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Mac excel paste wizard3/23/2023 Click the Browse for Formula icon above the table on right.Select the tab at top, such as Board Details, Financials etc.Use available tools to customize your resulting table if needed: As you add criteria, results in the lower part of the window are updated dynamically.Proposal (choose from basic proposal characteristics such as result, category, and meeting dates).Proxy – add applicable criteria from the three categories: also define Institutional Shareholder Services Inc. Proxy (choose specific proxy fight winners, meeting dates, etc.Activist (select holder type and threat level, e.g.Equity (choose from general company features, equity index).Campaign Details (choose type of activist tactics, demands, etc.).Campaign Summary (choose general campaign characteristics such as status, objective, dates, etc.).Identifier List (select your saved custom portfolio)Ĭampaign – add applicable criteria from the five categories:.Poison Pill (select current position, pill statuses, adoption dates, etc.).Governance (choose criteria pertaining to bullet proof ratings, charter/bylaw, defense changes, etc.).Company (choose from general company features, equity index).In Starter wizards, add search criteria in the respective wizard.Ĭorporate Governance – add applicable criteria from the four categories:.Or select the available prescreened reports. Choose the initial screening wizards: Starter Screen – Corporate Governance ♦ Starter Screen – Campaign ♦ Starter Screen – Proxy.Select Screening tab > Universal Screening sub-tab.are excluded from the dataset.Ĭreate custom sets of companies based on corporate governance actions: Companies that have been acquired, merged, etc. NOTE: The dataset covers close to 5,000 publicly traded companies included in the major equity indexes. Screen companies by corporate governance and shareholder activity criteria, such as corporate takeover defense strategies (poison pill), shareholders proxy proposals, proxy fights and other shareholders activism actions. View FactSet Basic Search in Excel Add-In video tutorial Repeat steps 5-9 for other data items for the same set of identifiers.(FactSet remembers your latest selection - may skip this step if no changes needed.) On Insert bar, open the drop-down list to specify display format by choosing from the following options: Orientation (horizontal or vertical), Dates, Company Names, Item Descriptions.Place cursor in the cell where the report should start.The preview helps to see data availability and layout format. NOTE: As you select a data item and its values, you get a preview of results. Each data item has its own set of pertaining parameters. In the Inputs section of FactSet Sidebar, refine your selection by available parameters, such as time period, reporting basis, frequency, etc.For explanation of data content, click the data item and then click Definition. In the Data Item section of FactSet Sidebar, search for data items, one at a time, using a keyword search or by browsing data categories.Click the icon to select identifiers from Excel file by cell reference.Click the Identifier Lookup icon to select individual identifiers or by selecting a custom identifier list saved in FactSet Personal folder.(See How to Create a Custom List of Identifiers section of this guide under Finding Identifiers tab.).Use Search box to find identifiers one by one by name, ticker, or other identifier symbol.In Identifier field of FactSet Sidebar, select securities by either or a combination of the following methods:.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.(For any problems with installation, contact GSB Library) To download FactSet Add-In in Excel, select: File > Options > Add-Ins > FactSet Office COM Add-In. Run reports directly in Excel using historical wizard FactSet Sidebar.Ĭonfirm that FactSet Excel Add-In is enabled and the FactSet tab is displayed on Excel top access toolbar.
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