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In the next section we will introduce the main ways to bring FactSet data into MS Excel.
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Offers an easy-to-use interface and Excel. Note that Excel will load with the FactSet menu on the Excel Ribbon Bar as shown below:īecause we have previously logged in to the main FactSet application, the Excel Add-In should not prompt us for credentials. Provides close-to-real-time and historical financial market, economic, company and industry data. Go to the Windows Start menu, then All Programs, then FactSet and finally select the FactSet Excel Add-In item. Now that the main FactSet application is running, minimize the screen and launch the FactSet Excel Add-In. The FactSet AC Connection window will appear for up to one minute (depending on connection speed) as shown below:Īfter completely loading, the FactSet main screen will appear:Īt this point you may search for companies, industries and other financial instruments by typing in their names in the search box to the right of the blue FactSet “F” icon. A picture of the Windows Start menu is shown below:ĭepending on how your organization has configured FactSet security, you will either be prompted for log-in credentials or FactSet will automatically authenticate the user as it logs in. Go to the Windows Start menu, then All Programs, then FactSet and finally select the FactSet application.
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