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Bloomberg: Downloading Financial Statement Data

Bloomberg financial

Downloading Financial Data

After you have logged into the terminal, start Excel from the start menu in Windows. You may need to move your mouse to the bottom of the screen or minimise some of the Bloomberg windows in order to see the start menu.

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Make sure you do not log out of the Bloomberg terminal as the data collection in Excel only works when you are logged in.[/alert]

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You should see the following ribbon bar when Excel starts:[separator top=”30″ style=”none”]
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Click on Bloomberg and the Bloomberg ribbon appears.[separator top=”30″ style=”none”]
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Click on Data Navigation.
A box should appear to the right of your spread sheet.[separator top=”30″ style=”none”]
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Put the ticker in the box and click on Financial/Valuation.[separator top=”30″ style=”none”]
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[separator top=”30″ style=”none”]Click Income Statement in the next box.[separator top=”30″ style=”none”]
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[separator top=”30″ style=”none”]The box now displays Apple’s Income Statement. Use the arrow button to drag the numbers onto the blank spread sheet.[separator top=”30″ style=”none”]
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Apple’s Income Statement should now appear in your spread sheet.[separator top=”30″ style=”none”]
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When you have collected your data you should click on the top left hand corner of the sheet then right click and select copy then right click again and select ‘Paste Special’ and Values. This will convert the formulas in the sheet into numbers. You can now save the sheet on a USB key and use it on your own computer.[/alert]
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Notes:

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  • A wide range of data is available in Bloomberg for most listed companies. Take the Bloomberg University training course for more information.
  • Data is available for Irish Companies (try CRH:ID) for CRH.
  • Historic stock prices are available.

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