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SNL Financial Plugins For Excel

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    Overview

    Unlock the full potential of financial data analysis with SNL Financial's Excel plugins, designed to seamlessly integrate real-time data from SNL databases directly into your Excel workflow. Whether you're looking to enhance productivity, ensure access to up-to-date information, or streamline financial modeling, our plugins provide a robust solution for professionals in finance and related industries. On this page, we'll explore the essentials of SNL Financial, the interoperability of its plugins with Excel, dive into common use cases, and answer frequently asked questions to help you maximize the value of these powerful tools.

    What is SNL Financial?

    SNL Financial is a company that specializes in providing business intelligence services. It operates as part of S&P Global Market Intelligence, offering a suite of services that cater to the needs of investment professionals, including those at Wall Street firms and corporate management. SNL Financial is recognized for collecting and standardizing a wide range of information, including corporate, financial, and mergers and acquisitions (M&A) data. The sectors covered by SNL Financial are diverse and include Banking, Insurance, Financial Services, Real Estate, Energy, Media & Communications, and Metals & Mining.

    The data and analysis provided by SNL Financial are accessible through an online database which is maintained with up-to-the-minute updates, ensuring that subscribers have access to the most current information 24/7. This robust collection of data and insights is a critical resource for decision-makers in the various industries served. SNL Financial's offerings empower users with the knowledge required to make informed decisions, manage risks, and remain compliant within their respective fields.

    SNL Financial Excel Plugins

    Overview of SNL Office

    SNL Office is an Excel Add-In application designed to integrate seamlessly with Microsoft Excel, enabling users to pull data directly from SNL databases into their spreadsheets using specialized SNL functions. This tool is a Web services application that requires an active internet connection to access data over the Internet. For optimal performance, SNL Office runs on Internet Explorer versions 9, 10, and 11, and is compatible with Windows 7, 8, & 8.1 operating systems as well as Excel 2007, 2010, & 2013. Additionally, the application requires Microsoft .NET 4.0 or later.

    Data Access and Updates

    Data within SNL Office is updated on the SNL web servers both intraday and at the end of the day, ensuring that users always have access to the latest information. Despite these frequent updates, the application does not require data updates after the initial setup is completed. SNL Office is designed to facilitate real-time access to up-to-date financial data, which is critical for timely analysis and decision-making.

    Technical Requirements

    To run SNL Office efficiently, users must ensure that their system meets certain technical prerequisites. The application requires access to specific URLs, namely app.snl.com, app1.snl.com, and app2.snl.com, and it also requires access to port 443 (SSL) to maintain a secure connection. These requirements are essential for the application to function properly and for users to leverage the full capabilities of SNL Office within their Excel environment.

    Common Use Cases

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      Sourcetable Integration
      Financial analysis with real-time data updates
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      Automated report generation using SNL databases
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      Intraday financial tracking for timely decision-making
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      End-of-day data consolidation for market reviews
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      Data integration for complex financial modeling



    Frequently Asked Questions

    What are the system requirements for the SNL Financial Excel plugin?

    The system requirements include Internet Explorer 9, 10, or 11, Windows 7, 8, or 8.1 operating system, Microsoft Excel 2007, 2010, or 2013, and Microsoft .NET 4.0 or later.

    How does the SNL Financial Excel plugin access data?

    The plugin accesses data over the Internet, connecting through port 443 (SSL) to SNL web servers that are updated intraday and end-of-day.

    Do I need to update data in Excel after setting up the SNL Financial plugin?

    No, once the initial setup is complete, data updates are automatically pulled from SNL databases into Excel without requiring manual updates.

    How can I download the SNL Financial Excel plugin?

    The plugin can be downloaded from the Excel Add-in Download section on the Apps tab.

    Is the information provided by the SNL Financial Excel plugin up to date?

    Yes, users can access the latest information, usually in real-time, as the data on SNL web servers is updated intraday and end-of-day.

    Conclusion

    SNL Office, an Excel Add-In offered by SNL Financial, provides a robust solution for pulling vital data directly into Excel spreadsheets, with the convenience of real-time updates and no need for manual data refreshes post-setup. This Web services application ensures that users always have access to the most current information through its intraday and end-of-day updates on SNL's web servers, running seamlessly on specific versions of Internet Explorer, Windows Operating Systems, and Microsoft Excel. Moreover, the SNL Office plugin enhances user control, supports the handling of corrupted files, and requires only an internet connection to access data via port 443. However, if you're looking for an even simpler way to import data directly into a spreadsheet, consider using Sourcetable. Sign up for Sourcetable today to streamline your data integration process and get started with ease.

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