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FactSet

Note

The following connector article is provided by FactSet, the owner of this connector and a member of the Microsoft Power Query Connector Certification Program. If you have questions regarding the content of this article or have changes you would like to see made to this article, visit the FactSet website and use the support channels there.

Summary

Item Description
Release state General Availability
Products supported Power BI (Semantic models)
Power BI (Dataflows)
Fabric (Dataflow Gen2)
Authentication types supported API Key
Organizational account
Function reference documentation https://developer.factset.com

Prerequisites

To start using the FactSet connector, the following prerequisite steps need to be completed.

  • Download Power BI

    • Ensure that you are using the latest version of Power BI, as the latest major update to FactSet is only available there. Any subsequent major or minor version updates will only be available by upgrading Power BI.

  • Subscription & Authentication

    • To access FactSet's data, the appropriate subscription is required. Contact your FactSet representative for more details.
    • With the subscription in place, the next step is to choose your authentication method. You can either generate an API key from the Developer Portal, or you can authenticate using the Use FactSet Login option (recommended).

Connect to FactSet from Power BI Desktop

To import data using FactSet from Power Query Desktop, take the following steps:

  1. Open Power BI Desktop

    On the Power BI Desktop home page, under section "Get Data" -> "More…"

    Screenshot of the Get Data drop down box with the More option emphasized.

  2. Connect to FactSet

    Search for FactSet in the Get Data pop-up and select the FactSet connector from the right-hand list.

    Note

    This connector serves as a unified solution, incorporating all the contents from previous FactSet connectors.

    Screenshot of the Get Data dialog box with FactSet emphasized.

  3. Authentication page

    You're prompted to sign in using your FactSet credentials. Alternatively, you can enter the Username - Serial and the API key. For more instructions on setting up an API key, go to the FactSet Developer Portal.

    Screenshot of the Authentication dialog box with the FactSet Login highlighted.

  4. FactSet Navigator

    FactSet opens a Navigator with a list of all functions provided. Note that all functions might not be available depending on your subscriptions; your account team can assist with requirements for access to additional products. Navigate to and select all the desired endpoint(s). Choose Load to import the data, or select Transform Data to proceed with data transformation in the Power Query editor.

    Screenshot of the Navigator dialog box with a list of all of the provided functions.

  5. Use Functions in FactSet

    A form populates in the query window with parameter fields to guide you. You can use the Developer Portal for more detail on the types of values accepted for each parameter and detail about the responses.

  6. Result Format

    Results are returned as a table and can be used to build your visualizations.