FactSet - Getting Started: Learning to use FactSet

For help getting started with FactSet, new users have many options:

1. If you like to learn by watching videos, then check out the FactSet Learning Portal 

• Here's the FactSet Learning Portal URL: https://learning.factset.com  
• If you are using the FactSet Workstation (installed software), type @LRN in the top search bar to access the Learning Portal.
• Here are links to a few great videos (you must be logged in to watch them)

  • Academic Overview (18 minutes)

  • Overview of the main FactSet tabs (Company, Industry, Economics, etc.) (29 minutes)

  • FactSet Essentials Core Suite (deeper look at the core FactSet tabs) (91 minutes)

2. Use the Online Assistant for help with a specific question.  It's like having your own FactSet Encyclopedia:

• In FactSet Web, look for the ? icon in the left menu and then click on Help

3. Check out the Quick Reference Help Guides in the right column of this Research Guide.  Tips for the most common used FactSet functions used by Sheridan Students are found there.