Here’s what you’re looking for: Stephen Yoss

Level up your skills with powerful lookup formulas.

Quick Tech Talk
With Steve Yoss
CPE Today

For professionals wrestling with massive datasets, finding specific information in Excel can feel like searching for a needle in a haystack. Whether it’s a customer ID, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. Enter Excel’s powerful lookup formulas.

MORE STEVE YOSS
MORE TECH
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Among the trio of essential lookup functions—VLOOKUP, INDEX-MATCH, and the modern XLOOKUP—the latter emerges as the star. While VLOOKUP and INDEX-MATCH have long been staples for data retrieval, XLOOKUP combines their strengths with enhanced features, offering users a faster, more versatile solution.

READ MORE →

 Revolutionize how businesses visualize and interpret data.

Quick Tech Talk
With Steve Yoss
CPE Today

Businesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies to turn raw data into dynamic, interactive dashboards. These tools empower decision-makers to access real-time insights tailored to their specific needs, enabling them to make informed choices that drive success.

MORE STEVE YOSS
MORE TECH
Exclusively for PRO Members. Log in here or upgrade to PRO today.

 

Business intelligence tools go far beyond static financial reports like balance sheets and income statements. By integrating sales, marketing, inventory, e-commerce, and even email newsletter data, companies can create a comprehensive “heads-up display” of their operations. Imagine transforming sales data into visual charts, mapping customer trends geographically, and combining diverse datasets into a single interactive platform. These tools enable businesses to manage proactively, focusing on forward-looking strategies rather than relying solely on retrospective analysis.

READ MORE →

Unlock insights quickly, from QuickBooks to custom systems.

Quick Tech Talk
With Steve Yoss
CPE Today

Microsoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, Power BI seamlessly connects to nearly 100 native cloud resources—including QuickBooks Online—bringing your data to life through interactive dashboards, charts, maps, and graphs.

MORE Steve Yoss | MORE Tech

One of Power BI’s standout features is its ease of use. By simply entering your username and password, you can connect directly to QuickBooks Online without the need for third-party integrations or extra fees. Moreover, its support for ODBC (Open Database Connectivity) makes it possible to integrate virtually any system, from inventory management to payroll and HR, or even external web data requiring login credentials.

READ MORE →

Your data has probably already been exposed.

Quick Tech Talk
With Steve Yoss
CPE Today

Data breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financial information continues to grow. However, there is a simple yet powerful way to protect your accounts: multi-factor authentication (MFA).

MORE STEVE YOSS
MORE TECH
Exclusively for PRO Members. Log in here or upgrade to PRO today.

MFA, sometimes referred to as one-time passwords, has become a cornerstone of modern cybersecurity. Think about this hard truth: Your data, unfortunately, has probably been exposed by either a website, a web service, or maybe even your favorite merchant at some point in the last 10 to 15 years. When passwords are stolen in data breaches, cybercriminals often use them to access accounts on other sites, exploiting the common habit of password reuse.

READ MORE →