This FAQ applies only to the Excel add-in for S&P Capital IQ. The main web interface for S&P Capital IQ is available both on campus and remotely for all current SFU researchers.
The S&P Capital IQ database offers an Excel add-in feature that provides an alternative method to retrieve most Capital IQ data. The add-in allows you to create formulas within Excel, including ones that incorporate searches and lists you've saved in the main web interface, or you can use the pre-built template spreadsheets covering a wide range of business topics.
Downloading the Excel add-in
The Excel add-in feature is only available for computers using the Windows operating system.
You can download the add-in from within your S&P Capital IQ account. Go to My Capital IQ (top left corner of the screen) and select Downloads. Then select the option to "Download Office Plug-in" and follow the instructions to install the plug-in.
Accessing the Excel add-in
On campus
All current SFU researchers: The Excel add-in feature is available for all current SFU researchers with S&P accounts while you are at any SFU campus and logged into the SFU network.
Off campus
SFU faculty & staff should be able to log into the Excel add-in from off campus without any extra steps. If you encounter issues, contact S&P to confirm that your S&P Capital IQ account is properly coded as a faculty/staff account. Call them at +1 888 806 5541, or email them at support.CIQ@spglobal.com.
SFU graduate students must first connect to SFU's Virtual Private Network (VPN) before logging into the Excel add-in. For instructions on how to download and install the Forticlient VPN app, see Get Started with SFU VPN.
SFU undergraduate students are unable to access the Excel add-in from off campus.
Current members of the Beedie Endowment Asset Management (BEAM) team should contact the Business Librarian, Mark Bodnar, to discuss options: mbodnar@sfu.ca.
If you have further questions, please contact Mark Bodnar: mbodnar@sfu.ca.
