Software to access FactSet data is available on computers at the School of Business and Economics. Software can also be installed on your own laptop or desktop computer. It is necessary to apply for a FactSet account to receive access to the data. Please fill out this form. The software and installation manuals can be downloaded from the FactSet website. FactSet software is available on computers at the following locations in the Main Campus building:
The software is also available on two computers in the library. Both computers are located on the 6th floor of the main campus building: HG 6B-01. You need a reservation to use one of these computers; You can book a time slot for a FactSet computer on-line.
Please note also: First login in FactSet
When logging on for the first time, you need to take some additional steps.
You need to follow this procedure only once.
Using the Excel add-in
FactSet offers a wide range of financial, economic, and company data. Geographic coverage is global, but the main focus is on the US and on Europe. Data can be downloaded through the FactSet software and through the FactSet Excel add-in. Some limited data is also available through the FactSet website. The subscription to FactSet covers the base datasets and does not (generally) include additional datasets from providers like MSCI, or Sustainalytics. Overall, the data available covers the following types of data:
FactSet data be accessed through the FactSet application, and through an Excel add-in. Use the application to quickly look up what data is available, and to build lists that you can use for screening. The Excel plugin is most convenient option for bulk downloads of data.
Documentation and tutorials on a number of topics are available from within the application. You can also use the chat function in the application to contact the FactSet Support helpdesk.
Some interesting links with background information: