DOWNLOAD DATA FROM BLOOMBERG AND IMPORT THEM INTO ALTERYX

Question

Hello Community, I am a beginner on Alteryx, and I am struggling with an issue while automating a process. Basically, I want to move a process that I have been running on excel, to Alteryx. To do this, I need to extract data from Bloomberg and currently I use Excel and the Bloomberg API to retrieve data from Bloomberg and import it into Excel. I read some old posts and a guide regarding "how to build a connector", but for a beginner it is not explained in details. Furthermore, I cannot find anything regarding Bloomberg specifically. So, I was wondering if anyone has experienced the same problem and managed to solve it, maybe going through some tutorials or videos that I am not aware of. Thanks in advance for your help.

Yongcan · Answer

When you say "Excel and the Bloomberg API" , is it Excel Add-In and pulling data via Excel function like below?
BDP: (Bloomberg Data Point) imports a single data point of current data.
BDH: (Bloomberg Data History) returns the historical data for a selected security.
BDS: (Bloomberg Data Series) imports a set of bulk data such as peers.

You properly need work out the best way to pull data within your organization via Bloomberg licensed service there are lots interface/ protocole, no need still use Excel and can be python etc.

And when you talking about API in this community, most of people would think you are talking about something like below.

https://www.openfigi.com/api

MT · Answer

Perfect, I will look into it. Thank you very much for your help. I will let you know if I managed to do it.

atcodedog05 · Answer

Hi @MT

You said you are currently running on excel. Guessing its a macro, the excel might have all the configurations somewhere since it would also need these info.

And yes this workflow would work even after it goes to server.