Follow these steps to download and install the S&P Capital IQ Pro plug-in:
1. Connect to the S&P Capital IQ Pro platform via SSO
- Use your IESE email, then enter your IESE username and password.
2. Download the CIQ Excel plug-in:
- Hover over App & Links tab at the top right of the screen.
- Under Excel & Office, click S&P Capital IQ Pro Office Download.
- Follow the instructions in the installation wizard.
- When prompted, choose Open or Save the file. We recommend saving it to your desktop and deleting it after completing the installation.
Once installed, the S&P Capital IQ Pro Office Plug-in features will be available across all Microsoft Office applications (Excel, PowerPoint, and Word).
Important! You must be on campus to download the plug-in.
3. Configure SAML login for the Capital IQ Office Plug-in:
Notes:
1. The excel plug in is not supported for Apple computers; it will work if you have a Windows partition on your Mac.
2. Academic accounts do not have access to the iPad, iPhone or Android apps.
3. Manuals and documentation can be found by logging into S&P Capital IQ Pro and clicking on ? (Help) at the top right of the screen.
