how to get data from factset to tableau on mac

Note that Excel will load with the FactSet menu on the Excel Ribbon Bar as shown below:īecause we have previously logged in to the main FactSet application, the Excel Add-In should not prompt us for credentials. Go to the Windows Start menu, then All Programs, then FactSet and finally select the FactSet Excel Add-In item. Now that the main FactSet application is running, minimize the screen and launch the FactSet Excel Add-In.

The FactSet AC Connection window will appear for up to one minute (depending on connection speed) as shown below:Īfter completely loading, the FactSet main screen will appear:Īt this point you may search for companies, industries and other financial instruments by typing in their names in the search box to the right of the blue FactSet “F” icon. A picture of the Windows Start menu is shown below:ĭepending on how your organization has configured FactSet security, you will either be prompted for log-in credentials or FactSet will automatically authenticate the user as it logs in. Go to the Windows Start menu, then All Programs, then FactSet and finally select the FactSet application.

How to get data from factset to tableau on mac