New Book -Business Intelligence for Location Based Data

We are pleased to announce the release of a new book— Business Intelligence for Your Location Based Data: Turning Geographic Data into Strategic Business Decisions. To celebrate the launch and thank you for your continued support, we are making the Kindle edition free on Amazon from Thursday, April 30 through Monday, May 4, 2026.

The book is a practical overview of the broader location-intelligence landscape — not a CDXZipStream sales brochure. Its first part covers the foundations every analyst should know: geocoding, routing and distance analysis, geographic access, and the demographic and Census data that turn an address into context. Later sections walk through real applications — marketing and campaign targeting, retail site selection and trade-area analysis, supply-chain and logistics optimization, and healthcare access — followed by chapters on best practices, common pitfalls, and the strategic role of location intelligence inside a modern organization.

How to grab your free copy

From April 30 to May 4, visit the book's page on Amazon and click Buy now with 1-Click — the Kindle price will show as $0.00. The book reads on any Kindle device or in the free Kindle app on your phone, tablet, or computer.

Prefer print? Paperback and hardcover editions are also available on Amazon at our standard pricing and ship via Prime.

If you enjoy the book, an honest Amazon review would mean a great deal to us — reviews from working professionals are the single best way for other practitioners to discover the title.

Free Kindle: April 30 – May 4, 2026 Download on Amazon →

CDXZipStream Updated with 2024 U.S. Census ACS Data

We are pleased to announce that the CDXZipStream ACS data feeds have been updated to reflect the latest U.S. Census Bureau releases.

These datasets are derived from the American Community Survey (ACS), the Census Bureau’s largest and most detailed ongoing survey, which collects data from hundreds of thousands of U.S. households each month. The newly released data represent the latest ACS 5-year estimates (2020–2024 period) and are now available in the CDXZipStream Premium ACS version.

Updated Data Feeds Include:

State
County
ZIP Codes (ZCTAs)
Places
Core-Based Statistical Areas (CBSAs)
Census Tracts

How to Update (Existing ACS Premium Users)

Confirm that your data maintenance contract is active.

In Excel, open the CDXZipStream menu and select Account.

Click Check for Available Database Updates.

Select the option to update your Premium database.

How to Purchase or Upgrade

If you do not have an active account, log in at CDXTech.com.

Navigate to My Account → Product Management, then select Buy Data Update to purchase a Premium Maintenance contract.

To upgrade your current version of CDXZipStream, select Upgrade License and choose the ACS version.

Once your purchase is complete, the latest ACS data will be automatically included.

If you have any questions or need assistance, please contact our support team at support@cdxtech.com.

Which CDXTech Product Is Right for You? (ZipStream vs GeoData vs Streamer)

If you’re trying to pick the right CDXTech product, the short version is this:

  • CDXZipStream is for people who want to do location analysis directly in Excel (drive time, distance, routing, coverage, mapping, demographics).

  • CDXGeoData is for teams that need location intelligence via apps or API (developers, analysts, automation, integrations).

  • CDXStreamer is for anyone who wants web-based location tools (no install, no Excel required) including address correction + ZIP+4, plus browser workflows for driving distance, radius/proximity, and demographics—ideal for Mac/Linux users or teams working outside of Excel.

Below is the detailed breakdown and a quick decision path to choose confidently. 


Quick comparison

If you need… Best choice Why
Drive-time, drive-distance, closest location, routing, territory/coverage analysis in Excel CDXZipStream Built for spreadsheet workflows and bulk analysis without coding
A REST API or cross-platform workflow to integrate geocoding/enrichment into apps, pipelines, or CRMs CDXGeoData Developer-ready endpoints + automation-friendly
Web-based tools (no Windows install) for address cleanup, ZIP+4, driving distance, radius functions, and demographics CDXStreamer Browser-first workflows for non-Windows users and teams working outside Excel
Non-technical users who want tools + templates to get answers quickly CDXZipStream / CDXStreamer Excel + web workflows are usually the fastest route to a deliverable
Developers who want to control logic, batching, retries, and integration CDXGeoData APIs are made for scalable automation

Best results from geocoding/demographics enrichment

CDXStreamer + (ZipStream or GeoData) Clean inputs first → higher match rates and better downstream data

 1) CDXZipStream: Location analytics in Excel

Choose CDXZipStream if your team already lives in Excel and you want answers fast—especially when you’re doing spatial analysis at scale.

Best for

  • Sales ops, marketing ops, analysts, finance, operations

  • Anyone building reports and models in Excel

  • Teams that need results without building an engineering workflow

Typical use cases

  • Driving time / driving distance calculations (bulk)

  • Closest store / nearest facility analysis by ZIP or address

  • Territory planning and coverage analysis

  • Multi-stop routing support for field teams

  • Demographics lookups and reporting using geography

You’ll love ZipStream if you say things like

  • “We have a spreadsheet of customers and locations.”

  • “We need a 10/20/30-minute drive-time coverage report.”

  • “I want a deliverable this afternoon—not a sprint.”

Primary CTA


 2) CDXGeoData: API-first location intelligence (plus apps/templates)

Choose CDXGeoData when you need location data to power a system, app, or automated process—or you want the flexibility of APIs and repeatable pipelines.

Best for

  • Developers and technical teams

  • Data engineering / analytics engineering

  • Organizations integrating geocoding/enrichment into CRMs, ETL jobs, apps, or dashboards

Typical use cases

  • Geocoding at scale (batch jobs, scheduled enrichments)

  • Reverse geocoding (lat/long → geography)

  • Demographics & enrichment pipelines

  • Automated scoring/segmentation based on location attributes

  • Integrations where you control retries, caching, and cost optimization

You’ll love GeoData if you say things like

  • “We need to integrate this into our product.”

  • “We want a repeatable job that runs nightly.”

  • “We have developers and prefer APIs.”

Primary CTA


 3) CDXStreamer: Web-based tools + address correction + ZIP+4 (no install, no Excel required)

Choose CDXStreamer if you want to work in a browser—especially if you’re on Mac/Linux, don’t want to install software, or prefer tools that run outside Excel.

Think of CDXStreamer as the web-based location toolkit: list cleanup + ZIP+4, plus browser workflows for proximity and demographics—ideal when you don’t want Excel add-ins or installs.

Best for

  • Mac/Linux users (or anyone who doesn’t want Windows-only add-ins)

  • Teams who prefer a browser workflow over installing desktop software

  • Users who want to run jobs outside Excel (or share workflows with non-Excel users)

  • Direct mail, CRM hygiene, and marketing ops teams

Typical use cases

  • Address standardization and correction

  • ZIP+4 append

  • Bulk list cleanup before mailing, enrichment, or CRM imports

  • Driving distance calculations (web-based workflow)

  • Radius / proximity functions (e.g., “within X miles”)

  • Demographics lookups for segmentation and reporting (web-based)

You’ll love CDXStreamer if you say things like

  • “I’m on a Mac and I don’t want to install anything.”

  • “We need a web tool to clean addresses and append ZIP+4.”

  • “We want driving distance / radius analysis but not inside Excel.”

  • “I need a fast way to enrich a list with demographics.”

Primary CTA


 The decision guide (pick in 30 seconds)

Choose CDXZipStream if…

✅ Your workflow is spreadsheet-based
✅ You need analysis like drive time, routing, proximity, territories
✅ You want results without building a dev pipeline

Choose CDXGeoData if…

✅ You want a REST API to integrate into your systems
✅ You need repeatable automation (ETL, CRM enrichment, scheduled jobs)
✅ Your team prefers code-level control

Choose CDXStreamer if…

✅ You want web-based tools (Mac/Linux friendly, no install)
✅ You need address correction + ZIP+4 and/or browser distance/radius/demographics
✅ You want to work outside of Excel or share workflows across a team

 


 Common “best together” bundles

Bundle A: CDXStreamer + CDXZipStream

Best for: business users who want both web-based prep and Excel-based analysis
Why it works: use Streamer for web-based list prep and lightweight workflows, then switch to Excel for deeper analytics and deliverables.

Example workflow:

  1. Clean and standardize address list + ZIP+4 append (Streamer)

  2. Drive-time or proximity analysis for store coverage (ZipStream)

  3. Export a final report for leadership

Bundle B: CDXStreamer + CDXGeoData

Best for: automated pipelines and integrations that start with messy address data
Why it works: clean inputs first (Streamer), then enrich/automate at scale (GeoData API).

Example workflow:

  1. Address cleanup / verification step (Streamer)

  2. Geocode + enrich + segment automatically (GeoData API)

  3. Write results back to CRM/data warehouse

Bundle C: CDXZipStream + CDXGeoData

Best for: hybrid teams (analysts + devs)
Why it works: analysts prototype in Excel, devs productionize via API.

Example workflow:

  1. Prototype the workflow and output format in Excel (ZipStream)

  2. Move it to scheduled jobs or integrations (GeoData API)

  3. Keep Excel templates for QA and stakeholder reporting


FAQs

“We just need to append ZIP+4. Which product?”

Start with CDXStreamer (web-based ZIP+4 and list cleanup workflows).

“We need driving distance, radius functions, or demographics, but we don’t want Windows installs or Excel add-ins.”

That’s CDXStreamer—it’s the best option for browser-based workflows outside Excel.

“We need drive-time coverage, routing, and nearest location reporting in Excel.”

That’s CDXZipStream.

“We’re building an app and need geocoding and enrichment behind the scenes.”

That’s CDXGeoData.

“We already tried geocoding and our match rate is low.”

Start with CDXStreamer to improve address quality and standardization first. Then:

  • use ZipStream if your workflow is Excel-based, or

  • use GeoData if you need an API pipeline.



 

 


 

 

Supercharge Your CDXZipStream Workflow with One-Click Automation Templates

CDXZipStream is a powerful location analysis solution that brings routing, ZIP code distance, radius, and demographic analysis directly into Excel. It enables users to perform sophisticated location-based analysis without the need for specialized GIS software.

What many users don’t realize, however, is that much of this powerful functionality can be accessed with pre-built Automation Templates—making advanced analysis as simple as clicking a button.

What Are CDXZipStream Automation Templates?

Automation Templates are ready-to-use Excel workbooks that automate common CDXZipStream workflows. Rather than learning formulas or manually configuring calculations, users simply enter their data, click a button, and receive complete results.

These templates encapsulate proven logic and best practices, allowing users to take full advantage of CDXZipStream capabilities without needing to understand the underlying complexity.

Designed to Eliminate Complexity

While CDXZipStream supports a wide range of advanced functions, many users only scratch the surface because they assume deeper functionality requires technical expertise. Automation Templates remove that barrier entirely.

By handling configuration, formulas, and sequencing behind the scenes, templates let users focus on outcomes instead of setup.

Types of Templates Available

CDXZipStream Automation Templates cover the most commonly requested location analysis workflows, including:

Geocoding & Location Intelligence

Templates that convert address lists into latitude and longitude, return ZIP codes, cities, states, counties, census tract identifiers, and perform reverse geocoding from coordinates back to addresses.

Distance, Routing & Travel Time

Templates that calculate straight-line ZIP code distances, driving distance and time between locations, distance matrices between two lists, and optimized driving routes for multiple stops.

Radius & Proximity Analysis

Templates that identify ZIP codes within a defined radius, find the closest ZIP codes to a location, and perform bulk radius analysis across large datasets.

Demographics & Census-Based Reporting

Templates that generate demographic profiles for ZIP codes using census-based data, enabling quick insights into population, income, and other key characteristics.

Data Lookup & Quality Enhancement

Templates that improve data quality by resolving incomplete location data, identifying valid ZIP codes, and standardizing geographic information.

What These Templates Enable

Each template executes one or more CDXZipStream functions automatically, allowing users to:

  • Run advanced multi-step analysis with a single click

  • Avoid writing or maintaining complex formulas

  • Produce consistent, repeatable results

  • Reduce errors caused by manual configuration

  • Access advanced functionality they may not know exists

In effect, templates allow users to operate CDXZipStream at an expert level with minimal effort.

View available templates here:

Why Many Users Haven’t Discovered Them

Many CDXZipStream users focus on individual functions and don’t realize that complete workflows are already built and ready to use. As a result, they spend time manually recreating processes that could be automated instantly.

Automation Templates exist specifically to bridge that gap.

Start Using Templates Today

If you’re using CDXZipStream without Automation Templates, you’re likely doing more work than necessary. These templates provide a faster, easier, and more reliable way to perform location analysis—often with nothing more than a single click.

Exploring the available templates is one of the quickest ways to unlock the full value of CDXZipStream.

Eliminate Macro Warnings in CDX Technologies Templates

Many CDX Technologies Excel templates rely on VBA macros to automate calculations, validations, and workflows. To protect users, Microsoft Excel displays security warnings when opening macro-enabled files from unknown or untrusted publishers. To ensure a seamless experience, CDX Technologies digitally signs its Excel templates using the Hughes Financial Services Inc. code-signing certificate. By adding this certificate as a Trusted Publisher, users can safely enable macros without repeated security prompts, subject to their organization’s security policies

This article explains why trusting the publisher matters and how to do it in just a few steps.


Why Excel Shows Macro Security Warnings

Excel macros can execute powerful commands, which is why Microsoft blocks them by default unless certain trust conditions are met. In particular, macros can run without warnings when:

  • The file comes from a trusted location (such as a designated trusted folder), or

  • The macro is signed by a publisher that has been added to Excel’s Trusted Publishers.

When a workbook is digitally signed but the publisher isn’t yet trusted, Excel displays a warning such as:

“Macros have been disabled” or “Security Warning: Macros have been disabled”

Adding the Hughes Financial Services Inc. certificate as a trusted publisher typically resolves these prompts for that user on that computer, as long as the certificate remains valid and organizational policies allow it.


Advantages of Adding Hughes Financial Services Inc. as a Trusted Publisher

Adding a trusted publisher provides both security and convenience.

1. Prevents Repeated Macro Execution Warnings

Once Hughes Financial Services Inc. is trusted, Excel will normally enable macros automatically in all CDX Technologies templates signed with that certificate, eliminating repeated prompts for those files. This behavior may still be constrained by your organization’s macro security policies or group policy settings.

2. Confirms File Authenticity

A trusted digital signature ensures:

  • The template came from Hughes Financial Services Inc.

  • The file has not been modified in a way that invalidates the signature since it was signed.

If a file is altered after signing so that the signature is no longer valid, Excel treats that signature as invalid and will not treat that file as trusted, even if the publisher itself is trusted

3. Improves User Experience

Users can:

  • Open templates without constant security interruptions.

  • Avoid confusion about whether it is safe to enable macros.

  • Reduce training and support issues related to Excel security prompts

4. Aligns with Enterprise Security Best Practices

Enterprise administrators should also configure macro policies (for example, “Disable all macros except digitally signed macros”) and restrict trusted publishers to vetted sources.

Trusting a verified publisher is safer than broadly disabling macro security. This approach:

  • Preserves Excel’s macro protection framework and default safeguards.

  • Limits trust only to known, approved publishers, in line with recommended enterprise controls.Enterprise administrators should also configure macro policies (for example, “Disable all macros except digitally signed macros”) and restrict trusted publishers to vetted sources.


How to Add Hughes Financial Services Inc. as a Trusted Publisher in Excel

Follow these steps the first time you open a CDX Technologies macro-enabled template.

Step 1: Open the CDX Technologies Excel Template

Open the .xlsm file provided by CDX Technologies. If you have just downloaded the file from the internet, be sure to unblock the file.

You should see a Security Warning banner indicating that macros have been disabled.


Step 2: Review the Security Warning and Digital Signature

  1. Click FileInfo

  2. Under Security Warning, click Enable Content → Advanced Options (or a similar option such as Enable Content → More Options, depending on your version).

  3. In the security dialog, you can click Show Signature Details or View Signature to review the signature issued to Hughes Financial Services Inc. if you wish to verify the publisher.

  4. Optionally, you can click View Certificate from the signature details window to inspect certificate information before proceeding.


Step 3: Trust the Publisher

  1. In the security options dialog, select the option “Trust all documents from this publisher”.

  2. Confirm the selection when prompted. This adds Hughes Financial Services Inc. to your Trusted Publishers list for your user profile.


Step 4: Reopen the Template

Reopen the Excel file. Macros signed by Hughes Financial Services Inc. should now run automatically without additional warning messages on that user profile, provided your organization’s macro policies permit this

All future CDX Technologies templates signed by Hughes Financial Services Inc. will normally be trusted on this user account on that computer. If you still see warnings, your organization’s IT policies may be blocking macros even from trusted publishers, and you may need assistance from your administrator.


Important Notes

  • Trusting the publisher applies only to templates signed by Hughes Financial Services Inc.

  • If a file is altered or corrupted in a way that breaks the digital signature, Excel will treat the signature as invalid and will not treat that file as trusted, even if Hughes Financial Services Inc. remains a trusted publisher.

  • Trusted publishers are typically stored per user profile; in managed environments, IT may configure this centrally so you do not need to perform these steps yourself.


Need Help?

If you encounter issues trusting the certificate or if macros are still blocked after following these steps, contact CDX Technologies Support or your IT administrator for assistance. This ensures your templates run smoothly while remaining consistent with your organization’s security requirements