These instructions have been prepared in conjunction with a Bloomberg (TM) user, but have neither been confirmed nor even recommended by Bloomberg (TM).

To download on a Bloomberg (TM) workstation, you need to ensure that the Bloomberg (TM) Add-In has been installed in Excel.  If 'Bloomberg (TM)' sits as a menu command between 'Data' and 'Window', you are OK.  If not, contact Bloomberg (TM) to walk you through the installation.  It is free and easy as a Bloomberg (TM) subscriber.

This discusses the procedures for: 1) a single stock analysis; 2) creating a daily update file, and; 3) creating a bulk history file to import a large selection of stocks.

FOR A SINGLE STOCK:

1. Open a new worksheet in Excel

2. Select 'Bloomberg (TM)', 'History Wizard'

3. The Bloomberg (TM) Wizard may give you an introductory window; click next to select the window which allows you to select the security.  Here: a) select the yellow Equity button at the top of the window; then enter the stock ticker in the orange box and either hit 'Enter' or the white 'Add' key in the window. (N.B. you can use Index, Currency, or other data too).  Then click the 'Next' Button at the bottom right of the window.

4. In the next window, click on pricing in the left-hand blue window, and then click once on the following items IN THE FOLLOWING ORDER:  Open Price, High Price, Low Price, Last Price, Volume.  As you click each one, it should appear in the window on the right. Click 'Next' on the bottom right again.

5. In the next window, you get several options for the time period; this is straightforward.  For 1 year's data, select 'Fixed time period from current' and click 'Next'.  In the following window, select the time period to use (1 Year in this case). Click 'Next'.

6. In the next window, check that the data coming in has the correct 'dimensions' that you want, and click as appropriate: Daily periodicity, Chronological order, Price quote, Closing quote, and only active trading days.  Click 'Next'.

7. The next window should just have 'Use DDE Link' selected in the bottom window.  If selected, deselect any of the items in the upper 2 windows (single security per sheet, display chart). Click 'Finish'.

8. A table should appear in Excel, with the dates in one column followed by the data we chose as per above.

9. Insert two columns to the left of the dates.

10. Copy the ticker of the security, as you want to see it in BEB, into the first new column, in every cell (i.e. change 'C US Equity' to 'C').  Then put the company name in the second column.  Now every row should read across as ticker, name, date, open, high, low, close, volume.

11. Delete the top 2 rows with the full Bloomberg (TM) ticker for the security and the column headings, so that the first row of the spreadsheet is the first row of data.

12. Save the worksheet as is.  Whenever you open it, it will always give you the data for the same time period, and automatically update.

13. Now we need to convert the sheet from Bloomberg (TM) formulae to hard data for BEB.  Highlight all the data, select 'Edit-Copy', followed immediately by 'Edit-Paste Special' and select 'Values' in the top half of the window.

14. Now click 'Save As', and this time go to the 'Save as Type:' window at the bottom and select CSV (OS/2 or MS-DOS), and click save.  You can give this worksheet the same name - it will be saved separately with a '.csv' extension instead of the '.xls' extension of the original file. If the spreadsheet has several sheets, it will ask you to confirm that you only want to save the current sheet - click yes.

15.  Open BEB, select File-Import, and select the second CSV file which you created - NOT THE EXCEL FILE.  Select 'Bloomberg (TM) Data' in the File Format window at the bottom  right, and then click the 'Begin Import' button.

The security should magically appear now in the Code window of the View Charts section.  It is not possible to import both the ticker and the name in this process, but ea

CREATING A DAILY UPDATE FILE:

For one or 2 securities, you could just re-open your history files, as above, and re-create the .csv files and re-import them.  If you have lots of stocks in the BEB however, this makes a small, tidy daily updater:

1. Open a new worksheet in Excel

2. Select 'Bloomberg (TM)-Table Wizard'

3. Pass the introductory window, to the security selection window.  Select the securities you want to update daily, and click 'Next'.

4. In the next window, click on 'Descriptive Info' in the left-hand blue window, and then click on Name.  Then click on 'Pricing' in the left hand window and click once on the following items IN THE FOLLOWING ORDER:  Date of Last Close, Open Price, High Price, Low Price, Last Price, Volume.  As you click each one, it should appear in the window on the right. Click 'Next' on the bottom right again.

5. In the next window as follows: 1) in the Decorations window at the top, select both 'Show field names' and 'Show security names'; 2) in Orientation, select 'Fields along the row'; 3) in Chart Options, deselect 'Display Chart' if it is selected; 4) in Spreadsheet Link Type, select 'Multi-cell DDE links.  Click 'Finish'.

6. The worksheet should now fill in with each security in a row.  Check that the data order is correct (name, date, open, high, low, last, volume).  Once you are sure it is correct, delete the top row with the field names so that the first row of the worksheet is your first security and its data.

7. Change the tickers in the leftmost column to their simple tickers (i.e. change 'C US Equity' to 'C').

8. Save the worksheet.  Every day you will open this worksheet and it will update automatically.

9. Immediately after saving it, we need to convert the sheet from Bloomberg (TM) formulae to hard data for BEB.  Highlight all the data, select 'Edit-Copy', followed immediately by 'Edit-Paste Special' and select 'Values' in the top half of the window.

10. Now click 'Save As', and this time go to the 'Save as Type:' window at the bottom and select CSV (OS/2 or MS-DOS), and click save.  You can give this worksheet the same name - it will be saved separately with a '.csv' extension instead of the '.xls' extension of the original file. If the spreadsheet has several sheets, it will ask you to confirm that you only want to save the current sheet - click yes.

11.  Open BEB, select File-Import, and select the second CSV file which you created - NOT THE EXCEL FILE.  Select 'Bloomberg (TM) Data' in the File Format window at the bottom right, and then click the 'Begin Import' button.

12. You're updated!

If you understand macros, you can probably see that the csv saving procedure in steps 10-11 can be stored as a button on the Excel worksheet, so all you need to do is open the sheet and hit the button once the data links have refreshed.

CREATING A BULK HISTORY FILE:

Do not attempt this without first completing a single stock update successfully, as per above.

I'm afraid multiple stock histories are a bit of work - it's not hard but there is no way we are aware of to get Bloomberg (TM) to give historical data for multiple securities in one long column, the way BEB reads it.  Many people will find it easiest to just repeat the single security routine for each security.  however, if you want to capture some scale economies the following may save you time if you are 'handy' with Excel and looking at importing lots of securities.

You have 2 choices:

1) Create a monstrous single history file, and import it.  To do this, repeat the steps above for a single security history, but in the first Bloomberg (TM) History Wizard window put in the ticker for every security and not just one.  Do not use more than 25 securities.  When completed, the historical data for each security will appear beside each other, across the spreadsheet.  Insert a blank column between every group of data, and copy the ticker and name of each security into the blank columns. Then delete the top 2 rows.  Then you have to cut the data for each security, and paste it below the first one so that the data for every security is contained in columns A-H.

Once that is done, save the file as an excel worksheet. This file will automatically update whenever you run it.

Then, perform the copy-paste-as-value operation to change the formulae to data.  Save it again as a CSV file.  Import this CSV file into BEB.

2) Alternatively, you can follow the steps in (1) above for a monstrous single file, but select 'single security per sheet' when you get to the equivalent of step 7 from the single security history procedure, just before you click on Finish.  This will give you a workbook with a separate sheet for each security.

Then you still have to format each sheet - insert 2 columns to the left of the date column, copy the security ticker and name into the new columns, and delete the top 2 rows.  Save the worksheet as an Excel file, to update automatically whenever you open it.  THEN SAVE IT AGAIN WITH A NEW NAME because you still have to convert it to data, and you don't want the automatic save function to overwrite the formula-based workbook with the one with data.

Then go through the sheets one at a time, performing the copy-paste-as-value on each one.  After you have copy-pasted on a sheet, perform the .csv save routine.  This will create a single .csv file for each stock, which you then import together into BEB.