Getting Started Peer Group Analysis Peer-To-Peer

P2P: Create An Alpha Listing Detailed Display

An Alpha Listing Detailed display gives you the ability to analyze a number of metrics for a list of institutions in a table format.

The display will generate a row for each credit union in your ‘Primary’ and ‘Comparison Set’. Once you’ve selected a point of analysis, click ‘Create New Display’. Located in the bottom left corner of the Display Gallery, select Alpha Listing under the Detailed row.

Begin entering the metrics that you would like to analyze for each institution in the formula row. The metrics you enter in the formula rows will display as a column in your table. You can enter a defined fact (ex. Assets, Telephone, Loans), specific account code, or utilize the formula wizard (binoculars) to search and select additional metrics. Ensure there is an associated title populated for each metric. Title your display and click ‘Save’.

Now, you’ve created an Alpha Listing Detailed display analyzing associated metrics for each individual institution in your list. The resulting display is easily exportable to Excel via the ‘Export’ button.

Related Content

  • P2P: Econometric Data

    Peer-to-Peer contains macroeconomic data from a variety of different sources, including the U.S. Census Bureau, Bureau of Labor Statistics, Bureau of Economic Analysis, and the Federal Reserve. Additional data about...
  • P2P Tutorial: How To Use Chart Options (103)

    Peer-to-Peer has default settings to graphically present displays, learn how you can change these settings based on your preferences or desired objectives.
  • P2P: How To Analyze Inactive Institutions

    Peer-to-Peer now allows you to analyze currently inactive institutions historically. This function will allow you to include institutions that are not currently active in your peer groups and comparison sets....
  • P2P Tutorial: How To Merge Two Credit Unions (204a)

    Watch this short video that will show you how to properly merge two credit unions in Peer-to-Peer!