Models and Presentations

Quickly create and update data, charts, and presentations in Microsoft Office powered by FactSet content.


When you need to create custom financial models and presentations, FactSet’s tools for Microsoft Office accelerate your workflow and help drive efficiency. Power charts and tables in Microsoft Word, Excel, PowerPoint, and Outlook with FactSet data so you can automate repetitive tasks, increase transparency, and enforce brand standards.




Models and Presentations
    build dynamic tables and charts

    Build dynamic, refreshable models, tables, and charts.

    Create models, tables, and charts with the level of customization you need. Generate ideas from a library of over 100 pre-built templates to use as a starting point for more complex models. Build flexible tables and charts in Excel using FactSet data with a wizard-style report builder that alleviates the need for coding experience. Easily edit, duplicate, share, or create reports with the FactSet data you want using sophisticated template management tools.

    Dynamic Reports
    automate repetitive formatting and auditing tasks

    Automate repetitive formatting and revision tasks.

    Sync information and automate repetitive tasks so you can focus on strategic investment analysis with FactSet’s Office productivity tools. Pull data directly from FactSet databases into Excel, Word, and PowerPoint without leaving Microsoft Office. Link data between different Office applications and with a simple refresh, watch all automated key processes instantly update.



    Don't miss our unique commentary like our weekly Earnings Insight, ETF fund flows, deep dives into performance and fixed-income analysis, and more.

    increase transparency and simplify auditing

    Increase transparency and simplify auditing.

    With direct links to the original source of information, you can easily determine the origin and accuracy of data in Office applications. Leverage customizable hotkeys to perform specified actions, such as smart precedents and smart dependents, to highlight data that would change if a given cell were adjusted. Export content from HTLM or PDF documents directly into your models while preserving links to the original files, allowing others to audit data and see where information was obtained.

    enforce brand standards with FactSet's customized style sets and presentation templates

    Enforce brand standards.

    Add dynamic visual components to your reports with custom colors, fonts, and logos that match corporate brand guidelines. Save time on formatting with customized style sets and presentation templates that reflect your brand and are populated with refreshable market data.

    Custom Branding

    Sync your calendar with company and economic events.

    With Outlook integration, you can dynamically synchronize financial earnings events, company events, and economic releases with your Outlook calendar so you never miss events that are important to you.

    Event Tracking

    Create and share internal research.

    Intuitively create research notes directly in email. Keep track of meetings related to investment decisions for compliance or compensation purposes. Promote cross-firm collaboration by easily sharing notes about internal and external meetings with your colleagues.

    Research Distribution

    Talk To Us

    The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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