What is the Excel Add-In?
The Thomson ONE Banker Excel Add-in (also known as Thomson ONE for Office) is probably one of the most valuable features that Thomson ONE Banker offers its users. Using Excel Add-in, financial analysts can pull data directly into Excel from a wealth of financial databases, such as Worldscope, Compustat, First Call and IBES History.
You can take advantage of more than 50 Income Statements, Cash Flows, Balance Sheet, Earnings and Overview reports that have been pre-built for you and reside in the Thomson ONE Banker Excel Add-in 'Reports Library', or using PFDL (Premier Financial Database Language), you can easily create, modify and save customized reports to serve your specific needs.
The 'Company Lookup' and 'Item Lookup' features available in the Add-in allow you to perform fast searches through literally thousands of companies and financial data items.
Downloads are static transfers, while the Add-in gives you dynamic spreadsheet performance that updates continuously.
Excel Add-in lets you pull data directly from a wealth of financial databases into Excel including:
Seamless Excel functionality linkage with the databases.
Customized analytical models that can be created using over 2,000 data fields.
50 prepared Excel templates.
Spreadsheets updated with the click of the mouse.
To download. install or upgrade Excel Add-In
Important: If you currently have a version of the Thomson ONE Banker Add-in, follow the auto update wizard that appears when you open Excel to upgrade the newest version.
If you prefer to reinstall manually, you must uninstall Excel Add-in prior to installing a new version.
Follow the steps below to install the Thomson ONE Banker for Office Excel Add-in.
Click Tools mode in the side navigation panel and select Office Tools. Click the Thomson ONE Banker (T1B) for Office Download link to download the latest version of Excel Add-in.
Provide the destination path and then click Save.
Close all the applications. Then, from your windows explorer or a DOS prompt, navigate to the path where you saved the T1BForOffice.exe and run the file.
Follow the Setup Wizard instructions to enter company name, and destination path.
Default location of Thomson ONE Banker for Office Add-in is C:\Program Files\Thomson Financial\Thomson One Banker for Office.
If new version is installed over previously installed version, you will be prompted several times to select Yes/No to replace read-only files.
Select Don’t display this message again checkbox to avoid answering “Yes” several times to messages to replace all read-only files (pre-build reports).
Program Files, Help Files, Thomson ONE Banker for Office and Report Library files are installed as defaults. Clear the checkbox next to their name in the Setup Wizard dialog box if you do not want to install any of them.
Follow the Setup Wizard instructions to continue with installation.
If message is prompted to enable “Microsoft’s Analysis Tool Pack”, click OK to continue. The Analysis Tool Pack in Excel, which is supplied by Microsoft, is required to utilize the Comps Wizard Price Chart function.
Click Finish to complete the Thomson ONE Banker for Office Excel Add-in installation.
Entering Login Information
Upon completion of install, start Excel and enter the User ID, PW, and URL to utilize the power of Thomson ONE Banker Excel Add-in.
From the Thomson ONE Banker Toolbar menu, select the Login Info option.
In the Login dialog box, enter the following information:
If your company requires firewall or proxy authentication to access internet, check the Proxy Authentication option. Then, enter the proxy/firewall login information.
Note: Proxy/firewall ID is not the same as Thomson ONE Banker for Office Excel Add-in ID. Your company’s technology group will provide the Proxy/firewall ID if needed.
Downloading and Installing Additional Excel Reports
In addition to the basic Excel reports package – ‘Thomson ONE Banker Base Reports’ (ExcelAddinReports.exe) which is installed as part of the add-in installation, there are 2 additional report packages available.
Thomson ONE Banker Other Reports: Click on the 'Thomson ONE Banker Other Reports' (ExcelAddinOthers.exe) link from Tools’ Office Tools tab to download a library that contains four core SEC Database and one core IBES Database specific Excel Report templates.
Thomson ONE Banker Compustat Reports: Click on the 'Thomson ONE Banker Compustat Reports' (ExcelAddinCompustat.exe) link from Tools’ Office Tools tab to download a library of frequently used Thomson ONE Banker for Office Compustat Excel Templates. These templates will allow you to quickly retrieve Compustat data in common formats such as Income Statements, Balance Sheets, etc.
Click on the desired Report Package hyperlink above to download the latest Thomson ONE Banker for Office Excel Templates.
Choose Save this program to disk.
Provide the destination path and then click Save.
From your Windows Explorer or DOS prompt, navigate to the path where you saved the Report Packages (ExcelAddinOthers.exe or ExcelAddinCompustat.exe) and execute the file to run the setup.
Follow the Setup Wizard instructions to complete the Thomson ONE Banker for Office Excel Reports installation.
Enabling Analysis ToolPak for Price Chart Function
From the menu bar, select the Tools/Add-ins option.
Select both the Analysis ToolPak and Analysis ToolPak VBA add-ins and click OK.
Now, Comps Wizard Chart function is enabled.
Using Premier Financial Data Language (PFDL)
Thomson ONE Banker features the Thomson ONE Banker Premier Financial Data Language (PFDL). It is a financial language designed to support financial database access. The PFDL is modeled after the Excel Expression Language and provides high level language features and incorporates powerful features like time period conversion, time series analysis and cross sectional analysis.
Use of PFDL is fully documented in the Excel Add-In Help, which is included as part of the Add-In download package.
For more information, see About Thomson ONE Banker Financial Data Language in the Frequently Used PFDL section.
Uninstalling the Excel Add-in
Note: If you have any custom projects, templates, sets, reports, etc. saved in the ThomsonAnalyticsClient folder, move them to a temporary folder before you uninstall. After Thomson ONE Banker Excel Add-in has been reinstalled, move back the previously saved projects, sets, etc. to the Thomson ONE Banker for Office folder - C;\Program Files\Thomson Financial\Thomson One Banker for Office.
In order to remove or upgrade the Thomson ONE Banker Excel Add-in, follow these steps:
Close all Excel applications.
From the Window's Start button, select Settings/Control Panel.
Double-click the Add or Remove Programs icon.
Scroll down and select Thomson ONE Banker for Office (or Thomson ONE Analytics for Office) from the list.
Click the Change/Remove button.
A message appears warning: If you have the Excel application running, please close it before continuing. Click OK.
An InstallShield Wizard dialog window appears. Select Remove all installed Features and click Next.
A message appears asking: Do you want to completely remove the selected application and all its features? Click OK.
A message appears asking: Do you want to remove the Thomson ONE Banker toolbar from Excel? Click Yes.
Another Thomson ONE Banker Add-in Setup dialog window appears with a message to proceed with the uninstall process. Select Finish to complete the Excel Add-in uninstall process.
Note: When the uninstall process is completed, it is recommended that you also check to be sure that all Thomson ONE Banker Excel Add-in items have been removed from Excel. If not, do the following:
In Excel, open Tools/Add-ins.
If any T1B Excel Add-in items are listed with checkmarks, clear the checkmarks and click OK.
In Excel, open Tools/Customize to the Toolbar tab.
If Thomson ONE Banker appears and is checked, highlight the item and click Delete. (Click Close to apply.)
Thomson ONE Banker Excel Add-in Reports: Follow the above steps to also uninstall Thomson ONE Banker Excel Add-in Reports.
If you have not saved personal files in your directory, you can also remove the T1B Excel Add-in Directory:
Start Windows Explorer.
Browse to the default folder C:\Program Files\Thomson Financial\ThomsonAnalyticsClient or wherever you installed the Thomson Banker Excel Add-in. (After installing the current Excel Add-in, the default folder is C:\Program Files\Thomson Financial\Thomson ONE Banker for Office.)
Delete the ThomsonAnalyticsClient (or Thomson ONE for Banker) folder.