Thursday, July 2, 2009

Changes in Balance Sheet Composition over time

Ok, I have a confession. I didn't find this "little wow" myself...but it was too good not to share.

Peer has built-in pie charts to show the composition for different aspects of the balance sheet. This image shows you the typical ('average') investment compostion for all Arizona CUs.


Want to know how that's changed over time? You can convert this pie chart into a stacked area chart to view historical trends. Simply go to Type on the chart menu and select Stacked Area.



Looking at the data this way shows me how the CU's strategy has changed over time.

One thing to be aware of: Peer 2 will "allow" you to change all pie charts this way but should not be used for accounts that are reported YTD (eg. on the income statement).

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