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Using Factset Sidebar Using FactSet Sidebar FactSet Sidebar adds context and transparency to your data by allowing you to easily view a breakdown of values in a calculation, identify the data source, and access the English definition behind a formula using =FDS codes in the Detail tab. ouY can also audit values back to the source document with FactSet Fundamentals formulas. Use Sidebar to create and edit =FDS codes and FQL (^=) or Screening (^%) Data Downloading formulas in the Insert and Edit tabs. Launch FactSet Sidebar in Microsoft Excel by FactSet Sidebar is available in Microsoft Excel clicking the Show/Hide button in the FactSet versions 2003, 2007, and 2010. ribbon. FactSet Sidebar is context-sensitive and displays Positioning Sidebar in Excel information for the formulas you’ve selected You can dock Sidebar on the left or the right in Excel in the Detail tab. To edit an existing side of Excel, undock the utility so it "floats" on formula, select the data item and choose the top of Excel, or position Sidebar on a second Edit tab in Sidebar. monitor. To undock/dock, double-click Sidebar’s title bar or simply drag the title bar. Using Shortcuts with FactSet Sidebar: + To show or hide Sidebar, press CTRL+E + To switch focus between Microsoft Excel and Tip: For a guided tour of Sidebar, launch the Sidebar, press CTRL+Q eLearning series on Online Assistant page 16786. + To activate the Detail tab from Excel, press CTRL+T + To activate the Detail tab from within Sidebar, press ALT+D + To activate the Insert tab from within Sidebar, press ALT+I + To activate the Edit tab from within Sidebar, press ALT+E Click the Settings button to manage hot keys + To insert a formula from the Insert tab, press in Sidebar, restore Sidebar to its default size ALT+N and position, specify how you want to retrieve + To modify a formula in the Edit tab, press data on FactSet - using =FDS codes, or FQL ALT+M or Screening Data Downloading, change your + To cycle through the tabs in Sidebar, press database order, and much more. CTRL+PAGE UP/DOWN Where can I find this on FactSet? Online Assistant Page ID Microsoft Excel 2007/2010 > FactSet ribbon > Show or Hide button > Sidebar | Microsoft Excel 2003 > FactSet menu > Sidebar 16664 [email protected] (1) Copyright © 2013 FactSet Research Systems Inc. All rights reserved. Viewing Formula Details Sidebar’s Detail tab helps you analyze data in Excel more efficiently by anticipating the information you need to know about selected =FDS codes. Within the Detail tab, you can quickly audit a FactSet formula back to the source document, understand the breakdown of the calculation, access additional company information, and more. To get details on a formula, choose the Detail tab in Sidebar or right-click on a data item and select FactSet > Detail. The Data Item section provides a breakdown of the calculation for FactSet Fundamentals subscribers can quickly audit data back to the the formula you’ve selected, including (where applicable): source document to reconcile the values presented for increased + Company Name with link to Company Snapshot report transparency. + Data Source + Currency + Date + Description + Breakdown of value in tree view When a cell hasn’t been refreshed to reflect the most current value for that formula, Sidebar provides a warning that the cell may need to be refreshed. FactSet Estimates subscribers can view detailed broker information With FactSet 2012.2+, you can access information about ActiveGraphs with the Broker Outlook report for FactSet Estimates =FDS codes in in Sidebar’s Detail tab, including the chart name, descriptions of axes, the Detail tab of Sidebar. and identifiers. To learn more about accessing information about ActiveGraphs in Sidebar, see Online Assistant page 16989. Where can I find this on FactSet? Online Assistant Page ID Microsoft Excel 2007/2010 > FactSet ribbon > Show or Hide button > Sidebar | Microsoft Excel 2003 > FactSet menu > Sidebar 16675 [email protected] (2) Copyright © 2013 FactSet Research Systems Inc. All rights reserved. Inserting Formulas Sidebar’s Insert tab streamlines the process of creating =FDS codes and FQL (^=) or Screening (^%) Data Downloading formulas in Excel. The Insert tab features more targeted search results, type-ahead search functionality for identifiers, the ability to cell reference across Excel workbooks and worksheets, a real-time preview of your data in Excel, function-building capability, and much more. To insert a formula, choose the Insert tab in Sidebar or select "Insert Formula" from the Insert Formula drop-down menu within the FactSet ribbon in Excel. Search for a formula by typing a keyword or phrase into If you’ve selected the =FDS Mode in the Settings button of the Enter Keyword box and press ENTER. By default, you’ll Sidebar, the Identifier section will appear. Enter a company’s see a list of formula matches from all of the databases you identifier and press ENTER or search for an identifier using subscribe to. To organize your search results, go to the List type-ahead functionality. You can also click the Lookup button drop-down menu and select from the following options: to search for an identifier. The Identifier section allows you to + List enter multiple companies at once. + Category + Source + Type + Most Recently Used You can specify the report basis, date, frequency, currency, To limit your search results to FactSet Recommended formulas and other formula arguments that are specific to the data item only, click the FactSet Recommended button . To view you’ve selected using the drop-down menus or cell references. formulas tagged as favorites, click the Favorites button . To control the formula libraries you are searching through, click the Filter button . In this example, a keyword search for To cell reference an identifier or formula argument across Excel EPS returns all EPS formulas from the FactSet Fundamentals workbooks and worksheets, click the Select a Cell Reference Consolidated formula library. button . Once you’ve specified an identifier and selected a data item, the real-time preview in Excel allows you to view where the data will be placed in your spreadsheet, along with the data The Formula Workspace section is available in the Insert that will be outputted once you click the Insert button. To and Edit tabs of Sidebar and works like a text editor, offering disable this feature, click the Suspend Preview button in the maximum flexibility by allowing you to enter text manually or Formula Workspace section. paste in other text directly. A toolbar helps you to easily apply a function, build compound codes, undo or redo actions, stop or start preview data in your Excel worksheet, and clear your entire code. To learn more about applying functions or building compound codes in Sidebar, see Online Assistant pages 16779 Click the Insert button to output the data into your Excel and 16880. spreadsheet. Where can I find this on FactSet? Online Assistant Page ID Microsoft Excel 2007/2010 > FactSet ribbon > Show or Hide button > Sidebar | Microsoft Excel 2003 > FactSet menu > Sidebar 16772 [email protected] (3) Copyright © 2013 FactSet Research Systems Inc. All rights reserved. Editing Formulas in Sidebar Sidebar’s Edit tab allows you to edit existing =FDS codes and FQL (^=) or Screening (^%) Data Downloading formulas, including compound codes, in Excel. You can shorten or lengthen a time series, change the selected data item, modify formula arguments, or add a function. For a guided tour on editing a formula or applying a function in Sidebar, see Online Assistant page 16786. 1. Select the data item you’d like to edit in Excel and choose the Edit tab in Sidebar. If Sidebar isn’t already launched, right-click on the data item and select FactSet > Edit Formula. 2. Within the Data Item section, you can change 5. Once you’ve modified the data item, you the selected formula by typing a keyword can apply or remove a function in the Formula or phrase into the Enter Keywords box and Workspace section by clicking the Function pressing ENTER. To learn more about the button . formula, expand the Definition section to view the formula name, data source, and definition. Tip: With FactSet 2012.5+, you can edit all of the common inputs of a compound code at 3. If you’re editing an =FDS code, you can once in Sidebar’s Edit tab. Any changes made change the company identifier(s) in the are applied to all portions of the compound Identifier section. code. For example, when you change the frequency and currency arguments, the updates are applied to both formulas in the compound code. 4. Modify formula arguments you previously specified in the Inputs section. For example, you can shorten or lengthen a time series, or change the currency, date alignment, and units. 6. Click the Modify button to apply the changes you’ve made to the formula in Excel. Where can I find this on FactSet? Online Assistant Page ID Microsoft Excel 2007/2010 > FactSet ribbon > Show or Hide button > Sidebar | Microsoft Excel 2003 > FactSet menu > Sidebar 16773 [email protected] (4) Copyright © 2013 FactSet Research Systems Inc. All rights reserved..
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