Toolbar in Excel. So the FactSet toolbar is a key element of using the system, and let's just take a tour of that toolbar and work our way through. Firstly, this is showing or hiding the sidebar and that sidebar helps you to build formulas and we'll go through that in more detail in another video. Now let's look at the toolbar. And first, we have insert formula and that's where you can insert a formula or a series. Secondly, identify lookup. That's where you can look for a particular company. Next, the filings wizard, that's where you can go to get financial statements directly from the SEC filings. And source documents allows you to import the data to Excel with the click through back to the source filings so that you can have them all linked. The template library. This is where FactSet have got their own set of templates and this is actually quite useful because what it helps you to do is to understand how their formulas are constructed. So you can go into the comps file and you can understand how they're building the formulas. So sometimes it's just very useful to do that to see how FactSet formulas are created.

The refresh button allows you to refresh either the whole sheet or the whole workbook or just a selection or even just the FDS codes. And this is really helpful because in some large spreadsheets, often you don't want everything to be refreshed at the same time. Managing links is useful because this allows you to break links if you want to send the file to a client. You can unlink the selected cells and it means that the file will no longer contain the FactSet formulas. You can also clear up metadata and that means it will clear the spreadsheet of the creator's name and other details. You can also pause FDS live here and that pauses a connection to FactSet so that the data doesn't automatically refresh. Then there are connections to Word and PowerPoint and this allows you to copy and paste from Excel into Word and PowerPoint, but on a linked basis so that the charts and data automatically update. Then there are the charting and graphing tools and also some modeling tools, and these are lots of shortcuts to help you work more efficiently with the FactSet data. Then you've got a standard workbook setup and then lots of formatting items here. And under more tools, this is where you can customize a lot of the shortcuts. You can change the shortcut keys and you can also change some of the smart cycles and those where a keyboard shortcut will run you through different colors or different formats and you can customize those here. Then you've got some utilities and settings on the right-hand side and you can launch the workstation there too. So that's a summary of the FactSet toolbar.