg

Provides an overview of how to use Bloomberg at SMU

Find a Company or Equity

Searching for an company or security 

1. Enter the Security Ticker, <Equity>, Go

ex. TGT<Equity> Go

 

2. If you don't know the ticker, enter the name of the company, click on Go, and select the firm from the list under Securities

ex. Target, Go

 

Screening for companies or equities

Enter EQS <Go>

You will be able to select criteria to create filters. You can select an industry sector and drill down to a specific industry, country of domicile, or any of the other options listed. 

 

Frequently Used Function Codes for Analyzing a Company

If you already know the ticker of the security or company that you are searching for, enter:

TICKER <EQUITY> FUNCTION <GO>

One the Security is loaded in Bloomberg, these commonly used functions can help with your analysis.

DES*:    Company Description 

BQ:        Display price, trade, earnings, & relative value on a single screen.

CN:        Company News and Research

MGMT:  Management structure and profiles 

HP:         Historical Prices table

GP:         Price Graph 

GIP:        Intraday Price Graph

G:           Create custom graphs

ANR:      Analyst Recommendations

BRC:      Broker/Analyst reports

EM:        Earnings Matrix (multiple templates)

RV:        Revaltive Value - Peer Group Analysis

FA:         Financial Analysis

Download & Export

Two ways to export Bloomberg data into Excel 

  1. Use the Excel Plug-in. Open up Excel first, click on Bloomberg, then import data. A new screen will open where you can enter your data selections.
  2. Export from Bloomberg into Excel. This exporting capability is limited to certain data elements within Bloomberg. When available, this function will be listed under Options Please note: Not all data can be exported

Copying and pasting tables from Bloomberg to Excel

  1. Place cursor at the corner of table in Bloomberg.
  2. Click and drag the data you would like to copy.  Bloomberg will copy text/data automatically without Ctrl + C.
  3. In Excel, press Ctrl + V to paste the data.
  4. Click on Data menu from the top in the Excel screen and select "Text to Columns..."
  5. Select "Fixed width-general."

Screenshots

To save a screen go to Export, click on Grab Screen. Not all screens can be saved.  You can also type GRAB <GO>

Business Library Workshops

Register for and learn more about Business Library workshops, led by Business Library librarians, that focus on the information you will need to successfully complete your research.

Business Library Workshops: