Answered By: Carina Huguet
Last Updated: Feb 12, 2025     Views: 35820

Follow these steps to download and install the CIQ plug-in:

1. Connect to the Capital IQ platform via SSO

  • Use your IESE email, then enter your IESE username and password.

2. Download the CIQ Excel plug-in:

  • Hover over  My Capital IQ tab and select Downloads.
  • Under Office Plug-in, click Download Office Plug-In (New Installer).
  • 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 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:

  • Follow the steps here.

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. If the latest version of Capital IQ does not work with your operating system you may have to install an earlier version. From the downloads page click on Advanced Office Downloads.

3. Academic accounts do not have access to the iPad, iPhone or Android apps.

4. Manuals and documentation can be found by logging into Capital IQ and clicking on Help at the top right of the screen.

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