Custom Graphing: Historical Charts (love these...)

While you toil away at your Jedi training, I am (probably) enjoying a view of the Swiss Alps. At least that's the plan. I'll let you know the reality when I'm back State-side on Thursday.

Ok, today's lesson: History tables. There are two...and a great way to access data that you can export to excel to manipulate (for good....not evil...keep repeating.) I demonstrate a way to use this report to calculate quarterly values for accounts reported YTD in a previous blog post.
With the first option, Single CU/PG History, you create a table of values for multiple accounts for a single entity over time.
The second option, All Comparisons History, creates a grid of historical values for a single account for all your comparisons. WARNING: Do NOT select "Include all comparisons that comprise the selected comparisons" on the Account Selection screen unless you have a SMALL peer group selected or PLENTY of time to let Peer run. (I don't think the original specifications even meant for that option to be available ... )

Why would you use this? Couple reasons I can think of...As I said in a previous blog post, Peer can do a lot but sometimes you need to put data in Excel to create a specific graph. This report allows for a quick pull and export.

I use this report a lot to spot data inconsistencies. Example: I was helping a client pull data on mortgage sales on the secondary. There was a huge bump in one quarter so I pulled an All Comparisons Historical report to see the underlying data. Found that one CU had reported their YTD sales incorrectly back in 2003 by adding an extra zero (I verified against NCUA's report--it's still wrong there too).

How do you use these reports? Would love your feedback. Please comment.