Difference between revisions of "Membership analysis.xls"
>Jeremyb (→Ranges Sheet) |
>Jeremyb (→Ranges Sheet) |
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'''LOAN-BAL''' | '''LOAN-BAL''' | ||
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Used to calculate Loan Balance Ranges | Used to calculate Loan Balance Ranges | ||
| Line 47: | Line 48: | ||
'''TRIAL-BAL''' | '''TRIAL-BAL''' | ||
| + | |||
Used in the Trial Balance page and should not be modified | Used in the Trial Balance page and should not be modified | ||
| Line 68: | Line 70: | ||
'''MBR-AGE''' | '''MBR-AGE''' | ||
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Used to calculate Member Age Ranges | Used to calculate Member Age Ranges | ||
| Line 86: | Line 89: | ||
MBR-AGE 71 71 to 75 | MBR-AGE 71 71 to 75 | ||
MBR-AGE 76 76 and over | MBR-AGE 76 76 and over | ||
| + | |||
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| + | '''ACCT-AGE''' | ||
| + | |||
| + | Used to calculate Account Age Ranges - how long the member has been a member | ||
| + | |||
| + | Example: | ||
| + | ACCT-AGE Less than 1 Year | ||
| + | ACCT-AGE 1 1 – 2 Years | ||
| + | ACCT-AGE 3 3 – 5 Years | ||
| + | ACCT-AGE 6 6 – 10 Years | ||
| + | ACCT-AGE 11 11 – 20 Years | ||
| + | ACCT-AGE 21 21 Years + | ||
== Dimensions Sheet == | == Dimensions Sheet == | ||
Revision as of 19:13, 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
ACCT-AGE
Used to calculate Account Age Ranges - how long the member has been a member
Example: ACCT-AGE Less than 1 Year ACCT-AGE 1 1 – 2 Years ACCT-AGE 3 3 – 5 Years ACCT-AGE 6 6 – 10 Years ACCT-AGE 11 11 – 20 Years ACCT-AGE 21 21 Years +
