FactSet Tools for Microsoft Office

Build Dynamic Models

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 formats and branding to

models and presentations.

CREATE AND UPDATE FINANCIAL MODELS

FactSet makes it easy to insert refreshable financial data into your Excel

models. Our intuitive formula-building tool has type-ahead so you can

quickly find identifiers. It also shows you a live preview of the data before

you insert it. Select from FactSet’s comprehensive list of data items and

create custom ratios that you can easily update at a later time.

FactSet has an extensive library of financial models that you can customize, including WACC, DCF, Debt Capital Structure, Economic

Indicators, and more. You can also easily create and edit different types of reports and charts. All portfolio, peer, and sector-based

reports calculate both aggregate- and constituent-level statistics.

Additionally, FactSet makes it easy to share custom formulas and models with members of your team, and to insert proprietary data

stored on FactSet into your models. Advanced template management tools let you easily clone reports for any list of identifiers or run

remote updates for reports stored on your firm’s network.

FactSet’s tools for Microsoft Office let you retrieve, analyze, check, and present data

more efficiently. Reduce the time it takes to create models and presentations while

enhancing the consistency of your data.

FactSet Tools for

Microsoft Office

AUDIT DATA BACK TO THE SOURCE

FactSet provides a variety of tools that let you insert information into your models and presentations while retaining a source link and

closing the margin for error.

Use auditable FactSet formulas in your models to link individual line items to the underlying source documents, including regulatory

filings, annual reports, and prospectuses. For adjusted items, such as EBIT, the audit trail also shows you exactly how the number

was calculated.

IMPORT AND LINK DATA FROM PDF

AND HTML FILES

FactSet 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.

Once you’ve imported the data, you can

select a cell in your model containing a

link to view context information, source file

name and path/URL, and link creation date

for selected linked data.

Click hyperlinked values to view them directly

in the source document.

IMPROVE MODELING SPEED AND EFFICIENCY

FactSet’s tools help you quickly create and analyze models. Easily generate key staples of financial models such as growth drivers,

price/volume buildups, scenario and lookup tables, and more.

+ Intuitively navigate back and forth across a

cell’s precedents and easily edit a precedent

cell’s formula

+ Automatically color-code cell entries as they

are typed by differentiating inputs, formulas,

and links

+ Apply your chosen color directly to an entry,

selected cells, a specific worksheet, or an

entire workbook with a single keystroke

+ Use hotkeys to format Excel tables and cells

according to your firm’s branding. For

example, quickly adjust the number of

decimal places or change the currency

symbol for one or multiple cells.

OUTPUT ONLINE REPORTS AND CHARTS

You can download data and charts from any FactSet report directly into Excel. Export reports as static data or as the underlying

refreshable formulas. Charts can be copied as a picture or as an active chart, which allows you to dynamically refresh and format the

chart in any Microsoft Office application. You can also download the underlying chart data as refreshable FactSet formulas.

Graph Data in Your Firm’s Style

Chart market data from FactSet alongside your scrubbed

numbers in any Office application, maintaining your firm’s

look and feel.

Choose from a variety of default graphs generated in your

firm’s corporate style, including estimate, price, valuation,

and institutional ownership, or create custom charts using

any FactSet dataset. You can change inputs such as ticker,

date, and frequency, and add annotations to the graph to

highlight any key developments that are critical to your

presentation. Quickly update the data by clicking

the Refresh button.

FactSet also offers chart formatting tools that apply your

firm’s standard color palette and font to Excel-generated

charts, letting you easily create presentation-quality graphs

of your scrubbed data.

About FactSet FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe.

For More Information To learn more about FactSet’s Office Tools, contact [email protected].

Online www.factset.com

Create, Format, and Update Presentations

Streamline the process of building custom presentations with FactSet’s presentation tools. Easily update and format market data and

scrubbed financials to reduce the time it takes to create presentations.

BUILD FLEXIBLE PRESENTATIONS

Use FactSet to export text, tables, and charts from Excel to Word or PowerPoint and update them in all your client deliverables, such

as pitchbooks and presentations. While native Office linking can be unstable, our own robust linking technology keeps documents in

sync with any changes made to the source spreadsheets.

Incorporate and update data such as disclosures, bios, case studies, league

tables, and industry slides from your firm’s library of approved presentations.

The content will remain linked to source files, with access to the audit trail.

Insert and update the latest market data into your Word or PowerPoint

documents. Similar to the way you cell-reference in Excel, you can also reference

values such as companies and dates in your presentations. Quickly modify the

referenced inputs to update your entire presentation in seconds.

Rely on Industry-Leading Support

FactSet provides the best client service in the

industry, with unlimited access to our global

support desk, 24 hours a day, seven days a

week. Partner with our experienced conversion

teams to review your legacy spreadsheets and

reports and convert them to FactSet syntax. Our

interactive model-building exercises will help

you sharpen your financial analysis and Excel

modeling skills.