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VIDEO 1 Introduction Getting Started Hello, and welcome to Getting Started on Bloomberg. My name is Matt Archer, and I'm here to assist you with basic navigation of the Bloomberg Professional service. Bloomberg, founded in 1981 by Michael Bloomberg, was originally created to provide transparency in the otherwise opaque bond market. Over the years, we've become a powerful and flexible financial and multimedia tool used by more than 350,000 market professionals globally. This video is intended to help you with basic logic and navigation of the system, but before we get started I want to familiarize you with commonly used Bloomberg terminology. When we refer to any screen on Bloomberg we usually call it a function or a new monitor. All yellow keys on the keyboard are generally referred to by the market sector they correspond to. For example, we call the F8 key the equity key. And lastly, the enter key is always referred as the go key, and all functions are usually named with the term go following them. For example, if I wanted to pull up top news stories, I would say let's load top go. This just means I would type top into the command line followed by enter or go to load the relevant information. Now, let's continue with the session. There's over 27,000 unique analytics and billions of data points available to customers on our system. The question is how does Bloomberg organize the data? The answer is simple. It's a menu-driven system and is best exemplified by the function main go, which is currently on your screen. Here, you get a glimpse into how the data is organized, from market sectors to people, Bloomberg, agency, brokerage, other services, trading systems and customer support. We're going to focus our efforts today on market sectors and customer support sections of the platform. But, if you do have questions or concerns about any of the other Bloomberg offerings, please contact yours sales representative, which you can find by typing brep into the command line followed by go.

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VIDEO 1 Introduction Getting Started

Hello, and welcome to Getting Started on Bloomberg. My name is Matt Archer, and I'm here to assist you with basic navigation of the Bloomberg Professional service. Bloomberg, founded in 1981 by Michael Bloomberg, was originally created to provide transparency in the otherwise opaque bond market.

Over the years, we've become a powerful and flexible financial and multimedia tool used by more than 350,000 market professionals globally. This video is intended to help you with basic logic and navigation of the system, but before we get started I want to familiarize you with commonly used Bloomberg terminology.

When we refer to any screen on Bloomberg we usually call it a function or a new monitor. All yellow keys on the keyboard are generally referred to by the market sector they correspond to. For example, we call the F8 key the equity key. And lastly, the enter key is always referred as the go key, and all functions are usually named with the term go following them.

For example, if I wanted to pull up top news stories, I would say let's load top go. This just means I would type top into the command line followed by enter or go to load the relevant information.

Now, let's continue with the session. There's over 27,000 unique analytics and billions of data points available to customers on our system. The question is how does Bloomberg organize the data? The answer is simple. It's a menu-driven system and is best exemplified by the function main go, which is currently on your screen.

Here, you get a glimpse into how the data is organized, from market sectors to people, Bloomberg, agency, brokerage, other services, trading systems and customer support. We're going to focus our efforts today on market sectors and customer support sections of the platform.

But, if you do have questions or concerns about any of the other Bloomberg offerings, please contact yours sales representative, which you can find by typing brep into the command line followed by go.

Now, to truly understand navigation we need to start with the keyboard, and although it is multicolored it is a normally functioning keyboard, and when used in concert with the Bloomberg Professional service it's a very, very powerful guide.

Now, the best analogy to use when thinking about the keyboard is that of a stoplight with red, yellow and green keys. Now the red keys, which are found in the upper right-hand and left-hand corners of the keyboard are your stop keys.

For example, if you wanted to log in or log out of the system you'd press the pause break, con default key found in the upper right-hand corner of your keyboard. Likewise, if you wanted your analysis of a security with a clean slate, you'd press the red key in the upper left-hand corner, this key, or cancel key. This key also has another function in that it provides you with direct access to your account manager and/or product manager.

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For example, when I press the escape key you'll notice that my account manager and product manager is the same person, Gary Audopool (ph). I do have the ability here to click on that, send a direct message to Gary, or I could call him at the number listed on this page.

You'll also notice a series of yellow and green keys on the keyboard. The yellow keys are your market sector keys, and there's 12 of them in total. The F1 key is your lock key. The F12 is you [Kleiner] portfolio key, and everything in between represents different asset classes.

So, let's say you're interested in finding treasuries on the Bloomberg, but you really weren't sure where to begin. I'd suggest looking under the F2 key. If I press F2 followed by enter, it's going to load the government page. I can do the same thing for corporates followed by enter, mortgages with F4 followed by enter, or equities with F8 followed by enter.

Each one of these home pages has a very similar feel, a red toolbar along the top, stayed to the name of the market sector, an amber box in the upper left-hand corner that enables you to find securities and functions that are relevant to the market sector, and sub-menus that organize tools by functions.

Now, for example, let's look under the current market sub-menu. Here, it lists six commonly used functions. Now, these are not the only options available to you under current markets. To expand this menu, you can click on current markets, which I have highlighted, or I could type to go to expand the menu and see that there's 39 different options from which to choose.

Now, this leads me to my next point. There's three ways to navigate the system. You can point and click, enter numbers into the command line or use the monex to select various functions.

So, in this example, we're going to look at most active up and down, and you'll see that we have a number, number five, we have a four - four-letter code, MOST, and I can point and click over this. So, I'm just going to show you one way to do this by typing most into the command line followed by go, and it brings up most active securities.

Lastly there's green keys, which run along the top and side of your keyboard. These are your action keys. For example, if you wanted to go directly to news stories or look at your inbox to see messages, you'd select the corresponding green key for that action.

Additionally, there's two keys of particular importance to new and old users alike. These are the menu key and the help key. The menu key can be found on the right side of the keyboard. This will help you navigate between screens. And the help key, found in the upper left corner of the keyboard, does the - exactly what it says it does, provides users with help. And we're going to start with the help key.

Now, there are two primary functions of this key. It can be used as a user guide, and it's - it gives you the ability to access our help desk. Now, the user guide provides you with basic information on how to use that function.

We currently have most active securities up on the screen right now. And let's pretend we didn't really know what we were looking at. When I press the help key one time it opens up the user guide and it lists

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Table of Contents along the left, the actual content along the right, and in the upper left-hand corner there's an amber box for which you can search for very specifics within the content itself. Every function on the system has a user guide behind it.

Now, the second way to use the help desk or the help key is to access our help desk, which provides real-time assistance to users 24 hours a day 7 days a week. For example, if I wanted to find information on LIBOR rates and I wasn't sure where to go, I could hit the help key two times and it would pull up an instant chat. What I would here is click into that amber section and type where do I find LIBOR rates on this system? And I would click on submit.

This would give you direct access to our help desk. It's a great resource when you have a question about functionality, you can't find what you're looking for on the system or you have questions related to the validity of the information provided.

I'm going to click out of this, and we're going to move into the menu key. And this is a tool that will give you the ability to move between two functions. For example, if I wanted to go back to the previous screen or look at the most active tool I'd click on the menu key, and it brings me back to that particular function.

If I wanted to go one screen above and go back to that main menu for all current market functions, I'd click on the menu key again. And lastly, if I wanted to return to the equity page, I could press the menu key one more time and it takes me back to the equities.

Now that we've covered the keyboard and basic logic of the system, I'm going to provide you with a couple of tips that will make navigation a lot easier. Now, suppose I want to pull up information on a single security such as Google.

Now, the easiest way to do that would be to type the ticker into the command line followed by the yellow market sector key, in this case the equity key or the F8 key followed by the green go key, so goog for Google followed by the F8 key followed by enter. When you load a security, we provide you with a quote line along the top of the screen, and just for safe measures we tell you the security you're analyzing along the red toolbar.

Additionally, we break down the data into different sub-menus, listing the most commonly used functions on the main page. This would hold true for bonds, commodities, indices, currencies, etcetera, etcetera.

Now, let's say you didn't know the ticker of a particular company you were looking for. The more - the longer, more elaborate method to - would be to type the ticker into the command line and press the help key one time. This takes you to the Bloomberg internal search engine.

Here, you'll find 18 different categories from which to choose. We list the number of matches in white, and you can access the data behind each category, either through pointing and clicking or typing the number into the command line.

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For example, if we want to look at Google it's going to list all the different options for Google. Although this is a very thorough way to find information, it's sort of time consuming and there is an easier way to find information on the system that's called auto complete.

Auto complete is an incredible search engine on the Bloomberg. You simply start typing and auto complete displays, securities, functions and a whole lot more. It learns from you so that the most relevant choices are displayed. And the more you type the further it narrows down your choice.

Now, to turn on this tool the first thing you're going to do is go to this gray toolbar in the upper right-hand corner where it says terminal. We're going to click on that, and we're going to drag our mouse down to command line and we're going to drag it over to auto complete auto and we're going to click on that.

Now, when I type Google into the command line it provides me with a list of functions at the top of the screen and a list of securities at the bottom of the screen. And all I would have to do in this situation is take my mouse and click on the first option for Google or any of the other options for Google here, and it would load the security for me.

Now, this is a great tool for you to find anything on the system. Again, we could look for interest rates and we can look at all functionality that has to do with interest rates at the top, and we can look at securities that have to do with interest rates at the bottom.

Now, I'm going to end the session today with four broad market franchise applications and four single security tools that you need to know as well as where you can find some cheat sheets on the Bloomberg.

The first of the four franchise applications is top news or top go. This allows you - this will display headlines of today's top stories. These are typically - these are typically important headlines affecting today's business, selected by our editors and arranged in order of significant.

It's important to note that any of these stories with a white box around - around a number with a B indicates that the story's relative and a B encircled in the white indicates a Bloomberg-exclusive story.

The second function I want to talk to you about today is our economic calendar or our eco go. This allows you to display a customized and manage multiple economic calendars. For example, you can view economic releases for the upcoming week with survey and previous months' data with actually data populated at the time of release.

Additionally, you can change your country, your date range and types of releases such as central bank actions or treasury actions. So, all of these amber fields can be customized. You can change your date range. We can change our calendar type, so if we want to change the region we're looking for, etcetera, etcetera.

Something else to note up here is that everything in white means those numbers are coming out today, and everything in amber moving forward will give you the information for future dates.

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The next function I want to talk to you about is the world equity indices or wei go. This allows you to compare indices against one another and determine current and historical performance levels. You can use this comparative analysis to determine investment opportunities and how market changes in global markets may affect the stock in your portfolio. Again, we would do wei go to pull up that functionality.

Lastly, I want to show you how you can find economic statistics on the Bloomberg. By typing ecst into the Bloomberg followed by enter, it's going to pull up world economic statistics to display current and historical economic statistics for selected nations.

You can use ecst to analyze trends in economic statistics using links to historical graph applications, description pages and news. Those are four of the most important functions you would probably use with respect to broad market analysis.

On the single security front, there's four tools you should also be very aware of. We're going to go back to our previous equity example using Google. Again, we type goog followed by the F8 key or the equity key followed by enter to load the security.

Now, if we wanted to pull up one of these four securities, the first one - or functions, the first one I want to talk to you about is the description. The description page will allow you to display fundamental background information and financial data for a specific company.

I'm going to pull this up. I would type in goog followed by equity and I could hit enter, and then in the command line I could type des followed by enter. Now, there is a shortcut to pull this up. I could type goog followed by the equity key and then des and hit enter, and that will load the security as well with the descriptive information.

The second tool that I want to talk to you about with respect to single security analysis is historical pricing. This will display a table of historical prices, yields or values, along with the summary of high, low and average prices and volume for a selected security.

To pull this up, I would type in HP followed by enter to get the relevant information. This information can also be found on the main page for a single security. To do that, I'd go goog, equity, enter, and when I scroll down to charts and tables I can click on historical table, HP, and get the same information.

The next function I want to bring up to your attention is graphical price, or GP, which allows you to graph historical closing prices for a selected security. To do so, you would type gp followed by go, and this will bring in your graphical price. This can also be found on the main menu from equities by going goog, equity, enter, and under Tables and Charts we can see graphical price.

The last tool that I do want to talk to you on the single security front is company news. Company news displays a news page, which provides you with relevant news on a single security listed chronologically with the three most significant stories highlighted at the top of the screen. To load this, we would type in cn followed by go.

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Now for some tips and tricks, all of the aforementioned can be found under cheat, c h e a t, which is the home page for Bloomberg cheat sheets, which is broken down by asset class, market sector and user role.

For example, we could go to getting started. We could go getting started again. It will pull up a screen listing all the different options for you, and we'd look for getting started and one that would be in either your language of choice. And this would load a cheat sheet listing various functions, giving you the mnemonic and a very brief description of the individual function itself.

We covered a lot today in a short period of time. You should have a basic understanding of system logic, the keyboard, how to access the help desk, commonly used functions and where to find cheat sheets. If you do require additional assistance, please contact your sales representative, which you can find by typing brep followed by go or hitting the escape key at any time.

Thanks, again, for using Blo

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VIDEO 2 Bloomberg News

Hello and welcome to an introduction to the Bloomberg News platform. My name is Shareen Braun (ph) and the goal of this training is to introduce you to the breadth of news applications available on Bloomberg, so that you can quickly and easily gain access to market moving news as well as retrieve the news stories that are most relevant to your business.

The Bloomberg News platform is fast, accurate and a comprehensive coverage of the global markets, economies, companies, politics, sports and much more. We have 2000 journalists and over 130 bureaus helping us integrate our news with Bloomberg data and analytics with the professional software as well as over 6000 news and research contributors.

I’m going to first cover ways that you can stay abreast of truly market moving news both in real time as well as historically. Second, ways that you can customize new and research searches to meet your needs. And finally, I’ll go over some tips and tricks as well as our multimedia features on Bloomberg.

So to get started, the quickest and easiest way to access news headlines on Bloomberg is to hit the green news button on your keyboard. This brings us to an application called our top news headlines.

As seen on the right hand corner, top followed by the green go key is the shortcut code and displays the top exclusive Bloomberg News headlines for stories from various market sectors and around the world.

As you can see, from the top left hand corner of the screen, its defaulting to worldwide stories, however, you can tap or click in this amber field to get a list of categories and you can click on more to see the categories that interest you most. So perhaps top general stories or top bond stories. We also have a category for top stories scraped from web content as well as links to their websites.

Our editors select the stories that are impacting the markets based on category and if the headline was added to top within the last 15 minutes, the corresponding menu as seen on line 11 here is going to be highlighted in white.

Other features of top is that after you’ve actually read a story, it’s going to place a check mark to remind you as well as indicate a Bloomberg News exclusive.

Other attributes of a particular news story on Bloomberg, let’s go ahead and click on a headline. So for example on line seven year, we have stocks in the U.S. fall as shares of oil producers (binks) retreat and Apple gains.

So if I click on this headline, we’re going to see here on the top right hand corner of the screen that there’s actually six pages of content to this particular story. All stories on Bloomberg indicate pages as well as a timestamp on the top right hand corner of the screen.

Additionally, all stories on Bloomberg have a red tool bar with a keyword search on the top left hand corner of the screen so that you can type in a word directly in this keyword search, such as Apple to go directly to areas within the article that mention Apple.

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Other exclusive features to Bloomberg is that if you click on the options drop down menu is that you can actually communicate these stories to peers and colleagues by sending the story.

You can also bookmark the story by clicking it on bookmark, add a tag to this particular story and comments and click update so that you can store this particular story to read later or to print all at once. To do so, you’re going to actually go the function BKMK to view bookmarked stories.

To menu out and go back to our top news story here and actually click on stocks in the U.S. again. Other features of this particular article that pertains to Bloomberg is that if you go to the end of a particular story, to your senior (ph) on page six of six. You’re going to be able to communicate not only with your peers, but you can communicate directly to a reporter that actually wrote this story.

Additionally, other blue hyper links that are throughout the particular story allows you to click on – for example stocks here on the first line, to pull up further analytics on Bloomberg so that you can do on demand research on particular content that’s mentioned within the news article.

X this out and actually go ahead from here, you’re going to want to perhaps see news headlines that have been the most popular from our readers over a given period of time. To do so, we’re going to menu back and it’s going to bring us to our top main menu and if you see on the top right hand corner of the screen, there’s most read stories on Bloomberg. So if I click on this, it brings you to the function read go.

Now this displays the most popular news articles on Bloomberg, so that you can identify the companies, topics and people that are generating the most news interest. This feature will also allow you to stay apprised of the headlines and news subjects that are drawing the most readers worldwide in case this impacts the topics and companies that interest you most.

So if you see, this screen displays the most popular news articles read during a select period of time as seen on the top left hand corner of this screen, which is defaulting to the last eight hours. You can customize this for your time range.

Now the bottom three sections of the screen displays categories for specific companies that are mentioned in the news, topics in the news as well as people in the news. You can choose a category and then a list of corresponding headlines appear in the appropriate corresponding function.

Now additionally, as seen on the top – on the red tool bar, you can also view the most sent articles communicated directly over Bloomberg as well as setting loops for yourself by clicking on 97 here. If I click on 97, I can create an alert and then go back to suggested saved alert on Bloomberg.

Now, if you want to make sure that you didn’t miss a story on Bloomberg, you’re going to want to click on 96 here from the red toolbar.

Now, let’s say you want to look at news readership perhaps in a more visual representation and actually view news readership in a rankings table. To do so on Bloomberg, you’re going to type the command NRR followed by the green go key to bring you to our news readership rankings page.

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Now this application displays the 10 companies and topics with the highest total readership and then at the bottom, it’s the 10 companies and topics with the highest increase in readership relative to their average amounts of readership over a specified time range again, that you can customize in the top left hand corner of the screen in the amber field.

Now, you can also determine whether a particular company is receiving an unusually high amount of readership compared to each other, which could ultimately impact price of events. You can also toggle in the amber field and select perhaps that you want to see particular companies within your ticker list. To see any sort of spikes in leadership.

You can also filter on the top right hand corner of your screen in the amber field to see news that’s heat (ph) stories that are having an increase in publication as well.

Now, let’s say you want to perform on demand custom news searches on Bloomberg, we have a number of ways that you can do so and these along with all other news features are listed on our news main menu. And we’re going to go ahead and type the letter N, followed by the green go key to bring you there.

Now, on our news main menu, as you see on the top left hand corner of this screen, we have a number of customer news searches. So the first option here is NSE, which is the shortcut code to bring you to the news search.

When we click on this we’ll see a page here that allows you to search and display new stories, research reports and multimedia presentations all in one.

Now, one way to do a search is to perform a keyword search as seen on the middle of the screen here. By clicking in the command line, you can use a number of different operators, which you can actually review under option 15 here for learn more.

Now, one such example to run a keyword search is to go ahead and type in the command line and type a keyword for example such as Bernanke and use operators for example in headlines to only view news articles where Bernanke was mentioned in the headlines, as seen in the list of results here.

Now, all searches for news have both, as you see, a red and grey toolbar, which allows you to filter your results even further. These results currently are scraping web content in addition our Bloomberg exclusive news reports and news providers to give you an expanded and comprehensive coverage of news.

However you can filter your sources and to do so you’re going to click on the amber field next to your sources here and for example, your options here is to see only Bloomberg news or perhaps only web content, or excluding web content.

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Now, Bloomberg allows you to also customize the language that you want to be displayed and you can also filter in the left hand – top left hand corner of your screen here for news content based on a particular topic but also on your own custom lists on Bloomberg.

Now, the grey toolbar allows you to filter your search results by specific top picks, or topics or companies that are mentioned for example. Watch lists, people and regions.

Now, when you create a custom news search on Bloomberg, you can click on the 98 save red tab on the toolbar to actually go ahead and save this particular search by giving it a name and you can create alerts on whenever news article is mentioned based on this topic or search.

Now, when we hit menu from here, by hitting the green menu key on the keyboard, you’re going to see a number of other ways that you can search on Bloomberg, based on various different categories. So companies, but also topics for example, as well as you can search on just a custom ticker list that you’ve set up on Bloomberg.

Now, when I click on for example number two here for topics, you’re going to see a list of various different canned sort of categories that Bloomberg have put together as well as the shortcut code so that you can go directly to that particular news filter.

So for example, if you wanted to go to all news content on economic news, the shortcut code to go there would be NI space, followed by the ECO shortcut code.

You can also click on the plus side here to view a number of other different topics under economic news. However, let’s say you want to create your own custom category or topic list. You can click in the amber field next to search for and let’s go ahead and type the keyword for example, TALF. So I’m going to type TALF and you’ll see that Bloomberg will actually find the keyword on the system.

Go ahead and click on it and then click number one here for update and you’re going to get all news headlines and articles that’s based off of TALP. And again, you can search further by keyword in the amber field here and you can save this particular news search or category on Bloomberg.

A final way to search for news buckets or categories on Bloomberg is to actually go ahead and type the keyword in a command on any Bloomberg screen and I could have gone ahead and typed TALF followed by the green help key. And then you’ll see number four here for news subjects, it will bring us directly there as well.

Now, to do a custom search on research that’s actually available on Bloomberg we have a different application which is called RSE for research on Bloomberg and it looks similar to our news search. Again you can enter in a keyword in our amber field here or you can search for research on ticker lists, companies, as well as a few other – most popular searches mentioned on Bloomberg.

Now, let say that you actually want to pull up quickly news on just a single company. to do so, you’re going to go ahead and type our the command for a single company, which is a ticker on Bloomberg, so

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type the ticker IBM for example followed by the yellow equity key. And then type CN for company news, followed by the green go key. And this is going to bring you to only news content that pertains to IBM.

Again, we have amber fields to customize further, you can actually click on 97 here for major news headlines that pertain to IBM and we’ll also push at the front of the page in grey we’ll highlight again news items that you just do not want to miss on IBM because we believe that these are market moving headlines. And go ahead and save the search under 98.

Now, for most read news on just a single company, that functions going to be MCN go. The most read on a single company, which you again can customize the timeframe.

Furthermore, let’s say you’re interested in actually taking a look at a chart on a particular company. So again, we’re on IBM and you pull up a chart using GP followed by the space and then E for events, followed by the green go key. And only on IBM you can actually overlay news content by clicking on the news tab on a chart and take a look at headlines on a particular place along the chart for further headlines on that particular day, as well as event son a company that’s actually impacting the price movement.

Finally, I want to leave you with a few tips and tricks. One tip is that a great home page for all multimedia related news and applications on Bloomberg is if I go ahead and hit cancel and bring you to AV for audio visual followed by the green go key will bring you all multimedia related news and then we have a home page again also for all web related content which is web followed by the green go key, and this is top web content on Bloomberg.

Now if you want to actually customize your news defaults on Bloomberg, to do so you’re going to type NZPD followed by the green go key for news personal default screen.

Now I thank you all for participating in the introduction to Bloomberg News platform, and if you have any further questions, please remember to hit the green help key two times on your keyboard to get in contact with our 24 hour, seven days a week help desk and you can also hit the cancel screen – cancel key to bring you to the cancel screen and reach out to your account manager for on sight training and further assistance. Thank you.

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VIDEO 3 Monitores de Mercado

VICTORIA POOL, BLOOMBERG: Hi. My name is Victoria Pool and I'm here to walk you through Understanding Bloomberg's Launchpad, a customizable Window-esque interface that allows you to quickly, easily access the information you need most.

In this session, we will cover the basics of the Launchpad application, how to build a monitor, news searches, add charts as well as some tips and tricks.

What you are seeing now, is a Launchpad view created for an equity sales trader. By the end of this session, you will have all the tools available to replicate this view.

When you log into Bloomberg, the applications should be set up to launch automatically. But if it doesn't, you can always type into one of the panels B L P followed by the "enter" key to launch the application.

The Launchpad toolbar is the main frame or brains behind the application. What you also hear are the four taps. If you are unable to see these, they could be hiding underneath the "options" button in the upper right hand corner.

You will see as I click this they toggle between being shown and hidden. The first tab we're going to go through is the "Views" tab. Underneath the Views tap, you will see that it's much like the file you can find on any other desk top application. One thing that should be highlighted is every change you make to your launchpad needs to be saved if you want to retain your custom made view.

Before I move on, I want to make sure you understand what I mean by "view". User groups of different functions arranged on a single page.

The next tab we have is the "Pages" tab. To create these pages on the view, we would like to look at the second tab. From this drop down you will see the options to create, delete, send and share a page. These will help you to order and maintain your pages within your view.

The next tab we have is the "Settings" tab. The Settings tab holds the default options of your launchpad. For example, how to choose which view to maximize upon startup. You can choose this option her on the top in the amber bar drop down. As well, you will see the options to choose which view you would like to display on your bio or profile as well as if you would like the launchpad to automatically load upon start up. Once you have elected these changes, you can click on the "Save" or the "Close" button.

The last tab you will see is the "Tools" tab. This allows you to create groups of functions, short cuts, to even a quick - and even a quick link to your monitor manager. We will be going over the group manager in depth later on.

As well, below these four options you will see an amber tool box as well as a browser option. First, we're going to go through the "Browser" option.

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The Browser is a quick link to search for components within the launchpad segregated by specific categories. When launched, you will see a list of categories on the left hand side and corresponding components on the right hand side. If you click into a component, you will see a preview of this component to the right. If you decide to launch said component, you can click on the "Launch Component" button on the bottom right.

There's also a "Search" field on the upper left hand corner that is extremely useful as well if you are unable to find a specific component. These components are also ranked by popularity on the right hand side indicated by the number of stars.

Another way to search for components is through the amber box here. in this search field, you can search for a component, type in a function mnemonic or find the chart or monitor managers. For example, you can simply type in the type of function mnemonic you are looking for such as A N R and hit "Go". The launchpad is smart to recognize that you are trying to pull up the ANR page and it will automatically load.

As well, you can pull up, for example, the chart and Monitor Manager. For now, we are going to start with the Monitor Manager. After pulling up the Monitor Manager, you can see a list of monitors that I've created in the past. As well, there is a column to see when I last viewed the monitor. Additionally, you have the options to search for a monitor in the upper left hand corner as well as filter your monitors you've created and monitors you've received from other users.

From the monitor, you can open a previously created monitor or create a new one. From here, we're going to go ahead and create a new one.

When you create a new monitor, a black box with a grey outline will appear. There are five tabs just like on the toolbar that are now labeled "Monitor", "Views", "Alerts", "News", and "Link To".

Now, there are a couple ways to enter end-securities into your monitor. The first being to simply double click into the cell underneath the ticker column and type in the security. As you type in the security, you will see the auto complete drop down that will give you a list of related securities.

As well, a new feature we have on the launchpad is if you add an index. You will see that there is a "plus sign" next to the indices. If you right click, you will see the option to "Add Members" which is a quick link to add the members of the specified index.

The second way to input security tickers is a drag-and-drop, the push-pin from Excel. What I mean by this is, if you pull up a specified index within the mon - within the Bloomberg and go to the Members Page you will see in the upper right hand corner there is an Excel Push-Pin. You can click, drag and drop this into the monitor and you will see an option for how to import these securities. You can do this through "insert", "append", "replace all", or "replace from selected row". You can see that this has now replaced all the securities into the monitor from the Dow Jones Industrial.

Another way to import the securities is by doing it by the "import securities" option. We have the option underneath the monitors "import security" tab. From here, you'll see the option to choose a

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source. For now, we're going to keep it simple and go to "Equity Index". We're going to specify the Dow Jones which is the "in do" and again, it's going to ask you how you'd like to import these securities. So, for now, I'm going to replace them. Once I import, you can see that they are re-loaded into the same monitor.

So now that we have the securities in the monitor, we'd like to go through some of the options up here on these five tabs. Underneath the monitor tab, you will see another quick link to the "Monitor Manager", an option to re-name the monitor that you're currently using. "Import Securities" which we just went over, as well as the "Advanced Settings."

Underneath the "Advanced Settings" and where you see most of the customization options. Under here, you will see where you can make decisions such as Grid Lines and the News Minder.

The News Minder allows you to change from the new style to the legacy style. The Legacy Style is where the tickers highlight by color indicating that there is news on that specified company. The new style is where there is a column indicating the news heat on those particular tickers. Once you elect your options, again, you can click on the "update" or the "closing" options.

You can see as well, as you click into these specified settings, on the right hand side you will see a definition of what this setting affects.

The next tab is the "View" tab. The "View" tab, we're going to go over first, is the "Group Buy". The Group Buy option automatically groups your securities within your monitor by the specified classification. For example, if we group buy energy sector you will see that the Dow Jones is now grouped by the energy sector automatically. If I expand this, you will be able to see more.

If you would like to un-do this, you can simply go back to "view", "group buy" and un-check the option.

Next underneath the view is we have the "Summary Statistics". The Summary Statistics will add a row on to your monitor with the statistics for each individual data point. For example, if I add the average line and I update, you will see that you can now see the average price of the securities within the Down Jones Index - Industrials Index.

The next option that I would like to show you all is the "Panes". Panes is how you can separate a specific column or monitor into specified columns. So if I change it from Panes from single to two, you will see that there are now two columns of the tickers within the monitor. If I shrink this up, you will see how this will be a space saver for you later on.

Again, if you would like to change that back, you can change it back form Panes to Single Pane.

The next option underneath View that I'm going to show you all is the "Manage Columns". Manage Columns is where you can really customize the data on your monitor. You can see her on the right hand side there's a list of the columns you currently have within your monitor. On the left hand side is where you can search for columns that you'd like to add to your monitor.

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So, in this case, let's go ahead and we want to add the full name of the specified companies. So, I'm going to search by key word name and you will see here as I click on the field name a definition comes to the bottom. Once I decide this is the field that I would like to add, I can simply double click on the column and it's added to the right hand side.

As well, I can remove columns by simply highlighting the column and clicking on "remove". From this right hand side, we can also decide the order in which we would like the columns to be shown. So if I would like 'name' to be in a different location, I can simply click, drag and drop it into the location I would like.

Once you have made all the changes you would like, you can click on the "update" option on the bottom right hand corner.

Another way to re-organize the columns is by clicking, dragging, and dropping the columns within the monitor just like in Excel. So if I would like to change the main column, I can simply click it, drag it and drop it to another location. There's even an option to - option to re-size the column widths by clicking, dragging or dropping the edge of the column header in or out. As well, you can automatically re-size it by simply double clicking.

The next tab we're going to go through is the "Alerts" tab. Under the Alerts is where you can create, edit and enable alerts. You will notice when I disable the alert column, the - that column will disappear and when I re-enable it, it will re-appear.

Now, to create a simple alert, you can go to "alerts", "create new alert", and you will see the option to have this applied to all securities or an individual security. As we click "all securities" we can choose the specific field that we would like to it to apply to so we can change it to be current price is greater than and enter a specific value that we'd like.

Once we hit the "go" button the "create" key will open up and we can create this alert. Underneath the 'alert' column, you will notice that there are exclamation points in triangles. The exclamation point means that there is an alert set on this security. What the triangle means is that the alert has gone off on the security and this specific cell will be highlighted in the specified color.

The next tab is the "News" tab. The News tab has the same option to hide and display at the News (inaudible) column. This is specified for the news on the new style monitor. As well, we have the option to view news on all the securities with just a quick link to open up a panel within your Bloomberg for all the news on the securities on this monitor. The same goes for the research on all the securities as well.

The last option is the "Link to". This is where you can hit a quick link-to option to an intrerday market map. This will bring you straight to the iMap function linked to the launchpad monitor that you have just created.

As well, there's a quick link to "option", to a real-time permissioning so you can see what securities in your monitor you do and do not have real-time permissioning for. The link-to components group, we will go over further during the tips and tricks section of this tutorial.

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Another important feature to go over on this monitor is how to change the sizing. You will see in the bottom left, a "plus" and a "minus" sign. This is a quick link for how to zoom in and out on your monitor. These options are also available underneath the 'view' tab. For "view", "zoom" and you can choose the percentage you would like to zoom in and out.

Besides the 'zoom', we as well have the "grow height" column - the "row height" option where you can hit the plus and the minus sign to increase and decrease the row height size.

The last thing to highlight on this monitor is the option to "add function shortcuts". You can see these shortcuts by right-clicking on a specified security. These are quick links for you to pull up a certain function on the application to outside of launchpad. If you right click, do "edit", "function", "shortcuts", this is where you can enter in the function mnemonics. Once you accept these, you can right-click on and choose the function to quickly pull it up. This will help you with your security analysis.

But what if I want to see scrolling news on all of the securities within this monitor? This is the perfect segue into how to create a news panel in the launchpad. To access news within the launchpad, we will again return back to the main toolbar and type in "news panel". You can see from the (inaudible) drop down you can click on the option and will immediately be directed into the "properties" tab. From here, you can choose from a suggested filter, a custom filter, you can filter the news based on a monitor ticker list, companies' top (inaudible) key words as well as unfiltered news.

For the purpose of this exercise, we're going to filter based on a ticker list because we want this to be linked to our monitor. So you can see through the source option you can link this to your launchpad monitor and then here's where you can select the name of your monitor. We can see from the top of our monitor it is called "monitor 5 3 6" so as we link this, we can click on the "run" option on the bottom right.

So now we have a basic news component that we bring in all the news on our selected monitor. But what if we want to change this for one security? We can edit this monitor by going into "filter", "edit current filter". This will bring you back into the "properties" tab of this specific component.

You will see, as well, that we also have an advanced filter on the bottom left. This will bring you back to what looks like the MSC page where you can create a specified, more advanced new search. You can toggle back to the basic filter on the bottom left hand corner as well.

To make this on a single security component, you can change this back to 'companies' and type in a specified ticker. The auto-complete will help you along the way and you can hit "run" on the bottom right hand corner. So now we have a simple news monitor that will bring in the news on one specific security. You can see this by the hot spot in the top of the monitor and you can see the security that's bringing the news in for.

As well, you can change the security by simply typing in to the monitor hot spot and the news will change. A new feature on the news panel as well, are the tabs on the bottom. You will see that we have the News From Microsoft, Top Stories, Most Read, Breaking News and Sports. So we ultimately have five

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different news panels in one. As we toggle through here, you can see that the topics are changing. You can edit these topics by going into "filter", "edit current filter" and making the adjusted changes.

The next topic we're going to cover is charts. (inaudible) side charts are an extension of the chart package in the Bloomberg service. Now, to launch a chart, we are going to go back to the "launch by" toolbar and type in "chart manager". Once it is loaded, we can see our pre-existing charts we created in "G Go", as well the ones we created in launchpad.

From the manager, we are able to see the chart name, the type of chart and whether or not we are currently using it within the launchpad. We can also provide you with sample charts if you click on the tab in the upper left hand corner. We also have the ability to share charts with fellow colleagues.

Now, to get started, we're going to go back to the "my charts" tab and click on the "create new" button. From here, you'll see that you have a choice of eleven different chart types ranging from single security historical to multiple security interday. For the purpose of this exercise, we are going to continue and focus on the single security historical. Once highlighted, you can click on the "create chart" and the chart is created.

To customize this chart, please locate the grey tool bar underneath the main border. Here is where you can manipulate the data for the chart. Please note that the chart has a hot spot on the top just like the news panel where you can drag and drop a new security in here or you can simply update it by highlighting it and typing in a new security.

We also have the ability to link charts to multiple - to the monitor as well. Underneath the grey toolbar, you will see an option for "charts". From here, you can click on "select list source". You can link the source to the launchpad monitor as well and choose the monitor that we created previously. You will also notice a "show autoplay" option which I'll display for you in a second.

Once we update this, you will notice we now have arrows in the upper left hand corner. This is how you can toggle between the securities within the monitor. As well, there is a "Play" button. The "Play" button allows you to automatically have the chart run through the securities on a five second delay. You can edit the second delay underneath the "chart options" as well. If you would like to pause this, you can press the "pause" button.

Now, going back to the charts, we can go back to "list source" and change this to 'no source' because we're going to keep it on a single security and update this. So now we have our basic launchpad view.

Before we wrap up the session, I'd like to show you some tips and tricks that will help you along the way. The first is linking the launchpad components together. Let's say you were interested in looking at a company news as well as just how a security has performed historically. Now, you can change each component manually but let's say you had ten charts and news panels. This can get very time consuming.

Bloomberg has thought of this and created a tool to make this much easier. This tool can be found in the "launchpad toolbar", "tools", "group manager." When it opens, you can highlight the specified

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components that you'd like to be within the group. So for this example, we will highlight the graph, and the news panel. You will see that they highlight in red as you click on them. Select "save" and then click on the "done" option to complete creating the group.

Now, when you update a security in one of the components, you will see that the other one automatically updates. As well, you can drag and drop the security into the components and have them both update.

Now, to take this even further, Bloomberg decided to add a feature for a one-click update option. This can be found within your monitor underneath the "link to" tab, component groups. You will see that we now have the group that we just created through the group manager. As we highlight this and click on "update", we now have the option to search throughout the monitor, left click on a security and have them both update automatically through a one-click system.

Prior to linking the monitor to the group, you can left click on a security with no actions. But this is a quick and easy way to make your launch pad view more interactive.

With Launchpad 2010, we also have a docking feature which is a way to make multiple security components move as (inaudible). You will see, when you line up components there is an amber line highlighting between them. Once you see this, the components have been docked. You will notice a navigation symbol will (inaudible) upper right hand corner of the (inaudible). Now, what this allows you to do is click on the navigation and move the components as one. To un-dock, you can simply click on the border of the component and move it away.

Lastly, I want to remind you to save your work. There is nothing more important than saving your launchpad view consistently as you make changes within your launchpad.

Thank you for taking the time to learn more about launchpad. As I mentioned before, launchpad is a customizable Windows -esque interface that allows you to quickly, easily access the information you need most. We have covered the basic components of the launchpad application, but if you have further questions or concerns, please contact your account manager or click your "help" key twice.

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VIDEO 4 API Datos Bloomberg n excel

Hello and welcome, everyone to the API session of Bloomberg product certification. This course will cover how to use our data research, how to write out specific formulas to pull in both present and historic data, how to search for fields and lastly where to find your resources regarding these different options.

So, let's being with Import Data Wizard. Once I click on the Import Data Wizard under my Bloomberg icon, I see four different options, the first one being market reference analytical data set, which will bring in real-time pricing, descriptive fundamental as well as bulk data, the second one being historical end-of-day data, so a historical time series of any kind of data that we have on our Bloomberg terminal, third one being historical intra-day data, so bringing in intra-day data as we have on our system of 100 days or less, and finally replicated historical intra-day tick data, which is pretty much replicating our QR screen.

Great, so let's begin. On the very first option, the market reference analytical and data set, click on option one. Now, once you click on this screen you have the ability to easily key in one of your securities, so just go ahead and type in your security, whether it's the ticker or an identifier, for example, we're going to be using IBM equity, and hit enter.

Now, you can manually key in all of your securities depending on the big list. But, on the bottom here if you take a look we also have another option, which is pulling in from your already saved lists, whether it's indices, spreadsheet, any launch pad monitor, nw monitor, portfolios, equity screening or list set-up that you might have.

So let's say, for example, I'm looking at indices, I'll pick Dow Jones here just for testing purposes. Now when I select Dow Jones, you basically see a list of all of the members within Dow Jones under the available securities section. You can either add one by one or you can hit add all.

So, let's go ahead and click add all. Once I click add all, you see every option under selected securities. Now, this basically tells me I've selected all my securities and I can move on to the next screen to see what type of data I want to output for these securities.

Click next. Under the search text column, I'm basically looking to type what kind of data I want. So, for example, if I was looking for price data I would just type in price and hit the enter key or the green go button, and now as a ranked results all of my popular field will populate first.

If I wasn't sure which field I'm looking for I can just click on a specific field and on the bottom here see the description for that field. So, let's say I'm looking to get the last quote of this specific security. PX last would be the field would be the field to select in this case. Click add.

Let's say I also want to find another field, earnings per share. So now, depending on what specific earning per share I'm looking for, I can drill down this menu and look for the field that I want to select. So at this point, I'm going to select basic earnings per share and click add.

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You can select as many fields as you want. There is no limit here for your fields. Once you've selected all your fields, we'll move on to the next button. Now, this is where our cosmetic option layout is on the left-hand side. Here, you can choose to show labels, hide labels, change your orientation. All of the options that you're seeing is by default. You are more than welcome to sort it differently or change it around.

On this screen right here, you will see that this macro will populate specifically the Bloomberg data point formula, which is a formula that we write manually for all of our current as well as static data. So, this macro automatically wrote this formula for you in this wizard.

This option right here, this red icon, pretty much allows me to toggle between Excel and the wizard if I wanted to change the location of where I want this output to be. So instead of C 15, let's say I want it on B 6, I will just come to Excel, select the cell B 6. Once I've selected my cell, click back on this red icon and hit finish.

Any requesting data just means that it's going to take a split second for our communication server to download all this data within Excel. So now, the macro has outputted your formula and data for you within Excel.

If I click on the very first data point here on my screen for IBM equity, it's giving me the last price for it. If you actually take a look at the formula, it's a very straightforward formula, equal BDP, which stands for Bloomberg data point, B 7, which is where my security's at, and C 6, which is where my field is at.

Also, if you drill down further you're going to see that some of these options are coming in in a different format. This is just an Excel formatting issue. All you need to do is highlight the specific option, right-click, hit format cells and change the option to general so you see all the data as of price.

This option that we just did, you can take a look here under my BDP tab and see that it's simply - if you were to manually write this formula, it would be BDP, the security and the field that you are looking to get data on.

So, if I was to do a literal formula instead of cell reference this is how I would write it, equals BDP, open parenthesis, open quotations in some manually hard-coding the security, IBM, security - sorry, equity, close quotations, once again open quotations, the field, in this case PX volume, close quotation, close parenthesis. And now, this is going to output my volume data for IBM equity. So our macro did this for you, but if you were looking to write this formula manually, let's say for one security, we can also go ahead and do that.

Now, let's take our look at our second option. So, going back to my input data I - just let me move onto to a new screen. Click back on the blue grid, import data that you can derive from the Bloomberg drop-down, and this time click on historical end of day.

This interface is going to be the same as the BDP options, so we have the same ability to manually key in our security or pick from one of the lists already pre-selected on the bottom. So, let's say here I'm going to put Google. Hit enter.

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Now, instead of indices let's take a different source, say spreadsheet. Basically, what this is saying is if I had a preset list of securities on a spreadsheet I can use that within this wizard. How? Let's take a look at that.

So, once I've selected the spreadsheet I have this icon, red icon under the range option, and if I click on it it allows me to toggle between the wizard and Excel. So, let's say in 8/11 I have Tea equity, Cake equity and one more being IBM equity.

So, I have four - three securities right now in my spreadsheet. I'm going to go ahead and select the very first one and drag it down to the very last one. Once I have all my securities, you can have as many as you want. For the purposes of this session, I'm just selecting three. And then, once you have all your securities click back on the red icon. Hit import.

Now, you have all your pre-selected securities. And once again, once - all your selected securities are showing on your left-hand side, all you need to do is click next to move on.

Now here, I can come and select a specific field I'm looking for, just like our previous options. So in this case, let's go ahead and see if we find volume. So, I type in volume and now I can select my specific field, PX volume. This [isn't] generally going to be static data because you're under the historical end-of-day wizard, whereas if you looked at the first wizard you had certain options of selecting a static field or a real-time field. And the real-time field is generally denoted by a red and green icon under the type.

Let me show you something else that we have recently enhanced on this wizard. So let's say, for example, you want PX volume. But, if you wanted to verify that for - as a data point for one of your securities, and easy way to do that now within the wizard is to go onto display values for and select the security that you currently want to take a look at.

So, let's say you wanted to take a look at Tea equity's volume. Now here, once I select Tea equity it shows me a value besides the column mnemonic. If you wanted to confirm that, you can actually go back to your Bloomberg screen, and let's say I loaded Tea equity, flbs, volume. This is the screen, which allows you to identify and spot-check for volume or any other field that you might find on Bloomberg but are not sure how to download that within that Excel.

So going back to my Excel, once you see a specific value associated with the field and that you know is the value you want to see in Excel you simply just click on it and hit add. Now if I wanted to see another field, let's say volatility, we'll just select 30-day for now, but you see the value is still assigned to it.

Let's say instead of Tea you wanted to take a look at another security in your list, Google, and now you've switched it over to see Google's value within the selected security list in your wizard. So, we could go ahead and click add and then once you've added your fields that you want to output in Excel we move onto next.

Beginning in the upper right-hand - upper left-hand corner you can choose calendar type, so whether - our choices are calendar and fiscal and actual, so depending on the type of data you would like to pull in this is where you would make that selection. I will stick to calendar.

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To the right, we have periodicity. This is going to allow us to select between daily, weekly, monthly, quarterly and so on. Beneath this, we actually have our timeframe settings. So, using the fixed-time series I can enter a specific start date and end date.

Notice, if I click on this current box, my end date is actually grayed out. This is going to force the sheet to always default to today as my end date, meaning that once the sheet is created and I pull it a week from today it will pull in the previous days' end of data.

Beneath this fixed time series option, we also see relative time series right here. Now, if I select relatives time series, this is going to allow us to create more customizable and flexible options for our range of securities. So by selecting my end date to today, I can choose to go back a certain number of days from today. So, it could be weeks, months, years, depending on what range I'm looking to get within Excel.

So, let's say I want to go back three months from the current day for the list of my securities. It will actually look back three months from today but on a rolling basis, ensuring that you always have the most recent three months for the list of your securities.

I will leave our selection on the relative choice and hit next. Here, you'll notice something unique to the history wizard, and that is the ability to change currency. By clicking on the drop-down, I can choose any world currency code and this is going to use the historic exchange rate to compute the exchange for us.

So let's say, for example, we select AUD. Beneath this, you have the ability to include or exclude the non-trading days. By default, it is set to exclude. However, if you wanted to see a full five-day week, inclusive of holidays, you can actually select include all non-trading weekdays and then assign it an appropriate filler for that day it did not trade, so whether that was carrying over the last value, showing a Bloomberg-generated error of #NANA or giving it some customizable option.

I am going to leave our settings to exclude and go ahead and hit next. Once again, this is a new preview layout of what our sheet is going to look like and, again, we have our cosmetic options on the left. So, you can either choose to hide or show labels, change your orientation.

Since there are multiple securities in our wizard, I can actually do a single security per sheet, depending on how I want to lay out and how much data I'm trying to output in Excel. Also, my prime ordering can be changed.

I - our default currently is set to chronological, but if you wanted to see the most recent data first you could toggle that over to reverse chronological. Now if you take a look at this grid, you will see that the data outputs with equal BDH, which is referring to Bloomberg data history.

I will leave everything as is. Just make sure to change a specific output data. So, let's say I want my data out - starting to output from D 13. Once I've selected that, I can click back on this red icon, get into my wizard and hit finish. And now, you will see all the data outputted, based on the specific start and end date that I selected.

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So, three months from today it went to April 30th, 2009. By default, the way our system outputs data it always outputs date first and then the fields that you're looking to see this data for. So, for example, if I click on the very first cell for Google, which was one of my securities, you will see that it automatically generates.

OK. If you take a look at - on D 15, the Bloomberg formula that is generated, it is considerably longer than the BDP formula that we had earlier. So, I just scrolled it over and copied some of it down here so you can take a look. BDH, D 13, which is your security, then your fields, which is volume and volatility, your state date, which is going back three calendar months from your end date, that can be coded either as a blank cell or open quotation, close quotation.

Now, every other option that you see after that is an optional parameter. So, what do I mean by that? When you take a look at our BDH tab here, within BDH there's only four mandatory parameters. So you have security, your fields, your start date and your end date. Everything else is an optional choice, which you can have or choose not to have on your sheet.

So in this case, when I was outputting the data through the wizard I added currency. I wanted to show dates. I wanted to keep my calendar quote. I wanted to show all days. All of these are considered optional parameters.

Now, I am going to go into my FX function builder option. If I click into this blue icon right here, it will open up a functional argument. So insert function, my category is selected to Bloomberg, and then you see four different options, first one being BDH, second one being BDP, third one BDS and fourth one BEQS.

So, we'll stick to the very first one for now. If I just click on it and hit OK, you will see that I have the ability to manually key in my security, the type of field that I'm looking for, my start date and my end date.

So, for example, let's say I wanted to do IBM equity. It automatically puts in the open quotes, closed quotes for me. If I did not know the type of field I'm looking for, I can click on this blue hyperlink and this opens my field search text.

Now here, I can come ahead and type the field I'm looking for. So, let's say I'm looking for volume. I will type in volume and, as I mentioned earlier, when you see the red and the green icon that's an indication of a real-time field and these numbers usually generate if it's a historical field or not. So, we'll add PX volume to our list.

Now start day also, you can pretty much select from this icon right here if I select relative calendar going back three months. And finally end date, leave it current. Sorry, let me go ahead and check the start date again. There's a problem here.

OK. So now, this is exactly what I had replicated within the wizard. So, if I just keep these four parameters I can actually generate my options. Now, the following options that you've seen, option one, option two, these are all optional parameters and we have a whole list of it right here.

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If you were not sure as to which parameter is applicable when, you can click on it. So, if I was looking for buyer sides, it tells me on the bottom what that stands for. If I was looking to get different dates, whether I wanted to show or hide them, I can click on that and see the specific value corresponding to the dates.

We will - OK. So, once we have our mandatory parameters I can click on the option link, so the blue hyperlink again, and select whether I want to pick any of the optional parameters or not.

So, for example, in the wizard I did currency. If I click here under currency and I wasn't sure, all of the values corresponding to currency will populate on the bottom. So, let's say I wanted Australian dollars here. You just click on it, and your code is automatically generated through this function builder.

If I wanted to pick another one, make sure to click on a blank option before selecting. And let's say I wanted to hide the dates. If I wasn't sure what each of these parameters meant, there is a help function on each of them, and also on the bottom it gives you a definition of what I'm looking at.

So, let's not try to make this too complicated and populate this data now. Hit OK. Now, you will see that this quote is automatically generated for BDH after I write the formula where the first four parameters are mandatory and the rest is optional.

Great. So far, we have covered our BDP and BDH both in the wizard and through formula writing as well as using the function builder. So so far, I have been using fields that I know are at the top of my head. But, a very common question is how do you find these fields on Bloomberg?

In order to find these fields on Bloomberg, we have two tools. One is our field search tool under our Bloomberg drop-down. So if I click on it, this pulls in and looks really familiar to the field search within our wizard. It's broken out so you can just locate the fields.

So if I type in price here, now this will pull in once again a ranked results, all of the price fields that we have, Very similar to the wizard, you click on it and on the bottom see the definition of it.

So, if I wanted to get this within my sheet I can click on a specific cell, let's say E 36, hit add under the selected fields and then hit apply. And now, I will see that field under E 36.

In addition to using the field search tool on Excel, there is also a way to search for fields on Bloomberg. Earlier on, I went into the screen when confirming values. So going back to my Bloomberg, as far as I have a security loaded, let's just stay with Tea equity, I will run this function flds followed by the field that I'm looking to get in Excel.

So, let's type volume. Now, this screen pretty much will bring in all of the fields that I can pull in for API as far as my source is set to API and also spot-check values for it. This is a great tool where if users don't really need to export data can still come in and use it because they can spot-check or confirm values associated with all fields.

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All of the fields listed in white are real-time fields. Anything in amber that you are seeing is a static field. You can toggle between these under the field type, whether you want static and real-time, if you just wanted static options or just real-time options.

Also, a key thing to keep in mind is this can also be filtered to the market sectors. So if, for example, you just wanted to see the same fields as applicable in the different market sector you can change it to [corp] and now see all your volume fields related to the [corp] market sector. This is a key enhancement to the screen.

OK. So now, we move back onto Excel going away from our flds screen. So finally on to our last set of formulas, BDS formula for bulk data, so if you look at the Bloomberg tab, select it, then go the function builder, and as far as your category selected is Bloomberg you will see all of the Bloomberg formulas that you can output in Excel.

The one we're going to be looking at BDS, which is the exact replication of bulk data or a lot of multiple data cells outputting in Excel. If you weren't sure, you could click help on this function and it pulls up a help document just like Microsoft will.

Moving away from here, we'll touch this back on in our resources portion. Moving away, let's go ahead and actually click on BDS and hit OK. Now, this pulls up the function argument box for me where I can simply go ahead and put in what I'm looking to derive.

So, for example, let's say I'm looking at cheesecake so I'll type in Cake equity as far as on my security, clicking on the next parameter, which is the field, just like a BDP formula a BDS formula comprises of a security infield. The only difference is when you select this blue hyperlink field and you start typing company - let's say company description is what we're looking for, now the fields that will populate will be all bulk fields.

So, what do I mean when I say that only bulk fields will populate? If you take a look at this - under this type column and if I hover over this blue grid icon you will see that it saves data set, which is the exact same thing as our bulk data previously used on our Bloomberg 3.7 [add-its].

Now, how do I know a bulk field from a regular field? Simply, if I go back on Bloomberg and I type into same security, so Cake equity, flbs, company description, my bulk fields are always denoted by show bulk data. And in order to confirm, I just click on it and finally see the description of the company. So, this is how I know that this is a bulk field.

The best thing about using this function builder is it will only pull in all the related bulk fields, so you will not have to distinguish between current fields and bulk fields. So, let's say I just go ahead and add this field.

Just like our other optional parameters with BDH, we also have a couple associated with BDS. So, if I wanted to see all of my optional parameters for BDS, I would click on this next blue hyperlink of option one and then see what other specific options that I can use.

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In this case, I only have two, one being aggregate, so putting all your results into one single cell and the other, changing the direction of your formula. So by default, we outputted vertical. If you wanted it horizontal, you would select the specific value to be horizontal.

I'm going to leave this as is and just click OK. And now, you will see that this formula came in in four specific cells. After outputting the formula, if I want to go back and aggregate this to a single cell I could still do that by clicking back on my function builder, clicking on a blank option, selecting it and then selecting aggregate defaulting back to yes and hitting OK. Now, everything is aggregated onto one specific cell.

If you were trying to do this for multiple securities, it would be the same as going into your input data icon. If you take a look at our very first wizard, the market reference analytical and data set, this combines all our real-time static as well as bulk data output.

So, if you were trying to do this for multiple securities your best bet would be using this import data wizard, the first icon underneath it. However, if you're just looking to replicate for a single security you can do this by going into our function builder and selecting equals BDS option.

So finally, we have covered all of the wizards under import data icon. Our - writing our formulas, whether it's BDH, BDS, BDP or intra-day, which can again be used using BDH. If all of this information you want to reach out to at any other point or time we also have our help function.

So if you go under our Bloomberg tab, then go under live help, you will see that there is an icon that says help contents. Click on that, and now you have reached our specific help engine built in for Bloomberg. So, you can either drill down the menus under the contents page or, better yet, click on this tab that says search and then type in what you're looking for.

So, for example, let's say I'm looking for BDP. I will type in BDP and the hit green key or enter. A list of topic displays. I select the BDP, and now right here you will see that it will give you the security, the field, so it'll write out the entire syntax for you, and all your optional arguments are also here in the bottom.

Furthermore, we also have examples that are illustrated in this help page. Just like BDP, I could search for anything. Let's say you get a random error when you're going through this formula writing, you can come in, type in errors, go under error message codes and then look through the specific error code and what might be the reason that was caused and a possible solution if it's in here.

That's one of our resources. Our second resource, like I mentioned earlier, if you go on the function builder and click help on any function, so if you're looking for specific functional help, let's say BDH, and you click help on it, it once again pulls up this document but directly goes under the BDH syntax. And here, you will see all of the optional arguments, all of the examples that we illustrate.

Finally, if you were to look into Bloomberg, you can type the screen dapi, which is also known as DAPI and it's a one-stop shop for Excel and then go through this specific menu. For all of those that are using old Bloomberg functions, if you are on Excel 2000 we have a document here that will help you with all of our Excel formulas using our BLP.

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Option number three is what we went over, our new formulas, which is BDP, BDH and BDS and specific examples for it. We also have what our new enhancements in Bloomberg are for specifically API. So if I click under option number 12, you will see that recently we have released folders information, portfolio fields as well as total return fields within Excel.

And finally, for all of those looking into programming menu so whether you're using ActiveX, dot Net or any other specific type of programming application, option number 9, 10 and 11 are pre-made cheats using the specific programming, mainly VBA, and we can take a look through this to see if these spreadsheets will help you find the solution for what you're looking into.

Hopefully, this assisted you in what you are trying to do, and right there we complete our product certification for - right here, we complete our product certification for Excel basic training. Thank you.

This is a whole wide range of data you can navigate through. We have documentation on developers' guide. We even have seminars if you're interested in signing up for a seminar and learning more about our API.