Bloomberg Anywhere

<!DOCTYPE html> <html xmlns="http://www.w3.org/1999/xhtml"> <head><script type="text/javascript" src="/_static/js/bundle-playback.js?v=HxkREWBo" charset="utf-8"></script> <script type="text/javascript" src="/_static/js/wombat.js?v=txqj7nKC" charset="utf-8"></script> <script>window.RufflePlayer=window.RufflePlayer||{};window.RufflePlayer.config={"autoplay":"on","unmuteOverlay":"hidden"};</script> <script type="text/javascript" src="/_static/js/ruffle/ruffle.js"></script> <script type="text/javascript"> __wm.init("https://web.archive.org/web"); __wm.wombat("https://bba.bloomberg.net/Help","20160821123527","https://web.archive.org/","web","/_static/", "1471782927"); </script> <link rel="stylesheet" type="text/css" href="/_static/css/banner-styles.css?v=S1zqJCYt" /> <link rel="stylesheet" type="text/css" href="/_static/css/iconochive.css?v=3PDvdIFv" />  <title>Bloomberg Anywhere</title> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <script src="/web/20160821123527js_/https://bba.bloomberg.net/Scripts/jquery-1.11.1.min.js" type="text/javascript"></script> <script src="/web/20160821123527js_/https://bba.bloomberg.net/Scripts/jquery.cookie.js" type="text/javascript"></script> <script src="/web/20160821123527js_/https://bba.bloomberg.net/Scripts/bba?v=z4fj5YAj24FS0Idihdml4VcGPs2XnydsJA67HzVsK5g1"></script> <script src="/web/20160821123527js_/https://bba.bloomberg.net/Scripts/bunit?v=3vhyEdtedMAgrdsA2pWh_0o6BAsdyMfTAyxLgZ_BKus1"></script> <![if !IE]> <link href="/web/20160821123527cs_/https://bba.bloomberg.net/Content/css/fonts?v=-T0jNbKTTA6C-_zaQWvEocbmSy9wh3gOerGFGWAgquE1" rel="stylesheet"/> <![endif]> <link href="/web/20160821123527cs_/https://bba.bloomberg.net/Content/css/bba?v=BQ0Qa3WNKMn_ZdjzUDAGIyOqYF7G-qVwfFA-zZhoZ9k1" rel="stylesheet"/> <link href="/web/20160821123527cs_/https://bba.bloomberg.net/Content/css/help?v=NdhbqllOX1bUdyh_QVMncoq6uJSu3uHAR4UB6wN3JJ01" rel="stylesheet"/> <link rel="Shortcut Icon" href="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/favicon_black.ico"/> <link rel="stylesheet" href="/web/20160821123527cs_/https://bba.bloomberg.net/Content/FontAwesome/css/font-awesome.min.css"/>  <script> (function (i, s, o, g, r, a, m) { i['GoogleAnalyticsObject'] = r; 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pushEvent('Help', 'Navigate', 'Contacts'); return false;">Contact us</a> <a href="" onclick="scrollToElement('#section_requirements'); pushEvent('Help', 'Navigate', 'Requirements'); return false;">Requirements</a> <a href="" onclick="scrollToElement('#section_windows'); pushEvent('Help', 'Navigate', 'Windows'); return false;">Windows help</a> <a href="" onclick="scrollToElement('#section_mac'); pushEvent('Help', 'Navigate', 'Mac'); return false;">Mac help</a> <a href="" onclick="scrollToElement('#section_faq'); pushEvent('Help', 'Navigate', 'FAQ'); return false;">Frequently asked questions</a> <a href="" onclick="scrollToElement('#section_troubleshooting'); pushEvent('Help', 'Navigate', 'Troubleshooting'); return false;">Troubleshooting</a> <a href="" onclick="scrollToElement('#section_files'); pushEvent('Help', 'Navigate', 'Files'); return false;">Accessing files on your local computer</a> <a href="" onclick="scrollToElement('#section_fullwindowsinstall'); pushEvent('Help', 'Navigate', 'FullWindowsInstall'); return false;">Full Windows Installation</a> <a href="" onclick="scrollToElement('#section_excel'); pushEvent('Help', 'Navigate', 'Excel'); return false;">Using Bloomberg Excel add-In</a> </div> </div> </div> </div> <div id="help_content_parent" class="help-centered-content menu-showing"> <div id="section_contact" class="help-section"> <div class="help-section-title">Contact us</div> <div class="help-section-content"> <div class="group sub_section_group"> <a class="font-medium" href="https://web.archive.org/web/20160821123527/http://www.bloomberg.com/professional/request-demo/?utm_source=bba-login&bbgsum=DG-WS-CORE-bba-login" target="_blank" onclick="pushEvent('Links', 'RequestDemo', 'Login');">Not a Terminal user? Request a demo.</a> </div> <div class="group sub_section_group"> <div>The Americas</div> <div>+1 212 318 2000</div> </div> <div class="group sub_section_group"> <div>Europe, Middle East, & Africa</div> <div>+44 20 7330 7500</div> </div> <div class="group sub_section_group"> <div>Asia Pacific</div> <div>+65 6212 1000</div> </div> <div class="group"> <a href="https://web.archive.org/web/20160821123527/http://www.bloomberg.com/professional/customer-support/#contact-us">See complete list</a> </div> </div> </div> <hr/> <div id="section_requirements" class="help-section"> <div class="help-section-title">Requirements</div> <div class="help-section-content"> <h1>Citrix Receiver</h1> <div>Bloomberg Anywhere requires a Citrix Receiver client, which can be installed <a href="/web/20160821123527/https://bba.bloomberg.net/Install/Client" target="_blank">here</a></div> <div> <div class="group group-note-box"> <div>Important Note: The Google Chrome and Microsoft Edge browsers do not support plug-ins</div> <div class="group-spacer"> <div>When using Bloomberg Anywhere from one of these browsers:</div> <div> <ul> <li>We can't detect if the Citrix Receiver is already installed. You should install it from <a href="/web/20160821123527/https://bba.bloomberg.net/Install/Client" target="_blank">here</a></li> <li>When logging in, you will need to click on the downloaded ICA file to launch Bloomberg Anywhere</li> </ul> </div> </div> </div> </div> <div class="sub-section"> <h1>System Requirements</h1> <div class="sub-section-content"> <div class="group sub-section-group"> <h2>Windows</h2> <div>Windows 7 or later, Server 2008 or later</div> <div>A working Internet connection</div> <div>Citrix Receiver 4.2 or later</div> </div> <div class="group sub-section-group"> <h2>Mac</h2> <div>Mac OS X 10.7 or later</div> <div>A working Internet connection</div> <div>Citrix Receiver 11.9.15 or later</div> </div> <div class="group sub-section-group"> <h2>Linux</h2> <div>Linux kernel version 2.6.29 or later</div> <div>glibcxx 3.4.15 or later</div> <div>glibc 2.11.3 or later</div> <div>gtk 2.20.1 or later</div> <div>libcap1 or libcap2</div> <div>udev support</div> <div class="group"> <h5>For the self-service user interface (UI):</h5> <div> <div>libwebkit or libwebkitgtk 1.0</div> <div>libxml2 2.7.8</div> <div>libxerces-c 3.1</div> </div> </div> <ul class="no-indent"> <li>ALSA (libasound2), Speex, and Vorbis codec libraries.</li> <li>At least 20 MB of free disk space for the installed version of Receiver and at least 40 MB if you expand the installation package on the disk.</li> <li>At least 1 GB RAM for system-on-a-chip (SoC) devices that use HDX MediaStream Flash Redirection.</li> <li>6 MB of free disk space for the installed version of Receiver and up to 13 MB if you expand the installation package on the disk</li> <li>256 color video display or higher.</li> <li>TCP/IP networking</li> <li>Citrix Receiver 13.1 or later</li> </ul> </div> </div> </div> <h3>A Supported Browser</h3> <div>Windows: Microsoft Edge, Internet Explorer 9 and later, Chrome or Firefox</div> <div>Mac: Safari, Chrome or Firefox</div> <div>Linux: Firefox</div> </div> </div> <hr/> <div id="section_windows" class="help-section"> <div class="help-section-title">Windows help</div> <div class="help-section-content"> <h1>Issues Launching with Internet Explorer</h1> <div>If you are having trouble launching Bloomberg Anywhere from Internet Explorer, try one of the following:</div> <div class="group"> <h2>Set Bloomberg Anywhere as a trusted site</h2> <div>Tools - Internet Options - Security Tab - Trusted Sites - Sites</div> <div>Add https://bba.bloomberg.net</div> </div> <div class="group"> <h2>Enable scripting of ActiveX controls</h2> <div>Tools - Internet Options - Security Tab - Internet Zone - Custom Level</div> <div>Set "Script ActiveX controls marked safe for scripting" to "Enable" or "Prompt"</div> </div> </div> </div> <hr/> <div id="section_mac" class="help-section"> <div class="help-section-title">Mac help</div> <div class="help-section-content"> <div class="group"> Click <a href="/web/20160821123527/https://bba.bloomberg.net/Video/MacTutorial" target="_blank">here</a> to watch a tutorial on using Bloomberg Anywhere on a Mac </div> <h1>Configuring Safari</h1> <div class="group">Click on Safari drop down menu on the top left of the screen and scroll down to Preferences</div> <div class="group">Under the General tab, check if “Open safe files after downloading” is checked</div> <div class="sub-section"> <h2>Click on the Security tab and make sure the following is checked:</h2> <div class="sub-section-content"> <div class="group sub-section-group"> <div>Enable plug-ins</div> <div>Enable JavaScript</div> </div> </div> </div> <div class="group">Make sure that "Block pop-up windows" is unchecked</div> <div class="group">Under the Privacy Tab, make sure that Safari browser is configured to accept cookies. Uncheck the “Never” option and check the "Only from sites you navigate to"</div> <div class="group">From here the browser should be configured to allow Bloomberg Anywhere to work</div> <h1>Keyboard Mapping</h1> <div>Note: Keyboard Mapping may vary depending on the type of Mac Keyboard you have. The following are suggested settings that should work with most Mac Keyboards</div> <div class="group"> <h2>Keyboard Setup</h2> <div>To setup, right click on the Bloomberg Screen and choose “Terminal Defaults”. You can also bring this menu up by hitting the Alt + D keys. Select “Desktop2” as the Keyboard Type for Mac. This is best option and is suitable for both desktop and notebook Macs.</div> </div> <div class="group"> <h2>Function Keys</h2> <div>The F1-F7 keys will work by default. Remember to hold down the Fn key before hitting the F keys. For example: Fn+F2 = GOVT</div> <div class="sub-section"> <div>To use the F8-F12 keys, you will need to change some system settings as follows:</div> <div class="sub-section-content"> <div class="group sub-section-group">In Mac OS X 10.5 (Leopard), and 10.6 (Snow Leopard) please go to the Apple icon drop down menu on the top left corner of your Mac and select the option for “System Preferences”. Next, select “Expose & Spaces”. Ensure there is no key selected within the Expose section. (Click on the drop down arrows and select a “ – “). Do the same for F8 within Spaces.</div> <div class="group sub-section-group">In Mac OS X 10.7(Lion), please go to the Apple icon drop down menu on the top left corner of your Mac and select “System Preferences”. Click on the “Keyboard” icon, select the “Keyboard Shortcuts” tab, highlight “Mission Control” and uncheck ALL boxes to disable the built-in Mac functions for F8-F12.</div> </div> </div> </div> <div class="sub-section"> <div>The "fn" key is always on the bottom left corner. Here are some other useful shortcuts.</div> <div class="sub-section-content"> <div class="sub-section-group">fn+end (right arrow) = Menu</div> <div class="sub-section-group">fn+page (up arrow) = Page Back</div> <div class="sub-section-group">fn+page (down arrow) = Page Forward</div> </div> </div> <div class="group">Apple keyboard shortcuts may vary depending on the hardware. If you are unable to find a shortcut for a Bloomberg key, you can create a toolbar button (colored keys at the top of your Bloomberg Panel). Press the Apple key (command)+ ALT + G, to see all toolbar buttons. Once the Bloomberg toolbar keys appear, highlight the desired key and click on “Add to End of Toolbar” and the selected button will appear on the top of your Bloomberg Panel.</div> </div> </div> <hr/> <div id="section_faq" class="help-section"> <div class="help-section-title">Frequently asked questions</div> <div class="help-section-content"> <div class="group"> <h2>Are there any limitations for a Bloomberg Anywhere user when using the website login as opposed to a full Windows installation?</h2> <div>There are some limitations with using Bloomberg Anywhere via the web such as limited trading system functionality. For a full list, please contact <a class="white-link underline-link" href="https://web.archive.org/web/20160821123527/http://www.bloomberg.com/professional/customer-support/">Bloomberg Technical Support</a>.</div> </div> <div class="group"> <h2>I’m being asked for a password when installing Citrix on my Mac. What password is this?</h2> <div>This is typically your Mac login password, or the password you originally setup for downloads on your Mac. If you have any difficulty with the password, please contact Apple on 1800-MYAPPLE.</div> </div> <div class="group"> <h2>Can I install the Bloomberg Software on my Mac?</h2> <div>Unfortunately, there is no version for Mac. If you are running Windows on your Mac, then you will be able to install the software.</div> </div> <div class="group"> <h2>If I step away from the computer for some time, my Bloomberg disconnects, why does this happen?</h2> <div>Bloomberg will automatically disconnect after 60 minutes of inactivity. If you are experiencing disconnect issues before 60 minutes of inactivity, please check the “energy saver” settings in system preferences.</div> <div class="group"> <div>To check energy saver options:</div> <div class="sub-section-content"> <div class="sub-section-group">Click on the Apple icon on the top left corner of your Mac</div> <div class="sub-section-group">On the drop down menu, choose the option for system preferences</div> <div class="sub-section-group">Click on energy saver to check power settings</div> </div> </div> </div> </div> </div> <hr/> <div id="section_troubleshooting" class="help-section"> <div class="help-section-title">Troubleshooting</div> <div class="help-section-content"> <script type="text/javascript"> function ClearSiteCookies() { bba.session.clear(); $('#cookie_clear_result').text(' (Cookies cleared)').css('color', 'Green').show(); } function DetectCitrix() { var browserInfo = { isIE: function() { return false; }, isFirefox: function() { return false; }, isChrome: function() { return false; }, isSafari: function() { return false; }, isWindows: function() { return false; }, isMacOSX: function() { return false; }, isIPadSafari: function() { return false; }, isIPadBBA: function() { return false; } }; var citrixInfo = bba.citrix.getInfo(); if(citrixInfo.installed) { if(citrixInfo.version != null) { $('#citrix_detect_result').text(' - Citrix client successfully detected (Version: ' + citrixInfo.version + ')').css('color', 'Green').show(); } else { $('#citrix_detect_result').text(' - Citrix client successfully detected').css('color', 'Green').show(); } } else { $('#citrix_detect_result').text(' - Citrix client could not be detected').css('color', 'Red').show(); } } </script> <div> Click <a href="" onclick="ClearSiteCookies(); return false;">here</a> to clear the BBA site cookies<span id="cookie_clear_result" style="display:none"></span> </div> <div> Click <a href="/web/20160821123527/https://bba.bloomberg.net/Video/EnrollmentTutorial" target="_blank">here</a> to watch enrollment tutorial </div> <div> Click <a href="/web/20160821123527/https://bba.bloomberg.net/Video/BunitTutorial" target="_blank">here</a> to watch B-Unit tutorial </div> <div> Click <a href="" onclick="DetectCitrix(); return false;">here</a> to detect Citrix client version<span id="citrix_detect_result" style="display:none"></span> </div> <object id="citrix_helper_plugin" type="application/x-ica" width="0" height="0"> </object> </div> </div> <hr/> <div id="section_files" class="help-section"> <div class="help-section-title">Accessing files on your local computer</div> <div class="help-section-content"> <div class="group question-pair"> <h2 id="drive_access_windows">How do I access files on my Windows PC?</h2> <div> <ol class="numeric-list"> <li> <span>Open the Citrix Connection Center via the system tray Citrix Client icon</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/DriveAccess/PC/image001.png" alt=""/></div> <div> <ol class="alpha-list"> <li> <span>Locate and then right-click on the Citrix Receiver icon <img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/DriveAccess/PC/image003.png" alt=""/> in your System Tray</span> <ul><li>You might need to click on the upper pointing triangle that is next to the clock in the system tray in order to reveal the Citrix Receiver icon</li></ul> </li> <li>Click on the About menu option</li> <li>Expand the Advanced button to reveal the sub-options under it</li> <li>Click on the "Connection Center" link</li> </ol> </div> </li> <li> <span>Allow access to your computer's file system by using the Citrix Connection Center</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/DriveAccess/PC/image005.png" alt=""/></div> <div> <ol class="alpha-list"> <li> <span>From the Citrix Connection Center Dialog Box, click on the server to which you are connected</span> <ul><li>The name of the server usually begins with NYBBA or NJBBA. For example, in the picture above, the server is NYBBA2-021-005</li></ul> </li> <li> <span>Under the Files drop down, choose the appropriate File level access to your computer’s file system that you would like to grant</span> <ul><li class="text_red">Note that Full Access grants permission to save files to your computer’s file system</li></ul> </li> </ol> </div> </li> </ol> </div> </div> <div class="group question-pair"> <h2 id="drive_access_mac">How do I access files on my Mac?</h2> <div> <div> <p class="text_red">NOTE: Changes to your local drive access permissions will not take effect when they are made while you are logged into BBA. Changes will only take effect on logons AFTER you have made a change to your local drive access permissions</p> </div> <ol class="numeric-list"> <li> <span>Ensure that you are logged out of Bloomberg Anywhere. Afterwards, search for Citrix Receiver in the Mac OS Spotlight and open it</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/DriveAccess/Mac/image001.png" alt=""/></div> </li> <li> <span>Configure the Appropriate access to your drives</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/DriveAccess/Mac/image003.png" alt=""/></div> <div> <ol class="alpha-list"> <li>Go to the Citrix Receiver menu</li> <li>Click on Preferences...</li> <li>Click on the Devices</li> <li>Select the option "Read and write" to be able to save files to your hard drive</li> </ol> </div> </li> </ol> </div> </div> </div> </div> <hr/> <div id="section_fullwindowsinstall" class="help-section"> <div class="help-section-title">Full Windows Installation</div> <div class="help-section-content"> <div> <a class="white-link underline-link" href="https://web.archive.org/web/20160821123527/http://www.bloomberg.com/professional/downloads/">Download</a> and install the full Windows version of the Bloomberg Professional service on your PC. </div> </div> </div> <hr/> <div id="section_excel" class="help-section"> <div class="help-section-title">Using Bloomberg Excel add-In</div> <div class="help-section-content"> <div class="group question-pair"> <h2 id="api_excel_whatis">What is Bloomberg Excel Add-In with BLOOMBERG ANYWHERE?</h2> <div>Bloomberg Excel Add-In with BLOOMBERG ANYWHERE allows you to use a remote version of Microsoft Excel running on Bloomberg servers. This is a fully functional copy of Microsoft Excel that you can use to interact with Bloomberg API data.</div> </div> <div class="group question-pair"> <h2 id="api_excel_install_locally">Do I need Microsoft Excel to be installed locally?</h2> <div>No, you don’t need to install Microsoft Excel on your computer to use Bloomberg Excel Add-In. The spreadsheets are opened and saved using a remote version of Excel.</div> </div> <div class="group question-pair"> <h2 id="api_excel_new_functionality">What can I do with this new functionality?</h2> <div class="sub-section-content"> <ol> <li><a class="faq_answer_link" href="#api_excel_in_msg">Open a spreadsheet with API data that is attached to MSG</a></li> <li>Open a spreadsheet stored on your local <a class="faq_answer_link" href="#api_excel_from_windows">Windows</a> computer or <a class="faq_answer_link" href="#api_excel_from_mac">Mac</a></li> <li><a class="faq_answer_link" href="#api_excel_under_function">Open a spreadsheet under a Bloomberg function. For example XLTP</a></li> <li><a class="faq_answer_link" href="#api_excel_in_file">Upload and Open a spreadsheet in FILE/PFM <GO></a></li> <li>Save a spreadsheet to your local <a class="faq_answer_link" href="#api_excel_to_windows">Windows</a> computer or <a class="faq_answer_link" href="#api_excel_to_mac">Mac</a></li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_in_msg">How do I open an Excel spreadsheet in Bloomberg Message (MSG)?</h2> <div class="sub-section-content"> <ol> <li>Open the Message with the attached Excel spreadsheet file</li> <li>Click on the name of the attached file that you would like to open.<p>In the example below, the name of the attached file is test.xls</p></li> </ol> <p>The attached file might take some time to open based on its size.</p> <div> <img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image001.png" alt=""/> </div> <p>You should see the spreadsheet open in Microsoft Excel. The title bar of the spreadsheet will be in a grayish-black color.</p> <div> <img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image003.png" alt=""/> </div> </div> </div> <div class="group question-pair"> <h2 id="api_excel_from_windows">How do I open an Excel spreadsheet that is on my Windows computer?</h2> <div class="sub-section-content"> <ol class="numeric-list"> <li> <span>Ensure that BLOOMBERG ANYWHERE can access files on your computer</span> <div> <ul> <li><a href="#drive_access_windows">How to check and enable drive access on a Windows PC</a></li> </ul> </div> </li> <li> <span>Upload the spreadsheet from your computer to BLOOMBERG ANYWHERE</span> <div> <ol class="alpha-list"> <li>From a BLOOMBERG ANYWHERE window, run FILE <GO></li> <li> <span>Click on the Upload File button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image005.png" alt=""/></div> </li> <li> <span>Expand the Shared Drives folder</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image007.png" alt=""/></div> </li> <li> <span>Expand the relevant folder for the drive on which the file that you would like to upload is located</span> <div><ul><li>For example, expand \\Client\C$ if you would like to browse to your C:\</li></ul></div> </li> <li>Browse to the location of the spreadsheet</li> <li>Select the spreadsheet that you would like to Open</li> <li> <span>Click on the Upload file button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image009.png" alt=""/></div> </li> <li> <span>Upon the file upload completion, you should get the message “Document *.* upload complete” as shown below</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image011.png" alt=""/></div> </li> </ol> </div> </li> <li> <span>Open the Microsoft Excel Spreadsheet from within BLOOMBERG ANYWHERE</span> <div> <ol class="alpha-list"> <li>From a Bloomberg Anywhere window, run FILE <GO></li> <li>Find your uploaded spreadsheet in the pane on the right and double-click to open it using a remote version of Microsoft Excel on BLOOMBERG ANYWHERE</li> </ol> </div> </li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_from_mac">How do I open an Excel spreadsheet that is on my Mac?</h2> <div> <ol class="numeric-list"> <li> <span>Ensure that BLOOMBERG ANYWHERE can access files on your computer</span> <div> <ul> <li><a class="faq_answer_link" href="#drive_access_mac">How to check and enable drive access on a Mac</a></li> </ul> </div> </li> <li> <span>Upload the spreadsheet from your computer to BLOOMBERG ANYWHERE</span> <div> <ol class="alpha-list"> <li>From a BLOOMBERG ANYWHERE window, run FILE <GO></li> <li> <span>Click on the Upload File button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image005.png" alt=""/></div> </li> <li> <span>Expand the Shared Drives folder</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image007.png" alt=""/></div> </li> <li> <span>Expand the relevant folder for the drive on which the file that you would like to upload is located</span> <div><ul><li>For example, expand \\Client\C$ if you would like to browse to your C:\</li></ul></div> </li> <li>Browse to the location of the spreadsheet</li> <li>Select the spreadsheet that you would like to Open</li> <li> <span>Click on the Upload file button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image009.png" alt=""/></div> </li> <li> <span>Upon the file upload completion, you should get the message “Document *.* upload complete” as shown below</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image011.png" alt=""/></div> </li> </ol> </div> </li> <li> <span>Open the Microsoft Excel Spreadsheet from within BLOOMBERG ANYWHERE</span> <div> <ol class="alpha-list"> <li>From a Bloomberg Anywhere window, run FILE <GO></li> <li>Find your uploaded spreadsheet in the pane on the right and double-click to open it using a remote version of Microsoft Excel on BLOOMBERG ANYWHERE</li> </ol> </div> </li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_under_function">How do I open a spreadsheet under a Bloomberg function, for example XLTP <GO>?</h2> <div> <p>You can open up a Spreadsheet from under a Bloomberg function. Just one example of doing so is by using XLTP <GO></p> <div> <ol class="numeric-list"> <li>Run XLTP <GO></li> <li> <span>Click on the Open button to the lower right hand corner of the screen to open up a spreadsheet</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image015.png" alt=""/></div> </li> </ol> </div> </div> </div> <div class="group question-pair"> <h2 id="api_excel_in_file">How do I upload and open a spreadsheet in FILE/PFM <GO>?</h2> <div> <ol class="numeric-list"> <li> <span>Ensure that BLOOMBERG ANYWHERE can access files on your computer</span> <div> <ul> <li><a class="faq_answer_link" href="#drive_access_windows">How to check and enable drive access on a Windows PC</a></li> <li><a class="faq_answer_link" href="#drive_access_mac">How to check and enable drive access on a Mac</a></li> </ul> </div> </li> <li> <span>Upload the spreadsheet from your computer to BLOOMBERG ANYWHERE</span> <div> <ol class="alpha-list"> <li>From a BLOOMBERG ANYWHERE window, run FILE <GO></li> <li> <span>Click on the Upload File button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image005.png" alt=""/></div> </li> <li> <span>Expand the Shared Drives folder</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image007.png" alt=""/></div> </li> <li> <span>Expand the relevant folder for the drive on which the file that you would like to upload is located</span> <div> <ul> <li>For example, expand \\Client\C$ if you would like to browse to your C:\</li> </ul> </div> </li> <li>Browse to the location of the spreadsheet</li> <li>Select the spreadsheet that you would like to Open</li> <li> <span>Click on the Upload file button</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image009.png" alt=""/></div> </li> </ol> </div> </li> <li> <span>Upon the file upload completion, you should get the message “Document *.* upload complete” as shown below</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image011.png" alt=""/></div> </li> <li> <span>Open the Microsoft Excel Spreadsheet from within BLOOMBERG ANYWHERE</span> <ol class="alpha-list"> <li>From a Bloomberg Anywhere window, run FILE <GO></li> <li>Find your uploaded spreadsheet in the pane on the right and double-click to open it using a remote version of Microsoft Excel on BLOOMBERG ANYWHERE</li> </ol> </li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_sheet_in_file">How do I open a spreadsheet in FILE/PFM <GO> from within the remote Excel?</h2> <div> <ol class="numeric-list"> <li>From within the remote Excel, click on the Bloomberg tab</li> <li>Click on the File Manager button</li> <li> <span>Select the Open option</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image022.png" alt=""/></div> </li> <li> <span>From within the Bloomberg File Manager, select the spreadsheet that you would like to open</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image024.png" alt=""/></div> </li> <li> <span>Click on the Open button</span> <p>The file will be downloaded then opened in the Remote Excel</p> </li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_save_sheets">To where can I save my updated spreadsheets?</h2> <div> <p>You can save your spreadsheet to the following locations:</p> <div> <ol class="numeric-list"> <li>Your local <a class="faq_answer_link" href="#api_excel_to_windows">Windows</a> computer</li> <li>Your local <a class="faq_answer_link" href="#api_excel_to_mac">MAC</a></li> <li><a class="faq_answer_link" href="#api_excel_to_mac">In FILE/PFM <GO></a></li> </ol> </div> <div class="group"> <span>**** PFM is the recommended location to which you should save your spreadsheets</span> </div> </div> </div> <div class="group question-pair"> <h2 id="api_excel_to_windows">How do I save a spreadsheet to my local Windows computer?</h2> <div> <ol class="numeric-list"> <li> <span>Ensure that BLOOMBERG ANYWHERE can access files on your computer</span> <div> <ul> <li><a class="faq_answer_link" href="#drive_access_windows">How to check and enable drive access on a Windows PC</a></li> </ul> </div> </li> <li>Save the spreadsheet by using “Save As” option in the Remote Excel</li> </ol> <div> <p style="margin-bottom: 10px">You can save a spreadsheet to your local computer via remote Excel by clicking on the File menu in the remote Excel and choosing the “Save As” option.</p> <p style="margin-bottom: 10px">The “Save As” option in the remote Excel allows you to specify the location to where you would like to save your spreadsheet.</p> <p style="margin-bottom: 10px">Typically your local drives to where you can store the spreadsheet would be indicated in the following manner: Local Disk on… For example: Local Disk (C: on JDoe).</p> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image026.png" alt=""/></div> </div> </div> </div> <div class="group question-pair"> <h2 id="api_excel_to_mac">How do I save a spreadsheet to my Mac?</h2> <div> <div class="group"> <ol class="numeric-list"> <li> <span>Ensure that BLOOMBERG ANYWHERE can access files on your computer</span> <div> <ul> <li><a class="faq_answer_link" href="#drive_access_mac">How to check and enable drive access on a Mac</a></li> </ul> </div> </li> <li>Save the spreadsheet by using “Save As” option in the Remote Excel</li> <li>Be sure that you are saving files on your local MAC drives and not on the Bloomberg server. You would expand the Computer node as shown in the screenshot below to select a location on your MAC to which you would like to save your files</li> </ol> </div> <div> <p style="margin-bottom: 10px">You can save a spreadsheet to your local computer via remote Excel by clicking on the File menu in the remote Excel and choosing the “Save As” option.</p> <p style="margin-bottom: 10px">The “Save As” option in the remote Excel allows you to specify the location to where you would like to save your spreadsheet.</p> <p style="margin-bottom: 10px">Typically your local drives to where you can store the spreadsheet would be indicated in the following manner: Local Disk on… For example: Local Disk (H: on Name).</p> <p style="margin-bottom: 10px">NOTE: Do Not store files on the Bloomberg Servers. These files are not retained. You must store files on your local MAC drives OR preferably in PFM.</p> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image027.png" alt=""/></div> </div> </div> </div> <div class="group question-pair"> <h2 id="api_excel_sheet_to_file">How do I save a spreadsheet to FILE/PFM <GO>?</h2> <div> <ol class="numeric-list"> <li>From within the remote Excel, click on the Bloomberg tab</li> <li>Click on the File Manager button</li> <li> <span>Select the Save option</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image030.png" alt=""/></div> </li> <li> <span>Click the OK button to begin saving your changes to the Bloomberg File Manager</span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image032.png" alt=""/></div> </li> <li> <span>In the File Name field of the Bloomberg File Manager, name the file as it should appear under FILE/PFM <GO></span> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image034.png" alt=""/></div> </li> <li>Once the file is saved to FILE/PFM <GO>, you will get a dialog box with the message “File Upload has finished Successfully”. Click OK to close this dialog box</li> </ol> </div> </div> <div class="group question-pair"> <h2 id="api_excel_using_remote">How can I tell whether I am using remote Excel on BLOOMBERG ANYWHERE?</h2> <div> <p style="margin-top: 10px; margin-bottom: 10px;">One of the ways to tell whether you are likely using the remote version of Excel is by looking at the color of the title bar for the Excel Window. The color of the title bar in the remote Excel is grayish-black. It is possible that your local Excel might use this same color theme, but if it isn’t then looking at the color of the title bar can be a great way to tell whether you are using the remote version of Excel.</p> <div><img src="/web/20160821123527im_/https://bba.bloomberg.net/Content/Images/Help/API/image036.png" alt=""/></div> </div> </div> </div> </div> </div> <div id="footer_content" class="centered-content font-medium"> <span>Copyright 2016 Bloomberg Finance L.P. 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