Answered By: Duda Family Business Library
Last Updated: Oct 05, 2023     Views: 2832

Yes, you can now create and refresh =FDS formulas using the Microsoft Excel functionality in the Office for Web environment! The add-in is available for any FactSet user with Microsoft 365 for the Web and a FactSet.net ID, including Mac users. 

To load the FactSet add-in within Excel online:

  1. Log into your Microsoft 365 account in Chrome or Firefox (not Safari).  
  2. Staying in the browser, open a new or existing Excel file.
  3. Navigate to the Home tab > Office Add-ins > Store > Search for FactSet > Add. 

Once the add-in is loaded, click Insert Formula from the FactSet Ribbon and follow the steps to authenticate. To learn more about using =FDS in Office online, start from Online Assistant page 21538.

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