Difference between revisions of "Membership analysis.xls"
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== Dimensions Sheet == | == Dimensions Sheet == | ||
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+ | This sheet can be used to create custom dimensions for output by tables and charts in Vital Signs | ||
+ | |||
+ | The columns in this sheet are DIMNAME, GROUPNAME, GROUPLABEL and GROUPSORTBY | ||
+ | |||
+ | '''DIMNAME''' | ||
+ | The name of the Dimension - "MBR, SH or LN" | ||
+ | |||
+ | '''GROUPNAME''' | ||
+ | The name of the field in Vital Signs | ||
+ | |||
+ | '''GROUPLABEL''' | ||
+ | The description of the dimension that appears in Vital Signs in the drop down list | ||
+ | |||
+ | '''GROUPSORTBY''' | ||
+ | The custom sort for this dimension | ||
== Fields Sheet == | == Fields Sheet == | ||
== Accounts Sheet == | == Accounts Sheet == |
Revision as of 19:27, 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 +
CREDIT-SCORE
Used to calculate Credit Score Ranges
Example: CREDIT_SCORE F F (No Score) CREDIT_SCORE 1 E E (Less than 520) CREDIT_SCORE 520 D D (520 - 580) CREDIT_SCORE 581 C C (581 - 620) CREDIT_SCORE 621 B B (621 - 700) CREDIT_SCORE 701 A A (701 - 720) CREDIT_SCORE 721 A+ A+ (Over 721)
DELQ-DAYS
Used when displaying Delinquent Loans
Example: DELQ-DAYS Current DELQ-DAYS 1 1-15 Days DELQ-DAYS 16 16-30 Days DELQ-DAYS 31 31-60 Days DELQ-DAYS 61 61-90 Days DELQ-DAYS 91 91-120 Days DELQ-DAYS 121 121-180 Days DELQ-DAYS 181 6 Mths - 1 Year DELQ-DAYS 366 Over 1 Year
CHANGE-BAL
Used to calculate balance Changes for both Share and Loan Ranges
Example: CHANGE-BAL Neg: Over $100K CHANGE-BAL -99,999.99 Neg: $50K to $100K CHANGE-BAL -49,999.99 Neg: $10K to $50K CHANGE-BAL -9,999.99 Neg: $5K to $10K CHANGE-BAL -4,999.99 Neg: $1K to $5K CHANGE-BAL -999.99 Neg: .01 to $1K CHANGE-BAL 0.00 Zero CHANGE-BAL 0.01 .01 to $1k CHANGE-BAL 1,000.00 $1K to $5K CHANGE-BAL 5,000.00 $5K to $10K CHANGE-BAL 10,000.00 $10,000 - $50K CHANGE-BAL 50,000.00 $50,000 - $100K CHANGE-BAL 100,000.00 $100K and over
RATES
Used to calculate rate ranges for both shares (DIV_RATE) and loans (APR)
Example: RATES Negative RATES 0.00% Zero RATES 0.00% <= 0.50% RATES 0.50% >= 0.50% < 1.00% RATES 1.00% >= 1.00% < 1.50% RATES 1.50% >= 1.50% < 2.00% RATES 2.00% >= 2.00% < 2.50% RATES 2.50% >= 2.50% < 3.00% RATES 3.00% >= 3.00% < 3.50% RATES 3.50% >= 3.50% < 3.75% RATES 3.75% >= 3.75% < 4.00%
DTI-RATIO
Used for the Debit To Income Ratio
Example: DTI-RATIO Negative DTI-RATIO 0.00% Zero DTI-RATIO 0.01% <= 25% DTI-RATIO 25.01% 25.01% - 40% DTI-RATIO 40.01% 40.01% - 46% DTI-RATIO 46.01% Over 46%
LTV
Used for Loan-to-Value
Example: LTV Negative LTV 0.00% Zero LTV 0.01% <= 80% LTV 80.01% 80.01% - 90% LTV 90.01% 90.01% - 100% LTV 100.01% Over 100%
MAT-DAYS
Used for the Maturity Days
Example: MAT-DAYS 1-30 Days MAT-DAYS 31 31-60 Days MAT-DAYS 61 61-90 Days MAT-DAYS 91 91-120 Days MAT-DAYS 121 121-180 Days MAT-DAYS 181 6 Mths - 1 Year MAT-DAYS 366 1 – 2 Years MAT-DAYS 731 2 – 3 Years MAT-DAYS 1,096 3 – 4 Years MAT-DAYS 1,461 4 – 5 Years MAT-DAYS 1,826 Over 5 Years
LATE-PMTS
Used for counting Late Payments
Example: LATE-PMTS None Late LATE-PMTS 1 One Late LATE-PMTS 2 2 – 3 Late LATE-PMTS 4 4 – 5 Late LATE-PMTS 6 6 – 10 Late LATE-PMTS 11 > 10 Late
Dimensions Sheet
This sheet can be used to create custom dimensions for output by tables and charts in Vital Signs
The columns in this sheet are DIMNAME, GROUPNAME, GROUPLABEL and GROUPSORTBY
DIMNAME
The name of the Dimension - "MBR, SH or LN"
GROUPNAME
The name of the field in Vital Signs
GROUPLABEL
The description of the dimension that appears in Vital Signs in the drop down list
GROUPSORTBY
The custom sort for this dimension