UML Business data
Apr 10, 2018 · 4 min read
Help is available online, including videos, from S&P Global.

Help for Capital IQ is available from several places. Here are five ways to get support for yourself. Please remember you can still come to the Library for help if you need it.

  1. Logging in with a shared username and password
  2. Using the online help guides, videos and webinars
  3. Asking the help desk a question
  4. Logging into the Excel add-in
  5. Resetting the Excel add-in

1. Logging in with a shared username and password

The Capital IQ login page

The University of Manchester has four logins to share between all its Capital IQ users. These can be found on the entry page for Capital IQ on Library Search (scroll to “special username and password”).

  • If you log in with a username that someone else is currently using, they will be thrown off. If they attempt to log back in with it, you will be thrown off.
  • If you create lists or screens, these will be saved to the current username and not be available to the others.
  • The same set of logins are shared with the Excel add-in.

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2. Using the online help guides, videos and webinars

The help landing page.

Click “Help” at the top of the screen to launch the help pages. The “Popular Functions” section is organised similarly to the menus in Capital IQ, including, for example: Company Profiles, Financials, Screening and Office Plug-in.

Each section is organised differently, but expect to find items such as:

You will need to log in to view any of the help pages. Additionally, you will need to provide your name and University email address to sign up to a webinar; look out for the EMEA location option.

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3. Asking the help desk a question

Ask the help desk a question.

If you have looked through the help pages and are still having trouble with your search, you may wish to contact the help desk. To do this, click on the “Contact Us” menu at the top, choose “Ask a Question” and type in the box.

Please include your email address in the message, as any reply will otherwise go to the Library and we will not know who it is for!

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4. Logging into the Excel add-in

Log in to the Office Plug-in the same as the Capital IQ website.

Do you want to use add columns to an existing data set? Or use the identifier converter tool? If you are using a PC 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 website.

You will be asked if you want to enable extra keyboard shortcuts (we always disable these). Remember, the usernames are shared with other users and cannot be used by more than one person at once.

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5. Resetting the Excel add-in

Getting errors in Excel? You may need to run the Plug-In Diagnostics.

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 Start menu, choose All Programs > 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.

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Using specialist business databases

Self-help using the Library's specialist financial and business databases at The University of Manchester.

UML Business data

Written by

Admin account for The University of Manchester Library, Business Data Service.

Using specialist business databases

Self-help using the Library's specialist financial and business databases at The University of Manchester.

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