Last Updated: 16 Oct 2023 Views: 257 (After reading, tell us below if this answer was helpful)

Accessing Capital IQ (legacy Excel version)


Note: This post refers to the legacy Capital IQ Excel add-in. We are in the process of moving to S&P Capital IQ Pro Excel add-in, available at the Eddie Davies Finance Zone from October 2023. Please only use this FAQ post if you have installed the legacy Capital IQ Excel add-in from the Software Center and have not yet upgraded.

Capital IQ Excel login

Do you want to use add columns to an existing data set? Or use the identifier converter tool? If you are using a PC at the Eddie Davies Finance Zone with the Capital IQ Excel add-in (Office plug-in) installed, you may log in to the add-in with the same username and password as the Capital IQ website. (You must register for your own Capital IQ account using your University email address. It can take half an hour after registration before your account works in Excel.) See also our guide How do I access the Finance Zone remotely?

You may be asked if you want to enable extra keyboard shortcuts (we always disable these).

Resetting the Excel add-in

Sometimes the Capital IQ Excel add-in stops behaving correctly; for example, you can access the templates but all the formulas give errors instead of data. You may have to run the Plug-In Diagnostics. To do this, follow the following steps.

  1. Close all Word, Excel and PowerPoint documents.
  2. In the Windows Start menu, choose 'S > S&P Capital IQ Office Plug-in > Plug-in Manager'.
  3. In the 'Configuration' tab, if the Excel option is not ticked, tick it and click the 'Apply' button.
  4. In the 'Diagnostics' tab, click the 'Run Now' button and wait for the test to finish.
  5. Relaunch Excel and try the add-in again.

Capital IQ Plug-in Manager Capital IQ Plug-in Manager Capital IQ Plug-in Manager run diagnostics

 

Company identifier codes in Capital IQ Excel

The Excel version of Capital IQ accepts a wider range of company identifier code types than the web version, though you have to be aware of the different prefixes. The following code types can all be used as the identifier in a Capital IQ formula:

Variable name

Variable Code

Prefix

Example with Apple Inc

Capital IQ Company ID

IQ_COMPANY_ID

 

IQ24937

Company Ticker

IQ_COMPANY_TICKER

Exchange

NasdaqGS:AAPL

SEC CIK

IQ_CIK

CIK_

CIK_0000320193

Issue ISIN

IQ_ISIN

I_

I_US0378331005

Compustat GV Key

IQ_GVKEY

GV_

GV_001690

Issue CUSIP [9-digit]

IQ_CUSIP

CSP_

CSP_037833100

SEDOL (read only)

N/A

S_

S_B0YQ5W0

 

Example: =CIQ("CSP_037833100", "IQ_ISIN") will convert CUSIP to ISIN for Apple Inc.

Notes:

  • The native Capital IQ (CIQ) Company ID is called Excel Company ID in the web version.
  • When requesting GVKEY, ISIN, CUSIP and CIK, you have to strip the prefix from the codes returned from Capital IQ to use them with other databases. There may be more than one code returned per company, separated by commas.
  • Conversely, if you already have GKVEY, ISIN, CUSIP, CIK or SEDOL codes, you must add the appropriate prefix before Capital IQ can read them. This applies to the Excel formulas and also if you create a watchlist in the web version.
  • CUSIP codes must be 9-digits long, with leading zeros where appropriate.
  • If you use the CIQ Company ID in a WRDS query (with S&P Capital IQ Transcripts), you have to strip the "IQ" prefix, reshape them to a single row, separated by commas and no spaces.
  • You can use SEDOL codes in a Capital IQ Excel formula to identify a company. You cannot retrieve the SEDOL code for a company.
  • To do a sanity check that you have a valid prefixed ID, try a simple query first like =CIQ("GV_001690", "IQ_COMPANY_NAME") to get the company name. Consider also IQ_COUNTRY_NAME, IQ_COUNTRY_ISO_CODE, IQ_YEAR_FOUNDED, IQ_ULT_PARENT and IQ_ULT_PARENT_CIQID for the country name/code, year founded, ultimate parent name/code, respectively.
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