hyperla.blogg.se - How to get data from factset to tableau on mac

On top menu bar, select a tab, then a sub-tab where available or a field from left panel.

FactSet opens the respective page and automatically adds the tab to the top bar if it is not there.įactSet search is menu-driven through its customizable interface called Workspace.

Click the Search FactSet (magnifying glass) icon in top left corner.

For example, find/add a tab where you can find earnings calls transcripts: See below the How to Search section of this guide.

To find/add a tab by keyword(s), use the Search FactSet option.

Or Workspace > Save As to save a custom workspace in Personal folder.

Or Workspace > New to create a custom workspace.

Workspace > Open to choose a predefined Workspace configuration.

Click the Preferences icon in top right corner, then from drop-down list select:.

Select a tab, then click to add a tab to workspace.

Click the button on the tab bar to open an Add Tabs to Workspace window where you can perform the following operations:.

Workspace is fully customizable by either or a combination of the following methods: NOTE: Not all tabs are displayed upon login to the database. FactSet workspace is defined by selected application tabs on top bar.