diff --git a/powerquery-docs/connectors/factset.md b/powerquery-docs/connectors/factset.md new file mode 100644 index 000000000..33f5678a9 --- /dev/null +++ b/powerquery-docs/connectors/factset.md @@ -0,0 +1,74 @@ +--- +title: Power Query FactSet Enterprise connector +description: Provides basic information and prerequisites for the FactSet Enterprise connector, and includes descriptions of the optional input parameters. +author: eschmidtfds +ms.service: powerquery +ms.topic: conceptual +ms.date: 6/30/2025 +ms.author: dougklo +ms.subservice: connectors +--- + +# 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](https://developer.factset.com/learn/authentication-api-key), 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…"** + + :::image type="content" source="./media/factset/open-power-bi.png" alt-text="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. + + :::image type="content" source="./media/factset/connect.png" alt-text="Screenshot of the Get Data dialog box with FactSet emphasized."::: + +4. **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](https://developer.factset.com/manage-api-keys). + + :::image type="content" source="./media/factset/authentication.png" alt-text="Screenshot of the Authentication dialog box with the FactSet Login highlighted."::: + +5. **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. + + :::image type="content" source="./media/factset/navigator.png" alt-text="Screenshot of the Navigator dialog box with a list of all of the provided functions."::: + +6. **Use Functions in FactSet** + + A form populates in the query window with parameter fields to guide you. You can use the [Developer Portal](https://developer.factset.com/api-catalog) for more detail on the types of values accepted for each parameter and detail about the responses. + +7. **Result Format** + + Results are returned as a table and can be used to build your visualizations. diff --git a/powerquery-docs/connectors/index.md b/powerquery-docs/connectors/index.md index a62cd9641..81f390ac9 100644 --- a/powerquery-docs/connectors/index.md +++ b/powerquery-docs/connectors/index.md @@ -134,7 +134,7 @@ The connectors are listed in alphabetical order in separate tables for each lett | Connector | Excel      | Power BI (Semantic models) | Power BI (Dataflows) | Fabric (Dataflow Gen2) | Power Apps (Dataflows) | Customer
Insights (Dataflows) | Analysis Services | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------| -| :::image type="content" border="false" source="media/index/factset-64.png" alt-text="FactSet Analytics.":::
**FactSet Analytics**
By FactSet | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet Analytics in Excel"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet Analytics in Power BI (Semantic models)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet Analytics in Power BI (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet Analytics in Fabric (Dataflow Gen2)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet Analytics in Power Apps (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet Analytics in Customer Insights (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet Analytics in Analysis Services"::: | +| :::image type="content" border="false" source="media/index/factset-64.png" alt-text="FactSet." link="./factset.md":::
**FactSet**
By FactSet | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet in Excel"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet in Power BI (Semantic models)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet in Power BI (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet in Fabric (Dataflow Gen2)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet in Power Apps (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet in Customer Insights (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet in Analysis Services"::: | | :::image type="content" border="false" source="media/index/factset-rms-64.png" alt-text="FactSet RMS (Beta)." link="./factset-rms.md"::: [
**FactSet RMS
(Beta)**](./factset-rms.md)
By FactSet | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet RMS (Beta) in Excel"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet RMS (Beta) in Power BI (Semantic models)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet RMS (Beta) in Power BI (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FactSet RMS (Beta) in Fabric (Dataflow Gen2)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet RMS (Beta) in Power Apps (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet RMS (Beta) in Customer Insights (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FactSet RMS (Beta) in Analysis Services"::: | | :::image type="content" border="false" source="media/index/fhir-64.png" alt-text="FHIR." link="./fhir/fhir.md"::: [
**FHIR**](./fhir/fhir.md)
By Microsoft | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FHIR in Excel"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FHIR in Power BI (Semantic models)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FHIR in Power BI (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FHIR in Fabric (Dataflow Gen2)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FHIR in Power Apps (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - FHIR in Customer Insights (Dataflows)"::: | :::image type="content" border="false" source="media/index/no.png" alt-text="Not supported - FHIR in Analysis Services"::: | | :::image type="content" border="false" source="media/index/folder-64.png" alt-text="Folder." link="./folder.md"::: [
**Folder**](./folder.md)
By Microsoft | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Excel"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Power BI (Semantic models)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Power BI (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Fabric (Dataflow Gen2)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Power Apps (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Customer Insights (Dataflows)"::: | :::image type="content" border="false" source="media/index/yes.png" alt-text="Supported - Folder in Analysis Services"::: | diff --git a/powerquery-docs/connectors/media/factset/authentication.png b/powerquery-docs/connectors/media/factset/authentication.png new file mode 100644 index 000000000..4e65a9a69 Binary files /dev/null and b/powerquery-docs/connectors/media/factset/authentication.png differ diff --git a/powerquery-docs/connectors/media/factset/connect.png b/powerquery-docs/connectors/media/factset/connect.png new file mode 100644 index 000000000..09c315046 Binary files /dev/null and b/powerquery-docs/connectors/media/factset/connect.png differ diff --git a/powerquery-docs/connectors/media/factset/navigator.png b/powerquery-docs/connectors/media/factset/navigator.png new file mode 100644 index 000000000..01baa4e72 Binary files /dev/null and b/powerquery-docs/connectors/media/factset/navigator.png differ diff --git a/powerquery-docs/connectors/media/factset/open-power-bi.png b/powerquery-docs/connectors/media/factset/open-power-bi.png new file mode 100644 index 000000000..e656199ea Binary files /dev/null and b/powerquery-docs/connectors/media/factset/open-power-bi.png differ diff --git a/powerquery-docs/toc.yml b/powerquery-docs/toc.yml index 15662673f..3086169b1 100644 --- a/powerquery-docs/toc.yml +++ b/powerquery-docs/toc.yml @@ -421,6 +421,8 @@ items: href: connectors/exact-online-premium.md - name: "Excel" href: connectors/excel.md + - name: "FactSet" + href: connectors/factset.md - name: "FactSet RMS (Beta)" href: connectors/factset-rms.md - name: "FHIR"