Using Tableau Software as a Low Cost Solution for Generating Stratification Reports


Tableau Software provides a platform for analysts to build amazing visualizations which help business leaders gain insight from their data. The platform can also be used to generate traditional stratification reports for viewing whole loan data (AKA tape cracking) at a modest price point compared to traditional solutions. Tableau also allows for flexibility compared to building reports using Microsoft Excel or Access. The added benefit of building reports in Tableau is once basic reports are built, the user can make use of all the insightful business intelligence tools Tableau provides such as matrix reports and histograms to forecasting and clustering.

Recently, Tableau released Tableau Prep to provide for data cleanup in a controlled and repeatable environment.

Fort Schuyler Advisors created an example set of reports for an auto loan portfolio which can be found here:

Please reach out if you have additional questions on the reports.

Additional information on Tableau can be found at https://www.tableau.com/

Disclaimer - This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.

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