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Bloomberg Lab

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Bloomberg Lab

Getting started with Bloomberg

  1. Open your Bloomberg account. You must register with Bloomberg by creating a login name and password via a Bloomberg Terminal.
  2. Make sure you register with the official name that appears on your HKU UID card. This is the name that is printed on your Bloomberg Certificate if you pass Bloomberg’s certification examinations (See Chapter 1 of the FBE Bloomberg Users’ Manual for details).
  3. You should open only one account for yourself.
  4. Learn the basic commands and navigation techniques, type BU and watch Bloomberg’s online tutorials and other training materials from Bloomberg University.
  5. Download the Bloomberg cheat sheets by typing DOCS cheatsheet, and then hit the GO key.

Opening Hours

(For use by Faculty of Business and Economics staff and students only)
Location:
KK 1009, K.K. Leung Building, HKU
Opening hours:
9:30am – 5:30pm * (Monday to Friday, except for public or University holidays)
*The Lab will not be opened for students during tutorial classes and maintenance.
  Please check the tutorial/maintenance schedule posted at the door outside the Lab.

Computer Terminal User Account

Use your HKU Portal UID and Password to login the terminal:

STUDENT

uxxxxxxx@connect.hku.hk

STAFF

uid@connect.hku.hk

(adding “connect.” to your staff UID)

Computer Lab Operating Rules

  • 10-minute rule: If you are away from a computer terminal for more than 10 minutes, other users in waiting will have the right to use it.
  • Do not download excessive amount of data from the Bloomberg terminals.
  • Remember to Sign Out from the computer terminal before you leave.
  • Do not leave any of your belongings when you are away.
  • Do not twist the Bloomberg dual monitor or pull the cables attached to it.
  • Do not unplug any power cord or device in the lab.
  • Keep the place clean and tidy, do not bring in any food or drinks.
  • Remain quiet and do not disturb other users. Turn the mobile phone into silence mode.
  • The computer lab is equipped with 24-hour surveillance cameras.

Support and Assistance

Bloomberg Terminal-related inquiries

– Bloomberg Helpdesk: (852) 2977 6000

– Support Email: support@bloomberg.net

– Live Chat: Press [Help] Key twice on the Bloomberg keyboard.

Facilities and disciplinary issues

– General Office: 7/F, K.K. Leung Building

– Enquiry: (852) 3917-1000

Hardware and IT technical problems

– Email: lab@fbe.hku.hk

Creating Bloomberg Account

  • Open Bloomberg application, click “Create a New Login”
  • Register with the connect.hku.hk (or hku.hk) email and mobile number

Installing Bloomberg Excel Add-In

  • Login Bloomberg account.
  • Open MS Excel application once and then close it.
  • Select from Start > All Programs > Bloomberg > Install Office Add-ins
  • From the pop-up window, click [Install], the installation status will be showing.
  • Open Excel, the Bloomberg Excel Add-In will be available now.

(If unsuccess; try closing Excel and repeat the above steps.)

API Download Limits

  • Data retrieved through the Excel API is subject to monthly download limits.
  • If the terminal reaches the monthly download limits, the Excel API will show the error message: #N/A Review or #N/A Limit,
    data cannot be downloaded until the start of the next month.​
  • To prevent reaching the data download limits, be judicious and only download necessary data.

Bloomberg Resource Center

  • Type in BPS and hit enter <GO> to access Bloomberg Resource Center.
  • Select the topics from the left panel.
  • Connect with your own wired earphones when watching the training videos.

Bloomberg for Education

You may use your own device (e.g. laptop or smart phone) to register with a free online Bloomberg for Education Account, there are several self-paced e-learning certifications, topics including:

– Bloomberg Finance Fundamentals

– Bloomberg Market Concepts

– Environmental Social Governance

Instructions:
  1. Visit “Bloomberg for Education Sign Up” website: https://portal.bloombergforeducation.com/register
  2. Sign Up with connect.hku.hk (or hku.hk) email.
  3. Checking the ‘Confirmation Instructions’ email to ACTIVATE the account.
  4. Leave the “Class Code” and “Promo Code” as BLANK.
  5. Tick the check box to accept their Terms of Service.
  6. Click [Complete] to finish the account registration.
  7. Click on [Certificates] from the top menu for the available e-learning courses.

Bloomberg User Manual

(For the students of Faculty of Business and Economics only)
  • Chapter 1   Getting Started and Basics
  • Chapter 2   Macroeconomic Analysis
  • Chapter 3   Fundamental Analysis
  • Chapter 4   Corporate Finance Issues
  • Chapter 5   Portfolio and Risk Analysis
  • Chapter 6   Pricing and valuation for derivatives
  • Chapter 7   Job Searching and Interview Preparation

To access the above manual, please login HKU Portal and go to My eLearning, click on “BLOOMBERG_FBE HKU Bloomberg User Manual [2022]“.