Search results
Jun 12, 2024 · Quick Report or Template Library – use to create reports from pre-loaded templates for identifiers in different financial categories. ActiveGraph – use to build custom charts from scratch or by using charts' templates. Launch FactSet – use to launch FactSet after opening Excel.
- Zina Shapiro
- 2012
FactSet is a research platform that consolidates all the analytics and data professionals need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface.
May 30, 2022 · Highlights. Easily build reports using over 100 pre-built templates and edit, duplicate, and share them within Office. Pull data directly from FactSet databases into Excel, Word, and PowerPoint without leaving Microsoft Office.
- Excel Column Charts
- Excel Pie Charts
- Excel Line Charts
- Excel Area Charts
- Excel Scatter (XY) Charts
- Excel Bubble Charts
- Excel Surface Charts
- Excel Doughnut Charts
One of the most common charts used in presentations, column charts are used to compare values to one another. Usually, these are values that have been categorized in some way. The most common subset of column charts is one set of data broken up into categories. In this case, I've chosen to break it down by the number of problems renters have in the...
As the name implies, pie charts are shaped like a pie. They're best used when you need to show how much of one dominant, overarching category is taken up by smaller sub-categories. For example, a university may use a pie chart to show a breakdown of the racial demographics of its student population. Using our data above, you might use a pie chart t...
Moving on to line chartsrequires a new set of data. This is because line charts and other similar chart types tend to be time-dependent. You're usually charting a data point as it changes over a given period of time, although not always. For a line chart, you only need an X and a Y value. In the example below, X will be time and Y will be populatio...
Area charts are identical to line charts, but the area under the line is filled in. While the focus of the line chart is still changing in value over time, the purpose of an area chart is to highlight the magnitude of these changing values over time. The difference is subtle, but when you need to express things like how many trees have been clear c...
A favorite in the scientific community, scatter chartsare plotted data points, usually highlighting a clustered anomaly amongst similarly-measured data points or a far-reaching outlier. They're used to show correlations or patterns in the data that aren't obvious when you're just looking at each individual datum. For example, plotting cancer recove...
Bubble charts are also extremely useful for data sets like this. This is a fun visualization to create when you have three dimensions of data that you need to plot. This is a typical XY plotted data point of two values (the point being a "bubble"), with a combined additional value that determines the size of that bubble. For example, with this kind...
These three-dimensional Excel chart types let you plot two sets of data points across several dimensions. It can be complex to use, but, with the right data points (IE, two sets of data with a clear relationship), the visualization can be quite impressive. The 3-D version of the chart looks like a topographic map, plotting altitude and distance fro...
Doughnut charts are another complex visualization that lets you graph one data series in a sort of pie chart format. You can add additional data sets in "layers", resulting in a multicolored "doughnut". These Excel chart types are best used when the two data sets are subcategories of a larger category of data. A good example of this are the data se...
- Ryan Dube
- Senior Author
This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web.
Use FactSet to export text, tables, and charts from Excel to Word or PowerPoint and update them in all your client deliverables, such as pitchbooks and presentations. While native Office linking can be unstable, our own robust linking technology keeps documents in sync with any changes made to the source spreadsheets.
People also ask
How do I use FactSet in Microsoft Office?
How do I download data and charts from a FactSet report?
What can I do with Factset?
How do I use the FactSet add-in?
Jun 24, 2024 · In the Excel Add-in, FactSet formulas contain the following options: Insert Formula: Launch the FactSet Sidebar in Excel to create and edit formulas. =FDSTABLE: Add a refreshable table of FactSet's deep-sector data. Series Lookup: Search for economic and financial time series.
