Create a self-updating Excel checklist with checkboxes, IFS due-date priority, and a progress data bar for faster tracking.

BYROW replaces thousands of table formulas with one spill formula, making spreadsheets leaner and much more robust.

Merge lists even with typos and inconsistent names. Tune the similarity threshold, use a transform table, and audit results ...

Data center investment in the U.S. has increased rapidly in the post-pandemic era, and plans for future investment have surged further. Forecasting investment at such a turning point is an important ...

California has selected Innovaccer to compile aggregate claims data from 16 participating managed care plans, representing approximately two million of the state's Medicaid population, the company ...

Enterprise AI has a data problem. Despite billions in investment and increasingly capable language models, most organizations still can't answer basic analytical questions about their document ...

Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

Perceptions build over time, and sometimes, they linger long after the facts have changed. ByAllAccounts, part of Morningstar Wealth, has been in the financial data aggregation business since 1999. We ...

The writing has been on the wall for several years, but it has finally happened: Envestnet is selling its data aggregation and analytics subsidiary Yodlee a decade after its acquisition. The ...

I discovered artificial intelligence tool GPT Excel in my quest to cut down on all the busywork it takes to create and update spreadsheets. Carly Quellman, aka Carly Que, is a multimedia strategist ...