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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. Getting Started. FactSet’s workspace is customizable and flexible.
FactSet 365. Get started with the add-in: Open in Excel Online. This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web. How to start add-ins directly within Office Online. You can launch any add-in within Office Online. Click here for step by step instructions.
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.
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
Find application download support for existing FactSet subscribers here, including all product documentation and support files.
Leverage the power and intelligence of FactSet's Excel add-in anytime, anywhere. Welcome to FactSet's Office for web add-in. Bolster your models and workbooks with dynamic, refreshable FactSet content including financials, estimates, prices, ownership, credit analysis, and more.
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What is the FactSet Office Lite add-in?
Access key reports, such as Performance Quote or Ownership, via the drop-down menu. Customize the Full Quote on the Full Quote toolbar. display using data from your FactSet subscription or your firm’s proprietary data and research. For more information on customizing a Full Quote, contact FactSet Consulting Services.
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