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Tools for Microsoft Office

Tools for Microsoft Office

FactSet helps you reduce the time it takes to create and update models and presentations.

Work With the Latest Data

  • Build auditable models with one-click access to underlying calculations and source documents
  • FactSet’s Sidebar functionality lets you bring data and text from PDF and HTML documents directly into your models while preserving an audit trail back to the
    source file
  • Insert refreshable financial data into your Excel models; select a cell in your model to view context information, source file name and path/URL, and the link creation date

Effortlessly Build Reports

  • Use FactSet's presentation tools to link models, text, tables, and charts from Excel to Word and PowerPoint
  • Insert and update the latest market data directly into Word and PowerPoint
  • Create and update charts from any application in FactSet and present them in your firm's standard templates

Update Dynamic Charts

  • Choose from a variety of charts and graphs generated in your firm’s corporate style, or create custom charts using any FactSet dataset
  • Change inputs such as ticker, date, and frequency, and add transformation options like moving averages and lags to help you quantify and analyze relationships
  • Link FactSet charts to Word, PowerPoint, and Excel simply by clicking the Refresh button
    FactSet News and Insight

    Winners and Losers Three Years after the Bear Oil Market of 2014

    As oil prices pump back up, which industries fared better than others?

    > Read More
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