Peer Suite's Toolbar & Display Modification Guide

Unlocking the full potential of Peer Suite involves understanding its modification and personalization features.

Jump to a section to learn more:

The Toolbar is located along the top of the canvas in Peer Suite.

Peer Pointer!

The modifications available in the toolbar may vary depending on your Peer Suite access level and the display type.

Toggle Between Views: Check out this guide to discover more about the different views available on each performance benchmarking display.
Trend Length & Custom Cycle
- Trend Length: Choose from 3-year, 5-year, or 10-year trend lengths. By default, Peer Suite displays a 5-year trend. This function uses your "End Cycle Date" as a reference point to establish these preset trend lengths.
- Custom Cycle: Click the drop-down arrow to select your Custom Cycle. Tailor both the Start and End Cycle Dates for your display, creating a customized cycle length.

Download Options: The default download option will be displayed in blue. Click the arrow to explore additional options related to your chosen selection. Learn more about the download options available in Peer Suite HERE.

Create A Shortcut
Copy & Edit
Email (Set Up An Automated Report)
Reset Modifications to Peer Suite's Default Settings (available in this drop-down only on folder and dashboard views)

Formatting Window

Open the Formatting Window from the display Toolbar to make further modifications:

Peer Group Value: Adjust how a peer group is aggregated in your display. The default for most displays is "Weighted Average." Other options are pictured below:

Cycle Frequency: Options include quarterly (default), semi-annually, annually, and monthly (only available on Non-Interest Income Data Set displays).
Data Labels: Enhance your visuals for presentations by adding labels to either the "First and Last" points of your chart or extend across the entire dataset using the "All" option.

Legend: Move the justification of the display's legend or remove it entirely to fit your preference.

Chart/Data Options:
- Transpose: Switch the position of the X and Y Axis, applicable to tables only.

Peer Pointer!

The table types that do not currently support the transpose option are:

Adjust Y-Axis: Set the y-axis to zero or revert to the default minimum (calculated as the most sensible minimum value). This modification is applicable to charts only.