Analytics

Overview

Excenit RSS includes a ready-to-use analytic tool to help you gain insights into your data. This manual only describes the built-in tools. Consult specialized manual for your institution if you have a customized analytics solution.

Analyze Data using Dynamic Pivot

Dynamic analyses are most relevant on annexes that have multiple records, i.e., not summary data. Examples include MAFI 100, 200, 900, etc.

To analyze a return:

  1. Open the return in edit mode and navigate to the annex.

  2. Switch to the Summary & Interactive Analysis tab.

  3. There are several types of charts available (Box 1) and analyses (Box 2). Select the type of chart (table, barchart, heatmap, etc.) and the type of analyses, including sum, average, sum over sum, etc.

  4. Select the variables for the analyses. The variables correspond to columns, are listed in Box 2.

  5. Select the summary variables from Box 3 and place them in either Box 4 or Box 5 depending on how you want the chart displayed. You can always switch column and rows using the arrows in Box 2.

Analytics layout

Suppose we are interested in the average Loan Amt. Disbursed (from MAFI 100), and we want to group the data by branch and gender using a bar chart.

  1. Select Bar Chart from Box 1.

  2. Select Average as the summary function in Box 2.

  3. Drag Gender from Box 3 into Box 4.

  4. Drag Branch Name to Box 5.

  5. Drag the variables into Box 4 or Box 5 depending on how you want to data to be displayed. In this example, we want the Branch Name on the x-axis and the average Loan Amt. Disbursed on the y-axis. So, we will place the Gender field in Box 4 and Branch Name in Box 5.

  6. Select the variable of interest, Loan Amt. Disbursed from Box 2 below the analysis dropdown.

  7. The results will be displayed in Box 6.

Sample analytics