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Productivity Suite

Access a workflow-oriented software solution that provides a fast and reliable way to import, audit, and present data in Microsoft Office.

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Import data to Excel with an audit trail back to the source

The FactSet Productivity Suite extends your suite of FactSet analytics to include Microsoft Office tools that let you easily verify the integrity of your data and automatically format it within client deliverables, such as slide decks, research reports, proposals, transaction analyses, bank books, models, and comps.

Key Features:

  • Capture and audit source data: reliably send data from a browser-based document to Excel

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    Set up growth drivers and scenario tables in a single step
    while preserving a one-click audit trail back to the data’s exact location in the original source document
  • Analyze data in Excel: quickly format, audit, and calculate numbers in Excel with a variety of tools built by and specifically designed for financial analysts
  • Present data to decision-makers: automatically update your PowerPoint and Word documents with the latest data while preserving their format
     

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    Import and auto-format Word or PowerPoint documents with data from Excel
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