S&P Global Capital IQ Excel Plug-in User Manual

About this 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.

What's inside

• 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
• Building Formulas for Trading Multiples
• Additional CIQ Functions: CIQMATRIX & CIQSPLIT
• Appendix – Date Functions

Specifications

Frequently asked questions

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.

How can I retrieve today’s date using the plug‑in?

Enter the formula =CIQGETDATE(IQ_TODAY) to pull today’s date from the S&P Capital IQ plug‑in.

What does the CIQMATRIX function do?

CIQMATRIX downloads financial statements (income statement, balance sheet, cash flow) for a company directly into Excel.