Skip to Main Content

FactSet - Getting Started: Learning to use FactSet

Learning to use FactSet Web

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 

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.

Help Guides for FactSet Portfolio Analysis 3.0

FactSet Help Guides & Documentation