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