FactSet

Founded in 1978 by Howard Wille and Charles Snyder

link - factset.com 

2008 - acquired DealMaven (founded 1999 by Thomas Cadmus, Excel FastTrack, Word/PowerPoint PresLink)


Three Add-ins

This application has 3 add-ins that will appear in Excel.

Excel Add-in - FactSet Automation and Data Retrieval XLL 
folder - C:\Program Files\FactSet\FDSXL32_x64.xll

Excel Add-in - FactSet Live Code Function
folder - C:\Program Files\FactSet\COMShim_x64.dll
FactsetLive.RTDFunction.1

COM Add-in - FactSet Office COM AddIn
folder - C:\Program Files\FactSet\COMShim_x64.dll

Worksheet Functions

=FDS() 
=FDS("EURPLN","FG_PRICE(45348)")

This function is case sensitive though and will not work if entered as "=fds()"
There is a bug in Excel worksheets that saves the case of the function, the first time you enter a function name.
If the first time you use this function, you type it manually in lowercase, the function will never work correctly in that worksheet.

FDS 
FDSB 
FDSC 
FDSN 
FDSR 
FDSRB 
FDSRC 
FDSRN 
FDSRZ 
FDSZ 
FDS
FDSB
FDSC
FDSN
FDSR
FDSRB
FDSRC
FDSRN
FDSRZ
FDSZ

Shortcut Keys

full list


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