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Posted: Nov 17, 2015

Look Up Feature

  • Open Research Insight.
  • Select Tools from the Menu bar. Select Look Up from the pull down menu.
  • Use Look up to view and select from:
    • Lists of Companies.
    • Items and Concepts such as address or advertising expense.
    • Functions (predefined calculation tools).
    • Sets such as the S&P 500.

RI Help Menu

  • Use within a specific Research Insight application such Research Assistant or Open Report.
  • Click on the Help button in lower left corner of window within a specific application.
  • Click on Help Topics. Click on Contents tab.

Predefined Reports

  • Over 100 predefined reports that are most often used.
  • Reports are available for financial topics such as Cash Flow Statements; Balance Sheets; Sector and Industry Reports; Income Statements; Company Highlights; or Ratio Reports and Models for one company or a group of companies.
  • Please note you can only search for one report at a time. You can then open the report using the Research Insight software or Excel.

Introduction to Using Excel

  • Open an application in Research Insight.
  • Click on Help in any Research Insight application.
  • Click on Help Topics. Click on Contents tab.
  • Select Linking Research Insight to Excel.
  • Select Overview.

Excel Limits

  • PDF document that outlines the limits for using the Excel Add-In, as well as Research Insight's limitations for building reports.

Large Data Sets

  • Most users export limited amounts of data through Excel - looking at one or several companies - for teaching and modeling.
  • There are some known data limits for the amount of Compustat data that can be moved directly into Excel.
  • This PDF document is a guide for those faculty members interested in downloading large amounts of Compustat data for use with applications such as Excel, SAS, and SPSS.

Phone Contacts

Help Hotline:

  • Standard & Poor's Hotline, 1-800-523-4534, Monday through Friday, 8:00 AM to 8:00 PM.

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