Models & Presentations
Retrieve, analyze, check, and present data more efficiently with FactSet’s productivity suite for Microsoft Office.
The productivity suite lets you combine the latest market data with your own scrubbed numbers all in your firm’s standard formats and branding, helping you quickly create flexible models and presentations.
Efficiently Retrieve and Audit the Latest Information
- Choose from a variety of samples or create your own custom, dynamic models with the latest data using =FDS codes
- Use auditable =FDS codes in your models for one-click access to underlying source documents
- Capture and import information from HTML documents while preserving an audit trail back to the exact location in the source document
Improve Modeling Speed and Efficiency
- Easily insert key staples of financial models, such as growth drivers and scenario tables
- Use the formula translator to replace cell references with line items labels
- Automatically color-code cell entries as they are typed to differentiate inputs, formulas, and links
Create Dynamic Graphs
- Graph market data and your scrubbed data in your firm’s standard color palette and font
- Update and annotate graphs for instant presentation-ready charts
Build Flexible Presentations
- Use FactSet’s presentation tools to stably export and link text, tables, and charts from Excel to Word or PowerPoint
- Incorporate and update data such as disclosures and league tables from your firm’s library of approved presentations
- Insert and update the latest market data directly into Word and PowerPoint
