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Capital IQ

Learn how to access and use Capital IQ at NYU Libraries.

Excel Plug-in Installation

  1. Go to Capital IQ
  2. Go to My Profile -> Downloads
  3. Click and Download Office Plug-in (New Installer)
    Supported Operating Systems: Windows 8 (32-bit and 64-bit), Windows 8.1 (32-bit and 64-bit), Windows 10 (32-bit and 64-bit), Windows 11 (64-bit), Windows Server 2008 R2 (64-bit).
  4. Run the installation file and open Microsoft Excel, you should see S&P Capital IQ tab in the main ribbon
  5. Click Settings to complete SAML login
    1. Check the "Is SAML User"
    2. Press CTRL + ALT + SHIFT + F12 simultaneously to open the "Edit URLs" window. For compact keyboards, also press the Fn key.
    3. Fill the field SAML URL" https://secure.signin.spglobal.com/sso/saml2/0oa1ms8bcuifh4FGK1d8/app/spglobaliam_sp_3/exk1mw4syfjR5fMGh1d8/sso/saml
    4. Close "Edit URLs" window and hit Apply button
    5. Close "Edit 
  6. Restart your Excel
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