- CAPITAL IQ PLUG IN HOW TO
- CAPITAL IQ PLUG IN UPDATE
- CAPITAL IQ PLUG IN CODE
Manage risk & exposure (risk management)Ĭapital IQ can save you lots of time.Analyze credit risk ( commercial banking).
CAPITAL IQ PLUG IN UPDATE
Build and update presentations (investment banking). Manage data and general analysis (broad use in corporate finance). Monitor companies and markets ( equity research and asset management). Build and update Excel models (financial modeling). Develop investment targets and ideas (asset management and portfolio management). Research companies and industries ( investment banking, equity research, and others). Some of the most common uses of CapIQ include: Fixed income information (prices, yields, etc.)Ĭapital IQ is widely used by finance professionals for many aspects of their day-to-day jobs. News and events (press releases, analyst calls, etc.). Global market data (international markets). Qualitative data (transcripts and other items). Research estimates (from sell-side equity research). Financial information (financial statements). Real-time market data (i.e., stock prices). The main categories of information provided by CapIQ include: This analysis may support transactions such as mergers and acquisitions, as well as investment recommendations, such as those made by equity research.ĬapIQ is used extensively in financial modeling.Ĭapital IQ provides a wide range of information and data for its clients. The Capital IQ platform provides research, data, and analysis on private and public companies to help finance professionals perform an analysis. The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more. This is unrelated to my original question, but is a best practice I picked up along the way.CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P). At that point, the Macro would work like I wanted.įinally, I found the win32com module for Python to be a better fit for my use case of automating Excel. Thus, I had to write a while loop to eventually detect the Control. Part of the difficulty in diagnosing the issue is that FindControl has the odd behavior of throwing an error when no Control objects match the criteria, rather than returning None like the documentation suggests. I noticed this when FindControl wouldn't work while I was Debug mode, but worked as soon as I exited Debug mode. 
I interpreted this as evidence that the plugin wasn't loading, when actually it was just taking longer to load. This caused issues when I call the "FindControl" Method of Application.CommandBars. The issue is that the COM AddIn for CapitalIQ takes roughly 20+ seconds to fully load (exact time varies). This is despite Application.ComAddIns reporting that the S&P Capital IQ Plugin had a Connect attribute of True. Based on extensive testing, the issue is not that the Capital IQ Plugin isn't loading when Excel opens. Posting the answer to my own question in case someone else encounters a similar challenge.
CAPITAL IQ PLUG IN CODE
General comments on improving the performance / tidiness of the code are also appreciated. MsgBox("Done with file " & oFile.Name & "!") OExcel.Run mBook.name & "!Module1.myMacro" Set oExcel = CreateObject("Excel.Application") Macro_file = objFSO.GetAbsolutePathName(sMacro) Src_file = objFSO.GetAbsolutePathName(oFile) If UCase(objFSO.GetExtensionName(oFile.Name)) = "XLS" Then Set objFSO = CreateObject("Scripting.FileSystemObject")įor Each oFile in objFSO.GetFolder(sFolder).Files When I open the list of installed Add-ins for Excel (after opening Excel myself), the relevant ones appear to be C:\Program Files\Capital IQ\Office Plug-in\CIQAddin.dll and C:\Program Files\Capital IQ\Office Plug-in\ciqfunctions.xll.Ī popular solution online seems to be adding a function that toggles every addin Function ReloadXLAddins(TheXLApp As Excel.Application) As Booleanīut when I tried adding that, it still gave me an error.īelow is a sample of what my VBScript looks like.
CAPITAL IQ PLUG IN HOW TO
dll file, and I'm not familiar enough with VB to deduce how to do it. However, the results don't specify what to do when the Addin consists of an. I know from various google results that CreateObject doesn't load Addins properly. The Macro works just fine when I open Excel myself, but errors out when I open excel via VBScript. The issue is that the Macro in question relies on the Capital IQ Plugin.
Change some values based on another file. I'm trying to automate a process in which I:
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