S&P Capital IQ

Overview

The S&P Capital IQ platform is a cloud-based service that combines deep and broad global financial intelligence with an array of tools for analysis, ideation, and efficiency. There is an Excel plug-in for Windows PCs that many use to access S&P Capital IQ data sets (requires account access).

This service is available for use by all university faculty, staff and students.

Note: This platform requires third-party cookies to be enabled in the preferred browser. If anyone has issues directly logging in with UO credentials then enable third-party cookies and try again.

Table of contents

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Follow the instructions to delete an(y) extra tab(s):

  1. Select Source from the article editor
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    1. Delete the tab(s) from the <div role="navigation"> section indicated by <li> tags and delete the <li> tags and content.
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      1. For example, the Delete the extra tab(s) tab label has an aria-controls value of Delete the extra tab.
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To determine which tab appears first when someone reads the article:

  1. Select the tab to make it active,
  2. Then, select Save.

 

For more information on tabs, reach out to Mike Glover Moresi on Teams or submit a ticket to Knowledge Management Support

 

Capital IQ Pro

Account creation

  1. Open a browser and go to Capital IQ Pro
  2. Enter for full UO email addressS&P Capital IQ login prompt screen
  3. This should bring you to the UO Microsoft AuthenticationUO Microsoft Authenticator prompt
  4. After you authenticate with your UO credentials and verify two-step login you will be redirected back to Capital IQ
  5. It might take a few redirects but you should be presented with the terms and conditions. It should have most of your information already filled out. You can check the box and then Save and Continue.
  6. This should now log you in and now have a Capital IQ Pro account. 
  7. This might happen the first log in. Just close the window and try again.Dashboard is disconnected prompt

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Capital IQ Pro Excel plug-in 

Installation

  1. Download the installer from S&P (MSI file)
  2. It will run the installer with no options.
  3. After the installer windows close, you can verify the install by opening Excel. You will be presented with this window. Note: You can just hit cancel and continue using Excel as normal without the plug-in.

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Registry fix for SSO

Before the plug-in will let you sign in using SAML, we must add a registry fix. 

  1. Go to Windows Registry Editor
  2. Go to following location: [HKEY_CURRENT_USER\Software\SNL Financial\SNL Office\SAMLSettings\]​
  3. Add a new String Value "SAMLUrl"
    Value data = https://secure.signin.spglobal.com/sso/saml2/0oa1uwpxn6gxbsumt1d8/app/spglobaliam_sp_2/exk1mw4pskqubQAnJ1d8/sso/sam
  4. Add two new DWORD Values
    1. "LoginWidth"=dword:00000300
    2. "LoginHeight"=dword:00000300
  5. The next time you launch Excel it might ask you to use Microsoft Authenticator.
  6. You are now able to use the Capital IQ Pro plug-in ribbon.Capital IQ ribbon example

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Capital IQ

This is the base platform that some users may already have. We would recommend using Pro unless this is the user's preferred service. 

Account creation

  1. Open a browser and go to Capital IQ
  2. Under Username, enter your full UO email addressCapital IQ sign-in page
  3. This should automatically redirect you to the UO Microsoft authenticator.UO Microsoft Authenticator prompt
  4. After you authenticate with your UO credentials and verify two-step you will be redirected back to Capital IQ
  5. It might take a few seconds and redirects but then you should be presented with a terms and conditions page. Select the first box (and second if you want their newsletters) and the I agree button.
  6. This should now log you in and now have a Capital IQ account.Uploaded Image (Thumbnail)

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Capital IQ Excel Plug-in 

  1. Download the installer from S&P from this download
  2. It will run through the installer with no option and close the window
  3. Open Excel, select the Capital IQ settings, and enable the Is SAML User checkbox.Uploaded Image (Thumbnail)
  4. Before closing the window or doing anything else press Ctrl+Shift+Alt+F12. This will open the following box.Uploaded Image (Thumbnail)
  5. Add SAML link in the SAML URL: https://secure.signin.spglobal.com/sso/saml2/0oa1uwpxn6gxbsumt1d8/app/spglobaliam_sp_3/exk1mw4syfjR5fMGh1d8/sso/saml
  6. Close and then Apply those settings.
  7. You may have to authenticate again with the Microsoft Authenticator. 
  8. Close Excel and reopen to use the Capital IQ plug-in Ribbon.Uploaded Image (Thumbnail)

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