Data Connector Guide

The Peer Suite Data Connector serves as an extension of Peer Suite, offering a way to refresh and manipulate Peer Suite data directly within Excel. Using this tool significantly reduces the need for repetitive quarterly reporting export tasks.

This guide will walk you through the core functionalities of the Data Connector.

*Please note this tool is not compatible with Mac computers.

Key Functions

• Export Tables of Refreshable Data:
  • Export display's from Peer Suite to Excel, which can be refreshed to incorporate the most up-to-date information.
• Modify Data in Your Excel Workbook:
  • Customize your Excel workbook to include different account codes/metrics, quarters, peer groups, or institutions.

How To Export Displays Using the Data Connector:

1. Open your desired display, folder, or dashboard in Peer Suite.
2. From the "Download" dropdown (located in the upper right corner of your canvas) select the "Data Connector" option.

Upon opening your freshly downloaded workbook, you'll find basic instructions for using the tool and tabs for your downloaded displays at the bottom of your screen.

3. You will be prompted to log in after you click on the tab for your downloaded display(s).
4. Log in with your Callahan credentials (the same credentials used to log into the Callahan Portal).
   • This creates the link between Peer Suite data and your downloaded workbook.

How to Use the Data Connector

Once you've exported the data using the Data Connector, you can modify the contents of any cell outlined in bright green.

Depending on the table you’re working with, you can change:

• Quarter(s)/Timeframe
• Change or Add Account Codes/Formulas
• Update Your Comparison Set (the institutions and peer groups for which you're viewing data)

Quarters/Timeframe

For single-quarter tables, change the displayed quarter by clicking in the green-outlined "Quarter" cell. For historical tables, alter the latest quarter by clicking in the green-outlined "Max Quarter" cell.

Change or Add Account Codes/Formulas

Similar to custom Peer Suite displays, you can use three types of inputs to add or change data points in your Excel table:

• 5300 Report Account Codes:
  • Add a new 5300 account code to the spreadsheet by typing in the green-outlined cell.
    • For example: “a024” will populate Unsecured Credit Card Loans in the table.
  • To find account codes, refer to the NCUA 5300 Report, the NCUA 5300 Report Definitions, or the NCUA Credit Union Profile.
• Defined Facts, also referred to as ‘Smart Codes:’
  • Many commonly-used formulas and 5300 account codes are saved in user-friendly shorthand maintained by Callahan’s analysts, referred to as "Defined Facts" or "Smart Codes."
  • For example, you can enter: ‘ROA’, ‘assets’, ‘loans’, and many others directly into the Data Connector. See the full list here: Callahan’s Defined Fact Dictionary.
• Formulas: Combinations of these items can be input as formulas using functions and operators.
  • For example: “(a958+a968)” for auto loans or “(a958+a968)/(members)*100)” for Auto Loans/Members.
  • Learn more about building formulas: HERE.

Update Your Comparison Set

• Add an institution: by inputting either the institution’s Charter Number or Institution ID/CDSID (the Institution ID needs to be formatted as a negative number for Data Connector input) in the appropriate green-outlined cell.
• Add a Peer Group: by adding it’s (-)Institution ID (-CDSID)

Jump to this section to see how you can look up a charter number or Institution ID: Find a Charter Number/Institution ID(CDSID)

Additional Data Connector Functionality

Transpose Rows/Columns

• Transpose the table axes by double-clicking transpose at the top of your table to left of your screen.
• Un-transpose by repeating the action.

Averages/Totals Toggle

• Toggle between the display showing "Peer Averages" vs "Peer Totals" by double-clicking the designated area in the upper right of your document.

Add New Rows/Columns

• You can add new rows or columns adjacent to the populated table. The new columns or rows will take on the connected refreshable formatting.

Find a Charter Number / Institution ID

Option 1: Refer to the below Built-In Peer Group List

Utilizing the Built-In Peer Group List below is a quick and easy way to find the necessary Institution ID (CDSID) for use in the Data Connector.

Option 2: Create Your Own Reference Table

If you're seeking to gather a list of Charter Numbers for specific institutions or need to find the Institution ID for a custom peer group, follow the instructions below to create your personalized reference table:

1. Create a custom leader table:
2. Add the following formulas:
   • Charter Number: (CharterNum)
   • Institution ID: (CDSID*-1) to ensure it's in the format required for the Data Connector.
3. Name and Save this Display.

Now, you'll have a personalized table that empowers you to filter and search for specific institutions or custom peer groups within your comparison set. This table allows you to retrieve Charter Numbers and Institution IDs, ensuring compatibility with the Data Connector.

The Peer Suite Data Connector is your key to efficient data management in Excel. It simplifies the process of exporting and customizing data, making your tasks easier and more productive.