Hello! Today’s tips are for my fellow query users who need to pull lists of members who are not online banking users. Recent branch closures have you especially interested in reaching out to raise awareness of your remote self-services. I am encouraged to see many people putting forth these efforts in the light of genuinely…Read More
Hello! Today’s tips are for my fellow CU*BASE analysts who need to work with data on mobile deposits (RDC) – use this information to start or enhance your efforts to analyze the RDC service’s recent activity. Tips for Analyzing: Large Deposits – Monitor for repetitive checks at or near the maximum daily limit. If you…Read More
This is one of those tricks in Query that typically comes around later on in the learning process. It’s an odd gray area of just a little too complex to effectively teach right away, but useful enough that it really can be a key time-saving and simplifying tactic of many projects. I was just fine…Read More
This is something amazing to me – Rate Inquiry – I’ve known about it literally from day 1 learning about CU*BASE GOLD (I’m not kidding… day 1 training!) but I only just recently learned of a “trick” involving this feature that puts the whole thing in a shiny new light. So interesting, and it is…Read More
Save time, simplify your work, and stop typing your dates in both the YYMMDD and MMDDYY layouts each time you run a query over the File Maintenance data. The original Maintenance Date field of MNTDAT will naturally have dates in both layouts, which is friendliest for optimal processing by the programs that write out the…Read More
Have you ever really thought about what kind of chart to use when you’re graphing data? True Confession: I never did. I just went on instinct and blind luck until I began working and learning as a data analyst. Now, I definitely do realize how valuable visualizations are for communicating data. But I worry that…Read More
I’ve recently been working on a hefty project that is stretching my skills with custom queries up to a new level, primarily with its requirements for very specific formatting and column rules. The part that became my lightbulb moment relates to hand-crafting Y/N (Yes/No) indicators on various pieces of information that do not already live in CU*BASE(r) data as Y/N. Quite a few were…Read More
This is a post theme I plan to repeat occasionally and I’m excited to kick it off here! The idea is to share big moments whenever I discover something that I feel is a breakthrough for me, or for a credit union I’m working with at the moment. I want to share these discoveries and strategies with everyone! Topics…Read More