Build Dynamic ModelsUse 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 andclosing 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 StyleChart 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 sales@factset.com.Online www.factset.com

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Create, Format, and Update PresentationsStreamline 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 SupportFactSet 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.