Set Up Morningstar Direct to Work with Microsoft Excel

The Financial Analysis Lab machines are in the process of being updated to Windows 10. Please find below written instructions describing how to install the Excel add-in for the Morningstar Direct resource for Excel 2016. We’ve also provided a three minute video demonstrating this process on one of the Financial Analysis Lab computers. Instructions will also be placed in the documentation binder in the Financial Analysis Lab.

Written Instructions:

  • Open Excel
  • Go to File > Options
  • On the left menu, select Add-Ins
  • On the bottom of the right hand screen, select Manage: Excel Add-ins and GO
  • Select the Browse button and navigate to C:\Program Files (x86)\Morningstar\Morningstar Add-In
  • Select Morningstar Add-In64
  • Select the Browse button and navigate to C:\Program Files (x86)\Morningstar\Morningstar Add-In
  • Select MIMICFunctions
  • Click OK
  • On the Excel ribbon, select Morningstar
  • Locate the Morningstar Profile Icon and select Direct
  • Logon user name and password are listed in the Financial Analysis Lab binder.

You may want to view this demonstration video in fullscreen mode. See the icon in the bottom right corner of the video.

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Turchin Library’s 2017 Summer Hours

Effective May 15th, Turchin Business Library will observe summer hours. We will be open for research help, access to electronic resources, and as a study space during the Business Minor Summer Institute and for all other Freeman students completing coursework this summer.

SUMMER HOURS:
May 15 – August 27, 2017
Monday – Friday, 10 AM – 5 PM

Research Help for Entrepreneurs

Turchin Business Library is pleased to provide this guide to resources for starting and managing a business. Designed for local and regional entrepreneurs and small business owners, the resources presented here include links to business databases through the state library of Louisiana, business plan guides, and sources for registering intellectual property and researching your customers and industries. Links to city and state sites for determining your legal structure and registering your business are also included.

FINANCIAL ANALYSIS LAB: where is it now?

Turchin Library’s Financial Analysis Lab has been relocated due to the renovation construction of the Goldring-Woldenberg complex. Machines with Bloomberg, Capital IQ, and Morningstar Direct are now located in GW1 on the first floor, room 120.

The machines with Datastream and SDC are now located in Turchin Library’s Research Center on the 3rd floor of GW1. These machines also have Capital IQ. There is a Bloomberg terminal in the Research Center as well.

Please contact Turchin Library with questions: 504-865-5376 or turchin@tulane.edu.

Bloomberg Training

The Bloomberg training you’ve been waiting for is here. There are two options for self-paced training: Bloomberg Essentials and Bloomberg Market Concepts. Please refer to the Bloomberg guide on the Turchin Library website for detailed information.