Chart and Table Types

Peer Suite organizes its charts and tables into four families:

• Trend includes options related to viewing your metrics over time.
• 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. To read more on table types click here.

When you view a chart or table, you are able to change chart types within a single family on the main modify view.

To change your chart or table to a type in a different chart family, you must click to Edit a chart or table:

See below the four families of charts:

Table Types

Peer Suite offers multiple types of tables:

• History
• Leader
• Table
• Standing/Ranking
• Comparisons

You can change your selected table type by doing the following:

1. On the edit view, click on the Table icon and select the table type you prefer.
2. On the main view, click the three-dot icon (More Options) and choose Edit

History Table

A History Table shows your selected data over time.

• You can modify the time intervals using the Cycle Frequency dropdown.
• If you select one account code or formula, the History Table will show data over time for your primary institution and comparison set members.
• If you select multiple account codes or formulas, the History Table will show data over time for your primary institution.

Examples:

History Table: Single Formula, Hide Details

History Table: Single Formula, Show Details

History Table: Multi-Formula (Primary Only)

Leader Table

A Leader Table shows your selected data, ranking the comparison set items by a selected formula.

• If you select one account code or formula, the Leader Table will show data over time for your primary institution and comparison set members.
• If you select multiple account codes or formulas, the History Table will show data over time for your primary institution.

Table

Show Details

Hide Details

Standing/Ranking

A Standing/Ranking table allows you to see how a credit union ranks in any number of metrics compared to all the credit unions in the comparison.  Simply add a list of metrics to the report and it does all the calculations for you, including the number of peers in your comparison,  your performance percentile, and the peer group average.  Check out the Rankings table in the Performance Reports folder on the left rail as an example.

Comparisons

If you want to evaluate a number of credit unions or peer groups on dozens of metrics, this is the report for you. The Credit Union Scorecard in the Performance Reports folder is a great example.