Customizing Oracle Discoverer Templates Case When Calculations October 26, 2009

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1 Case When Calculations October 26, 2009 The information contained in this document is the property of EPL and may not be disclosed in total or in part without the written permission of EPL,

2 Property of EPL,, 22 Inverness Center Parkway, Birmingham, AL (205) , FAX (205) EPL, believes this document is accurate and reliable, and much care has been taken in its preparation. However, EPL, cannot accept any responsibility, financial or otherwise, for any consequences arising out of the use of this material. The information contained herein is subject to change. Revisions may be issued to advice of such changes or additions. The information and techniques contained in this document are the property of EPL and may not be disclosed in total or in part without the written permission of EPL, 2009 EPL, All rights reserved. Page 2 of 11

3 Contents Contents... 3 Purpose... 4 Accessing Discoverer Templates... 5 Customizing Discoverer Templates... 8 Case When Calculations... 8 Page 3 of 11

4 Purpose This document is intended to assist Credit Unions with the process of customizing Case When Calculation Statements within Discoverer Templates. Case When calculations permit a user to segregate values into specific groupings. Each Credit Union must customize the calculation by populating the statement with their specific classes, collateral codes or type codes. Page 4 of 11

5 Accessing Discoverer Templates EPL has created Discoverer Templates to assist Credit Unions with completing the NCUA 5300 Call Report. Below is the listing of the templates that have been created: 5300 Loans and Leases 5300 Shares-Deposits 5300 Real Estate Loans and Lines of Credit To access the above listed templates, follow these steps: Access Oracle Discoverer Select the month end database which should be utilized for that quarter s call report Select Browse to open existing workbook from database Page 5 of 11

6 To locate the templates user may do either of the following: o Search IPADHOC o Key 5300 in the Name Contains field Note: EPL will share the 5300 Templates to all credit unions through the IPADHOC Database. Sharing the templates allows each credit union to access the template and the ability to customize the template for their specific type codes, collateral codes and classes. Page 6 of 11

7 When the template is located, select (+) plus sign beside the name to select the method your credit union will use to customize the template. o Customization Method Options: Type Code Collateral Code Class After selecting the customization method, select Open Page 7 of 11

8 Customizing Discoverer Templates Case When Calculations Select Edit Worksheet Select Calculations tab From My Calculations, select your customization method option and select Edit Page 8 of 11

9 The Edit Calculation Window displays User may choose to: o Edit the Case When Calculation Statement from this window o Copy and paste the calculation into a Word document o Delete the calculation and start a new Case When User will need to customize the calculation by entering credit unions designated type codes, collateral codes or classes Note: The example below utilizes the Collateral Code Customization Method To Edit the existing Case When Calculation from the Edit Calculation window or in a Word document, the user will modify the (blue) Collateral Code numbers to segregate their values into specific groupings The (red) Group Name may also be modified if the user chooses to do so CASE WHEN ( Consumer Loan.Collateral Code = 10 OR Consumer Loan.Collateral Code = 20 ) THEN 'Unsecured' WHEN ( Consumer Loan.Collateral Code = 50 OR Consumer Loan.Collateral Code = 100 ) THEN 'New Vehicle' WHEN ( Consumer Loan.Collateral Code = 51 OR Consumer Loan.Collateral Code = 110 ) THEN 'Used Vehicles' WHEN Consumer Loan.Collateral Code = 75 THEN 'Real Estate' WHEN ( Consumer Loan.Collateral Code = 80 OR Consumer Loan.Collateral Code = 90 ) THEN 'New/Used RVs' WHEN ( Consumer Loan.Collateral Code = 122 OR Consumer Loan.Collateral Code = 123 ) THEN 'CD/Share Secured' WHEN ( Consumer Loan.Collateral Code = 120 OR Consumer Loan.Collateral Code = 130 ) THEN 'New/Used Watercraft' END Page 9 of 11

10 To start a new Case When calculation statement o Key Case When o In the Show field: Select Available Items o Select Available Item to base Calculation on i.e. Collateral Code, Type Code, Class o Select Paste Key = (value of collateral code, type code or class) o Key THEN (group heading name) o Example: CASE WHEN ( Consumer Loan.Collateral Code = 10) THEN 'Unsecured' If multiple types (i.e. collateral codes, type codes or classes) should be assigned to a specific group, use OR to assign two values to a specific group or use BETWEEN to assign several values to a specific group o Example: CASE WHEN ( Consumer Loan.Collateral Code = 10 OR Consumer Loan.Collateral Code = 20 ) THEN 'Unsecured' o Example: CASE WHEN ( Consumer Loan.Collateral Code BETWEEN 10 AND 20 ) THEN 'Unsecured' Page 10 of 11

11 To list the next items for another specific group key WHEN Repeat previous steps to insert available item, the value and the group heading name o Example: WHEN ( Consumer Loan.Collateral Code = 50 OR Consumer Loan.Collateral Code = 100 ) Once the last statement has been keyed, key END o Example: WHEN ( Consumer Loan.Collateral Code = 120 OR Consumer Loan.Collateral Code = 130 ) THEN 'New/Used Watercraft' END Page 11 of 11