Difference between revisions of "Membership analysis.xls"
>Jeremyb (→Ranges Sheet) |
>Jeremyb (→Ranges Sheet) |
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'''SHARE-BAL''' | '''SHARE-BAL''' | ||
| − | + | Used to calculate Share Balance Ranges | |
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Example: | Example: | ||
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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
