Difference between revisions of "Membership analysis.xls"

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>Jeremyb
>Jeremyb
(Ranges Sheet)
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''Note: typically this is only used for Credit Tier'''''
 
''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 ==
 
== Dimensions Sheet ==

Revision as of 19:08, 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