Build Custom Models, Reports, and Presentations

Use FactSet in Microsoft Office to combine the latest market data with your scrubbed numbers; link information to source documents; and automatically apply your firm's standard design and branding to models and presentations.

Retrieve and Audit the Latest Data

• Build auditable models with one-click access to underlying calculations and source documents
• Capture and import information from HTML and PDF documents while preserving an audit trail back to the source
• Grab and download multiple filings tables for several companies at once
• Automatically color-code cell entries to differentiate inputs, formuals, and links

Build Flexible Presentations and Charts

• Insert and update the latest market data directly into Word and PowerPoint
• Export and link models, text, tables, and charts from Excel to Word and PowerPoint
• Automatically incorporate and update slides from your firm's library of approved content such as disclosures and bios
• Graph market data alongside your scrubbed data in your firm's default design
• Copy charts from FactSet applications into Excel, Word, or PowerPoint, and then update and format them with one click