Difference between revisions of "Membership analysis.xls"

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>Jeremyb
(Ranges Sheet)
>Jeremyb
(Ranges Sheet)
Line 14: Line 14:
  
 
'''SHARE-BAL'''
 
'''SHARE-BAL'''
    Used to calculate Share Balance Ranges     
+
Used to calculate Share Balance Ranges     
 +
 
 
     Example:
 
     Example:
 +
 
     SHARE-BAL Null No Shares
 
     SHARE-BAL Null No Shares
 
     SHARE-BAL Negative
 
     SHARE-BAL Negative

Revision as of 19:09, 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

TRIAL-BAL

   Used in the Trial Balance page and should not be modified

Dimensions Sheet

Fields Sheet

Accounts Sheet