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Finplicity
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Product
Tutorials
Applications
Topics
Use Cases
FAQ
About
Section Navigation
Getting Started
Installing
Ribbon Overview
Using Without a Project
Your First Work
First Download
First Project
Project Manager
Creating Projects
Navigating
Syncing
Common Metadata
Private Permissions
Fork Project
Promote Project
Delete, Leave
Reset, History
Working with Excel
Ribbon Options
Reverse Range Selection
Single Cell vs Block
Pro Tips
Shutting Down
Data Reader
Web Reader
Excel Reader
File Reader
Custom Reader with UDF
Data Basics
Clean Data
Clear Area
Interpolate Data
Parse Data
Pivot Table
Reduce Data
Remove Duplicates
Scenario Setup
Sort Table
Transpose Data
Data Merge
Basic Merges
Inside a Workflow
Bulk Merge
Sorting
Concatenation
Inconsistent Headers
Missing Data
Data Select
pandas+
Quick Start
Comparison
Panel Data
Accessing pandas
Time Series
Big Data
Debugging
SQL+
Standard SQL
DuckDB
Summarize
AI Genie
Python+
SQL+
Standard SQL
DuckDB
AI Settings
Simulate
Excel Model
Sample()
Forecast
Time Series
Categorical
Panel
Optimize
Linear Programming
General Optimizer
Task Workflow Manager
Tasks
Workflows
Dynamic Tables
Control Board Manager
User Defined Functions
UDF Configure
UDF Call
Settings
Account
Range Update
Quick Start
Step 1: Create your account
Step 2: Create your first project
Step 3: Create your first task
Step 4: What’s next
Tutorials
Working with Excel
Working with Excel
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