Peer Excel Plug-In

Export Tables of Refreshable Data

You can export several display types for use with the Excel Plug-In – all of which are tables:

• Alpha tables: comparison or detailed
• Leader tables: comparison or detailed
• Historical tables: primary, comparison, or detailed

Once exported, the user can (depending on the table and Peer selections) modify:

• Accounts/formulas
• Institutions and peer groups
• Quarter(s)

What Can I Export?

From the Display Gallery:

If you open the Display Gallery (upper left side of the navigation), display types exportable for use with the Excel Plug-In are noted with a small X icon.

From any display:

Currently, you can only export specific table-types using the Excel Plug-in.  These table types include Alpha, Leader, and History tables.

• If a display is using a different display type (a bar graph or line chart, for example), change a display to show as a table, click the Gear icon and choose to change the Display Type dropdown.
• Any of these display types can be used to export for use with the Plug-In:
  • Alpha comparisons
  • Alpha detailed
  • History
  • History comparisons
  • History detailed
  • Leader comparisons
  • Leader detailed

How to Export

• Select a display you’d like to export.
• Click the right-most of the two Excel icons.

• Open the workbook. Click “Enable Editing” and next click “Enable Content” when prompted.
  

• If you don’t a prompt to “Enable Content”, navigate within Excel to File, Options, Trust Center, Trust Center Settings, and Macro Settings, and then choose “Disable all macros with notification.” – then close and reopen the workbook.
• The first sheet to open after enabling the Plug-In macro will be an overview of instructions for using the Plug-In connected workbook.
• Click into any of the additional sheets you have exported, which contain your Peer-to-Peer data.
• Log in with your Callahan credentials (the same you use to log into the Callahan Portal or CreditUnions.com).

NOTE: If you would like to share with other users in your organization who prefer not to log in or do not have login credentials, they can view the data without Plug-In capabilities by clicking “Use Offline.”

How to Use

You can modify the contents of any cell outlined in bright green. You can change any of the following, depending on the table you have selected to export:

• Accounts/formulas
• Institutions and peer groups
• Quarter(s)

Quarters/Timeframe

• Change the quarter of data shown for single-quarter tables by clicking in the green-outlined “Quarter” cell.
• Change the latest quarter used on historical tables by clicking in the green-outlined “Max Quarter” cell.

Change or Add Data Points

Just as in Peer-to-Peer displays, three types of inputs can be used when you add or change the data points in your Excel table:

• 5300 Report Account Codes
  • Add a new 5300 account code to the spreadsheet by typing in the green-outlined cell.
    • For example: “a024” will populate Unsecured Credit Card Loans in the table.
  • To find account codes, you have several options:
    • Look up a code using the Universal Search or Formula Wizard within Peer-to-Peer.
    • Refer to the NCUA 5300 Report, the NCUA 5300 Report Definitions, or the NCUA Credit Union Profile
  • Quick names, also referred to as ‘defined facts’
    • Many of the most-used formulas and 5300 account codes are saved for use in Peer-to-Peer as more user-friendly text fields.
      • For example, you can use: ‘roa’, ‘assets’, ‘loans’, and many others.
    • Combinations of these items in formulas
      • You can combine 5300 account codes and Peer quick names in formulas.
        • For example: “(a958+a968)” for auto loans or “(a958+a968)/(members)*100)” for Auto Loans/Members

Change or Add Institutions/Peer Groups

• There are two ways to add an institution to your table:
  • Add a credit union’s charter number in the green-outlined cell.
  • Add a credit union’s Callahan Id (‘CDSID within a display in Peer-to-Peer) – formatted as a negative number.
• You can add a Peer Group to your table by adding the negative Callahan Id (found by looking for the ‘CDSID in a display in Peer-to-Peer).
• See the section below on how to easily look up a charter number or Callahan Id (CDSID).

Add New Rows or Columns

In the blank rows or columns adjacent to the populated table, you can add more fields simply by typing. The columns or rows will take on the connected refreshable formatting.

Transpose Rows/Columns

• Transpose the table by double-clicking the orange square.
• Un-transpose by repeating the action.

Find a Charter Number / CDSID (Callahan ID)

Option 1: Refer to Built-In Peer Group List

Below, you can refer to any of the built-in Peer Groups available in Peer-to-Peer:

Option 2: Custom Peer Groups (and all others, via Peer-to-Peer)

• Search for “Excel Plug-In Resources” in the Universal Search or under “Displays Shared With Me”
• To find a list of all credit unions, ensure that you’ve added All Credit Unions in the US (or your custom Peer Groups) to your comparison set first. These displays list the charter number/CDSID you can use in Excel manually.
  • List of Peer Groups
  • List of All Peer Groups & Institutions
• Add or change the charter number to a data-enabled Excel Plug-In workbook to add that credit union to the table.
  • For example: to see data for Advia, type in 61503 in the Charter #.

Add a CDSID as a negative number to show the Peer Group in your Excel table. For example: All Credit Unions in the U.S. should be entered as -4