Monday, August 3, 2009

First Look Data is ready! A Look at Alpha & Leader Tables

Sorry for the absence--I was waiting for First Look data to continue my custom graphing explanation. OK, OK...that's not true...I just got behind on other things and neglected the blog. I apologize to the Custom Graphing Jedi-in-training. I hope you continued your studies while I was gone.

But, it is true that First Look is ready. I just downloaded the First Look file and now have over 3,000 credit unions to analyze using 2Q data. For you data & analysis nerds out there, now is the time to start raggin' on your colleagues that DON'T use Peer. Light up the CFO listserv with 2Q fun facts that only YOU know, while they struggle to use NCUA.gov to get data. Ok, enough trash talking. Back to Custom Graphing.

Where were we? I've covered all the Single Credit Union or Peer Group charts, as well as the various Historical tables. Let's move on to Lists under both All Comparisons and Detailed. First a quick note about the difference between the two sections.

All Comparisons: By default, these graphs will show data for the primary and any comparisons you have selected. The CUs within those Peer Groups, by default, do NOT show on these charts. However, you can add them simply by selecting "Include all credit unions that comprise the selected comparisons" on the Account Selection screen. In essense, you've just upgraded to the Detailed group of graphs.

Detailed: By default, these graphs will show data for the primary and ALL the CUs that make up the comparisons, but NOT show the comparisons if they are an aggregated Peer Group. You can also add in the Peer Group averages by selecting "Just show selected comparisons" on the Account Selection screen. This is really mislabled in this case and should "Also include selected comparisons". I'll suggest that to the team.

Wow. I'm tired just writing that. Ok, on to the custom graphs. Alpha & Leader Tables.

Basically the same thing, but one sorts the data alphabetically by default; the other sorts by the first account code, highest to lowest, to create a ranking report. Pretty straightforward. In addition to the difference listed above (All Comparisons v. Detailed), you can always click on any column header to sort the data by that row. So, for accounts where LOWER is better (delinquency, efficiency etc.), just click that column header to reverse the listing.

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