Difference between revisions of "Membership analysis.xls"
>Jeremyb (→Ranges Sheet) |
>Jeremyb (→Ranges Sheet) |
||
| Line 47: | Line 47: | ||
'''TRIAL-BAL''' | '''TRIAL-BAL''' | ||
| − | + | Used in the Trial Balance page and should not be modified | |
| − | ''' | + | Example: |
| + | TRIAL-BAL Negative | ||
| + | TRIAL-BAL 0.00 Zero | ||
| + | TRIAL-BAL 0.01 $0.01 - $10.00 | ||
| + | TRIAL-BAL 10.01 $10.01 - $25.00 | ||
| + | TRIAL-BAL 25.01 $25.01 - $100.00 | ||
| + | TRIAL-BAL 100.01 $100.01 - $500.00 | ||
| + | TRIAL-BAL 500.01 $500.01 - $1,000 | ||
| + | TRIAL-BAL 1,000.01 $1,000.01 - $2,000 | ||
| + | TRIAL-BAL 2,000.01 $2,000.01 - $3,000 | ||
| + | TRIAL-BAL 3,000.01 $3,000.01 - $5,000 | ||
| + | TRIAL-BAL 5,000.01 $5,000.01 - $10,000 | ||
| + | TRIAL-BAL 10,000.01 $10,000.01 - $20,000 | ||
| + | TRIAL-BAL 20,000.01 $20,000.01 - $40,000 | ||
| + | TRIAL-BAL 40,000.01 $40,000.01 - $100,000 | ||
| + | TRIAL-BAL 100,000.01 $100,000.01 and Over | ||
| + | |||
| + | |||
| + | '''MBR-AGE''' | ||
| + | Used to calculate Member Age Ranges | ||
| + | |||
| + | Example: | ||
| + | MBR-AGE Zero (No age) | ||
| + | MBR-AGE 1 Under 16 | ||
| + | MBR-AGE 16 16 to 20 | ||
| + | MBR-AGE 21 21 to 25 | ||
| + | MBR-AGE 26 26 to 30 | ||
| + | MBR-AGE 31 31 to 35 | ||
| + | MBR-AGE 36 36 to 40 | ||
| + | MBR-AGE 41 41 to 45 | ||
| + | MBR-AGE 46 46 to 50 | ||
| + | MBR-AGE 51 51 to 55 | ||
| + | MBR-AGE 56 56 to 60 | ||
| + | MBR-AGE 61 61 to 65 | ||
| + | MBR-AGE 66 66 to 70 | ||
| + | MBR-AGE 71 71 to 75 | ||
| + | MBR-AGE 76 76 and over | ||
== Dimensions Sheet == | == Dimensions Sheet == | ||
Revision as of 19:12, 4 September 2012
Overview
The Membership Analysis spreadsheet contains Ranges, Dimensions, Fields and Accounts specific to Vital Signs during the nightly reloads
Ranges Sheet
This sheet contains range information used by the Vital Signs Membership_Analysis Application
These ranges are reapplied each time the Membership_Analysis application is reloaded The assigned range is >= IM_LOW and < The next IM_LOW value specified
The IM_TIER Column is used for setting a hierarchy for the ranges used below Note: typically this is only used for Credit Tier
SHARE-BAL
Used to calculate Share Balance Ranges
Example: SHARE-BAL Null No Shares SHARE-BAL Negative SHARE-BAL 0.00 Zero SHARE-BAL 0.01 $0.01 to $4 SHARE-BAL 5.00 $5 to $499 SHARE-BAL 500.00 $500 - $999 SHARE-BAL 1,000.00 $1K - $4,999 SHARE-BAL 5,000.00 $5K - $9,999 SHARE-BAL 10,000.00 $10K - $49,999 SHARE-BAL 50,000.00 $50K - $99,999 SHARE-BAL 100,000.00 $100K and over
LOAN-BAL
Used to calculate Loan Balance Ranges
Example: LOAN-BAL Null No Loans LOAN-BAL Negative LOAN-BAL 0.00 Zero LOAN-BAL 0.01 $0.01 to $999 LOAN-BAL 1,000.00 $1K to $4,999 LOAN-BAL 5,000.00 $5K to $9,999 LOAN-BAL 10,000.00 $10,000 - $49,999 LOAN-BAL 50,000.00 $50,000 - $99,999 LOAN-BAL 100,000.00 $100K and over
TRIAL-BAL
Used in the Trial Balance page and should not be modified
Example: TRIAL-BAL Negative TRIAL-BAL 0.00 Zero TRIAL-BAL 0.01 $0.01 - $10.00 TRIAL-BAL 10.01 $10.01 - $25.00 TRIAL-BAL 25.01 $25.01 - $100.00 TRIAL-BAL 100.01 $100.01 - $500.00 TRIAL-BAL 500.01 $500.01 - $1,000 TRIAL-BAL 1,000.01 $1,000.01 - $2,000 TRIAL-BAL 2,000.01 $2,000.01 - $3,000 TRIAL-BAL 3,000.01 $3,000.01 - $5,000 TRIAL-BAL 5,000.01 $5,000.01 - $10,000 TRIAL-BAL 10,000.01 $10,000.01 - $20,000 TRIAL-BAL 20,000.01 $20,000.01 - $40,000 TRIAL-BAL 40,000.01 $40,000.01 - $100,000 TRIAL-BAL 100,000.01 $100,000.01 and Over
MBR-AGE
Used to calculate Member Age Ranges
Example: MBR-AGE Zero (No age) MBR-AGE 1 Under 16 MBR-AGE 16 16 to 20 MBR-AGE 21 21 to 25 MBR-AGE 26 26 to 30 MBR-AGE 31 31 to 35 MBR-AGE 36 36 to 40 MBR-AGE 41 41 to 45 MBR-AGE 46 46 to 50 MBR-AGE 51 51 to 55 MBR-AGE 56 56 to 60 MBR-AGE 61 61 to 65 MBR-AGE 66 66 to 70 MBR-AGE 71 71 to 75 MBR-AGE 76 76 and over
