bloomberg guide
TRANSCRIPT
![Page 1: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/1.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
1
Gettingstartedwith…
Bloomberg
![Page 2: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/2.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
2
ContentVersionandFeedback .................................................................................................................................... 2
1. Introduction............................................................................................................................................ 3
2. GettingAccess ........................................................................................................................................ 3
3. DataSearch ............................................................................................................................................ 4
4. DataExtraction ....................................................................................................................................... 7
5. Examples ................................................................................................................................................ 8
S&P500............................................................................................................................................................... 9
USGDPGrowth ................................................................................................................................................. 11
VersionandFeedbackThis guide is basedonThe latest Version of Bloomberg on February 3 2011. The guidewas last updatedonFebruary122011.
Any feedback is greatly appreciated and can be sent to [email protected]. For further questions or
support, feel free to visit the D‐CAF office at the School of Economics andManagement, Aarhus University(room312,building1323).
TheBloombergterminalscanbeaccessedonthecomputersintheGlasscageonthe2ndfloorofbuilding1327.
![Page 3: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/3.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
3
1. IntroductionThefollowingguidewilldescribethecorefeaturesofBloombergandshouldproveusefulasasteppingstonetogettingstartedwiththeBloombergdatabase.
Bloombergisaveryusefuldatabaseformanypurposes,inparticularforgatheringrealtimetimeseriesdataasBloomberg isa financialservicesystemthatprovides24‐hourscurrentandaccuratefinancial,economic,and
governmentinformation,coveringallmarketsectorsworldwide.Italsofeaturesanalytics,companyfinancials,currentnewsreports,statisticsandhistoricalmarketdataapproximatelythirtyyearsback.
The purpose of this guide is to give a basic introduction to Bloomberg, including the custom Bloombergkeyboard,thebasicprinciplesofdatasearchandhowtoextractdatausingtheExcel‐Add.
For intermediary and advanced users, no in‐depth documentation of Bloomberg exists due to Bloomberg
policy,butforbeginnersthefollowingadditionalcouldprovehelpful:
• Princeton :Bloomberg:GetStartedo ThismanualofBloombergwillserveasasupplementothisandwillhelpyouunderstandhow
informationisorganizedintheBloombergsystem,particularlykeyboardandmenustructure.
http://firestone.princeton.edu/econlib/blp/docs/Bloomberggetstarted.pdf• Princeton :GuidetoTickers
o ThismanualgivesaveryspecificdescriptionofhowtoidentifyTickersinBloomberg.
http://firestone.princeton.edu/econlib/blp/docs/Bloomberggetstarted.pdf• Stanford :DatabaseGuide
o Thisguide is intendedtoprovideabrief introductiontotheBloombergsystem. Includingthe
custom Bloomberg Keyboard as well as the basic function keys. This guide is a little moreadvancesthantheabove.
• Leigh :BloombergBasicManual
o ThismanualgoesthroughthegeneralsetupofBloombergincludingahistoricalintroduction.o Themainadvantageothismanualisaindepthdescriptionofhowtoanalyzedifferentwithin
differentcategories.
o http://firestone.princeton.edu/econlib/blp/docs/bloombergmanuallehighuniversity.pdf
2. GettingAccessOpentheBloombergterminalbytheicononthedesktops.FourScreenswillappearbydefault.
Tologinyouwillhavetopushthered<PauseBreak>keyandthentypeinusernameandpasswordandpressthegreen<GO>keyas itappearsbelow.Togetusernameandpassword,pleasecontact theD‐CAFoffice in
room312,[email protected]
![Page 4: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/4.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
4
TheKeyboardlooksdifferentfromanordinaryonethemaindifferencesarethethreecolorsofthekeys
Yellow:Theserefertospecificmarkets,e.g.commodities,equity,etc.
Green: Theseareactionkeysandallowyoutomovethroughoutthesystem.
Red: Thisonekeyisusedtologinand–outandresetascreen.
3. DataSearchInBloomberganydataisidentifiesbyTickerswhichareuniquereferences.ThedatasearchinBloombergisthusmerelyaquestionoffindingtherightticker,butasthetickersonlyhavealittledegreeafsystematicsthiscanbealittletricky.
![Page 5: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/5.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
5
Themostreliablewayoffindingthetickeristopresstheyellowkeyinlinewiththedatayouareinterestedin
e.g.Equity,then<GO>.Thisresultinageneraloverviewofequityfunctions.Under1)FindingEquitiesonewillfindTKTickerLookup.EitherclickthisorpressTK<GO>thenyouwillbeaskedtoenterPartialIssuerNamewhich is simply the name of the equity in question <GO>. Now a list of different datatypes will appear,
includinghitnumber.
![Page 6: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/6.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
6
Anotherpossibilityisusingthe<HELP>key.Thiscanbedoneinthreeways:
I. YoucanmakeyourPartialIssuerNamefollowedby<HELP>.Thisisalessaccuratewayofdoingtheabove,andforveryspecificsearches,thismightnotgivethewantedresult.
II. Alternativelyyoucanstartbypressing<HELP>andthensortofclickingyourwaythrough.
III. Atlastitisapossibilitytopress<HELP><HELP>.Bydoingthisyouwillbeputthroughtoaonline24‐hour customer support representative. This shouldonly bedone inVERYurgent situations,whichisneverduringadatasearch.
Thelastandmostrandomsearchoptionistotypeinthee.g.companynameinthesearchbarandhopeforthe
best.Thiswillonlyworkincaseofaverygeneraldataseries.
![Page 7: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/7.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
7
4. DataExtractionThewaytoextractthedatafromBloombergwhentheTickerisknownisinExcelbytheBloombergAdd‐in.The
Add‐inisapowerfultoolthatdeliversthedatadirectlyintoaspreadsheetforcustomanalysisandcalculations.TheExcelAdd‐infunctionalityisavailableinExcelfromtheBloombergmenuitemonthetopmenubar.
IfyoudonotseetheBloomberginthetopmenubarinExcel,installitbythefollowingsteps:
1. ClickStart>AllPrograms>Bloomberg>InstallExcelAdd‐in.2. Inthepop‐upwindowclickInstall.
3. ReopenExcel.ThentheBloombergtabshouldappearinthetopmenu.
The Wizards in the Bloomberg menu provide a guided process to draw data from Bloomberg into aspreadsheet.ThemostcommonlyusedareImportDataandFundamentalsAnanlysis.
• ImportDataWizardo Thisenablesyoutoretrieveanynumberofindividualseries.Ifyouclicktheiconinthetoolbar
youarepresentedwiththefouroptionsofdatatypes
![Page 8: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/8.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
8
o WhenthewizardasksforasearchtexttheningeneraloneshouldsearchforPX_LAST,whichwillmostoftengivethecorrectvalueofanyseriesevenifitisnotactuallyaprice.
o It isalwaysagood idea tovalidate thedatabyusingHP (HistoricalPrices) in theBloomberg
program.
• FundamentalsAnalysisWizard
o Thiswizardenablesyou to retrieveBloomberg fundamentalsanalysispre‐defined templates,suchasBalanceSheets,CashFlowsetc.
Note:Thefirstdatacell inthespreadsheetwillcontainacommandfunction,whichwilldefinetherequestedseries.Ifthiscommandischangedorupdatesthenthedatawillupdateaccordingly.
5. ExamplesInthissectiontwoexampleswillhopefullyproveusefulingettingstartedwithgettingbasicdata.FirstwewilltakealookatthedailydataontheS&P500indexandthereafteratquarterlydataontheUnitedStatesGDPgrowth.
![Page 9: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/9.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
9
S&P500
Asit isdescribedaboveitshouldbestraightforwardtoidentifythetickeroftheS&P500indexasSPXIndexThistickerwillleadyoutothefollowingoverviewoffunctions
To Extract the daily data for the index you have to choose theHistorical End of Daywizard in Excel underImportData.
InthisExamplewewouldliketogetthedailybidpriceandtheclosingpriceoftheindexonedayago.Thisstep
bystepprocedurewouldlooklikethis
![Page 10: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/10.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
10
<Finish>
Thiswayyouwillgettherequesteddatainthefollowingform
![Page 11: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/11.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
11
USGDPGrowthInthisexampleitisnotasstraightforwardtoidentifytheTicker.Tofindthetickerofanyeconomicseriesitis
veryusefultousethefunctionWECOthatisaneconomiccalendarwithpublicationsofmacrodataformostoftheworld.
![Page 12: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/12.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
12
As it isdata for theUnitedStatesweare looking for, type21<GO>to finda listofeconomicreleasesofUS
data.
![Page 13: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/13.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
13
FromhereitshouldbepossibletoidentifytheEventGDPQoQ(Annulalized)astherelevantdata.Ifyouclick
thiseventyouwillbedirectedtoapagewithanoverviewofthedataincludingtheTickerGDPCQOQ.
![Page 14: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/14.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
14
Nowyoucanget thedata inExcelas in thecaseof theS&P500 index, i.e. through the ImportDataWizardchoosingHistoricalEndofDay.Below this isdepicted stepby step.Note that ingeneralwhensearching foreconomicdataoneshouldchoosePX_LASTinthedatafield.
![Page 15: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/15.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
15
<Finish>.Thiswillresultinthefollowingspreadsheet
![Page 16: Bloomberg Guide](https://reader036.vdocuments.net/reader036/viewer/2022082213/577ccecf1a28ab9e788e5307/html5/thumbnails/16.jpg)
Gettingstartedwith…BloombergD‐CAFOffice,AarhusUniversity
16