Week 2
Morningstar Direct for Asset Management | Investment Team
Presentation Studio
Create compelling presentations or PDFs to communicate your findings and tell your investment story.
Creating Factsheets and Workbook Templates
Learn the basics of Presentation Studio by replicating the two most common template types.
Microsoft® Excel® Add-In
Learn to dynamically retrieve data, analytics, and research from Morningstar Direct into Microsoft® Excel®.
Learning the Basic Commands
Practice applying the basic commands used to retrieve data from the Morningstar Direct database and learn tips about how to work most efficiently with this tool.
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