If this happens, pull down the FactSet menu from the Excel Ribbon bar. Close Excel and reopen it and the FactSet tab should be back. Then simply select the disabled FactSet add-in and click Enable. It can be easily fixed by going to Excel Options, clicking Add-Ins, selecting Disabled Items from the dropdown menu next to the word Manage, and clicking Go. Single Sign-On (SSO) Login with just your email or ID.Reset it – You’ll need your email or ID. You’ll need your email or ID supplied by FactSet. You will not get immediate confirmation of registration. Please note, your ID will be processed within 7-10 U.S. In the pop-up box, click the link to Create a FactSet account if you do not already have one. You may be prompted to log in/authenticate into Library eResources. By default, the FactSet Sidebar opens on Insert tab.
This will open the wizard, FactSet Sidebar.
Click Insert Formula icon or Show Hide Sidebar icon on top icon bar. How do I get FactSet plugins into Excel?ĭownloading to Excel Click FactSet tab on top bar.
The FactSet installation will need to be run by a Windows Administrator. The FactSet installation can be downloaded by browsing to Once the MSI has finished downloading, double-click it and click through the Next, Install, and Finish buttons. + Within the FactSet Troubleshooting Utility select the Clear Cached Config option under the FactSet section and click the Run Selected Items button in the lower right corner.
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