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  1. To insert a simple table of a data item versus date, you can click Sidebar > Insert, select the identifier(s), the data item and input details, and then hit Insert at the bottom. Note: You can only retrieve one type of series at once using this method.

  2. Jun 12, 2024 · Downloading to Excel. Run reports directly in Excel using historical wizard FactSet Sidebar. Confirm that FactSet Excel Add-In is enabled and the FactSet tab is displayed on Excel top access toolbar. To download FactSet Add-In in Excel, select: File > Options > Add-Ins > FactSet Office COM Add-In. (For any problems with installation, contact ...

    • Zina Shapiro
    • 2012
  3. Enter a specific date in the Choose Date input box and click the Go button. From the left pane, select the appropriate check boxes to limit your results. You can limit by event type, region, and industry. Click the Settings button to select your preferred file format, calendar notification options, and time zone.

    • 4MB
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  4. To insert a simple table of a data item versus date, you can click Sidebar > Insert, select the identifier(s), the data item and input details, and then hit Insert at the bottom. Note: You can only retrieve one type of series at once using this method.

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  5. Click “Insert Formula” to get Factset Sidebar screen to add formulas. To anchor formulas, be sure to first put the first identifier in the identifier box, then put cursor in that box and click on this icon to the right of the box to also insert the cell location.

  6. To insert a simple table of a data item versus date, you can click Sidebar > Insert, select the identifier(s), the data item and input details, and then hit Insert at the bottom. Note: You can only retrieve one type of series at once using this method.

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  8. Aug 23, 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.

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