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

Data analysis product Analytics Booth receives dedicated release

West Michigan-based cooperative CUSO CU*Answers recently announced that elease 19.02 was fully dedicated to its Analytics Booth product offering. Currently, Analytics Booth tracks over 70 data points with both numbers and graphs for easy viewing, and that number continues to grow. Alert capabilities are also available to keep users in touch for the trends that […]

Mar 26, 2019

Jump into a Dashboard Dive: Where Your Members Borrow

Jump into a Dashboard Dive: Where Your Members Borrow

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #976, the Where Your Members Borrow dashboard.  Have you ever wondered who your top loan competitors were?  Or which other financial institutions your members do business with?  This dashboard reviews the active trade line details received during… Read more »

Mar 21, 2019

Asterisk Intelligence completes multiple post-conversion trainings on dashboard tools of CU*BASE®

Asterisk Intelligence, a data analytics team at CU*Answers, recently completed a successful round of tool and strategy training sessions with four recently converted credit unions to the CU*Answers core processing system, CU*BASE. The standard post-conversion training sessions focus on educating credit union staff on the robust dashboard toolset of CU*BASE. The sessions typically take place […]

Mar 18, 2019

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 12, 2019

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 7, 2019

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 5, 2019

Jump into a Dashboard Dive: Loan Productivity Analysis

Jump into a Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 1, 2019

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Coming to Analytics Booth Subscribers Monday, February 25 The Asterisk Intelligence Team is excited to present the first of many web-view dashboards, Power Lines, brand new accrual dashboards, and integration from CU*BASE to Analytics Booth. Check it out! View the Release Summary   Learn More About the Analytics Booth Release Join the Asterisk Intelligence Team for… Read more »

Feb 22, 2019

Make Your Data Clear and Compelling with Visual Analytics Tools!

Make Your Data Clear and Compelling with Visual Analytics Tools!

Calling all data analysts!  Looking for the best way to locate visual analytics tools within CU*BASE?  Hoping to share valuable data with a larger audience?  Want a deeper exploration of different visualization options including graph types and color coding?  Visual Analytics Tools (VAT) allows you to present data in a way that is both clear… Read more »

Feb 22, 2019