Pivot table - Quick Tour

ComplianceTech - LendingPatterns Lite Pivot Table

1. Select Pivot Table

2. Select Pivot Table

3. Select Pivot Table Pivot Table

4. Select Pivot Table Pivot Table

5. Pivot Table Overview: Topics Covered Query, Organize and Summarize Data click click click click click

6. Results are based on the CFPB API and default to aggregate counts by Action Taken by State Pivot Table Landing Page

7. Let’s Explore the HMDA Database Fields

8. Access Multiple Years of Data

9. Filter by Loan Purpose

10. Filter by Loan Type

11. Filter by Action Taken

12. Filter by Geography: MSA-MD or State

13. Filter by Geography: MSA-MD or State

14. Change Record Count to Descending or Ascending Totals Rank

15. Example: Record Count in Descending Totals Rank

16. Four Ways to Summarize and Present the Data

17. Four Ways to Summarize and Present the Data

18. Choose variables to add to your table or chart Pivot Table Operations

19. Drag and Drop Variables into Column Pivot Table Operations

20. Pivot Table Operations Drag and Drop Variables into Row

21. Let’s Create a Custom Pivot Table

22. Hover and click icon to perform function Let’s Explore Pivot Chart Options

23. Click icon to download image Download Chart as a PNG

24. Zoom Level Drilldown Default is set to zoom section and choose

25. Click icon to return to original chart Reset the Display of Chart Axes

26. Default is set to show data on hover Show Data Point Label

27. Click icon to toggle spike lines Display Spike Lines

28. Compare Data Points Click icon to compare data on hover

29. Change View to Stacked Column Chart

30. What is the Size of the Market by Product, Action Taken and Geography Search Criteria: Top 1O states, Loan Type—FHA, Action Taken—Originated

31. What is the Size of the Market by Product, Action Taken and Geography Search Criteria: Top 3 states, Loan Type—FHA, Action Taken—Originated

32. Prepare Raw Data for Export When you Select Exportable Tab the raw data appears in the pane

33. Highlight and Copy Data to an Excel Spreadsheet Export Raw Data to Excel