TABLE OF CONTENTS


Summary 

dv01's strat tool is one of the most popular and widely used functions in our app, and for good reason: it provides nearly unlimited ways to format and display your collateral data and generate customized strat reports. Available across all our product lines, our strats tool displays an array of fully customizable stratification tables for the selected datasets. 


Substrats

You can add "primary" strat tables for the fields available in your dataset, then apply "secondary" and "tertiary" level strats on each field to slice and dice your primary strat attributes into a more detailed breakdown of your collateral.



Applying the Secondary and Tertiary Strats to All Fields

To apply the same "secondary" and "tertiary" level to all your other strat fields, simply click on the stack" icon 



Custom Bucketing 

dv01 automatically applies our default linear bucketing for every field, constructed from three parameters: the lower bound ("Range From"), the upper bound ("Range To"), and the increment (or size) that you want each bucket to be. There is currently no ability to set global buckets and then edit individual sets of buckets


To edit the numeric buckets and band sizes for your strat tables on a field-by-field basis by clicking the gear (insert pic) icon. This will open a screen where you can edit the buckets for each of the fields in the dataset. 



Advanced Buckets for Numeric Fields


For numeric fields, dv01 provides the ability to create customized nonlinear bucketing ranges; simply toggle each field from linear to advanced to display an input box for your custom query.



For example, if you're looking for more granularity within two specific FICO score bands, you could stack two notations into a single query by typing, "600 to 700 by 20; 700 to 800 by 10". The FICO band of 600-700 will be split into increments of 20 (resulting in 5 buckets), and the band from 700-800 will be split into increments of 10 (resulting in 10 buckets).


Saved Views  

Users can save a specific strat configuration so that you don't have to recreate it every time.

  1. Set up your strat report with your desired configuration of columns and buckets. 
  2. Next, click the Save This View button located above the strat settings card, where you will name and save it.



To load a previously saved view, click the Saved Views button, select, and apply. 


Note: In the event that strat cards do not load when you apply a saved view, it is most likely because the saved view contains fields that do not exist in your current dataset. You can make changes to the saved view (such as clearing the primary strats for cards that don't load) using the settings card, or you can select another view.


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