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How dirty is your data?

kenny.foo

Xplan Expert

4 months ago

Is "data" a dirty word for you? Does it conjure up indelible feelings of guilt and shame – this feeling that you’ve been procrastinating, and that thing which you’ve been knowingly neglecting is fe...

Updated 4 months ago

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kenny.foo

Xplan Expert

Joined 13 November 2023

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andrew.wilson.0

Xplan Expert

4 months ago

kenny.foo your "Vague file note types" tip inspired me to review our site only to find that we had inconsistent types like; SoA, Statement of Advice, Advice Document. Thanks for the heads up of what to look out for.

Download now: Your guide to data in Xplan

Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.

Advisely-Team

3 months ago

505Views

2likes

0Comments

Time for a data deep clean

What happens when your data is too far gone?

laura.capozzi

4 months ago

321Views

3likes

1Comment

Your data glow-up: keeping it sparkling clean

Now that you've wrangled those dirty data monsters, let's talk about keeping your data sparkling.

andrew.wilson.0

4 months ago

398Views

4likes

2Comments

🤓Xplan Hint: Validate data with Regex

Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for ...

andrew.wilson.0

3 months ago

60Views

2likes

1Comment