How To Create A Custom Display
Getting Started
To create a chart or table in Peer Suite, go to the top navigation and click "Create." From there you can choose either a chart or table template to get started.
Jump to section to learn more:
Formula Inputs
On the screen, you will see a blank chart and a table to add formula inputs. You can manually enter or search for formulas.
Search Bar: As you type, a list of matches from our database will populate. YClick an item to add it to your formulas table.
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Provide additional clarity by editing the “title” of any formulas in your display(s).
Table inputs can include account codes, Callahan Defined Facts/Smart Codes, and Formulas.
Account codes:
Account codes, primarily found on the 5300 Call Report, require an "a" to be added to the front for use in Peer Suite.
For example, the account code for Total Assets is “010,” but to use this code within Peer Suite you need to enter “a010.”
Callahan Defined Facts/Smart Codes
Smart Codes, also known as "Defined Facts," are shortcuts for metrics and formulas created by Callahan. For instance, instead of manually inputting "a010" (the code on the call report with an "a" prefix) for assets, you can simply use the Smart Code "assets."
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The advantage of utilizing Smart Codes/Defined Facts lies in their ongoing maintenance by Callahan. In the event of any alterations or retirements of codes by NCUA, our team will ensure that Smart Codes/Defined Facts remain up-to-date. We highly recommend their use whenever possible, rather than manually inputting raw account codes.
To explore the full array of Callahan-maintained metrics please refer to this resource: Defined Facts/Smart Code Dictionary.
Formulas
You can use Callahan-defined functions and operators with account codes or smart codes in formulas to create a concise mathematical expression used to perform calculations.
A common formula (which in this case is also a smart code) is loans/shares.
- Functions: Functions are a way to simplify more complex formulas. You can use these commands when you create custom displays in Peer Suite to modify account codes. (EX: Growth)
- Operators: Operators encompass mathematical symbols like +, -, /, *, ^, as well as specialized ones unique to Callahan (:). These operators serve as building blocks to craft formulas that compute sums, variances, ratios, remainders, and various other calculations.
Learn more about available functions and how to use operators in this guide: Building Formulas
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Use “CTRL + F” to quickly search these resources:
As you add metrics, this is what your Enter Formulas section may look like:
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To reorganize your custom table data, you have two options:
- Drag and Drop: Rearrange your data by dragging the lines to your desired positions. This method offers flexibility when managing smaller datasets.
- Insert and Delete: Click the "plus icon" to add new lines where needed and the "x icon" to remove unwanted data. This method is particularly helpful for handling large datasets.
Chart and Table Types
Within this view, you have the choice of Trend, Composition, and Correlation – plus Table types.
Depending on the formulas you choose, you can click these icons to change the type of chart options.
- Trend includes options related to viewing your metrics over time. When you choose multiple items of different types, such as a ratio and a dollar value, dual-axis options will become available.
- Composition is available where the formulas you select are parts of a whole, such as new and used auto.
- Correlation can take up to three inputs, showing you the relationship between your choices.
- Tables include the option to display data by comparison set, time trend, or individual credit unions.
See below the four families of charts. To find additional chart types, click the Chart Type icon and choose an item from the dropdown.
More on Table Types: Help Article
Name & Save
- Once you are satisfied, click into the Name section on the footer of this view and enter a unique title of your choice
- Your saved table or chart now lives in My Displays, a subsection of My Projects.
Save As
You also have the ability to make changes to one of your existing displays while preserving the original using 'Save As'.
Add a Subtitle to a Custom Display
After saving your custom display, you can also choose to include or modify a subtitle to add further clarification to the display content.
- Save your custom display.
- Hover over the display's title.
- Click on the "+" icon to edit inline.
- Once you have added a subtitle you'll be able to edit it using the inline "edit" icon.
