Key facts
- Manuals
- 1
- Languages
- EN
- Last added
- 2026-09-30
Featured S&P Global manuals

S&P Global Capital IQ Excel Plug-in User Manual
This manual explains how to install the S&P Capital IQ Excel Plug‑in, navigate its ribbon, and use the Formula Builder to pull a wide range of data sets—including financials, estimates, market data, trading multiples, company information, transactions and economic data—directly into Microsoft Excel.
It also provides shortcut keys, details on advanced functions such as CIQMATRIX and CIQSPLIT, and appendix reference for date functions, helping analysts and finance professionals work efficiently with the plug‑in.
Covers: Overview of Microsoft Excel · Useful Shortcut Keys · Installing the S&P Capital IQ Excel Plug‑in · Formula Builder · Building Formulas for Financials & Estimates · Building Formulas for Market Data
Latest S&P Global manuals
S&P Global Capital IQ Excel Plug-in User Manual
User Manual 35 pages · 708 KB · ENStep‑by‑step guide for installing and using the S&P Capital IQ Excel Plug‑in to retrieve financial, market and company data.
Which document do I need?
User Manual
Day-to-day operation, settings and troubleshooting. Start here if the product is already set up.
Questions answered in S&P Global manuals
How do I install the S&P Capital IQ Excel Plug‑in?
Use the "Installing the S&P Capital IQ Excel Plug‑in" section (page 7) to run the installer and follow the on‑screen prompts.
Which shortcut opens the Format Cells dialog in Excel?
Press Ctrl + 1 to display the Format Cells dialog box.
