Help! Have company filing data over multiple years and the naming convention changes every few years for all the companies. Is there an easy and quick way to match the company names so I can trend the data of dozens of companies?

like
Posting as :
works at
You are currently posting as works at

Either:
A) identify the change in "naming convention" and adjust your data accordingly
B) use a heuristic tool to match the slightly different names (the less the characters change, the better).

I'd use B) - it sounds complicated, but you can just use Fuzzy lookup (an official Microsoft Add-in that match similar strings)

like

Thanks will try this!

We deal with this a lot in real estate as landlord restructure constantly. We assign them a “customer number” that’s irrespective of the name, often the first few letters and zip code of their corp office. Then as entities change we log that with the same customer number. It’s very much not automated though

like

Could you use their respective EINs as a unique identifier?

Not possible unfortunately

Are these public companies? If so, you can try using the ticket symbol. If not, all companies should have a unique filer ID if they file EDGAR on the SEC website or a separate state registration ID with where they formed the entity.

Related Posts

Can anyone share their experience for "Wealth Management Americas(WMA) Investment Products IT Change the Bank(CTB) team"? How are projects I mean newer or legacy technology, WLB, team's culture?

like

How is the Adobe experience platform, the new CDP from Adobe? Head anyone done any real world projects with the tool?

Thoughts on distressed trading desk at gs/jpm? How's comp / life? Interesting work?

like

What would be the in-hand monthly salary for this Capgemini offer ? Can anyone pls tell, confused with 'Other Allowances and Reimbursement -1,2'.

Post Photo
like

Looking to transition into an HR leadership position. 17+ years experience in running a startup managing 50-100 people (15 years) and handled all facets of hiring, firing, compensation, negotiation, training and employee relations. Responsibilities also include other non HR functions such as business dev., client relations and expansion, logistics. Currently studying for the SPHR and plan to take the GPHR as well. Thoughts on difficulty of moving into an HR leadership role?

like

Have been struggling to context switch between different projects that I am working on simultaneously. Any tips? Thanks in advance :)

like

What do you guys think about municipal finance

like

BCG🐠 how long is the cool off period for a fresh application if I didn't get to the interview stage?

like

What is mckinsey’s business analyst salary (M&A)?

like

Got a mail from RL to schedule a discussion for career outlook conversation next week, so most of us would get to know the numbers and impact tier by next week.

like

Numbers in excel...

Post Photo
likefunny

Is american express odc in phase 3 pune?

Hi everyone, my wife came to the US through the i130 process about 1.5 years ago and her CR1 PR expires in August. What are the next steps? confused between i90 or i751

What advice do you have for someone who wants to make a quick and seamless transition from operations to creative?

Trying to refresh my portfolio and thinking about switching to a different platform, what are my fellow copywriters’ fave sites to use?? I’m currently using wix since it’s free, but it’s given me many headaches trying to get it how I want my portfolio to look. I’m also looking into Copyfolio as well.

like

Anyone heard of/done the PowerMBA? How was it? Was it worth it? Should I just go to proper b school, overpricing & all...?

like

Sponsored folks, where do you plan to intern during bschool?

like

Hi all, I am working to populate a learning library for folks at GM who are interested in learning more about program management and SAFe- Please share your favorite blog posts, articles, podcasts, literature, videos and so on. Appreciate you all for sharing your expertise.

How do you get opportunities to speak on panels? Is it based on networking?

like

Additional Posts in Excel Genius

Anyone have an app or Excel spreadsheet they use to keep track of utilization? We just switched systems and our new system doesn’t give us a real time balance of our utilization rate (cont)

How do I easily find any cells that are hard coded vs formula? I have 10,000 rows of data and column F is supposed to be a formula based on columns C and D, without clicking into all 10k cells in column F how can I make sure formulas are there and not accidentally hand keyed over?

like

Would anyone be willing to teach me vlookup?

like

Is there a way for me to automate creating columns to do this so I can drag across and create my columns? For example--
1Q2021 2Q2021 3Q2021 4Q2021 2021 1Q2022?

likesmart

Vlook up isn't recognizing a couple of cells even though it's feeding off a pivot and when I check with an " if =" it comes up as being the same.
Any advice on what I need to check?
Thanks

like

Timesaver: If you’re working on a file saved on the cloud (teams, share point, etc.) and need the URL to communicate out, tap FILE -> INFO -> COPY PATH and the url will be on your clipboard. Pre-established sharing privileges of orig folder will apply. Hopefully this saves you time reshuffling open windows! Bonus: Same on standard MS suite files.

likesmart

Does 2-finger touchpad scroll not work on Excel sheets anymore? I used to be able to swipe quickly on my laptop's touchpad to navigate sheets but now it doesn't work. Based on the handful of posts I've read online about it, the problem seems unresolved. Has anyone dealt with the same issue and fixed it?

After I set a print area, how do I showcase the page 1 - page x in the excel sheet and have the background be grey?

HELP!
I have raw sales data on one tab, which includes a sales rep ID number. My second tab has that sales rep ID number in column 1 and the rep name in column 2. How can I get the rep name added to the correct line items in the raw data?

I am trying to recreate this without the numbers at the end. Any advice?

Post Photo
likehelpful

What’s the keyboard shortcut to get into the “insert options” dialogue when you’ve inserted a new row with Ctrl+Shift+Plus?

like

Has anyone had an issue with index match and lookups returning NA when trying to manipulate data from a password protected workbook?

What’s the symbol that you can type in a cell so you can input a text, but that text would not appear in the spreadsheet? I want to describe the formula without using a text box, which uses more space.

The equivalent of this is in SQL, you can use the apostrophe in the beginning of and end of a text. That text will not affect the function of the query, but that text can be seen if you proofread the query.

like

Hi there,
Which Excel courses you recommend for a beginner?

like

What’s the best way to summarize multiple amortization schedule. I have each schedule on a separate tab. On a master sheet can I do something where I can input a specific month and show my ST/LT ...

like

Any book recommendations on excel modeling for real world business applications?

like

What are your top Excel ninja tricks? Ones that few people know...

like

Client sent over a 90 MB model this evening. Took 10 minutes to open and a fraction of that to crash. Can’t wait for tomorrow 😭

like

How do I compare two sheets to make sure they are identical?

like

How do I look up values from a column in a row? E.g. Values in A1:A6 in B2:F2?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal