Difference between revisions of "Vitalsigns.xls"

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>Johno
(→‎GlobalVars Sheet)
>Johno
Line 44: Line 44:
 
== Membership Sheet ==
 
== Membership Sheet ==
  
−
'''vDefaultDaysDelq'''
+
All the settings in this worksheet apply to the Membership_Analysis and Membership_Summary documents.
−
    The number of days past due when a loan should be considered delinquent (Default 16)
 
  
−
'''vTB_Exclude_LoanAction'''
+
{| class="wikitable"
−
    A comma separated list of Loan actions to exclude from the Loan Trial Balance counts and balances (Default O,T)
+
| '''VS_VARNAME'''
 +
| '''VS_VARVALUE'''
 +
| '''Description (Note)'''
 +
|-
 +
| vDefaultDaysDelq
 +
| 16
 +
| The number of days past due when a loan should be considered delinquent. (1)
 +
|-
 +
| vLoadMbrSellerSfx0
 +
| 0
 +
| When set to 1, the Seller field will be loaded from the suffix 0 share record.
 +
|-
 +
| vDefaultStatus
 +
| Open
 +
| The default ''select'' status to be displayed for shares and loans.
 +
|-
 +
| vSelectMbrStatus
 +
| (Open|Dormant)
 +
| The default ''select'' status to be displayed for members.
 +
|-
 +
| vDefaultMbrSelect
 +
| 5
 +
| Must equal 5 for "(Open|Dormant)", else use 1 for "Open".
 +
|-
 +
|}
  
−
'''vTB_Exclude_Collateral'''
+
# This value is displayed on the ''Loan Charts'' page and may be edited interactively by the user.
−
    A comma separated list of collateral codes that should be excluded from the Loan Trial Balance counts and balances (Default 0)
 
  
−
'''vTB_Exclude_DescAbrv'''
+
== Transaction Sheet ==
−
    A comma separated list of share description abbreviations to exclude from the Share Trial Balance counts and balances (Default None)
+
 
 +
All the settings in this worksheet apply to the Transaction_Analysis document.
 +
 
 +
{| class="wikitable"
 +
| '''VS_VARNAME'''
 +
| '''VS_VARVALUE'''
 +
| '''Description (Note)'''
 +
|-
 +
| vTR_Exclude_Type
 +
| 392; 499
 +
| A semi-colon delimited list of history record TYPEs to exclude from the load.
 +
|-
 +
| vTR_Exclude_Cmnd
 +
| 392; 499
 +
| A semi-colon delimited list of history record COMMANDs to exclude from the load.
 +
|-
 +
| vTR_Num_Periods
 +
| 2
 +
| The number of periods per hour.  Use 2 for 30 min periods and 4 for 15 min increments.
 +
|-
 +
| vTR_Morning
 +
| 600
 +
| The time (in 24 hour format) when the '''morning''' period starts.
 +
|-
 +
| vTR_Midday
 +
| 1000
 +
| The time (in 24 hour format) when the '''midday''' period starts.
 +
|-
 +
| vTR_Afternoon
 +
| 1400
 +
| The time (in 24 hour format) when the '''afternoon''' period starts.
 +
|-
 +
| vTR_Evening
 +
| 1800
 +
| The time (in 24 hour format) when the '''evening''' period starts.
 +
|-
 +
| vTR_MaxCloseOffset
 +
| 60
 +
| The number of minutes after the branch closes when tellers will be automatically "closed". (1)
 +
|-
 +
| vTR_Num_Months
 +
| 13
 +
| The number of months of history activity to load.
 +
|-
 +
| vTR_Count_Dup_Trans
 +
| KEY
 +
| Possible values: KEY, EXACT, NONE.
 +
|-
 +
| vTR_Exclude_CL_Tellers
 +
| $$$
 +
| The number of months of history activity to load.
 +
|-
 +
| vTR_Use_Branch_Reassign
 +
| 0
 +
| Set to 1 to use the BranchReassign spreadsheet to assign branch numbers to drawers.
 +
|-
 +
| vTR_Load_TLRHIST
 +
| 0
 +
| Set to 1 for the depreciated Transaction_Activity document..
 +
|-
 +
| vTR_Def_Teller_Code
 +
| <M>
 +
| Default code for tellers that are missing from the TLRCODES file.
 +
|-
 +
|}
 +
 
 +
# Teller hours are calculated based on drawer DROP and CLOSE commands.  If a teller drawer is not closed, it will be closed automatically NN minutes after the branch is closed.
 +
 
 +
== DataChng Sheet ==
  
−
'''vLoadMbrSellerSfx0'''
+
The settings in this worksheet apply to the Spectrum_DataChange document.
  
−
'''vDefaultStatus'''
+
{| class="wikitable"
−
    The default status in the Membership_Analysis and Membership Summary applications for the selection on the left hand side (Default Open)
+
| '''VS_VARNAME'''
 +
| '''VS_VARVALUE'''
 +
| '''Description (Note)'''
 +
|-
 +
| vDC_NumDays
 +
| 30
 +
| The number of history days to include in the load.
 +
|-
 +
| vDC_DropNoActivity
 +
| 1
 +
| When set to 1, member, share & loan records with no data change activity will be dropped from the load.
 +
|-
 +
|}
  
−
'''vSelectMbrStatus'''
+
== LoadMbrData Sheet ==
−
    The default Member status to include in the vDefaultStatus (Default (Open|Dormant)
 
−
   
 
−
'''vDefaultMbrSelect'''
 
−
    This value must correspond to what is set for vSelectMbrStatus
 
−
    Example:
 
−
    if vSelectMbrStatus = (Open|Dormant) then set to 5
 
−
    if vSelectMbrStatus = (Open) then set to 1
 
  
−
== Transaction Sheet ==
+
The settings in this worksheet apply new member campaign tracking in the Membership_Analysis document.
  
−
== DataChng Sheet ==
+
{| class="wikitable"
 +
| '''VS_VARNAME'''
 +
| '''VS_VARVALUE'''
 +
| '''Description (Note)'''
 +
|-
 +
| vProspectFirstName
 +
| First Name
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vProspectLastName
 +
| Last Name
 +
|-
 +
| vProspectAddr1
 +
| Address Line 1
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vProspectAddr2
 +
| Address Line 2
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vProspectCity
 +
| City
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vProspectState
 +
| State
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vProspectZip
 +
| Zip
 +
| The mapped column name in the new member prospect data file.
 +
|-
 +
| vMaxFirstNameChars
 +
| 1
 +
| The number of chars to match in the First Name for a partial match.
 +
|-
 +
| vMaxLastNameChars
 +
| 5
 +
| The number of chars to match in the Last Name for a partial match.
 +
|-
 +
| vMaxStreetNameChars
 +
| 1
 +
| The number of chars to match in the Street Name for a partial match.
 +
|-
 +
|}

Revision as of 22:07, 1 December 2015

Overview

The Vital Signs spreadsheet defined variables used in Vital Signs


GlobalVars Sheet

VS_VARNAME VS_VARVALUE Description (Note)
vCUNAME VS Employees Credit Union The Credit Union name displayed in various documents.
vMaxDisplayRows 30000 The maximum number of rows to display in the View Details tables.
vUseAcctXref 1 Must be equal to 1 in versions 1.5 and higher.
vReportFrequencies Daily, Weekly, Monthly A comma separated list of possible reporting frequencies. (1).
vTB_Exclude_LoanAction O, T, A A comma separated list of loan actions to be excluded from the Trial Balance report.
vTB_Exclude_Collateral 0 A comma separated list of collateral codes to be excluded from the Trial Balance report.
vTB_Exclude_DescAbrv O, T, A A comma separated list of share DESC-ABRVs to be excluded from the Trial Balance report.
  1. vReportFrequencies contains a list of the valid report frequencies. If new custom frequencies are added, they must also be listed here. Case is important. All frequencies referenced here, must exist as worksheets in the DocumentDistribution spreadsheet, or a load error will occur. For example, "Daily, Weekly, Monthly, BoardReports, Finance, Tuesday" would add three additional reporting frequencies for report distribution.

Membership Sheet

All the settings in this worksheet apply to the Membership_Analysis and Membership_Summary documents.

VS_VARNAME VS_VARVALUE Description (Note)
vDefaultDaysDelq 16 The number of days past due when a loan should be considered delinquent. (1)
vLoadMbrSellerSfx0 0 When set to 1, the Seller field will be loaded from the suffix 0 share record.
vDefaultStatus Open The default select status to be displayed for shares and loans.
vSelectMbrStatus Dormant) The default select status to be displayed for members.
vDefaultMbrSelect 5 Dormant)", else use 1 for "Open".
  1. This value is displayed on the Loan Charts page and may be edited interactively by the user.

Transaction Sheet

All the settings in this worksheet apply to the Transaction_Analysis document.

VS_VARNAME VS_VARVALUE Description (Note)
vTR_Exclude_Type 392; 499 A semi-colon delimited list of history record TYPEs to exclude from the load.
vTR_Exclude_Cmnd 392; 499 A semi-colon delimited list of history record COMMANDs to exclude from the load.
vTR_Num_Periods 2 The number of periods per hour. Use 2 for 30 min periods and 4 for 15 min increments.
vTR_Morning 600 The time (in 24 hour format) when the morning period starts.
vTR_Midday 1000 The time (in 24 hour format) when the midday period starts.
vTR_Afternoon 1400 The time (in 24 hour format) when the afternoon period starts.
vTR_Evening 1800 The time (in 24 hour format) when the evening period starts.
vTR_MaxCloseOffset 60 The number of minutes after the branch closes when tellers will be automatically "closed". (1)
vTR_Num_Months 13 The number of months of history activity to load.
vTR_Count_Dup_Trans KEY Possible values: KEY, EXACT, NONE.
vTR_Exclude_CL_Tellers $$$ The number of months of history activity to load.
vTR_Use_Branch_Reassign 0 Set to 1 to use the BranchReassign spreadsheet to assign branch numbers to drawers.
vTR_Load_TLRHIST 0 Set to 1 for the depreciated Transaction_Activity document..
vTR_Def_Teller_Code <M> Default code for tellers that are missing from the TLRCODES file.
  1. Teller hours are calculated based on drawer DROP and CLOSE commands. If a teller drawer is not closed, it will be closed automatically NN minutes after the branch is closed.

DataChng Sheet

The settings in this worksheet apply to the Spectrum_DataChange document.

VS_VARNAME VS_VARVALUE Description (Note)
vDC_NumDays 30 The number of history days to include in the load.
vDC_DropNoActivity 1 When set to 1, member, share & loan records with no data change activity will be dropped from the load.

LoadMbrData Sheet

The settings in this worksheet apply new member campaign tracking in the Membership_Analysis document.

VS_VARNAME VS_VARVALUE Description (Note)
vProspectFirstName First Name The mapped column name in the new member prospect data file.
vProspectLastName Last Name
vProspectAddr1 Address Line 1 The mapped column name in the new member prospect data file.
vProspectAddr2 Address Line 2 The mapped column name in the new member prospect data file.
vProspectCity City The mapped column name in the new member prospect data file.
vProspectState State The mapped column name in the new member prospect data file.
vProspectZip Zip The mapped column name in the new member prospect data file.
vMaxFirstNameChars 1 The number of chars to match in the First Name for a partial match.
vMaxLastNameChars 5 The number of chars to match in the Last Name for a partial match.
vMaxStreetNameChars 1 The number of chars to match in the Street Name for a partial match.
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