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

Proving Data Strategies: Analyzing Loan Applications

Proving Data Strategies: Analyzing Loan Applications

How many applications does it take to book a loan?  What is the credit quality of recent applications?  How has COVID-19 affected the number or amount of applications I am receiving?  Who is the most productive underwriter?  The least?  Which branch is booking the most loans?  The least?  What age groups are applying for the… Read more »

May 13, 2020

Quick Tip for Report Writers: Members Who Don’t Use Online Banking

Quick Tip for Report Writers: Members Who Don’t Use Online Banking

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow query users who are tasked with projects to pull lists of members who are not online banking users.  Annalyn from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help you get this done. Read More on… Read more »

May 7, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

How many of your loans paid off last month?  How many of those loans were at full term, versus early payoffs?  Tracking loan payoffs, terms, and yields can provide a wealth of information and insights into the health of your loan portfolio as well as enhancing budgeting and corporate planning initiatives.  Follow along with our… Read more »

May 4, 2020

Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

How many of your loans paid off last month?  How many of those loans were at full term, versus early payoffs?  Tracking loan payoffs, terms, and yields can provide a wealth of information and insights into the health of your loan portfolio as well as enhancing budgeting and corporate planning initiatives.  Follow along with our… Read more »

Apr 30, 2020

Check Out the New and Improved Asterisk Intelligence Store!

Check Out the New and Improved Asterisk Intelligence Store!

Visit the NEW Asterisk Intelligence store to take advantage of various data solutions for your credit union.  The Analytics Booth application tracks and trends hundreds of operational data points every day, providing insights and operational trending.  Our Data Warehousing services allow you to expand data retention, integrate non-CU*BASE data, and support additional data strategies.  PLUS… Read more »

Apr 30, 2020

A Quick Tip for Data Analysts: Analyzing Mobile Deposits

A Quick Tip for Data Analysts: Analyzing Mobile Deposits

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow analysts who need to work with data on mobile deposits (RDC) – use the information below to start or enhance your efforts to analyze the RDC service’s recent activity. Tips for Analyzing Mobile Deposits: Large Deposits – Monitor for repetitive checks at or… Read more »

May 7, 2020

Don’t Miss This Week’s Proving Data Strategies: Indirect Dealer Loan Analytics

Don’t Miss This Week’s Proving Data Strategies: Indirect Dealer Loan Analytics

Join the Asterisk Intelligence team for the first installment of Proving Data Strategies, focusing on Indirect Dealer Loan Analytics. Have you been looking for ways to analyze your indirect loan portfolio and dealer relationships?  Which dealers are sending you the most applications?  Which have the highest booked loan to total applications ratio?  Curious about average… Read more »

Apr 27, 2020

Proving Data Strategies: Indirect Dealer Loan Analytics

Proving Data Strategies: Indirect Dealer Loan Analytics

Join the Asterisk Intelligence team for the first installment of Proving Data Strategies, focusing on Indirect Dealer Loan Analytics. Have you been looking for ways to analyze your indirect loan portfolio and dealer relationships?  Which dealers are sending you the most applications?  Which have the highest booked loan to total applications ratio?  Curious about average… Read more »

Apr 23, 2020

CANCELLED: May Asterisk Intelligence Week

CANCELLED: May Asterisk Intelligence Week

After careful discussion between our team members, we have decided to cancel the Asterisk Intelligence Week courses for our May session.  These courses, which were originally scheduled for May 11 – 13, will not be rescheduled for a different date this quarter. However, if you are interested in attending a future Asterisk Intelligence Week series,… Read more »

Apr 17, 2020