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
HMDA Database Fields (data filters)
How to Create Custom Pivot Tables and Charts
How to Use Pivot Chart Command Functions
Data Insight—Examples of Analyses and Queries
How to Export Raw Data to Excel
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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

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

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

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

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

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

28. Click icon to
toggle spike lines
Display Spike Lines

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

30. Change View to Stacked Column Chart

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

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

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

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