Visual Analytics Tools

VAT = VISUAL ANALYTICS TOOLS

 

OUR VISION

CU*Answers and CU*BASE will have the most extensive and comprehensive Visual Analytics Tools on the market today – more points made through visuals that grab the audience and make the consumer’s grasp of information undeniable. Our hope? This suite of visual analytics tools will help all data analysts grab some attention – you need presentation graphics that catch an audience’s eye and communicate information without distraction.

The Latest VAT Developments!

Each CU*BASE release includes updates and enhancements to the suite of Visual Analytics Tools (VAT) that are built right into CU*BASE GOLD screens or Analytics Booth web pages. Check back often to see what’s coming up and what’s been developed in the past for YOU to get the most value out of the pre-built charts and data tables found in our tools.

Copy/Paste and Save-As

The feature to quickly copy/paste or save a file (PNG) of any chart in CU*BASE (hundreds are available) is available as of May 2019.

On any chart in CU*BASE GOLD, right-click anywhere in the chart and choose “Copy to Clipboard” off the menu (seen to the right in the screenshot below). This clips out just the chart and its title and is ready to paste into anything you like – an email to staff, a board report, an analysis write-up, etc.

As an analysts with Asterisk Intelligence, we use graphics and charts to help data speak visually. They take time to build and refine. This extraction method is intended to make the pre-built GOLD charts simple for you and your staff or analysts to find, use, and share as useful and eye-catching information.

 

Copy Tables from Screen

Also available as of May 2019 is the ability to immediately copy a screenshot of certain data tables in CU*BASE to paste into emails or documents and share or analyze.

Simply click the small icon seen in the image below and the entire table of data on-screen is copied to your clipboard as an image, including formatting. Please note that this feature is not available on every table of data in CU*BASE. At this time the feature is attached to data tables that also have at least one chart available.

Pictures and charts are not always the most effective way to communicate the details. If you prefer data tables, or would like to easily and quickly include the source data for a chart you are using from CU*BASE, use this table copy feature to extract the table.

 

OUR PARTNERSHIPS

GOLD Team

The CU*Answers GOLD and Asterisk Intelligence teams are working together on an initiative to enhance and expand the visual presentations of data within CU*BASE.

Open-Closed Membership Analysis

Analytics Programming Team

The CU*Answers Analytics Programming & Asterisk Intelligence teams are working to coordinate an expansion into a browser-interface version of several CU*BASE dashboards. These new features will be accessible from directly within CU*BASE and enable working with data and various visual presentation tools right from within a browser environment.

Graphed Goals Visual Analytics Tools

 

 

Updated
August 20, 2019

Don’t Miss This Week’s Proving Data Strategies: Product Diagnostics and Utilizations

Don’t Miss This Week’s Proving Data Strategies: Product Diagnostics and Utilizations

When does a product or service become “saturated” in your  membership?  Is there a benchmark of product penetration to aim for?  What are the current penetration rates on an existing or new product and service?  Are there notable utilization and engagement patterns on specialty products like a Christmas Club, a Round-Up debit card program, or… Read more »

Oct 19, 2020

Proving Data Strategies: Product Diagnostics and Utilizations

Proving Data Strategies: Product Diagnostics and Utilizations

When does a product or service become “saturated” in your  membership?  Is there a benchmark of product penetration to aim for?  What are the current penetration rates on an existing or new product and service?  Are there notable utilization and engagement patterns on specialty products like a Christmas Club, a Round-Up debit card program, or… Read more »

Oct 15, 2020

Design Your Own Database Solutions with Unique Data Management!

Design Your Own Database Solutions with Unique Data Management!

Unique Data Management (UDM) custom fields is a design-your-own-database solution for customized data points!  Use UDM fields to expand the collection of information you and your staff know about a member and the products they use.  Want to learn best practices for configuring custom fields in CU*BASE, or looking for tips on generating and custom field… Read more »

Oct 7, 2020

“Proving Data Strategies” web video series now available OnDemand for free

Asterisk Intelligence, a data analytics team at CU*Answers, now has ten sessions of their 2020 web series “Proving Data Strategies” published online and available for on-demand viewing. The end of the series’ 2020 schedule is approaching, but each web event will continue to remain accessible for free on the OnDemand website. Proving Data Strategies is […]

Sep 30, 2020

Don’t Miss This Week’s Proving Data Strategies: Transactional Analysis

Don’t Miss This Week’s Proving Data Strategies: Transactional Analysis

How has your members’ transactional behavior changed over the last 3, 6, or 12 months?  How are members utilizing their credit and debit cards, digital channels or your teller line to conduct their business?  Analyzing transaction activity can provide excellent insights into member engagement with the credit union, provide clues indicating financial distress, as well… Read more »

Sep 28, 2020

Proving Data Strategies: Transactional Analysis

Proving Data Strategies: Transactional Analysis

How has your members’ transactional behavior changed over the last 3, 6, or 12 months?  How are members utilizing their credit and debit cards, digital channels or your teller line to conduct their business?  Analyzing transaction activity can provide excellent insights into member engagement with the credit union, provide clues indicating financial distress, as well… Read more »

Sep 24, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Plastics Portfolios

Don’t Miss This Week’s Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 14, 2020

Asterisk Intelligence completes research analysis for Cumberland County FCU

Asterisk Intelligence, a data analytics team at CU*Answers, has completed a research analysis that evaluates changes in fee refunds and fee waivers to explain and confirm the historical fee income trend. The analysis was commissioned by Cumberland County FCU. A typical research analysis starts with an anomaly or unexpected finding noticed in the credit union’s […]

Sep 14, 2020

Proving Data Strategies: Analyzing Plastics Portfolios

Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 9, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Non-interest income is an essential factor to evaluate when studying the credit union’s income streams and the impact of policy changes.  What is the trend on total income for each source of non-interest income?  Is any source yielding less than normal and is that expected?  How have recent fee waiver policy (or configuration) changes impacted… Read more »

Aug 31, 2020