Answered By: Business and Management Librarians
Last Updated: Aug 29, 2022     Views: 90

The S&P Capital IQ Plug-in is installed on 5 machines in Marx Library, located in the Business Database Terminals  and the GIS Digitization Workstations hubs. The S&P Capital IQ Plug-in is not installed on the Bloomberg terminal in Marx Library.

 

The first time you log into a computer with the plugin installed and open a blank workbook in Excel, you will see a pop-up asking you to input your Capital IQ credentials.

Screenshot of gray box for login information

 

Users who want to use the S&P Capital IQ Plug-in should enter their account information and select OK.

 

Once the Plug-in has been accessed under your user profile on a Marx machine, return users can access the S&P Capital IQ Plug-in in the Excel taskbar. It is listed after the Help menu.

Excel workbook taskbar, CapitalIQ plugin circled in red

 

If you have trouble accessing the S&P Capital IQ Excel Plug-in on a Marx computer, please contact the Business and Management Librarians.